Hội nghị thượng đỉnh về thuế NAEA 2023

March 15, 2023

2023 Mid Month March Virtual Roundtable

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

• Duration 1H 0M
• Seats Available

• Single event

March 16, 2023

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

• Duration 1H 0M
• Seats Available

• Single event

March 30, 2023

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

• Duration 1H 0M
• Seats Available

• Single event

April 6, 2023

2023 April Solutions Room

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

• Duration 1H 0M
• Seats Available

• Part of 2023 April Solutions Room

April 12, 2023

2023 Mid Month April Virtual Roundtable

Join NAEA for a mid-month member-only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re facing during this tax season and

• Duration 1H 0M
• Seats Available

• Single event

April 27, 2023

2023 April End of Month Virtual Roundtable

Join NAEA for an end of month member-only roundtable. Join your fellow members for an open discussion on key issues and challenges you’re facing during this tax season

• Duration 1H 0M
• Seats Available

• Single event

May 2, 2023

Rescheduled. Maximize Income Tax Savings with Retirement Plans for Self-Employed Persons and Small Business Owners - Sponsored by Resonant Financial

This non-technical overview showcases a variety of retirement plans and discusses how each tool offers deductible contributions to self-employed persons and small

• Duration 1H 0M
• Seats Available

• Part of Maximize Income Tax Savi

March 9, 2023

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

• Duration 1H 0M
• Closed

• Part of 2023 March Solutions Roo

March 7, 2023

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

• Duration 2H 0M
• Closed

• Part of 2023 March NTPI. Ask the

March 1, 2023

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

• Duration 1H 0M
• Closed

• Part of Tax Titans Platform Usag

February 22, 2023

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

• Duration 1H 15M
• Closed

• Part of 2023 ERC Ask the Expert

February 16, 2023

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

• Duration 1H 0M
• Closed

• Single event

February 9, 2023

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

• Duration 1H 0M
• Closed

• Part of 2023 February Solutions

February 9, 2023

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

• Duration 1H 0M
• Closed

• Part of Win Clients and Get Paid

February 7, 2023

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

• Duration 1H 0M
• Closed

• Single event

February 2, 2023

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

• Duration 0H 30M
• Closed

• Single event

January 24, 2023

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

• Duration 1H 0M
• Closed

• Single event

January 19, 2023

GR News Flash. Secure 2. 0

Join NAEA government relations team to talk about SECURE 2. 0 and how it will affect you and your practice

• Duration 1H 0M
• Closed

• Single event

January 18, 2023

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

• Duration 1H 0M
• Closed

• Part of Cybersecurity. The Must-

January 17, 2023

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

• Duration 2H 0M
• Closed

• Part of NTPI Graduate Level Clas

January 12, 2023

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

• Duration 1H 0M
• Closed

• Part of 2023 January Solutions R

January 11, 2023

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

• Duration 2H 0M
• Closed

• Part of Hot Topic Webinar. PTET

January 10, 2023

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

• Duration 1H 0M
• Closed

• Part of How To Manage and Run a

January 5, 2023

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

• Duration 2H 0M
• Closed

• Part of 2022 Federal Tax Season

January 4, 2023

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

• Duration 2H 0M
• Closed

• Part of 2022 Federal Tax Season

December 16, 2022

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

• Duration 2H 0M
• Closed

• Part of Basic Foreign Certificat

December 15, 2022

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

• Duration 2H 0M
• Closed

• Part of Basic Foreign Certificat

December 14, 2022

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

• Duration 1H 0M
• Closed

• Part of Basic Foreign Certificat

December 13, 2022

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

• Duration 2H 0M
• Closed

• Part of Basic Foreign Certificat

December 12, 2022

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

• Duration 1H 0M
• Closed

• Part of Basic Foreign Certificat

December 12, 2022

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

• Duration 2H 0M
• Closed

• Part of Representation Interest

December 8, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 December Solutions

December 8, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 Data Security Plan

