Upcoming Live Events
Wed 8:00 AM EST
2023 November Europe Virtual Roundtable
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 EST
Services that Sell - Sponsored by Ignition
Join Jeremy Wells, EA, CPA, PhD, and esteemed member of NAEA, in an enlightening webinar that delves into advanced sales strategies.
Thu 4:00 PM EST
NAEA 2023 November Virtual Roundtable
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...
Mon 8:00 AM EST
Opening Keynote - Ethics Session
Mon 10:10 AM EST
Advanced Digital Assets
Mon 10:10 AM EST
Tax Research and Resources
Mon 1:00 PM EST
Nexus and Multi-State Commerce
Mon 1:00 PM EST
Lien Defenses
Mon 3:10 PM EST
Practice Education - Boundaries/Wellness
Mon 3:10 PM EST
Introduction to Criminial Tax & Bankruptcy and Taxes
Tue 8:00 AM EST
Practice Education - SOP Processes
Tue 8:00 AM EST
ERC Audit
Tue 10:10 AM EST
Practice Education - Automation to AI and How It Can Help You
Tue 10:10 AM EST
Advanced Financial Analysis
Tue 10:10 AM EST
Latest International Tax Issues, Current IRS Compliance Campaigns, and Remaining Solutions for Taxpayers
Tue 10:10 AM EST
Spousal Relief
Tue 3:10 PM EST
SECA Taxes, Limited Partner Exception, and Current IRS Disputes
Tue 3:10 PM EST
Trust Fund Recovery Penalty Process
Wed 8:00 AM EST
Using Large Deductible Tax Strategies to Enhance a Business Owners Retirement Plan
Wed 8:00 AM EST
Field Audit Case Study
Wed 10:10 AM EST
SECURE 2.0
Wed 10:10 AM EST
Business Entity Examination Issues
Wed 1:00 PM EST
Capstone (Level 3)
Wed 1:00 PM EST
Assisting Individuals in Businesses with Significant tax debts and IRS Collections
Wed 3:10 PM EST
Practice Education - AI - Practical Application
Wed 3:10 PM EST
Advanced Appeals
Thu 4:00 PM EST
2023 December 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...
Mon 12:00 PM EST
Understanding the basics of owning stock in a foreign company: CFC vs PFIC
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...
Mon 1:30 PM EST
Investments in Corporations Outside the U.S: CFCs & Form 5471
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...
Tue 11:00 AM EST
Passive Foreign Investments (PFICs) - Form 8621
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...
Tue 12:30 PM EST
Investments in Foreign Partnerships - Form 8865
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...
Tue 2:00 PM EST
2023 December 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 11:00 AM EST
Foreign Branches & Foreign Disregarded Entities - Form 8858
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...
Wed 1:00 PM EST
State Update for PA
Wed 1:00 PM EST
Owning Foreign Real Estate - Ownership and Mortages
This session will analyze the tax implications of owning foreign real estate. Multiple considerations will be discussed, including various manners to hold foreign...
Wed 1:00 PM EST
State Update for PA
Wed 2:30 PM EST
Contributions To Foreign Corporations: Do Not Forget Form 926
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...
Wed 3:00 PM EST
State Update For NJ
Wed 3:00 PM EST
State Update for NJ
Wed 6:00 PM EST
Criminal Tax
Wed 6:00 PM EST
Criminal Tax
Wed 7:00 PM EST
Trust Fund Recovery Penalties
Wed 7:00 PM EST
Trust Fund Recovery Penalties
Thu 12:00 PM EST
Are you GILTI? Basics and Computation For The Global Intangible Low Tax Income
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,...
Thu 2:00 PM EST
Bye America? Tax Implications of Leaving The U.S.
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...
Thu 4:00 PM EST
Foreign Pensions = Foreign Trusts & Foreign Gifts - Completing Form 3520
It is very common that U.S. individuals have lived and worked in foreign countries. These individuals frequently hold foreign private retirement accounts, that...
Fri 12:00 PM EST
The One and Only: The Transition Tax Under Section 965
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...
