…“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…

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…

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…

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…

Be a Champion for Enrolled Agents Everywhere The National Association of Enrolled Agents (NAEA) is fighting to protect your livelihood and defend your right as an enrolled agent to provide services to U.S. taxpayers wherever they may be located, within or outside the United States. Recent efforts to cripple EA practice rights in Nevada and New York failed. Now, Minnesota has passed Statute 332B, which requires enrolled agents who provide debt settlement services to pay costly and burdensome state registration…

…the moment. Bring EA concerns to IRS panels, forums, and meetings. Work with the IRS to ensure that the tax code is accurately and reasonably administered and enforced. Investigate and respond to proposed new regulations. Advocate for enrolled agent interests on Capitol Hill. Organize grassroots activities, such as the annual Fly-In Day. Lean into the political process through NAEA PAC, our political action committee. Provide expert testimony on tax-related matters. These critical issues are our current focus: Return preparer oversight…