December 7, 2022

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

• Duration 1H 0M
• Closed

• Part of Cryptocurrency Software

December 7, 2022

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

• Duration 1H 0M
• Closed

• Part of Cryptocurrency Software

December 1, 2022

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

• Duration 2H 0M
• Closed

• Part of 2022 December NTPI Ask t

November 30, 2022

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

• Duration 2H 0M
• Closed

• Part of Understanding the Basics

November 22, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 Tax Planning for St

November 17, 2022

Practice Education Workshop LIVE - Partnerships

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

• Duration 2H 0M
• Closed

• Part of Partnerships Certificate

November 16, 2022

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

• Duration 1H 0M
• Closed

• Single event

November 16, 2022

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

• Duration 2H 0M
• Closed

• Part of Partnerships Certificate

November 16, 2022

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

• Duration 1H 0M
• Closed

• Single event

November 15, 2022

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

• Duration 2H 0M
• Closed

• Part of Partnerships Certificate

November 15, 2022

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

• Duration 2H 0M
• Closed

• Part of Partnerships Certificate

November 14, 2022

Partnerships Certificate Program LIVE - Partnership Forms

• Duration 2H 0M
• Closed

• Part of Partnerships Certificate

November 14, 2022

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

• Duration 2H 0M
• Closed

• Part of Partnerships Certificate

November 10, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 November Solutions

November 10, 2022

Giving You Tax Credit Where Credit is Due - Sponsored by ADP

Join ADP to learn an overview of the R&D Tax Credit and ERTC, understand the complexities of taking both credits together and ways to help you identify best fit

• Duration 1H 0M
• Closed

• Part of Giving You Tax Credit Wh

November 9, 2022

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

• Duration 2H 0M
• Closed

• Part of S-Corps Certificate Prog

November 8, 2022

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

• Duration 2H 0M
• Closed

• Part of S-Corps Certificate Prog

November 7, 2022

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

• Duration 2H 0M
• Closed

• Part of S-Corps Certificate Prog

November 3, 2022

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

• Duration 1H 0M
• Closed

• Part of Social Security Insecuri

November 1, 2022

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

• Duration 2H 0M
• Closed

• Part of S-Corps Certificate Prog

October 25, 2022

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

• Duration 2H 0M
• Closed

• Part of S-Corps Certificate Prog

October 20, 2022

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

• Duration 1H 0M
• Closed

• Part of 5 Ways to Encourage Clie

October 19, 2022

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

• Duration 1H 0M
• Closed

• Part of Recruit and Train Tax Pr

October 13, 2022

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,

• Duration 1H 0M
• Closed

• Part of Improving Your Client Co

October 6, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 October Solutions R

October 5, 2022

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

• Duration 1H 0M
• Closed

• Part of Top HR Issues in 2022. A

September 29, 2022

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

• Duration 1H 0M
• Closed

• Single event

September 27, 2022

Practice Education. Wellness

• Duration 1H 0M
• Seats Available

• Part of 2022 LEARN. Pittsburgh -

September 27, 2022

 Practice Education. Trusts Workshop

• Duration 1H 40M
• Seats Available

• Part of 2022 LEARN. Pittsburgh -

September 26, 2022

Trusts Certificate Program.  Turning Theory into Practice

• Duration 1H 40M
• Seats Available

• Part of 2022 LEARN. Pittsburgh -

September 26, 2022

Trusts Certificate Program.  Representation Issues Around Trusts

• Duration 1H 40M
• Seats Available

• Part of 2022 LEARN. Pittsburgh -

September 26, 2022

Trusts Certificate Program.  Forms and Elections

• Duration 0H 50M
• Seats Available

• Part of 2022 LEARN. Pittsburgh -

September 26, 2022

Trusts Certificate Program.  Reading Trust Documents

• Duration 0H 50M
• Seats Available

• Part of 2022 LEARN. Pittsburgh -

September 26, 2022

Trusts Certificate Program. Introduction to Trusts - Trust Types

• Duration 0H 50M
• Seats Available

• Part of 2022 LEARN. Pittsburgh -

September 21, 2022

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

• Duration 2H 0M
• Closed

• Part of 2022 September Ask the E

September 14, 2022

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

• Duration 1H 0M
• Closed

• Part of Offline Clients and Onli

September 8, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 September Solutions

