The National Tax Practice Institute™ (NTPI®) is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure.

Level 1 of the NTPI program is designed to review the basics of representation and give the tax professionals the tools they need to start their representation careers. 

Learning Objectives
By the end of NTPI Level 1, a participant will be able to successfully complete the following engagements.

• Review a taxpayer’s IRS transcripts and case data to determine appropriate resolution strategies.
• Get a non-filer into filing compliance.
• Resolve automated under reporter notices, such as Notice CP2000.

• Establish a guaranteed or streamlined installment agreement for a taxpayer.
• Request penalty abatement using First Time Abate procedures.

Schedule

Date	Time (ET)	Course Name	CE	Speaker
On-Demand		L1.01.21 Introduction to Representation	2	Laura Strombom
On-Demand		L1.02.21 Statute of Limitations	2	Thomas Gorczynski
On-Demand		L1.03.21 IRS Exam Process	2	Alan Pinck
On-Demand		L1.05.21 IRS Transcript Analysis	2	Clarice Landreth
On-Demand		L1.04.21 IRS Collection Process	2	Jon Hargis
On-Demand		L1.06.21 NonFilers & SFR Assessment	2	David Gannaway
On-Demand		L1.08.21 Overview of Collection Alternatives	1	Leonard Steinberg
On-Demand		L1.09.21 Basic Installment Agreements	1	Clarice Landreth
On-Demand		L1.07.21 Intro to Exam	2	Alan Pinck
On-Demand		L1.10.21 Financial Analysis Process (Form 433)	2	Clarice Landreth
On-Demand		L1.11.21 Ethics (Level 1) – 2021-Selecting Engagement	2	Thomas Gorczynski
On-Demand		L1.12.21 Managing Confidential Client Data	2	David Gannaway, EA
On-Demand		L1.13.21 Capstone Course (Level 1)	2	Thomas Gorczynski

Total CE = 24 IRS CE 

CE Information
This course qualifies for IRS and CTEC continuing education hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN account by the end of the month after receiving the certificate, please contact NAEA at education@naea.org.

To request to have Continuing Education Hours reported to CTEC, contact NAEA Education at education@naea.org

Refunds for NAEA Events/Conferences
If an NAEA member (or non-member) registers for a conference or virtual learning conference and is unable to attend the event, the request for refund must be received (by NAEA) in writing at least 30 days prior to the event to the Education Department staff and it will be approved on a case-by-case basis. Requests should be sent to education@naea.org. If the refund is approved by Education Department staff, then the purchase will be refunded by original payment method. No refund will be granted under 30 days prior to the event.