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.https://www.pathlms.com/naea/courses)
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.
Schedule
|
Date |
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
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.
