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2021 NAEA Summer Series: Tax Summer School - Now On-Demand



Tax Summer School - On Demand
Join us for a month filled with sessions covering the hottest topics, latest IRS updates, and a host of information that addresses tax prep pain points and gives you solutions to the challenges facing your clients.

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)

Content will remain available for one year for viewing and CE. Purchase now, finish later or save it all to start the 2022 CE year off strong!

Schedule:

Date









Time (ET) Course CE Speaker
On Demand 2pm - 4pm Employee vs Independent Contractor
2 AJ Reynolds
On Demand 2pm - 4pm  Practice Management: Setting up a Professional Office
2 NAEA CPE Leonard Steinberg
On Demand 2pm - 4pm  Taxes & Divorce Decrees
2 Beth Logan
On Demand 2pm - 4pm  Estates for Beginners
2 AJ Reynolds
On Demand 2pm - 4pm Practice Management: Workplace Efficiency
2 NAEA CPE Franklin Clark III
On Demand 2pm - 4pm Partnership Basis: Inside & Outside
2 Jane Ryder
On Demand 4:30pm - 5:15pm  Happy Hour! Sponsored by CalSurance 
N/A N/A
On Demand 2pm - 4pm
You've Got Credits!
2 Larry Pon
On Demand 2pm - 4pm  Understanding Conservation Easement Controversy
2 Hale Sheppard
On Demand 2pm - 4pm Passive Foreign Investment Companies & Int'l Tax Monsters
2 Mary Beth Lougen
On Demand 2pm - 4pm Maximizing QBI Planning
2 Jane Ryder
On Demand 2pm - 4pm Amended Returns 2 David Mellem
On Demand 2pm - 4pm Who Dunnit? A Game of Frauds (Ethics) 2 R. Kevin Cross
On Demand 2pm - 4pm Depreciation from the Ground Up
2 Amanda Watson
On Demand 2pm - 3pm Maximizing Schedule C Deductions - Sponsored by Wolters Kluwer 1 Anthony Sampson
Total CE:  23 CE + 4 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 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.

Thank You to Our Sponsors

Wolters Kluwer Tax & Accounting
Since the federal income tax was created in 1913, Wolters Kluwer Tax & Accounting has been delivering insightful, industry-leading resources, as well as step-by-step guidance, on a wide variety of tax and accounting issues. We serve as a strategic partner to Small Professional Firms, Commercial Tax Preparers, CPAs, EAs, National Tax Chains, Tax Attorneys and Auditors, helping them research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed, accuracy and efficiency. We’d like to help advance your business with innovative, integrated and customer-focused solutions that support your workflow while enhancing your productivity and profitability.


NAEA and CalSurance Associates have partnered to provide members with a best in class Errors and Omissions Solution for Enrolled Agents and supporting Cyber Liability Coverage. The program provides a wide variety of coverage limits and options to best meet the business needs of NAEA members. Details and enrollment materials can be accessed at www.calsurance.com/taxprep.

Please contact CalSurance Associates at 877-242-5998.