Webinars
Stay up to date with the latest issues impacting your practice! Choose from a wide variety of topics such as filing season updates, representation, practice management, tax preparation, and more!
NTPI Level 3 LIVE
Join NAEA virtually in the month of August for NTPI Level 3 – LIVE. NTPI Level 3 includes 24 CE focusing on Representation. Take the final step toward becoming an NTPI Fellow. Classes can be viewed live or on-demand.
Upcoming Live Events
Tue 2:00 PM EDT
Pathway to the Enrolled Agent - Sponsored by Surgent
Join us for this informational session led by Surgent Subject Matter Expert, Maureen Scott.
Wed 3:00 PM EDT
2022 Quarterly Government Relations Update - July
On this webinar, hear from NAEA's lobbyists about all the new and exciting items they are working on to advance the EA industry. Get on the ground information about...
Thu 4:00 PM EDT
2022 July Solutions Room - Stock Option Reporting
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...
Thu 4:00 PM EDT
NAEA July 2022 Roundtable
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...
Sun 12:00 PM PDT
Transforming Your Pricing - Everything You Need to Know
Sun 1:50 PM PDT
How to Decipher a Law: Beginner to Advanced
Sun 4:15 PM PDT
Keynote Session
Mon 8:00 AM PDT
Collecting and Reporting Cryptocurrency Data
Mon 10:00 AM PDT
The Dubious Dozen: The 12 Years at Retirement That Make or Break Your Golden Years
Mon 1:00 PM PDT
Current Issues in Pass-Through Entity Taxation
Mon 3:00 PM PDT
Mid-Year Shifts to Help Your Clients Save
Tue 8:00 AM PDT
The Ethics of Conflicts of Interest & Due Diligence
Tue 10:00 AM PDT
Client Notices & IRS Representation Issues
Tue 1:00 PM PDT
Examination Issues for Pass-Through Entities
Tue 3:30 PM PDT
Resolving Client’s Problems with the IRS in 2022
Wed 2:00 PM EDT
NTPI Class Preview: How to Access Everything You Need For A Successful Level 3 Experience
Thu 12:00 PM EDT
Brown Bag: New Member Webinar - 2022 August
Join NAEA Membership and Education teams brown bag webinar going over the highlights of your new membership with NAEA.
Mon 2:00 PM EDT
L3.01.22 Advanced Financial Analysis
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Advanced Financial Analysis
Tue 2:00 PM EDT
L3.02.22 Trust Fund Recovery Penalty Process
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Trust Fund Recovery Penalty Process
Wed 1:00 PM EDT
L3.03.22 Introduction to Criminal Tax
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Introduction to Criminal Tax
Wed 3:00 PM EDT
L3.04.22 Bankruptcy and Taxes
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Bankruptcy and Taxes
Mon 2:00 PM EDT
L3.05.22 Lien Defenses
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Lien Defenses
Tue 2:00 PM EDT
L3.06.22 Spousal Relief
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Spousal Relief
Wed 2:00 PM EDT
L3.07.22 Business Entity Examination Issues
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Business Entity Examination Issues
Thu 2:00 PM EDT
L3.11.22 Marketing
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Marketing
Mon 2:00 PM EDT
L3.08.22 Tax Research and Resources
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Tax Research and Resources
Tue 2:00 PM EDT
L3.09.22 Advanced Appeals
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Advanced Appeals
Wed 2:00 PM EDT
L3.10.22 Field Audit Case Study
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Field Audit Case Study
Thu 4:00 PM EDT
NAEA August 2022 Roundtable
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...
Tue 2:00 PM EDT
L3.12.22 Ethics (Level 3)
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Ethics (Level 3)
Wed 2:00 PM EDT
L3.13.22 Capstone Course
This session is a part of the NTPI Level 3 - LIVE series and covers the topic of Capstone Course
Thu 4:00 PM EDT
NAEA September 2022 Roundtable
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...
Thu 4:00 PM EDT
NAEA October 2022 Roundtable
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...
