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

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

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

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

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

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

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

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

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

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

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

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

Join NAEA government relations team to talk about SECURE 2.0 and how it will affect you and your practice.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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...

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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,...

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!

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,...

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

National Association of Enrolled Agents Board of Directors Meeting

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...

What happens when your clients divorce? Divorce is an emotional occurrence for all involved. What is the significance of the tax professional assisting clients...

National Association of Enrolled Agents Board of Directors Meeting

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