Fri 2:00 PM EST
Turning Theory to Practice: Outbound Investments - U.S. Individual with Foreign Investments
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...
Wed 1:00 PM EST
Tax Credit Opportunities R&D and Section 174 Expenses - Sponsored by ADP
Pursuing tax credits can be complex. Small businesses engaging in qualified research activities have the opportunity to claim lucrative tax credits that could help...
Past Live Events
Tue 2:00 PM EST
Cryptocurrency Taxation and New Developments - Sponsored by Cointracker
The taxation of cryptocurrencies and digital assets can be challenging. This session intends to give you a high-level, non-technological understanding of...
Thu 3:00 PM EST
Stop the Madness of Tax Season by Renew Group
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...
Thu 1:00 PM EST
What's New for TY23 + Software Demo - TaxAct
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...
Tue 1:30 PM EST
2023 November Quarterly Government Relations Update
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...
Thu 3:00 PM EST
2023 November Solutions Room: Circular 230 Ethics 2023/2024
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,...
Thu 1:00 PM EST
Q&A
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...
Wed 3:00 PM EST
Estate Planning
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...
Wed 12:00 PM EST
Gift and Estate Tax Hot Topics
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...
Tue 3:00 PM EST
Income Taxation of Estates
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...
Tue 12:00 PM EST
Estate Tax
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...
Mon 4:00 PM EST
Generation Skipping Transfer
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...
Mon 1:00 PM EST
Gift Tax
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...
Thu 2:00 PM EDT
Exploring WK CCH AnswerConnect - An NAEA Exclusive Member Benefit
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...
Thu 12:00 PM EDT
Brown Bag: New Member Webinar - November 2023
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...
Wed 12:30 PM EDT
Complex Social Security Rules and New 2024 Values - Sponsored by RSSA
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.
Tue 4:00 PM EDT
End the Nightmare of Tax Season - Sponsored by Renew Group
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...
Mon 2:00 PM EDT
TheTaxBook™ Web Library Plus Product Demo
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!
Fri 1:00 PM EDT
Turning Theory into Practice: Retirement
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...
Thu 4:00 PM EDT
NAEA 2023 October Virtual Roundtable
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...
Thu 1:00 PM EDT
Strategic Planning
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...
Wed 4:00 PM EDT
Social Security, Medicare, RRR
Social Security is a government-sponsored, inflation-indexed annuity that is available to most taxpayers in this country. There are occupations that do not...
Wed 1:00 PM EDT
IRA, Roth, Roth Conversions
Individual Retirement Accounts were established for taxpayers who do not have an employer-sponsored retirement plan available to participate in. They are also...
Mon 3:00 PM EDT
Employer Retirement Plans
Many employees have the benefit of a retirement program provided by their employer. Employers have choices about which of several potential retirement programs to...
Mon 1:00 PM EDT
Introduction to Retirement
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...
Thu 2:00 PM EDT
Hot Topic Webinar: Correcting S Corp & Partnerships Basis For ERTC Refunds & Prior Year PPP Loans
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...
Thu 3:00 PM EDT
2023 October Solutions Room: Ethics
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 4:00 PM EDT
NAEA September 2023 Virtual Roundtable
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...
Thu 1:00 PM EDT
Taxes Student Loan Forgiveness and Company Student Loan Assistance Benefit
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...
Wed 2:30 PM EDT
TaxAct Professional Live Demo Webinar
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...
Wed 1:00 PM EDT
Student Loan Repayment and Individual Taxes
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...
Tue 1:00 PM EDT
Student Loan Repayment and Forgiveness Basics
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....
Thu 1:00 PM EDT
Win the War for Talent by Becoming an Employer of Choice Sponsored ADP
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...
Wed 2:00 PM EDT
Cybersecurity: The Must-Have Measures For Tax and Accounting Professionals - 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?...
Wed 8:00 AM EDT
Roundtable for EAs in Europe - September 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...
Tue 2:00 PM EDT
2023 September NTPI: Ask the Expert Panel
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...