Thu 4:00 PM EST
NAEA November 2022 Roundtable
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...
Past Live Events
Thu 4:00 PM EDT
NAEA June 2022 Roundtable
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...
Tue 1:00 PM EDT
Cryptocurrency Practical Application
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...
Wed 2:00 PM EDT
Advanced Cryptocurrency Taxation
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.
Wed 2:00 PM EDT
2022 US Economic Outlook Update Webinar
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...
Tue 3:00 PM EDT
Criminal Investigation Cyber Crime Section on Cryptocurrency
This course will cover tax implication of cryptocurrencies, tracing transactions, tax liabilities and IRS Notice 2014-21.
Tue 1:00 PM EDT
Taxation in the Metaverse
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...
Thu 4:00 PM EDT
2022 June Solutions Room
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...
Wed 1:00 PM EDT
Social Security Income Planning, A Natural Fit for Tax Professionals - Sponsored by NARSSA
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...
Tue 2:00 PM EDT
Crypto Tax 101
An introduction to cryptocurrency taxation, covering the basics on blockchain and cryptocurrency and how to report common crypto situations.
Thu 4:00 PM EDT
NAEA May 2022 Roundtable
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...
Thu 4:00 PM EDT
2022 May Solutions Room: Proper Tax Planning Impact on Student Loan Repayment and Forgivness
As student debt becomes a bigger piece of the financial future for many Americans, tax preparers can become an integral part in the solution. With over 54% of student...
Wed 4:00 PM EDT
2022 Quarterly Government Relations Update - May
On this webinar, hear from NAEA's lobbyists about all the new and exciting items they are working on to advance the EA industry. Get on the ground information about...
Thu 2:00 PM EDT
2022 May Ask the Expert Panel: NTPI
FREE FOR NTPI FELLOWS: Promo code sent separately. This interactive webinar will walk through a representation case study and review the NTPI material.
Thu 4:00 PM EDT
NAEA April 2022 Roundtable
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...
Thu 4:00 PM EDT
NAEA March 2022 Roundtable
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...
Thu 4:00 PM EST
2022 March Solutions Room: Ethics
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...
Tue 2:00 PM EST
2022 March Ask the Expert Schedule K2&K3 - Who Needs To Worry About Them and What To Do Next
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.
Thu 4:00 PM EST
NAEA February 2022 Roundtable
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...
Wed 4:00 PM EST
2022 February Ask the Expert: ACTC and EIP Issues
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.
Thu 4:00 PM EST
2022 February Solutions Room: Oops! Correcting 2020 Tax & Getting 2021 Right for COVID
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...
Thu 4:00 PM EST
NAEA January 2022 Roundtable
One of the breakouts will be dedicated to the topic of mentoring. If you would like to learn more about how to be a mentor or how to get one you don’t want to miss...
Wed 2:00 PM EST
2022 Ask the Expert Panel: NTPI Level 2
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...
Thu 4:00 PM EST
2022 January Solutions Room: Form 7203
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...
Wed 2:00 PM EST
2022 Ask the Expert Panel: NTPI Level 1
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...
Thu 2:00 PM EST
2021 Tax Update: Individual
Each Tax season brings new challenges and this upcoming season will be no exception. Join us for this fast-paced, must-attend Webinar where you will receive the latest...
Wed 2:00 PM EST
2021 Tax Update: Business
Each year the tax professional is faced with “what’s new” in tax law and the related challenges that we will face during the 2022 tax season. Join us for a dynamic,...
Wed 2:00 PM EST
IRS Update Webinar
Join NAEA for a presentation from Lisa Novack, IRS Senior Stakeholder Liaison, Communications and Liaison Division, on an update on the Taxpayer Digital Communication...
Thu 3:30 PM EST
Tax Implications of the Infrastructure and Build Back Better Bills
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.
Thu 2:00 PM EST
Captive Insurance
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;...
Wed 2:00 PM EST
Built In Cap Gains: Converting C Corp to S Corp
This course provides guidance on how tax practitioners can help their clients avoid the pitfalls of BIG tax.
