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...

More details coming soon

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...

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,...

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 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...

Wind down post busy season and connect with your fellow members at a virtual social hour on June 7. Your $15 registration fee will be donated directly to the...

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...

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

Join NAEA for a Town Hall with former IRS National Taxpayer Advocate, Nina Olson. Ms. Olson is now the Executive Director at the Center for Taxpayer Rights and will be...

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...

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 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...

Join NAEA on the last Thursday of every month for a member’s only roundtable on tax hot topics featuring tax industry experts. Roundtables will feature open...

Get Your Questions Answered! This Ask the Expert panel will delve into the policy implications and what it means for the tax practitioner on the ground level and then...

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...

On December 27th, 2020 The President signed the COVID-19 relief bill into law. This webinar will delve into the policy implications and what it means for the tax...

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!

We will be exploring the areas of emphasis that IRS CI will be pursuing in 2021 with an eye toward how EA’s can identify clients that may be targeted and how to assist...

A continuation of the Offer in Compromise that was offered in the September Digital Forum.

This course will review in-depth the three main statutes of limitations -- assessment, collection, and refund — and use examples frequently encountered in practice to...

In this session, we will discuss Circular 230 and conflicts of interest. We will review various scenarios where they might be a conflict of interest and how to...

This course will delve into the IRM penalties and how you can help your client with penalty abatement and administrative relief.

Over the course of this session we will review the processes and understand how to handle a multi issue field examination from initial contact to understanding the law...

Join this webinar that reviews return to work considerations and how business owners can best address them.

The purpose of the webinar is to the provide an analysis of the U.S. election results and how the results will impact future tax policy and tax administration.

This session is meant to help guide attendees on the use of the Digital forum platform and how to access the different features.

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...

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...

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...

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...

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

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.

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

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...

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...