Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts.

Join this webinar and hear ideas on how to make your tax season less stressful! This webinar will feature NAEA members, Kenneth Portera and Alan Pinck discussing the...

Join NAEA for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. This session will also include a...

This course will equip tax professionals with the knowledge and skills necessary to navigate IRS tax extensions confidently, enabling them to provide comprehensive...

Join NAEA for a Virtual Roundtable for EAs living in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax...

Join NAEA each quarter for a member-only NTPI Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors...

Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. This...

Join NAEA each quarter for a member-only NTPI Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors...

The Employee Retention Credit (ERC) continues to be a hot topic of conversation. We will review various statutes and how they apply to ERC. Possible audit scenarios...

Join NAEA for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts.

Join NAEA for a Virtual Roundtable for EAs living in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax...

This session will guide you through the different pricing models to help you remain competitive in the marketplace, explore technology to help you streamline your...

Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts.

This 100 minute program covers common issues that arise in federal tax practice when dealing with clients who have been certified by the IRS to the State Department...

​Learn about NAEA's premier tax representation program, the National Tax Practice Institute, and see if it is the right fit for your tax representation journey.

Join us for our next quarterly update from NAEA's lobbyists. Gain insight about how NAEA is working to advance the EA industry and get on the ground information about...

Join NAEA each quarter for a member-only NTPI Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors...

The course will present tax professionals with up-to-date valuable knowledge on this PTET and how these rules impact their clients who operate pass-through entities...

We’re glad you’re here! It’s time to get acquainted with your new professional home. Join the NAEA Membership and Education team’s brown bag webinar going over the...

This course offers tax professionals a comprehensive exploration of the Corporate Transparency Act (CTA) and its implications on tax compliance and reporting.

Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts.

January 1, 2024 the Beneficial Ownership Information (BOI) reporting went into effect. This reporting requirement is the result from the passage of the National...

​For financial professionals cybersecurity isn’t optional, according to IRS 4557 protecting taxpayer data is the law.

La temporada de impuestos siempre trae consigo nuevos desafíos, y la próxima temporada no será la excepción. Únete a nosotros para estas actualizaciones y resumen de...

​This session will review the key changes (both statutory and administrative) to tax law for 2023 that impact individuals and small businesses.

​This course explores how entity changes to an S Corporation can save taxpayers large sums of money. In addition we will explore setting compensation in terms of...

Explore the intricacies of "What to Do If Your Client Didn't Take Reasonable Compensation Last Year" in this informative session.

Are you ready to unlock the secrets to achieving peak efficiency in your business processes? Join our comprehensive course, "Key Steps to build Efficient Workflows,"...

Join NAEA for a Virtual Roundtable for EAs in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax season and...

Join NAEA each quarter for a member-only NTPI Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors...

If you’re a tax specialist and are looking to take the next step in your career, you might want to consider the EA designation. If you didn’t already know, that’s the...

Tax season always brings new challenges, and this upcoming season will be no exception. Join us for this fast-paced, must-attend updates and overview on Thursday where...

Tax season always brings new challenges, and this upcoming season will be no exception. Join us for this fast-paced, must-attend updates and overview where you will...

Pursuing tax credits can be complex. Small businesses engaging in qualified research activities have the opportunity to claim lucrative tax credits that could help...

This session will a hands-on discussion and analysis of a real-world tax case for U.S. individuals withinvestments in foreign jurisdictions (OUTBOUND). This case will...

​Under the Tax Cuts and Jobs Act (TCJA), Congress enacted a one-time tax in section 965. This tax is the so-called “transition tax”. Under this tax, U.S. shareholders...

​It is very common that U.S. individuals have lived and worked in foreign countries. These individuals frequently hold foreign private retirement accounts, that...

​This session will discuss the tax rules applicable to those individuals that expatriate from the U.S. In particular, the presentation will analyze the so called “exit...

This session will discuss the rules of GILTI, which was enacted by the Tax Cuts Jobs Act (TCJA). Rules and mechanics of this new tax will be analyzed. Additionally,...

​This session will discuss the tax implications of transferring property to foreign corporations. Form 926 must be filed by a U.S. individual transferring certain...

​ ​This session will analyze the tax implications of owning foreign real estate. Multiple considerations will be discussed, including various manners to hold foreign...

A U.S. individual holding an interest in a foreign entity may have some reporting obligations. However, in some cases the taxpayer does not organize an entity, but...