Tue 2:00 PM EST
Foreign Tax - US Canada
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...
Fri 3:00 PM MST
Practice Growth Workshop - Client Retention/Termination & Dealing with Mistakes - (2 NAEA CPE)
Fri 3:00 PM MST
L3.09.21 - Capstone Course (Level 3) - (2 CE)
Fri 1:00 PM MST
Practice Growth Workshop - Networking & Work-Life Balance - (2 NAEA CPE)
Fri 1:00 PM MST
L3.08.21 - Advanced Collection Appeals - (2 CE)
Fri 10:00 AM MST
Practice Growth Workshop - Starting & Exiting a Practice - (2 NAEA CPE)
Fri 10:00 AM MST
L3.07.21 - Tax Research - (2 CE)
Fri 8:00 AM MST
Practice Growth Workshop - Marketing & Advertising - (2 NAEA CPE)
Fri 8:00 AM MST
L3.06.21 - Ethics (Level 3) - (2 CE)
Thu 5:30 PM MST
Lunch and Learn - Sponsored by Tax Marketing Group
Thu 3:00 PM MST
L3.05.21 - Innocent Spouse - (2 CE)
Thu 3:00 PM MST
Foreign Tax Credits – (2 CE)
Thu 1:00 PM MST
Depreciation from the Ground Up – (2 CE)
Thu 1:00 PM MST
L3.04.21 - Offer in Compromise - Part 2 - (2 CE)
Thu 10:50 AM MST
L3.04.21 - Offer in Compromise - Part 1 - (1 CE)
Thu 10:00 AM MST
When 199A and Reasonable Compensation Collide – (2 CE)
Thu 8:00 AM MST
IRC Section 121 & Personal Residence – (2 CE)
Thu 8:00 AM MST
L3.03.21 - Trust Fund Recovery Penalty - (3 CE)
Wed 3:00 PM MST
L3.02.21 - Advanced Exam Appeals - (2 CE)
Wed 3:00 PM MST
Things You Didn’t Know About 1099s – (2 CE)
Wed 3:00 PM MST
L3.01.21 - Advanced Exam - Part 2 - (2 CE)
Wed 1:00 PM MST
Partnership Basis for Beginners – (2 CE)
Wed 12:00 PM MST
Lunch and Learn - Sponsored by Tax Marketing Group
Wed 1:00 PM EST
L3.01.21 - Advanced Exam - Part 1 - (2 CE)
Wed 10:00 AM MST
Ethics of Working with Cash Based Businesses including Marijuana and Illegal Activity
Wed 8:00 AM MST
Opening Keynote: Federal Tax Update - (2 CE)
Thu 4:00 PM EST
NAEA November 2021 Roundtable
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...
Wed 12:00 PM EST
Casualties, Disasters & Settlements
In this presentation, we will review the latest tax rules for Casualty Losses, Disasters, and the taxation of Settlements.
Tue 2:00 PM EST
Smart Money Moves in Your 40/50/60s - Sponsored by Metlife
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,...
Thu 3:30 PM EDT
November 2021 - NAEA and CSEA Joint Town Hall
Join NAEA and CSEA for a Joint Town Hall on the current professional issues, trends in the industry, and how both organizations are addressing them. Free to NAEA and...
Wed 3:00 PM EDT
Google is Not Enough for Enrolled Agents
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.
Thu 4:00 PM EDT
NAEA October 2021 Roundtable
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...
Thu 2:00 PM EDT
How AI Can Benefit EAs
This course provides a concise overview of artificial intelligence (AI) -- technology that can virtually learn on its own -- and how it can help Enrolled Agents boost...
Wed 2:00 PM EDT
Tax Aspects of Gifting a Home
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...
Tue 12:00 PM EDT
Creating Enduring Success For You and Your Client - Sponsored by Intuit
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...
Thu 4:00 PM EDT
NAEA September 2021 Roundtable
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...
Thu 4:00 PM EDT
NAEA August 2021 Roundtable
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...
