Upcoming Live Events
Thu 4:00 PM EDT
2023 March Virtual Roundtable
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...
Thu 4:00 PM EDT
2023 April Solutions Room
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...
Wed 12:00 PM EDT
2023 Mid Month April Virtual Roundtable
Join NAEA for a mid-month member-only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re facing during this tax season and...
Thu 4:00 PM EDT
2023 April End of Month Virtual Roundtable
Join NAEA for an end of month member-only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re facing during this tax season...
Tue 12:00 PM EDT
Rescheduled: Maximize Income Tax Savings with Retirement Plans for Self-Employed Persons and Small Business Owners - Sponsored by Resonant Financial
This non-technical overview showcases a variety of retirement plans and discusses how each tool offers deductible contributions to self-employed persons and small...
Past Live Events
Thu 8:00 AM EDT
Roundtable for EAs in Europe - March 2023
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...
Wed 12:00 PM EDT
2023 Mid Month March Virtual Roundtable
Join NAEA for a mid-month member-only open roundtable discussion on hot tax topics and industry best practices with tax industry experts.
Thu 4:00 PM EST
2023 March Solutions Room: S Corporation Basis Rules and Form 7203
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...
Tue 2:00 PM EST
2023 March NTPI: Ask the Expert Panel
During this Ask the Experts session, ask questions regarding examination or collections issues. We will also discuss updates regarding the current examination...
Wed 1:00 PM EST
Tax Titans Platform Usage - Sponsored by Tax Titans
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...
Wed 1:00 PM EST
2023 ERC Ask the Expert Webinar - Sponsored by Raistone
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...
Thu 1:00 PM EST
2023 February Quarterly Government Relations Update
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...
Thu 4:00 PM EST
2023 February Solutions Room: Energy Related Credits
The Inflation Reduction Act provided many new energy credits for homes, businesses, and vehicles. This session reviews credits available for tax year 2022 and...
Thu 1:00 PM EST
Win Clients and Get Paid - Sponsored by Ignition
Are you looking to streamline client onboarding, automate engagements and eliminate accounts receivable for your business? Join Ryan Embree, Head of Partnerships at...
Tue 4:00 PM EST
2023 February NTPI Fellow Virtual Roundtable Discussion
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...
Thu 12:00 PM EST
Brown Bag: New Member Webinar - February 2023
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...
Tue 8:00 AM EST
Roundtable for EAs in Europe
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...
Thu 1:00 PM EST
GR News Flash: Secure 2.0
Join NAEA government relations team to talk about SECURE 2.0 and how it will affect you and your practice.
Wed 2:00 PM EST
Cybersecurity: The Must-Have Measures For Tax and Accounting - Sponsored by Verito
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...
Tue 2:00 PM EST
NTPI Graduate Level Class: Successfully Defending Employee Retention Credit Claims in Exam - Sponsored by Raistone
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...
Thu 4:00 PM EST
2023 January Solutions Room: Automatic State Payments
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...
Wed 1:00 PM EST
Hot Topic Webinar: PTET
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...
Tue 2:00 PM EST
How To Manage and Run a Virtual Tax Season - Sponsored by Ignition
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...
Thu 2:00 PM EST
2022 Federal Tax Season Update: Individual
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...
Wed 2:00 PM EST
2022 Federal Tax Update: Business
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...
Fri 1:00 PM EST
Basic Foreign Certificate Program LIVE: Turning Theory to Practice - Basic Foreign Tax
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...
Thu 2:00 PM EST
Basic Foreign Certificate Program LIVE: U.S. Residents with Foreign Income
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...
Wed 3:00 PM EST
Basic Foreign Certificate Program LIVE: Non-residents with U.S. Income
This course will provide a high-level overview of the types of income that a foreigner can obtain from the U.S.
Tue 3:00 PM EST
Basic Foreign Certificate Program LIVE: Introduction to Foreign Forms
In this session we will we will discuss the forms, filing requirements and more for international taxes.
Mon 3:00 PM EST
Basic Foreign Certificate Program LIVE: Introduction to Tax Treaties
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...
Mon 12:00 PM EST
Representation Interest Webinar: What to Expect When Doing Representation Work
Many tax professionals are involved in representation without realizing it. We will discuss what is considered representation - whether it be exam or collection...
Thu 4:00 PM EST
2022 December Solutions Room: Alternative Ending Inventory Valuation Methods
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...
Thu 1:00 PM EST
2022 Data Security Plan Update: WISP Changes
Under the FTC Safeguards Rule, financial institutions must protect the consumer information they collect. The Gramm-Leach-Biley (GLB) Act of 1999 requires companies...
Wed 4:00 PM EST
Cryptocurrency Software Demo - CryptoTax Calculator
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....
Wed 2:30 PM EST
Cryptocurrency Software Demo - CoinTracking
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....
Thu 2:00 PM EST
2022 December NTPI Ask the Expert Panel
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...
Wed 1:00 PM EST
Understanding the Basics of Using a Crypto Tax Software - Sponsored by Cointracking
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.
Tue 2:00 PM EST
2022 Tax Planning for Student Loan Repayment and Forgiveness - Sponsored by PayForEd
Provides tax preparers the insights and strategies linking student loan repayment to personal and business taxes. The new legislation will automate the IRS tax...
Thu 1:00 PM EST
Practice Education Workshop LIVE - Partnerships
Completed examples of partnership capital accounts, advancedpartner reporting, partner liability allocations, sample closing balance sheets, sale of a partnership...