In this Ask the Experts session, we will discuss current IRS updates as they apply to representation. These will include updates to the Tax Pro Account along with IRS...

What happens when a U.S. individual invest in a foreign entity, that is classified as a partnership? This course will discuss the entity election of foreign businesses...

​A lot of U.S. individuals hold investments in foreign corporations that produce passive income, for example a foreign mutual fund. These types of corporations are...

​U.S. individuals with foreign assets have additional reporting obligations with the IRS. One of the most common reporting scenarios for U.S. individuals occurs when...

U​.S. individuals with investments in foreign companies face multiple tax complexities. The U.S. has enacted legislation that prevents the deferral of profits earned...

We’re solution focused. Register for this webinar for insight about the latest tax law changes (and the challenges they create) directly from leading experts in the...

Between 2010 and 2020 a parade of Court Cases, IRS Fact sheets, Job Aids, and Internal Memos, plus Heightened IRS scrutiny and Preparer Penalties has brought the issue...

Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. This...

Join Jeremy Wells, EA, CPA, PhD, and esteemed member of NAEA, in an enlightening webinar that delves into advanced sales strategies.

Join NAEA for a Virtual Roundtable for EAs in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax season and...

The taxation of cryptocurrencies and digital assets can be challenging. This session intends to give you a high-level, non-technological understanding of...

3/15, 4/15, 9/15 and 10/15 were some of the most stressful deadlines in years for accounting firms. It feels never-ending. Tax season is around the corner and many...

In this webinar, Sean Taylor, Director of Strategic Partnerships of Surgent, will provide attendees with a high-level overview of software changes on the horizon for...

We will cover the latest with Congress, including the prospects for tax legislation before the end of the year and the chances of a government shutdown. We will also...

This course is for Enrolled Agents and others governed by Circular 230. It is designed to provide an overview of Circular 230 and providenumerous practice scenarios,...

This program will lead you through estate tax preparation from date of death to estate termination. This case study will apply the knowledge acquired in the previous...

This program will provide you with estate planning techniques that will allow you to assist your clients in developing or updating their estate plans. You will be able...

This program will discuss in depth various topics learned in the above sessions – portability, stepped up basis, real estate, IRD and charitable gifts. More detailed...

This program will discuss how to prepare Form 1041 for an estate. Topics covered will be income in respect of a decedent, how estates are similar and different from...

​This program will discuss Federal Estates and estate tax. Topics covered will include the gross estate, the taxable estate, estate tax deductions, probate assets and...

This program will provide an overview of generation skipping transfer tax (GSTT). Topics covered will be what is a generation skip and why is it important, gifts...

This program will discuss taxable and non-taxable gifts, reporting requirements and gift strategies that will help your clients. Topics covered will be taxable and...

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...

Join NAEA Membership and Education team's brown bag webinar going over the highlights of your new membership with NAEA. Come to this casual virtual get to together...

Only 4% of retirees optimize their Social Security benefits, and as an Enrolled Agent, you are well positioned to assist your clients with this complex decision.

Discover how to transform your business model so that youwork less hours, work with better clients and increase your profits. If you want to stop the insanity of tax...

Learn the background of The TaxBook company, how to get special NAEA discounted pricing, how the subscription will mirror NAEA membership, and so much more!

Now that we have looked at numerous building blocks, how do we integrate all this together? This session will work through sample scenarios for how trade-offs might be...

​Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. This...

choices. How does one optimize the financing of their retirement years? What choices should be considered in choosing beneficiaries of one’s accounts? How are...

​Social Security is a government-sponsored, inflation-indexed annuity that is available to most taxpayers in this country. There are occupations that do not...

​Individual Retirement Accounts were established for taxpayers who do not have an employer-sponsored retirement plan available to participate in. They are also...

Many employees have the benefit of a retirement program provided by their employer. Employers have choices about which of several potential retirement programs to...

Retirement is a season of life that most workers look forward to. Fortunate taxpayers have multiple financial sources to help carry them through retirement. The...

​We have identified two very common matters affecting S Corp shareholder and partner basis related to how business ERTC refunds and PPP loans were reported on the...

We’re solution-focused! Register for this webinar for insight about the latest tax law changes (and the challenges they create) directly from leading experts in the...

Join NAEA on the last Thursday of every month for a member’s only, open roundtable discussion on key issues and challenges you’re facing during this tax season and in...