Thu 2:00 PM EDT
Maximizing Schedule C Deductions - Sponsored by Wolturs Kluwer - (1 CE)
Wed 2:00 PM EDT
Depreciation from the Ground Up - (2 CE)
Tue 2:00 PM EDT
Who Dunnit? A Game of Frauds (Ethics) - (2 CE)
Mon 2:00 PM EDT
Amended Returns - (2 CE)
Thu 2:00 PM EDT
Maximizing QBI Planning - (2 CE)
Wed 2:00 PM EDT
Passive Foreign Investment Companies & Int'l Tax Monsters - (2 CE)
Tue 2:00 PM EDT
Understanding Conservation Easement Controversy - (2 CE)
Mon 2:00 PM EDT
You Got Credits! - (2CE)
Thu 4:30 PM EDT
Happy Hour Sponsored by CalSurance
Thu 2:00 PM EDT
Partnership Basis: Inside & Outside - (2 CE)
Wed 2:00 PM EDT
Practice Management: Workplace Efficiency - (2 NAEA CPE)
Tue 2:00 PM EDT
Estates for Beginners - (2 CE)
Mon 2:00 PM EDT
Taxes & Divorce Decrees - (2 CE)
Thu 11:00 AM EDT
L1.12.21 - Managing Confidential Client Data - (2 CE)
Wed 2:00 PM EDT
Practice Management: Settings up a Professional Office - (2 NAEA CPE)
More details coming soon
Tue 2:00 PM EDT
Employee vs Independent Contractor - (2 CE)
Thu 4:00 PM EDT
NAEA July 2021 Roundtable
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...
Thu 2:00 PM EDT
L2.13.21 - Capstone Course (Level 2) - (2 CE)
Participants will integrate the information learned in Level 2 through guided case studies.
Wed 2:00 PM EDT
L2.12.21 - Case Management Strategies - (2 NAEA CPE)
Effective resolution of a taxpayer’s IRS situation requires effective communication with clients and efficient workflow processes. This course will discuss typical...
Tue 2:00 PM EDT
L2.11.21 Ethics (Level 2) – (2 CE)
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...
Special Topics Workshop
Join NAEA for a Special Topics Workshop with networking opportunities at The Cosmopolitan Hotel in downtown Las Vegas! This two-day in-person Special Topics Workshop...
Thu 2:00 PM EDT
L2.10.21 - Intro to Business Representation - (2 CE)
Representing a business entity before the IRS is different than representing an individual taxpayer. This course provides an overview of the key differences and...
Wed 2:00 PM EDT
L2.06.21 - Offer in Compromise - (2 CE)
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...
Tue 2:00 PM EDT
L2.08.21 - Exam Appeals - (2 CE)
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...
Thu 4:30 PM EDT
Happy Hour!
Thu 2:00 PM EDT
L2.07.21 - Collection Appeals - (2 CE)
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...
Wed 2:00 PM EDT
L2.09.21 - Penalty Abatement Strategies - (2 CE)
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...
Tue 2:00 PM EDT
L2.05.21 - Enforced Collection Actions - (2 CE)
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...
Thu 3:00 PM EDT
L2.04.21 - Office Audit Case Study - (2 CE)
The course reviews the lifecycle of an office examination from start to finish.
Thu 1:00 PM EDT
L2.03.21 - Audit Reconsideration - (2 CE)
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...
Wed 3:00 PM EDT
L2.02.21 - Internal Revenue Manual - (1 CE)
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...
Wed 1:00 PM EDT
L2.01.21 –FOIA Requests (1 CE)
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...
Tue 2:00 PM EDT
Guide to Cyber Security Planning for EA's
This course provides a concise overview of leading cyber security practices and tools. This includes keeping authorized users from accessing your computing systems,...
Thu 4:00 PM EDT
NAEA June 2021 Roundtable
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...
