National Tax Practice Institute® (NTPI)

…Strategies (2 NAEA CPE) L2.13.21 – Capstone Course (Level 2) (2 CE) By the end of NTPI Level 2, a participant will be able to successfully complete the following engagements. Determine the best way to challenge an existing audit assessment. Determine which collection appeal option is appropriate for a taxpayer. Get a levy released for a taxpayer. Determine the best method of penalty abatement and request it. File an offer in compromise for a taxpayer. Represent a client in an…

National Tax Practice Institute

…which collection appeal option is appropriate for a taxpayer. Get a levy released for a taxpayer. Determine the best method of penalty abatement and request it. File an offer in compromise for a taxpayer. Represent a client in an office examination. NTPI Level 2 will be offered in-person at 2025 NAEA Tax Summit July 28 – 30, 2025. Register for Tax Summit Level 3 Curriculum L3.01 – Advanced Financial Analysis (2 CE) L3.02 – Trust Fund Recovery Penalty Process (2…

NAEA Senior Director of Government Relations Speech at NYSSEA Convention, October 2008

…categories: what the Hill did to us and how NAEA tried to influence the Hill. Our primary legislative objective has been and continues to be regulation of return preparers [aside on nomenclature—regulation v. registration]. Enrolled agents hold a strong consensus on this issue, and since last I spoke before NYSSEA, NAEA has reached a high water mark in its advocacy. In addition to a Senate bill (S. 1219, sponsored by Senator Bingaman of NM), we now also have a House…

Advocacy

…EVENTS:   2025 Capitol Fly-in May 13-14, 2025 – Washington D.C. Learn More 2025 Schuldiner/Smollan Leadership Academy (SSLA) May 15-16, 2025 – Washington, DC Learn More IRS Launches New Effort Aimed at High-Income Non-Filers (March 2024) In a letter to IRS Commissioner Danny Werfel last October, NAEA offered the enrolled agents perspective on the agency’s significant cutback to compliance initiatives and requested IRS start sending reminder notices immediately to non-filers and those with balances due in excess of $10,000.  …

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NAEA Announces Appointment of Megan M. Killian as Executive Vice President

…She will take office on January 11, 2021. “Over the past few years, NAEA has successfully focused on financial stability and strengthening its technology infrastructure. This progress, combined with Meg’s experience in building membership and high performing teams, will produce amazing results,” said NAEA Board President Don Rosenberg, EA. “Her leadership is precisely what we need to take us to the next level.” Killian most recently served as Vice President, Member Relations at the Pennsylvania Institute of Certified Public Accountants…

NAEA Letter to David Williams Regarding Basic Competency Test Deadline

…administrators. As always, we look forward to continuing to work with you on creating a common sense, rigorous oversight framework that protects all taxpayers, levels the industry playing field, and produces more accurate tax returns. Sincerely, Francis X. Degen, EA, USTCP President cc: Steven Miller, Deputy Commissioner for Services and Enforcement Karen Hawkins, Director, Office of Professional Responsibility 1 “Frequently Asked Questions: Testing Requirements, FAQ b1,” posted July 18, 2011, http://www.irs.gov/taxpros/article/0,,id=239683,00.html. 2 Frequently Asked Questions: Testing Requirements, FAQ b7,” http://www.irs.gov/taxpros/article/0,,id=239683,00.html…

New Survey Reveals Taxpayers Did Not Adjust Their Withholding Before 2020 Filing Season

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