Due to COVID and the National Forbearance, new legislation was added to help borrowers better manage their student loans. From a tax preparer's standpoint, these...

In this webinar, Jake Etheridge - Senior UX Designer at TaxAct Professional, will provide attendees with a high-level overview of software changes on the horizon for...

More student loan borrowers are using Income-Driven Repayment (IDR) methods. This trend is expected to accelerate once repayment restarts. As a result, student loan...

After three and half years, student loan repayment will restart on October 1, 2023. Student loan borrowers and loan servicers are unprepared for this financial event....

​The top challenge accountants face today is people. There is a shortage of accounting talent — and many practices feel it. So how do you attract and retain talent in...

​Do you pay enough attention to client data security when you work remotely? Do all your team members use the right tools to ensure secure data exchange?...

​Join NAEA for a Virtual Roundtable for EAs in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax season...

This session will include two case studies, which will help you put into practice the knowledge gained regarding Offers in Compromise in Level 2. We will also discuss...

​Are you a risk-taker and willing to risk it without a WISP? Or do you feel uncertain and unsure of where to start to get into compliance quickly with IRS Pub 4557 and...

We will discuss the basics of kiddie tax, who pays it, the options for filing, and why we have it. Then we will go over some examples.

Join NAEA on the last Thursday of every month for a member’s only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re...

​We have been hearing the commercials telling us that you are entitled to $26,000 per employee for the Employee Retention Credit (ERC).   Your clients are telling you...

​This course will take what was learned in the previous C Corporation courses and apply it to a full case study.

Join us for our next quarterly update from NAEA's lobbyists. Gain insight about how NAEA is working to advance the EA industry and get on the ground information about...

​During this course, we will discuss what needs to be addressed in a C Corporations first year of operation. Review elections and choices you make that will affect...

​During this course we will review items relative to a termination of an entity due to a sale, S corporation election being revoked, as well as, the liquidation of an...

During Part 2 of this course, we will do a comprehensive review of a client’s books and then prepare a tax return where a different accounting method is used for Tax.

​During Part 1 of this course, we will explore initial year tax elections made, specifically their tax treatment going forward and the impact on the tax liability of...

​During this course, we will review C Corporation specific tax characteristics vs other entity types, different formation types, and how the stock ownership as a...

Learn what a Revenue Officer (RO) needs to settle a client’s tax liability.A former IRS RO and collection group manager will walk you through a case study pointing out...

Join NAEA Membership and Education team's brown bag webinar going over the highlights of your new membership with NAEA. Come to this casual virtual get to together...

Join NAEA each quarter for a member only NTPI Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors...

Can't make it to our 2023 Tax Summit in-person event, but still want to support your graduating Fellows? We've got you covered here with a live stream so you don't...

Join NAEA's live stream coverage of our Keynote speaker Sharyn Fisk at the 2023 Tax Summit!

There are times when the representative will have a client say something that they do not want to be divulged to the IRS. A representative must know what Circular 230...

Join NAEA on the last Thursday of every month for a member’s only, open roundtable discussion on key issues and challenges you’re facing during this tax season and...

This session is the capstone and culmination of the certificate bringing together concepts identified through the earlier sessions. A mastery of the covered...

The treatment and character of one’s rental real estate have flow-over effect on other Code sections impacting tax liability. You have to consider whether the rentals...

Reporting rentals is not necessarily a static reporting environment replicating year over year. This session will identify numerous Code sections wherein the...

Owning real estate provides many tax planning opportunities with many beginning at acquisition. During this session, we will focus on the many considerations...

Real estate rentals base their reporting on either Schedule E (Forms 1040 and 1041) and Form 8825 (Forms 1065 and 1120S). How this income flows through the return and...

Rental real estate is common with all levels of taxpayers from individuals renting a single-family home to commercial ventures operating inside a partnership. While...

This course will provide an overview of the potential state and local tax consequences of remote workers, which have become more and more common in all industries in...

Starting mid-2023, the IRS tax data will be integrated into student loan repayment and FAFSA system. The new IRS/Dept. of ED process will change the role and...

Tax changes never rest, nor should tax professionals. Join us for this fast-paced, must-attend two-hour overview where you will receive the latest information and...

During this session we will define and discuss Trust Fund Recovery Penalties along with identifying what IRS Criminal Investigation investigative priorities are and...

​This will be the summation of all the previous investment sessions. Applying the academic theory to real-life scenarios and practice. We will look at examples and...