Fri 1:00 PM EDT
Fast Track to Your WISP - Q&A
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...
Thu 4:00 PM EDT
2023 September Solutions Room: Kiddie Tax
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.
Thu 4:00 PM EDT
NAEA August 2023 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 11:00 AM EDT
2023 August ERC Ask the Expert: The Enrolled Agent's Role in Reducing ERC Fraud and ERC Update - Sponsored by Raistone
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...
Fri 1:00 PM EDT
Turning Theory to Practice: C-Corporation
This course will take what was learned in the previous C Corporation courses and apply it to a full case study.
Thu 4:30 PM EDT
2023 August 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 2:30 PM EDT
C-Corporation Initial Year Filing Considerations
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...
Wed 2:00 PM EDT
Liquidation or Termination of C Corporation
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...
Tue 3:00 PM EDT
Operating Considerations of a C Corporation - Part 2
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.
Tue 12:00 PM EDT
Operating Considerations of a C Corporation - Part 1
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...
Mon 2:00 PM EDT
Introduction to C-Corporations
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...
Thu 3:00 PM EDT
2023 August Solutions Room: IRS Tax Resolution
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...
Thu 12:00 PM EDT
Brown Bag: New Member Webinar - August 2023
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...
Tue 4:00 PM EDT
2023 August NTPI Virtual Roundtable
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...
Tue 5:15 PM PDT
2023 Tax Summit Live Stream: Closing Session
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...
Tue 3:10 PM MDT
Practice Education: Protecting Your Balance - Calendaring Rhythms for Success
Tue 3:10 PM MDT
Practice Education: Influencing Clients to Change
Tue 3:10 PM MDT
Capstone Course (Level 2)
Tue 1:00 PM MDT
Is Rental a Trade or Business?
Tue 1:00 PM MDT
Case Management Strategies
Tue 10:10 AM MDT
Introduction to Business Representation
Tue 10:10 AM MDT
Practice Education: Wellness Session
Tue 10:10 AM MDT
Practice Education - Newton's Laws of Motion: Their Real Application to Executing Through Change in Your Firm
Tue 8:00 AM MDT
Penalty Abatement Strategies
Tue 8:00 AM MDT
Day Trader
Tue 8:00 AM MDT
Office in the Home
Mon 5:15 PM PDT
2023 Tax Summit Live Stream: Annual Meeting
Mon 3:10 PM MDT
SECURE 2.0
Mon 3:10 PM MDT
Examination Appeals
Mon 1:00 PM MDT
Digital Assets 101
Mon 1:00 PM MDT
Collection Appeals
Mon 10:10 AM MDT
Practice Education: How to Create Tax Bundled Services Agreements
Mon 10:10 AM MDT
Using Advisory Services: Get Paid For Your Expertise
Mon 10:10 AM MDT
Offers in Compromise
Mon 8:00 AM MDT
Enforced Collection Actions
Mon 8:00 AM MDT
Reasonable Compensation
Sun 5:15 PM PDT
2023 Tax Summit Live Stream: Keynote Speaker
Join NAEA's live stream coverage of our Keynote speaker Sharyn Fisk at the 2023 Tax Summit!
Sun 3:10 PM MDT
Office Audit Case Study
Sun 3:10 PM MDT
Reporting Sales of Business and Rental Real Estate
Sun 1:00 PM MDT
The Audit Reconsideration Process
Sun 1:00 PM MDT
When 1099's Are NOT Taxable
Sun 10:10 AM MDT
Internal Revenue Manual
Sun 10:10 AM MDT
Life Cycle of a Revocable Living Trust
Sun 10:10 AM MDT
FOIA Requests
Sun 8:00 AM MDT
2023 Tax Summit Live Stream: Opening Welcome Session - Ethics
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...
Sun 8:00 AM MDT
Opening Welcome: Ethics Session
Thu 4:00 PM EDT
NAEA July 2023 Virtual Roundtable
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...
