…as “offering to provide advice or offering to act or acting as an intermediary between a debtor and the federal government, state government, or their political subdivisions to delay payment of delinquent taxes owed, establish a payment plan for delinquent taxes owed, or obtain a settlement for less than the full amount of delinquent taxes owed.” The statute exempts attorneys not exclusively representing taxpayers before the IRS, but does not exempt CPAs and EAs. The statute does not apply to…

…bill! Rep. Becerra (D-CA) introduced his bill—(HR 5716)—this spring. As with the Senate bill, the GR team at NAEA also worked with the tax staff drafting HR 5716. While the bills are not identical, each of them contains the four points essential for EA support:. [pay attention; you’ll be quizzed at the end of the evening…] First, and most importantly, tax preparers must be tested. If you cannot pass an exam testing basic knowledge of tax returns, you should not…

…they cannot distinguish this disclaimer from others and tend to ignore all of them. General Standard of Competence. The overhauled proposed §10.35 plants a stake in the ground with respect to competence: A practitioner must possess the necessary competence to engage in practice before the Internal Revenue Service. Competent practice requires the knowledge, skill, thoroughness, and preparation necessary for the matter for which the practitioner is engaged. The brevity of the section belies its importance both to tax professionals and…

…discuss prices, fees, or rates. This is part of the federal antitrust laws and applies to all association activities. Encourage Questions. We are here to learn and share. Any comments that belittle a member’s level of knowledge will be removed. Additional NAEA Web Board Guidelines State concisely and clearly the topic of your comments in the subject line. This allows members to respond more appropriately to your posting and makes it easier for members to search the archives by subject….

Learn more about what an enrolled agent does and how you can become one. Your future is looking bright ahead. NAEA has the latest news and resources on tax filing, the CARES Act, and more for members. Tools for today’s emerging leaders to position your business for success with in-depth knowledge, practical insights for strategic decision-making and planning, education and unique networking opportunities. Talent management, industry standards and other operational functions can significantly affect your business’s bottom line, strategic plan,…

What does it mean to be an NAEA member? It means you’re connected to a professional community of tax experts. It means you receive support and guidance for the work you do every day. NAEA offers opportunities to build a strong peer network for your continued professional growth. Whether you choose to volunteer, enhance your career, or give back to the profession, NAEA is committed to providing you with a meaningful experience. NAEA’s continuing education courses offer a variety of…

NAEA’s 2025 Call for Speakers Is Closed! Stay connected with NAEA for future speaking opportunities and to support fellow tax industry experts during the following programs: Solutions Rooms – These are 1 CE courses taught monthly on any hot tax topic. Share your knowledge, and answer questions about a timely issue facing tax professionals. Tax Talk Today – Tax Talk Today® – The Tax Show for the Tax Pro! is an online series of programs designed to educate all tax…