Join NAEA on the last Thursday of every month for a member’s only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re...

This session will delve into the strategies which allow tax breaks on all types of investments. Discussions on how to lower AGI or tax will include opportunity zones,...

For many transactions, the basis is correctly reported on a 1099-B. For other transactions, especially stock options, the basis is incorrect. In other cases, including...

Stock options are provided for work done which makes them earned income, not investment income. The advantage of stock options over wages is that, with tax planning...

This course will explain the common investment income types including bank interest, Treasury interest, dividends, distributed capital gains, capital gains on sales,...

This introductory class will set the foundation for the others classes. The reporting forms, such as 1099-INT, -DIV, -B, and K-1 will be presented. The information...

Do you pay enough attention to client data security when you work remotely? Do all your team members use the right tools to ensure secure data exchange? This webinar...

​By transitioning to a fully online and remote model, tax and accounting professionals can lower overhead costs, improve agility and responsiveness, and deliver an...

IRS’s Office of Professional Responsibility (OPR) plays a critical role for enrolled agents. OPR seeks to support effective tax administration by ensuring all tax...

Three years later and the Employee Retention Credit (ERC) still is the topic of many conversations. We will discuss various statutes and how they apply to ERC as well...

We’re solution focused. Register for this webinar for insight into the latest tax law changes (and the challenges they create) directly from leading experts in the tax...

A practical investigation into how to properly report cryptocurrency transactions for taxpayers that don't have 3rd party information returns, as well as those that...

The taxation of digital assets is a fast-paced and quickly changing environment. We’ll review what’s new in the DA world and the tax implications that go along with...

An introduction to digital asset taxation, covering the basics on blockchain and cryptocurrency and how to report common crypto situations. We will cover IRS guidance...

In this course, you will learn how to help small business owners make the best entity selection for their business and personal financial goals. Choosing the right...

The landscape of digital asset taxation is rapidly evolving. We will examine the latest updates in the digital asset realm and the associated tax consequences.

Join this webinar to learn the biggest risks employers face right now, the financial impact these risks can have on a business, and what you can do now to help them...

​Join the NAEA Membership and Education teams' brown bag webinar going over the highlights of your new membership with NAEA!

This ERC webinar will review the new IRS guidance released. Speaker, Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP, will go over updates and guidelines recommended to...

This non-technical overview showcases a variety of retirement plans and discusses how each tool offers deductible contributions to self-employed persons and small...

This course will present an introduction to Schedules K-2 and K-3, review the filing requirements, and discuss the different parts of the forms as well as the...

Your client is ready to sell a property, but it has tax liens. Are you prepared to advise your client with updated strategies and options? Find out how in this NTPI...

​We’re solution focused. Register for this webinar for insight about the latest tax law changes (and the challenges they create) directly from leading experts in the...

Join NAEA on the last Thursday of every month for a member-only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re facing...

Join NAEA for a Virtual Roundtable for EAs in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax season and...

This webinar reviews the rules for the computation of shareholder basis in S corporation stock and indebtedness, how the allowable amounts of loss and deduction are...

During this Ask the Experts session, ask questions regarding examination or collections issues. We will also discuss updates regarding the current examination...

The webinar is designed to help enrolled agents understand the new Tax Titans platform. The purpose of the platform is to allow enrolled agents and other tax...

Join NAEA and Raistone for an Ask the Expert Session on ERC. Here about how Raistone can help support your clients with ERC followed by a Q&A with one of NAEA’s top...

Join us for our next quarterly update from NAEA's lobbyists. Gain insight about how NAEA is working to advance the EA industry and get on the ground information about...

The Inflation Reduction Act provided many new energy credits for homes, businesses, and vehicles. This session reviews credits available for tax year 2022 and...

Are you looking to streamline client onboarding, automate engagements and eliminate accounts receivable for your business? Join Ryan Embree, Head of Partnerships at...

Join NAEA each quarter for a member only NTPI Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors...

Join NAEA Membership and Education teams brown bag webinar going over the highlights of your new membership with NAEA. Come to this casual virtual get to together with...

Join NAEA for the first Virtual Roundtable for EAs in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax...

Do you pay enough attention to client data security when you work remotely? Do all your team members use the right tools to ensure secure data exchange? This webinar...

In this course, students will be able to effectively represent their clients in defense of ERC claims filed. Students will learn the full ins and outs of employee...