Fri 1:00 PM EDT
Turning Theory into Practice: Rental Real Estate
This session is the capstone and culmination of the certificate bringing together concepts identified through the earlier sessions. A mastery of the covered...
Thu 1:00 PM EDT
Rental Real Estate's Influence on Tangent Code Sections
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...
Wed 1:00 PM EDT
Annual Considerations when Reporting Rental Property
Reporting rentals is not necessarily a static reporting environment replicating year over year. This session will identify numerous Code sections wherein the...
Tue 3:00 PM EDT
Understanding Depreciation Related Acquisition Issues
Owning real estate provides many tax planning opportunities with many beginning at acquisition. During this session, we will focus on the many considerations...
Mon 4:00 PM EDT
Understanding Schedule E and Forms 8825 and 8582
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...
Mon 1:00 PM EDT
Introduction to Rental Real Estate
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...
Thu 4:00 PM EDT
2023 July Solutions Room: State & local tax implications of remote workers (& other considerations)
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...
Thu 1:00 PM EDT
Supreme Court's Student Loan Decision Impact on Tax Preparers and the upcoming IRS Data Integration into the Department of Ed Systems. - Sponsored by PayForEd
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...
Wed 2:00 PM EDT
Hot Topic Webinar: Individual & Business Mid-year Update Course
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...
Tue 2:00 PM EDT
NTPI Graduate Class: CI / TFRP
During this session we will define and discuss Trust Fund Recovery Penalties along with identifying what IRS Criminal Investigation investigative priorities are and...
Fri 1:00 PM EDT
Turning Theory to Practice: Investments
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...
Thu 4:00 PM EDT
NAEA June 2023 Virtual 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 1:00 PM EDT
Investment Strategies
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,...
Wed 1:00 PM EDT
Basis
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...
Tue 3:00 PM EDT
Stock Options
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...
Tue 1:00 PM EDT
Basic Investment Types, Taxation, and Strategies
This course will explain the common investment income types including bank interest, Treasury interest, dividends, distributed capital gains, capital gains on sales,...
Mon 2:00 PM EDT
Investment Income Forms, Supplements, and Sources for Research
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...
Wed 2:00 PM EDT
Cybersecurity: The Must-Have Measure For Tax and Accounting Professionals - 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 EDT
Next-level Accounting: Automating Daily Tasks For Enhanced Value and Client Satisfaction - Sponsored by TaxDome
By transitioning to a fully online and remote model, tax and accounting professionals can lower overhead costs, improve agility and responsiveness, and deliver an...
Thu 1:00 PM EDT
2023 June Quarterly Government Relations Update
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...
Tue 2:00 PM EDT
2023 June NTPI: Ask the Expert Panel : ERC
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...
Thu 4:00 PM EDT
2023 June Solutions Room: Taxing British Pensions
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...
Thu 1:00 PM EDT
Practical Digital Asset Reporting
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...
Wed 1:00 PM EDT
2023 Digital Asset Tax Update
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...
Tue 1:00 PM EDT
Taxation of Digital Assets 101
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...
Wed 2:00 PM EDT
Navigating Entity Selection for Small Business Owners: How to Answer the Not-So-Quick Entity Question - Sponsored by AICTP
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...
Thu 4:00 PM EDT
2023 May Solutions Room: Crypto Overview and Q&A
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.
Wed 2:00 PM EDT
How PEOs help small businesses face todays challenges - Sponsored by ADP
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...
Thu 12:00 PM EDT
2023 May Brown Bag New member Webinar - Sponsored by ADP
Join the NAEA Membership and Education teams' brown bag webinar going over the highlights of your new membership with NAEA!
Wed 2:00 PM EDT
In Depth ERC Webinar - Sponsored by Raistone
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...
Tue 12:00 PM EDT
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...
Wed 2:00 PM EDT
Hot Topic Webinar: K2/K3
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...
Tue 2:00 PM EDT
NTPI Grad Class: Selling Real Estate w/ IRS Liens
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...
Thu 4:00 PM EDT
2023 April Solutions Room: Form 990s
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 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 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...
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...
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...
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...