What's included? When you purchase this bundle, you’ll get access to all 12 webinars occurring during the month of August in NAEA’s Tax Summer School line-up. Watch each webinar live on the scheduled date, or access them after they air on-demand at your leisure – and earn up to 22 CE!
Check out these upcoming live webinars.
All are scheduled on East Coast time.
Upcoming Live Events
Tue 2:00 PM EDT
Deep Dive Form 4797: Sale of Business and Rental Property
Simply put, IRS Form 4797 is a tax form that’s used specifically for reporting the gains or losses made from the sale or exchange of business and income producing...
Wed 1:00 PM EDT
Introduction to Cryptocurrency Taxation
Recent polls have shown 13.5% of all Americans either already have or plan to purchase cryptocurrency. As a result, enrolled agents need to be prepared to handle these...
Thu 2:00 PM EDT
Roth Conversions and Mega Back Door Roth IRAs
2020 is going to be the year of Roth conversions. The volatility of the stock market can give us unique Roth IRA tax planning opportunities. The SECURE Act brought...
Tue 2:00 PM EDT
Form 1041: A Roadmap to Prepare a Fiduciary Return
The preparation of the U.S. Income Tax Return for Estates & Trusts (Form 1041) is an art that requires juggling oft-competing obligations between the tax authorities,...
Wed 2:00 PM EDT
COVID-19 Hot Topics
This course will review COVID-19 relief options under IRS guidance, the Families First Coronavirus Response Act, the CARES Act, and any subsequent legislation. ...
Thu 2:00 PM EDT
Tax Planning: ESPP, RSUs and Stock Options
Your clients might have the opportunity to invest in their employer stock through Employee Stock Purchase Plans (ESPP), Restricted Stock Units (RSUs), and Stock...
Mon 2:00 PM EDT
Intermediate Trust Issues
The myriad of rules surrounding estates and trusts can be quite daunting. This program is designed for professionals with an interest in income taxation of estates...
Tue 2:00 PM EDT
Partners Basis: Calculating It and Dealing with It: Does It Really Matter?
We’re going to discuss more complex definitions of “basis” – specifically as they apply in the world of Partnerships. We will explain the difference between “inside”...
Past Live Events
Thu 2:00 PM EDT
Is Your Office IRS Audit Proof? (Ethics)
It is hard not to feel as though the tax profession is under attack with the new initiatives that the IRS has been taking with tax professionals. The IRS sends out...
Wed 2:00 PM EDT
August Tax Summer School -- Maximize Deductions with Qualified Plans
SECURE ACT – Retirement Plans Tax preparers, especially with business clients, will now need to be aware of the various types of qualified plans and when to recommend...
Tue 2:00 PM EDT
August Tax Summer School -- Tax Ramifications of Domestic Disregarded Entities Owned by Non-Resident Aliens and Foreign Businesses
This course is a comprehensive overview of the U.S. inbound tax regime through the lens of single-member limited liability company (SMLLC) ownership by non-U.S....
Mon 2:00 PM EDT
Decedent Estate and Final Year 1040
Join us for this essential class on critical issues affecting the decedent. What is the significance of “Step Up” Basis on decedent’s assets? What forms are required...
Wed 2:00 PM EDT
Test Webinar Live Event
Tue 2:00 PM EDT
Superseded vs Amended Returns & Quirks of COVID-19
This program will discuss the difference between an Amended return and a Superseded return, as well as many tax-related Quirks of COVID-19. The distinction between an...
Mon 2:00 PM EDT
How COVID-19 Impacts Form 941 & Key Payroll Issues
This Webinar will cover payroll-related COVID-19 changes. These changes include: the ability to defer payment on employer-side Social Security taxes; a tax credit for...
Thu 2:00 PM EDT
A Real Estate Case Study
Our clients encounter a decision with their rental real estate. Their long time tenants have left and now your clients are wondering if they should re-rent their...
Wed 2:00 PM EDT
How to Calculate the CSED And Successfully Contest It with the IRS
This Webinar will help you address one of the fastest growing controversies in tax resolution: the IRS Collection Statute Expiration Date (CSED). You’ll find out how...
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...
Tue 3:00 PM EDT
COVID-19 and Net Operating Losses: Latest IRS Guidance
The CARES Act rolled back the changes to net operating losses, retroactive to 2018. This means taxpayers with NOLs can carry back those losses up to 5 years back, and...
Tue 2:00 PM EDT
Like-Kind Exchanges: Deadline Extensions & Reporting Issues
The situation caused by the COVID-19 pandemic has altered the way we do business and the way transactions happen-particularly as it relates to like-kind exchanges
Thu 1:00 PM EDT
COVID-19 Tax Issues Update: The Latest News, Changes and Guidance
Join us for this fast-paced, must-attend Webinar for an overview of tax changes from the recent laws passed to address the COVID-19 pandemic.
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 3:00 PM EDT
Appeals: CDP vs CAP
This instructor-led seminar will provide a comprehensive overview of taxpayer’s right to appeal, with a focus on appealing collection enforcement. This seminar will...
Tue 1:00 PM EDT
Notice of Federal Tax Lien Remedies – Release, Withdrawal, Discharge & Subordination
This instructor lead seminar will explain statutory Federal Tax Liens, when a “notice” of Federal Tax Lien (NFTL) may be filed, and remedies available to prevent or...
Thu 2:00 PM EDT
Form 1099-MISC
Form 1099-MISC has changed for 2020, with contract labor no longer being reported in box 7 of the form as it had been for years. The IRS has brought back the old...
Wed 2:00 PM EDT
How the CARES Act Provides Immediate Relief Opportunities for Small Businesses
During this time of crisis, small business owners are turning to tax preparers' for specific guidance on how to keep their businesses operating. In this Webinar, you...
Wed 2:00 PM EDT
Tax Changes Related to The Families First Coronavirus Response Act
In this Webinar, you’ll discover the numerous tax provisions contained in The Families First Coronavirus Response Act. You’ll also receive the latest administrative...
Tue 2:00 PM EDT
Tax in the Time of the Coronavirus: A View from DC
Join NAEA’s EVP, Bob Kerr, EA, and NAEA’s long-time Legislative Counsel, Jeff Trinca, as they discuss legislative and Treasury/IRS actions in the first three weeks of...
Tue 2:00 PM EST
Cryptocurrency Taxation Updates: 2019 IRS Guidance and Enforcement
Participants will gain the knowledge to correctly assist their clients with virtual currency transactions to be compliant with current IRS guidance issued in late...