Are you aware that 19 states have sent money to residents and/or taxpayers? This course will discuss which states, if they are taxable, and how the payment is included...

PTET elections offer federal tax savings for many partners and S corp shareholders. In addition to a federal deduction for state taxes at the entity level, PTET lowers...

Tax season is just around the corner, it's time to start thinking of future-proofing your firm. Josh Lance, the Managing Partner at Lance CPA Group, has been running...

Join us for this fast-paced, must-attend two-hour overview on Wednesday and Thursday where you will receive the latest information and guidance that has transpired...

Join us for this fast-paced, must-attend two-hour overview on Wednesday and Thursday where you will receive the latest information and guidance that has transpired...

This course is intended as a capstone to the Basic Foreign Topics program and will incorporate at least two case studies and elements of the learning objectives listed...

We will review the rules of foreign income and asset disclosure: who needs to file, assets that must be reported, noncompliance penalties, and the potential liability...

This course will provide a high-level overview of the types of income that a foreigner can obtain from the U.S.

In this session we will we will discuss the forms, filing requirements and more for international taxes.

This course will provide a detailed analysis of the most relevant rules in a tax treaty, how to interpret a treaty vs. Domestic law, and will discuss the “savings...

Many tax professionals are involved in representation without realizing it. We will discuss what is considered representation - whether it be exam or collection...

We’re solution focused. Register for this webinar for insight about the latest tax law changes (and the challenges they create) directly from leading experts in the...

Under the FTC Safeguards Rule, financial institutions must protect the consumer information they collect. The Gramm-Leach-Biley (GLB) Act of 1999 requires companies...

Join NAEA and its Crypto Software Partners to showcase their products. See how using a cryptocurrency software can help you manage your client’s cryptocurrency taxes....

Join NAEA and its Crypto Software Partners to showcase their products. See how using a cryptocurrency software can help you manage your client’s cryptocurrency taxes....

This session will review concepts learned in all three levels of the National Tax Practice Institute regarding IRS representation. We will have a case study followed...

​This webinar has the intended goal to provide you a better understanding on how CoinTracking is utilized to connect with crypto tax clients and generate tax reports.

Provides tax preparers the insights and strategies linking student loan repayment to personal and business taxes. The new legislation will automate the IRS tax...

Completed examples of partnership capital accounts, advancedpartner reporting, partner liability allocations, sample closing balance sheets, sale of a partnership...

Stay informed and boost your career with valuable exam review tips & tricks each week during our free Exam Review Weekly Webinar series.

When it comes to taxes, there is always a gap between knowledge acquisition and the application of such knowledge. This course seeks to bridge that gap by providing...

Post-Election Analysis and Impact – Join NAEA for an analysis of the midterm election results and how we expect it to influence Congress and policymaking in the months...

This course will demonstrate and review several valuable advanced partnerships matters such as contribution of assets with built in gains, distribution of assets from...

​The course will demonstrate and explain the taxation of current and liquidating distributions including cash and non-cash distributions from a partnership to a...

Partnerships and LLCs filing as partnerships, Form 1065, are the second most common business tax return filed in the US, after S corps. This course will review each...

We’re solution focused. Register for this webinar for insight about the latest tax law changes (and the challenges they create) directly from leading experts in the...

Real-world tax preparation requires you to summarize an entire year’s financial activity within a short timeframe. We’ll dive deeper into typical, unusual, and...

In this course, we will go over how to understand and know how to use form 966 and dissolution, understand and know how to use Built in Gains (BIG), understand and...

In this course, we will be going over explaining basis with various examples, differentiate between inside, outside, and shareholder basis, explain Form 7203, and much...

Join NAEA and NARSSA for this presentation to learn how important it is to help clients optimize their benefits!

​The attendee will be familiarized with Form 1120-S and the related forms and schedules specific to the 1120-S. Attention will be paid to the mechanical aspects of the...

Upon receiving an approved IRS election, the S-corporation tax classification allows the taxpayer to pass through its income, expenses, credits, and losses to the...

Technology is an essential tool in every business, and being able to work remotely through digital tools and applications has become crucial for scaling and providing...

Do you have a hard time finding enough qualified tax preparers to support and grow your tax office? Join Surgent to find out how to recruit and train tax professionals.

In general, accounting professionals tend to focus more on getting the work done and not so much on how they interact with clients to actually get it done. However,...

Join NAEA on the second Thursday of each month for a Solutions Room webinar. Hear about the latest tax hot topics by leading experts in the field. This series gives...

