2024 Tax Summit Tax Track - Live Stream
IRS Program #: see individual live events for program #
CTEC #: see individual live events for program #
CTEC #: see individual live events for program #
CE: 20 IRS & 20 CTEC credits
Materials
Course Description
Can't make it to 2024 NAEA Tax Summit in person? We have you covered with a live stream version. This course includes all sessions offered in the Tax Track. Keynotes and lunch and learns will be included in the bundle.
We understand that life and schedule conflicts happen. If you were unable to make it to one of the live sessions, the on-demand versions are posted within the course about two weeks after the live course is completed.
Schedule
| Date/Time (All in ET) | Class Name | Speaker |
|
July 14th
1:00 - 2:40 PM |
Tax Track: Rental Properties with Emphasis on Short-term Rentals (2 CE) |
A.J Reynolds |
|
July 14th
3:00 - 4:40 PM |
Tax Track: Divorce and the Various Tax Implications (2 CE) |
A.J. Reynolds |
|
July 15th
8:00 - 9:40 AM |
Tax Track: Ethics (2 CE) |
A.J. Reynolds |
|
July 15th
10:10 - 11:50 AM |
Tax Track: Trust and The Estate Tax Planning Area (2 CE) |
Michael Miranda |
|
July 15th
1:00 - 2:40 PM |
Tax Track: Virtual Currency - A Simple Approach & Overview (2 CE) |
Michael Miranda |
|
July 15th
3:20 - 5:00 PM |
Tax Track: Mid-Year Update (2 CE) |
A.J. Reynolds & Michael Miranda |
|
July 16th
8:00 - 9:40 AM |
Tax Track: Retirement Plans (2 CE) |
Michael Miranda |
|
July 16th
10:10 - 11:50AM |
Tax Track: General Tax Education - 1099K (1 CE) |
Alan Pinck |
|
July 16th
1:00 - 1:50pm |
Tax Track: DEI Panel (0 CE) | TBD |
|
July 16th
1:50 - 2:40 PM |
Tax Track: Practiced Education Software (0 CE) |
Chelsea Rustek |
|
July 16th
3:20 - 4:10 PM |
Tax Track: Practice Education - Book Keeping (0 CE) |
Chelsea Rustek |
|
July 17th
8:00 - 9:40 AM |
Tax Track: General Tax Education - Tax Planning For The Moderate-Income Client (2 CE) |
Chelsea Rustek |
|
July 17th
10:00 - 11:40 AM |
Tax Track: General Tax Education (2 CE) |
Chelsea Rustek |
Presenters
Alan Pinck, EA
Alan Pinck is an enrolled agent with 30 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan, a nationally recognized presenter you have seen him at NTPI events, the moderator of Tax Talk Today, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!
Alan Pinck is an enrolled agent with 30 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan, a nationally recognized presenter you have seen him at NTPI events, the moderator of Tax Talk Today, CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real world approach and stories bring his sessions to life!
Allan (AJ) Reynolds, EA
A.J. has immense experience in various areas of taxation, which encompasses over 30 years. His practice centers on individual, business, and estate tax preparation. In addition, A.J. specializes in IRS audits, appeals, collections and other tax representations. He speaks for multiple organizations and brings his everyday “in the trenches” experience to assist attendees with real issues affecting tax professionals. A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving five years in the U.S. Navy.
A.J. has immense experience in various areas of taxation, which encompasses over 30 years. His practice centers on individual, business, and estate tax preparation. In addition, A.J. specializes in IRS audits, appeals, collections and other tax representations. He speaks for multiple organizations and brings his everyday “in the trenches” experience to assist attendees with real issues affecting tax professionals. A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving five years in the U.S. Navy.
Chelsea Rustek, EA
Chelsea is an Enrolled Agent, working in the taxation field since 2014, with a concentrated focus on individual and small business tax preparation. She graduated from Saint Leo University with her bachelor’s degree in Business Management. Chelsea is a member of the National Association of Enrolled Agents and the Florida Association of Enrolled Agents. She is also a QuickBooks Online ProAdvisor and Florida Notary.
Read the full bio here!
Chelsea is an Enrolled Agent, working in the taxation field since 2014, with a concentrated focus on individual and small business tax preparation. She graduated from Saint Leo University with her bachelor’s degree in Business Management. Chelsea is a member of the National Association of Enrolled Agents and the Florida Association of Enrolled Agents. She is also a QuickBooks Online ProAdvisor and Florida Notary.
Read the full bio here!
Michael Miranda, CPA, QKA, AEP
Bringing 46 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning. Prior to 2017, he spent 27 years with a regional CPA firm and 13 years with a Big 8 accounting firm.
Bringing 46 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning. Prior to 2017, he spent 27 years with a regional CPA firm and 13 years with a Big 8 accounting firm.
Continuing Education
This course qualifies for IRS Continuing Education Hours 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. If you would like your CE reported to CTEC, email education@naea.org with your CTEC member number.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.