Skip to main content

2021 NAEA Summer Series: NTPI Level 2 - Now On-Demand

The 2021 Summer Series Event is no longer available for purchase. For those of you who have already purchased can still access your content until August 31st, 2022. The links to the courses are below in the table. You can access the individual courses you have already started from your account and any additional ones you need to complete from the direct links below.

You can purchase these courses separately if you have NOT already purchased them below during the event. (www.

 NTPI Level 2 LIVE - Virtual
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 2 of the NTPI program is designed to build on the topics in Level 1 giving the tax professional an even broader skill set representing clients before the IRS.

Learning Objectives
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 office examination.



Time (ET) Course CE Speaker
07/07/2021 1pm - 2pm L2.01.21 FOIA Requests
1 Clarice Landreth, EA
07/07/2021 3pm - 4pm L2.02.21 Internal Revenue Manual
1 David Gannaway, EA
07/08/2021 1pm - 3pm L2.03.21 Audit Reconsideration Process
2 Cathy Clow, EA
07/08/2021 3pm - 5pm L2.04.21 Office Audit Case Study
2 Alan Pinck, EA
07/13/2021 2pm - 4pm L2.05.21 Enforced Collection Actions
2 Clarice Landreth, EA
07/14/2021 2pm - 4pm L2.09.21 Penalty Abatement Strategies
2 Thomas Gorczynski, EA, USTCP
07/15/2021 2pm - 4pm L2.07.21 Collection Appeals
2 Clarice Landreth, EA
07/15/2021 4:30pm - 5:15pm Happy Hour!

7/20/2021 2pm - 4pm L2.08.21 Exam Appeals  2 Bert Hartmann, EA
07/21/2021 2pm - 4pm L2.06.21 Offer in Compromise
2 Sarah Fields, EA
07/22/2021 2pm - 4pm L2.10.21 Intro to Business Representation  2 Ricardo Rivas, EA
07/27/2021 2pm - 4pm L2.11.21 Ethics (Level 2)  2 David Gannaway, EA
07/28/2021 2pm - 4pm L2.12.21 Case Management Strategies
2 NAEA CPE Sarah Fields, EA
07/29/2021 2pm - 4pm L2.13.21 Capstone Course (Level 2)
2 Thomas Gorczynski, EA, USTCP & Clarice Landreth, EA

Total CE = 22 IRS CE, 2 NAEA CPE

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

To request to have Continuing Education Hours reported to CTEC, contact NAEA Education at

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 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.