Join us for a virtual session to find out what you need to know about updating your job descriptions, managing employee leave, and more.

Join NAEA on the last Thursday of every month for a member’s only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re...

This session will review concepts learned in all three levels of the National Tax Practice Institute regarding IRS representation.

In this webinar, you’ll learn the meaning of Online and Offline client relationships, their main differences, the most common challenges you’ll face, and the possible...

Join NAEA on the second Thursday of each month for a Solutions Room webinar. Hear about the latest tax hot topics by leading experts in the field. This series gives...

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Capstone Course

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Ethics (Level 3)

Join NAEA on the last Thursday of every month for a member’s only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re...

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Field Audit Case Study

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Advanced Appeals

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Tax Research and Resources

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Marketing

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Business Entity Examination Issues

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Spousal Relief

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Lien Defenses

Join NAEA on the second Thursday of each month for a Solutions Room webinar.

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Bankruptcy and Taxes

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Introduction to Criminal Tax

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Trust Fund Recovery Penalty Process

This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Advanced Financial Analysis

Join NAEA to learn best practices on using the CE Portal, attending webinars, and how to claim your CE after NTPI Level 3 has completed.

Join NAEA on the last Thursday of every month for a member’s only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re...

This webinar will dive into the reporting basics of some of the more common stock options that many clients see such as Restricted Stock Units, Non-Qualified Stock...

Join us for this informational session led by Surgent Subject Matter Expert, Maureen Scott.

This course will use the knowledge you gain in NAEA’s Cryptocurrency Certificate Program curriculum to apply theory to practice and better prepare tax professionals...

A deeper dive into the complex side of crypto taxation, including mining, staking, forks, airdrops, DeFi swaps, yield farming, liquidity pools, NFTs, gaming, and more.

Join NAEA to hear about the state of the US Economy from U.S. Chamber of Commerce’s Chief Economist, Curtis Dubay. We will be discussing the current state of the US...

This course will cover tax implication of cryptocurrencies, tracing transactions, tax liabilities and IRS Notice 2014-21.

This course will introduce the coming Metaverse. We will examine what it is and why does it matter? Finally, this course will examine the possible types of commerce...

Join NAEA on the second Thursday of each month for a Solutions Room webinar. Hear about the latest tax hot topics by leading experts in the field. This series gives...

Tax professionals who have the Social Security expertise to help their clients optimize their claiming strategy are in high demand. Join us for this presentation...

An introduction to cryptocurrency taxation, covering the basics on blockchain and cryptocurrency and how to report common crypto situations.

Join NAEA on the last Thursday of every month for a member’s only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re...

FREE FOR NTPI FELLOWS: Promo code sent separately. This interactive webinar will walk through a representation case study and review the NTPI material.

Join NAEA on the last Thursday of every month for a member’s only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re...

Join NAEA on the second Thursday of each month for a Solutions Room webinar. Hear about the latest tax hot topics by leading experts in the field. This series gives...

Join NAEA on an Ask the Expert webinar on the new schedule K2 and K3 forms. Find out if you need to do them for your clients and what to do next.

Join NAEA member, Amber Gray-Fenner, EA, USTCP to learn more about how the Advance Child Tax Credit and Economic Impact Payment will impact your clients this tax season.

Join NAEA on the second Thursday of each month for a Solutions Room webinar. Hear about the latest tax hot topics by leading experts in the field. This series gives...

Join NTPI Instructors to review a case study from NTPI Level 2 and get the chance to ask real time questions you are facing in your representation practice to the...

Join NAEA on the second Thursday of each month for a Solutions Room webinar. Hear about the latest tax hot topics by leading experts in the field. This series gives...

Join NTPI Instructors to review a case study from NTPI Level 1 and get the chance to ask real time questions you are facing in your representation practice to the...

Join NAEA for a presentation from Lisa Novack, IRS Senior Stakeholder Liaison, Communications and Liaison Division, on an update on the Taxpayer Digital Communication...

This course will go over the tax provisions in the Infrastructure Investment Jobs Act (IIJA) and the most recent version of the Build Back Better Act.

What is Captive Insurance; Who is Eligible; What is Covered; How a captive differs from commercial coverage: How and when a company realizes the return on investment;...

This course provides guidance on how tax practitioners can help their clients avoid the pitfalls of BIG tax.

There has been a significant increase in the number of Canadian residents retiring to or spending a significant amount of time in the United States. In addition, many...

