Education & Events

…professionals with classes designed by experts who can deliver the skills you need to handle any representation case in front of you. When it comes to taxes or practice success, NAEA is the leader in education for tax professionals with classes designed by experts who can deliver the skills you need to grow your practice profitably. When it comes to tax education, NAEA is the leader in micro certificate programs offered on select topics to add to an EA’s knowledge…

Joint Letter to IRS on Agency’s Decision to Retire Disclosure Authorization and Automated Account Resolution From e-Services

…“former EAR users should call the Practitioner Priority Service.” As part of our efforts to understand the agency’s decision, we attended a liaison meeting last week at which we received unsatisfactory answers to a variety of questions (e.g., how long has the agency known or suspected it would obsolete DA and EAR, why did the agency fail to suggest to industry that volumes were not meeting expectations, how much would the needed IT upgrades cost). For other key questions, such…

Surgent Education

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NAEA Sends Comments to IRS on NAEA’s Top Tax Reform Implementation Guidance Recommendations

February 12, 2018 After the start of the 2018 filing season, IRS invited NAEA to present the top tax reform implementation challenges NAEA members considered to be most important to taxpayers in relation to the recently enacted tax changes to individuals’ income and tax credits. IRS also invited NAEA to submit written comments on top-line individual tax reform implementation recommendations. During IRS’s closed-session February 7 National Public Liaison Tax Reform Roundtable with tax practitioner and tax industry stakeholders, NAEA’s top…

Leadership Summit

Shaping the future of tax preparation industry. Each year, nearly 100 of NAEA’s member leaders, including the national board of directors, committee members, and state affiliate presidents from nearly 40 states and regions, convene in Washington, D.C. to discuss and decide association affairs as they relate to issues facing our profession. At this multi-day event, participants have an opportunity to network soon after tax season and collect helpful news and information to take back to their local memberships. Important COVID-19…

Partners

PLATINUM ANNUAL PARTNERS GOLD ANNUAL PARTNERS SILVER ANNUAL PARTNERS BRONZE ANNUAL PARTNERS MEMBER BENEFIT PROVIDERS…

Tracey Ann Gordineer, EA

Quick Links Overview Register Sponsors/Exhibitors Speakers Agenda Education Resources Future NAEA Virtual Forums and Education Events #EA2020 Advanced Representation Digital Forum November 9 – 11, 2020 NAEA Tax Preparation Digital Course December 2 – 4, 2020 NAEA Tax Preparation Digital Course January 12 – 14, 2020 Tracey has a decade of experience in the financial industry. She graduated from University of Georgia and went on to complete the Certified Financial Planner™ (CFP) program at Oglethorpe University. She recently completed her…