…at the event. There are multiple sponsorship opportunities at the virtual Summer Series in the months of June, July, and August. Exhibitors and sponsors interested in sharing service information and product solutions are encouraged to download the virtual prospectus or the in-person prospectus. Contact Erin Mosher, Director of Education at emosher@naea.org for more information. To learn more about the Special Topics Workshop, visit www.naea.org/events/special-topics-workshop. To learn more about the Summer Series, visit www.naea.org/events/summer-series. About the National Association of Enrolled Agents…

…takes an expansive view of taxpayer service, which we submit encompasses nearly all of the agency’s external-facing functions. As a result, pre-filing issues (e.g., tax ID numbers, withholding and estimated tax payments, forms and instructions, walk-in service, access to prior year tax information); filing issues (e.g., electronic filing, math error adjustments, ID theft); and post-filing issues (e.g., compliance notices, audits – both office and correspondence – and collections) are included. Too often, policymakers and IRS create a false choice between…

…develops and coordinates educational programs, seminars, and workshops to enhance the professional development and knowledge base of association members in relevant areas of practice. Chair Richard Ogg Clarice Landreth Board Liaison John Perry Staff Liaison Jessica Masters, Director of Education The Representation Subcommittee focuses on supporting association efforts in developing education and awareness of important issues in tax resolution. Committee Members Richard M. Reedman Laura Strombom Ricardo Virgilio Rivas Kesha M. Dawson Harris Beth Logan Elizabeth Holliday The Tax Education…

…and lose the right to prepare tax returns for serious malfeasance. Legislation: The Senate Finance Committee is working on bipartisan legislation that would seek to address this problem, and NAEA strongly supports those efforts. Representative Jimmy Panetta (D-CA) has been a leader on this issue in the House and continues to pursue legislation. In 2021, Panetta introduced the Taxpayer Protection and Preparer Proficiency Act. According to Mr. Panetta, “[m]istakes by incompetent tax preparers have led to many taxpayers getting audited…

…and business taxpayers. EAs adhere to a code of ethics and professional conduct and are required by IRS to take continuing professional education. Like attorneys and certified public accountants, enrolled agents are governed by Treasury Circular 230 in their practice before IRS. Since its founding in 1972, NAEA has been the enrolled agents’ primary advocate before Congress and IRS. NAEA has affiliates and chapters in 42 states. For additional information about NAEA, please go to our website at www.naea.org. http://www.house.gov/jct/x-29-07.pdf…

…and business taxpayers. EAs adhere to a code of ethics and professional conduct and are required by IRS to take continuing professional education. Like attorneys and certified public accountants, enrolled agents are governed by Treasury Circular 230 in their practice before IRS. Since its founding in 1972, NAEA has been the enrolled agents’ primary advocate before Congress and IRS. NAEA has affiliates and chapters in 42 states. For additional information about NAEA, please go to our website at www.naea.org. 1http://www.house.gov/jct/x-29-07.pdf…

…a chance to advance your journey or graduate as an NTPI Fellow. Hear from industry leaders and inspiring speakers who will help you take on new challenges with fresh ideas. Plus, you’ll get to connect with Enrolled Agents, CPAs, financial advisors, and more. Experience a 360° journey that seamlessly blends top-tier education with opportunities for networking and entertainment. Don’t miss out—your career deserves it! Sunday, July 27th TBD New Member Happy Hour Monday, July 28th 7:00 AM Registration Opens 7:00…