Wed 2:00 PM EDT
L1.13.21 – Capstone Course (Level 1) – (2 CE)
Thu 3:00 PM EDT
L1.11.21 – Ethics (Level 1) – 2021-Selecting Engagements – (2 CE)
Thu 1:00 PM EDT
L1.10.21 – Financial Analysis Process (Form 433) – (2 CE)
Wed 2:00 PM EDT
L1.07.21 – Intro to Exam – (2 CE)
Tue 3:00 PM EDT
L1.09.21 – Basic Installment Agreements – (1 CE)
Tue 1:00 PM EDT
L1.08.21 – Overview of Collection Alternatives – (1 CE)
Thu 4:30 PM EDT
NAEA Summer Series: NTPI Level 1 Happy Hour
Thu 2:00 PM EDT
L1.06.21 – NonFilers & SFR Assessment – (2 CE)
Wed 2:00 PM EDT
L1.04.21 – The IRS Collection Process – (2 CE)
This course provides a broad overview of the IRS collection process, beginning with initial assessment of a balance due through ...
Tue 2:00 PM EDT
L1.05.21 - IRS Transcript Analysis - (2 CE)
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...
Mon 5:15 PM EDT
NAEA Affiliate Presidents Exchange Social Hour (a Benefit for the NAEA Education Foundation)
Wind down post busy season and connect with your fellow members at a virtual social hour on June 7. Your $15 registration fee will be donated directly to the...
Thu 2:00 PM EDT
L1.03.21 - IRS Exam Process - (2 CE)
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...
Wed 2:00 PM EDT
L1.02.21 - Statute of Limitations - (2 CE)
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...
Tue 2:00 PM EDT
L1.01.21 - Intro to Representation - (2 CE)
This session introduces the tax representative to the world of representation. Participants will learn important concepts allowing them to begin representing clients...
Thu 4:00 PM EDT
NAEA May 2021 - Roundtable
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...
Wed 2:00 PM EDT
Employment Tax – Resolving Business Case
This instructor-led seminar will provide instructions for tax professionals representing business taxpayers. This program will outline the necessary compliance for...
Thu 2:00 PM EDT
May 2021 - Town Hall with Nina Olson, Executive Director, Center for Taxpayer Rights
Join NAEA for a Town Hall with former IRS National Taxpayer Advocate, Nina Olson. Ms. Olson is now the Executive Director at the Center for Taxpayer Rights and will be...
Wed 2:00 PM EDT
Upskilling for Enrolled Agents
The course provides a concise overview of upskilling. This is the systematic development of knowledge, skills and attitudes to improve individual performance and...
Tue 2:00 PM EDT
2021 Opportunity Zones
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...
Thu 2:00 PM EDT
Reasonable Compensation for S Corps
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...
Wed 3:00 PM EDT
Notice of Federal Tax Lien Remedies
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...
Thu 4:00 PM EDT
NAEA April 2021 - Roundtable
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...
Wed 2:00 PM EDT
Tips for Preparing an Offer in Compromise – Doubt as to Collectability
This instructor-led seminar will provide the latest information on requesting Offers in Compromise (OIC), Doubt as to Collectability. This course will educate a...
Thu 2:00 PM EDT
Smart Money Moves for 20/30s: Sponsored by MetLife
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...
Thu 4:00 PM EDT
NAEA March 2021 - Roundtable
Join NAEA on the last Thursday of every month for a member’s only roundtable on tax hot topics featuring tax industry experts. Roundtables will feature open...
Thu 4:30 PM EDT
Ask the Expert Panel: American Rescue Plan Act of 2021
Get Your Questions Answered! This Ask the Expert panel will delve into the policy implications and what it means for the tax practitioner on the ground level and then...
Thu 2:00 PM EST
Biden Tax Plan
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...
Mon 1:00 PM EST
How Do You Select the Right Technology Stack for your EA Operations?
With the onsite of the Corona Virus, technology has become even more important in managing your EA operations than ever before. Through the use of guided questions,...
Thu 2:00 PM EST
Using Tax Planning for Charitable Planning
Wondering how to help your clients achieve their charitable giving goals and also reduce their tax bill? Find out this and more in this webinar!
