National Taxpayer Advocate, Nina Olson, to Speak at NAEA National Conference

NAEA Celebrates 50 Years

…residents of California. Today, our membership reach expands not only across the country but around the globe. We are grateful to honor 50 years of commitment to the development, promotion, support, and defense of enrolled agents and the EA credential. NAEA 50th Commemorative Store Grab your 50th anniversary swag and show your EA pride by shopping our company store. From messenger bags and drinkware to dress and casual shirts, we’ve got your celebration swag here. How it Started: A Brief…

NAEA’s EVP Megan Killian Sends Letter to IRS Supporting Extending Tax Filing Season

…after Senate passage informing us of a change in their position from no extension to needing an extension: “In terms of The American Rescue Plan Act of 2021, we are now in limbo until we have a final version signed by the President. Then we’ll wait for IRS guidance on how to handle the unemployment exemption. Then we’ll wait for the software vendors to incorporate the change. And, finally, we’ll watch to see how the states treat the provision.” Meanwhile,…

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

National Association of Enrolled Agents Welcomes Megan Killian Top Association Executive to Lead Organization of Tax Experts Washington, DC (January 6, 2021) — The Board of Directors of the National Association of Enrolled Agents (NAEA) is pleased to announce the appointment of Megan M. Killian, CAE as its Executive Vice President. As the chief of staff, Killian will bring over 17 years of experience in executive leadership, change management and strategic development in a membership organization of financial services professionals….

The Definitive Guide to Becoming an Enrolled Agent

…prepared and signed after December 31, 2015. PTIN holders without an AFSP – Record of Completion or without other professional credentials will not be able to represent clients before the IRS in any matters for returns prepared and signed after December 31, 2015. Attorneys, CPAs, and EAs will continue to have unlimited representation rights and can represent clients before any office of the IRS.From the IRS website: https://www.irs.gov/tax-professionals/frequently-asked-questions-annual-filing-season-programOnce you’ve gathered all of your information, you can create an account on…

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Free CE

…Entity Selection for Small Business Owners: How to Answer the Not-So-Quick Entity Question – Sponsored by AICTP (1 CE) Employee vs. Independent Contractor – Sponsored by PayChex (1 CE) Reasonable Compensation Horror Stories – Sponsored by RCReports (1 CE)   Cryptocurrency Taxation and New Developments – Sponsored by Cointracker (1 CE)     2024 September: Solutions Room – Password Management (1 CE) 2024 October: Solutions Room – Tax Research and Resources (1 CE) 2024 November: Solutions Room – The Nuances…

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…address these issues.   Register Wed 29 January 29 at 1:00 pm – 2:00 pm Explore the WebLibrary and Learn About New AI Technology – Sponsored by TheTaxBook Speaker: Jacob Meyer Join Jacob Meyer from TheTaxBook as he demonstrates best practices for online tax research while using the WebLibrary. Plus, see TaxBert, TheTaxBook’s innovative new AI tax research assistant. Of note, NAEA members receive discounted pricing on subscriptions to the WebLibrary. Whether you are a seasoned WebLibrary user or just…

Private: Roadmap to Fellow

…with the IRS 2 L1.03.21 – IRS Exam Process 2 Intro to Collections – Part 1 2 L1.04.21 – The IRS Collection Process 2 Transcripts + Introduction to Appeals 2 L1.05.21 – IRS Transcript Analysis 2 Assisting NonFilers + Case Study: IRS Dirty Dozen 2 L1.06.21 – NonFilers & SFR Assessment 2 Intro to Collections- Part 2 2 L1.08.21 – Overview of Collection Alternatives and L1.09.21 – Basic Installment Agreements 2 Introduction to Audit – Part 1 + 2 4…