In this presentation, we will review the latest tax rules for Casualty Losses, Disasters, and the taxation of Settlements.

Achieving your financial goals is no easy task. It is complicated and takes time. That’s why MetLife‘s complimentary, 60-minute workshop Smart Money Moves in Your 40s,...

The course provides a concise overview of leading non-Google search tools, and how they can be used by Enrolled Agents to sharpen their online intelligence gathering.

We will review the tax considerations regarding basis, capital gains, part-sale part-gift transactions, and installment sales and installment notes. We will also do a...

With the changing professional landscape, there are both challenges and opportunities for firms to fuel the success of their clients and themselves as forward-looking...

Participants will integrate the information learned in Level 2 through guided case studies.

Effective resolution of a taxpayer’s IRS situation requires effective communication with clients and efficient workflow processes. This course will discuss typical...

There are times when the representative will have a client say something that they do not want divulged to the IRS. A representative must know what Circular 230...

Representing a business entity before the IRS is different than representing an individual taxpayer. This course provides an overview of the key differences and...

Taxpayers always want to reduce their unpaid IRS tax debts -- but do they truly qualify? This session will discuss the differences between the various types of offers...

Appeals can save a taxpayer from a negative result in an IRS examination. This course describes the various ways a taxpayer can use the IRS Appeals process effectively...

Appeals can save a taxpayer from an IRS enforced collection action. This course describes the various ways a taxpayer can use the IRS Appeals process effectively when...

This session will review abatement options for common penalties, including, but not limited to, the failure-to-file penalty, the failure-to-pay penalty, and...

The IRS can take various enforced collection actions in order to enhance voluntary compliance and collect unpaid federal tax debts. A representative must be aware of...

The course reviews the lifecycle of an office examination from start to finish.

The taxpayer lost in an examination and now the IRS assesses the tax. This course describes the options for the taxpayer to further challenge the tax liability if it...

The Internal Revenue Manual (IRM) is the IRS’s internal playbook. A representative cannot coach the game without knowing how the other team will play the game. This...

Filing a Freedom of Information Act (FOIA) request is an important tool in the representative’s toolbox. It can provide the representative with a better history of...

This course provides a concise overview of leading cyber security practices and tools. This includes keeping authorized users from accessing your computing systems,...

This course provides a broad overview of the IRS collection process, beginning with initial assessment of a balance due through ...

Understanding various IRS transcripts is key to resolving a taxpayer’s IRS issues. Participants will learn how to read and understand various IRS transcripts, the...

The Internal Revenue Code imposes time limits on both the IRS and taxpayers to take certain tax-related actions. This course will review in-depth the three main...

The Internal Revenue Code imposes time limits on both the IRS and taxpayers to take certain tax-related actions. This course will review in-depth the three main...

This session introduces the tax representative to the world of representation. Participants will learn important concepts allowing them to begin representing clients...

This instructor-led seminar will provide instructions for tax professionals representing business taxpayers. This program will outline the necessary compliance for...

The course provides a concise overview of upskilling. This is the systematic development of knowledge, skills and attitudes to improve individual performance and...

This topic will concentrate on the tax-deferment of capital gains while allowing those funds to be invested into blighted and dis-enfranchised communities. Taxes can...

Between 2010 and 2013 a flurry of court cases and IRS enforcement brought the issue of ‘What is Reasonable Compensation for a Shareholder-employee of an S Corp’ out of...

This instructor lead seminar will explain statutory Federal Tax Liens, when a “notice” of Federal Tax Lien (NFTL) may be filed, and remedies available to prevent or...

This instructor-led seminar will provide the latest information on requesting Offers in Compromise (OIC), Doubt as to Collectability. This course will educate a...

Are you or your clients in their early career and looking for financial tips? this workshop offers 10 relevant financial tips including creating a budget, establishing...

We will go over the possible tax changes that may occur under the Biden Administration for Individual Taxes, Business Taxes, Estate and Gift Taxes, and Retirement...

This Webinar provides a concise overview of the skills and best practices required to develop a successful remote enrolled agent practice. Discover the leading remote...

National Association of Enrolled Agents Board of Directors Meeting

National Association of Enrolled Agents Board of Directors Meeting

Join NAEA’s EVP, Bob Kerr, EA, and NAEA’s long-time Legislative Counsel, Jeff Trinca, as they discuss legislative and Treasury/IRS actions in the first three weeks of...