Thu 2:00 PM EST
Best Practices in Managing Client Relationships: Documentation and Compliance Issues
Fri 3:00 PM EST
L3.11.20 Capstone Course
We will be exploring the areas of emphasis that IRS CI will be pursuing in 2021 with an eye toward how EA’s can identify clients that may be targeted and how to assist...
Fri 1:00 PM EST
L3.05.20 Offer in Compromise (OIC) - Part 2
A continuation of the Offer in Compromise that was offered in the September Digital Forum.
Fri 10:00 AM EST
L3.09.20 Statute of Limitations (SOL)
This course will review in-depth the three main statutes of limitations -- assessment, collection, and refund — and use examples frequently encountered in practice to...
Thu 1:00 PM EST
L3.08.20 Ethics 301
In this session, we will discuss Circular 230 and conflicts of interest. We will review various scenarios where they might be a conflict of interest and how to...
Thu 10:00 AM EST
L3.06.20 Advanced Exam – Part 2
Wed 1:00 PM EST
L3.07.20 Penalty Abatement
This course will delve into the IRM penalties and how you can help your client with penalty abatement and administrative relief.
Wed 10:00 AM EST
L3.06.20 Advanced Exam – Part 1
Over the course of this session we will review the processes and understand how to handle a multi issue field examination from initial contact to understanding the law...
Wed 2:00 PM EST
The Return to Work, Sponsored by Paychex
Join this webinar that reviews return to work considerations and how business owners can best address them.
Mon 2:00 PM EST
How Artificial Intelligence Can Benefit Enrolled Agents
Thu 1:00 PM EST
NAEA 2020 Post-Election Webinar
The purpose of the webinar is to the provide an analysis of the U.S. election results and how the results will impact future tax policy and tax administration.
Fri 3:00 PM EST
November Ask Me Anything Session
This session is meant to help guide attendees on the use of the Digital forum platform and how to access the different features.
Wed 2:00 PM EDT
Robotic Process Automation (RPA) for Enrolled Agents
Thu 2:15 PM EDT
Practice Success Start & Build Business - Essential
Thu 2:15 PM EDT
Practice Management: Checklist for Tax Season - Pro
Thu 12:15 PM EDT
L1.07.20 Communicate with IRS - Essential
Thu 12:15 PM EDT
L3.05.20 Offer in Compromise - Part 1
Thu 10:00 AM EDT
L3.04.20 Trust Fund Recovery Penalty - Pro
Thu 10:00 AM EDT
L1.02.20 Intro to Collections: Part 2 - Essential
Thu 2:00 PM EDT
A Real Estate Case Study
Our clients encounter a decision with their rental real estate. Their long time tenants have left and now your clients are wondering if they should re-rent their...
Thu 2:00 PM EDT
Preparing Challenging Tax Forms: Sch. D, 8949 and 4797
There is the tax code -- and then there are the forms. Even when you understand the tax code, you may not understand the forms: where information should be entered,...
Wed 2:00 PM EDT
Working Remotely: Best Practices for Enrolled Agents
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...
Sat 11:00 AM EDT
NAEA Board of Directors Meeting 05.30.2020
National Association of Enrolled Agents Board of Directors Meeting
Tue 2:00 PM EDT
Correcting Depreciation & Form 3115
This webinar will provide a synopsis on Forms 1040X and 3115. When depreciation errors are detected on previously filed tax returns, most intuitively want to amend the...
Tue 2:00 PM EDT
Divorce: Tax Implications
What happens when your clients divorce? Divorce is an emotional occurrence for all involved. What is the significance of the tax professional assisting clients...
Fri 12:00 PM EDT
NAEA Board of Directors Meeting 05.15.2020
National Association of Enrolled Agents Board of Directors Meeting
Wed 2:00 PM EDT
Tax Changes Related to The Families First Coronavirus Response Act
In this Webinar, you’ll discover the numerous tax provisions contained in The Families First Coronavirus Response Act. You’ll also receive the latest administrative...
Tue 2:00 PM EDT
Tax in the Time of the Coronavirus: A View from DC
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...