Wed 4:00 PM EST
Pass the Entire EA Exam in Less Than a Year - Sponsored by Surgent
Stay informed and boost your career with valuable exam review tips & tricks each week during our free Exam Review Weekly Webinar series.
Wed 1:00 PM EST
Partnerships Certificate Program LIVE - Turning Theory to Practice - Partnerships
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...
Wed 11:00 AM EST
2022 November Government Relations Update Webinar: Midterm Elections
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...
Tue 3:00 PM EST
Partnerships Certificate Program LIVE - Advanced Partnerships
This course will demonstrate and review several valuable advanced partnerships matters such as contribution of assets with built in gains, distribution of assets from...
Tue 12:00 PM EST
Partnerships Certificate Program LIVE - Distribution, Losses, & Basis
The course will demonstrate and explain the taxation of current and liquidating distributions including cash and non-cash distributions from a partnership to a...
Mon 3:00 PM EST
Partnerships Certificate Program LIVE - Partnership Forms
Mon 12:00 PM EST
Partnerships Certificate Program LIVE - Introduction to Partnerships
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...
Thu 4:00 PM EST
2022 November Solutions Room: FBARs and FATCA for Individuals
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...
Thu 2:00 PM EST
Giving You Tax Credit Where Credit is Due - Sponsored by ADP
Join ADP to learn an overview of the R&D Tax Credit and ERTC, understand the complexities of taking both credits together and ways to help you identify best fit...
Wed 2:00 PM EST
S-Corps Certificate Program: Turning Theory to Practice - S-Corps
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...
Tue 3:00 PM EST
S-Corps Certificate Program: Advanced S-Corporations
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...
Mon 2:00 PM EST
S-Corps Certificate Program: Understanding S-Corp Basis
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...
Thu 2:00 PM EDT
Social Security Insecurity: Gain the Expertise to Help Your Clients - Sponsored by NARSSA
Join NAEA and NARSSA for this presentation to learn how important it is to help clients optimize their benefits!
Tue 2:00 PM EDT
S-Corps Certificate Program: S-Corp Forms
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...
Tue 2:00 PM EDT
S-Corps Certificate Program: Introduction to S-Corps
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...
Thu 2:00 PM EDT
5 Ways to Encourage Clients to Adopt Technology - Sponsored by TaxDome
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...
Wed 2:00 PM EDT
Recruit and Train Tax Preparers - Sponsored by Surgent
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.
Thu 2:00 PM EDT
Improving Your Client Communication Strategy: A Guide for Accounting Professionals Sponsored by CPA Charge
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,...
Thu 4:00 PM EDT
2022 October 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 2:00 PM EDT
Top HR Issues in 2022: Are You Prepared? - Sponsored by Paychex
Join us for a virtual session to find out what you need to know about updating your job descriptions, managing employee leave, and more.
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...
Tue 10:00 AM EDT
Practice Education: Wellness
Tue 8:00 AM EDT
Practice Education: Trusts Workshop
Mon 3:00 PM EDT
Trusts Certificate Program: Turning Theory into Practice
Mon 1:00 PM EDT
Trusts Certificate Program: Representation Issues Around Trusts
Mon 10:00 AM EDT
Trusts Certificate Program: Forms and Elections
Mon 9:00 AM EDT
Trusts Certificate Program: Reading Trust Documents
Mon 8:00 AM EDT
Trusts Certificate Program: Introduction to Trusts - Trust Types
Wed 2:00 PM EDT
2022 September Ask the Experts Panel
This session will review concepts learned in all three levels of the National Tax Practice Institute regarding IRS representation.
Wed 2:00 PM EDT
Offline Clients and Online Clients: Differences, Challenges, and Results - Sponsored by TaxDome
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...
Thu 4:00 PM EDT
2022 September Solutions Room: Reasonable Comp for S Corp
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 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
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)
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...
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
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
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
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
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
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
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
Thu 4:00 PM EDT
2022 August Solutions Room: The Roles of Enrolled Agents Under the Corporate Transparency Act
Join NAEA on the second Thursday of each month for a Solutions Room webinar.
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
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
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
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
Wed 2:00 PM EDT
NTPI Class Preview: How to Access Everything You Need For A Successful Level 3 Experience
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.
Tue 3:30 PM PDT
Resolving Client’s Problems with the IRS in 2022
Tue 1:00 PM PDT
Examination Issues for Pass-Through Entities
Tue 10:00 AM PDT
Client Notices & IRS Representation Issues
Tue 8:00 AM PDT
The Ethics of Conflicts of Interest & Due Diligence
Mon 3:00 PM PDT
Mid-Year Shifts to Help Your Clients Save
Mon 1:00 PM PDT
Current Issues in Pass-Through Entity Taxation
Mon 10:00 AM PDT
The Dubious Dozen: The 12 Years at Retirement That Make or Break Your Golden Years
Mon 8:00 AM PDT
Collecting and Reporting Cryptocurrency Data
Sun 4:15 PM PDT
Keynote Session
Sun 1:50 PM PDT
How to Decipher a Law: Beginner to Advanced
Sun 12:00 PM PDT
Transforming Your Pricing - Everything You Need to Know
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...
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...
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.
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 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 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.
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...
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...
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...
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,...
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.
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 11:00 AM EDT
L1.12.21 - Managing Confidential Client Data - (2 CE)
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...
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,...
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...
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...
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...
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...
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 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 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
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...