August 31, 2022

L3. 13. 22 Capstone Course

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

• Duration 2H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 1

August 30, 2022

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)

• Duration 2H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 1

August 25, 2022

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

• Duration 1H 0M
• Closed

• Single event

August 24, 2022

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

• Duration 2H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 1

August 23, 2022

L3. 09. 22 Advanced Appeals

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

• Duration 2H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 0

August 22, 2022

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

• Duration 2H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 0

August 18, 2022

L3. 11. 22 Marketing

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

• Duration 2H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 1

August 17, 2022

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

• Duration 2H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 0

August 16, 2022

L3. 06. 22 Spousal Relief

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

• Duration 2H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 0

August 15, 2022

L3. 05. 22 Lien Defenses

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

• Duration 2H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 0

August 11, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 August Solutions Ro

August 10, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 0

August 10, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 0

August 9, 2022

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

• Duration 2H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 0

August 8, 2022

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

• Duration 2H 0M
• Closed

• Part of 2022 NTPI Level 3 - L3. 0

August 3, 2022

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

• Duration 1H 0M
• Closed

• Single event

July 26, 2022

Resolving Client’s Problems with the IRS in 2022

• Duration 1H 50M
• Seats Available

• Part of NAEA 2022 Tax Summit

July 26, 2022

Examination Issues for Pass-Through Entities

• Duration 1H 40M
• Seats Available

• Part of NAEA 2022 Tax Summit

July 26, 2022

Client Notices & IRS Representation Issues

• Duration 1H 40M
• Seats Available

• Part of NAEA 2022 Tax Summit

July 26, 2022

The Ethics of Conflicts of Interest & Due Diligence

• Duration 1H 40M
• Seats Available

• Part of NAEA 2022 Tax Summit

July 25, 2022

Mid-Year Shifts to Help Your Clients Save

• Duration 1H 40M
• Seats Available

• Part of NAEA 2022 Tax Summit

July 25, 2022

Current Issues in Pass-Through Entity Taxation

• Duration 1H 40M
• Seats Available

• Part of NAEA 2022 Tax Summit

July 25, 2022

The Dubious Dozen. The 12 Years at Retirement That Make or Break Your Golden Years

• Duration 1H 40M
• Seats Available

• Part of NAEA 2022 Tax Summit

July 25, 2022

Collecting and Reporting Cryptocurrency Data

• Duration 1H 40M
• Seats Available

• Part of NAEA 2022 Tax Summit

July 24, 2022

Keynote Session

• Duration 1H 45M
• Seats Available

• Part of NAEA 2022 Tax Summit

July 24, 2022

How to Decipher a Law. Beginner to Advanced

• Duration 0H 40M
• Seats Available

• Part of NAEA 2022 Tax Summit

July 24, 2022

Transforming Your Pricing - Everything You Need to Know

• Duration 1H 30M
• Seats Available

• Part of NAEA 2022 Tax Summit

July 21, 2022

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

• Duration 1H 0M
• Closed

• Single event

July 14, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 July Solutions Room

July 12, 2022

Pathway to the Enrolled Agent - Sponsored by Surgent

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

• Duration 1H 0M
• Closed

• Single event

June 28, 2022

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

• Duration 2H 0M
• Closed

• Part of Cryptocurrency Certifica

June 22, 2022

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

• Duration 2H 0M
• Closed

• Part of Cryptocurrency Certifica

June 15, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 US Economic Outlook

June 14, 2022

Criminal Investigation Cyber Crime Section on Cryptocurrency

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

• Duration 1H 0M
• Closed

• Part of Cryptocurrency Certifica

June 14, 2022

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

• Duration 1H 0M
• Closed

• Part of Cryptocurrency Certifica

June 9, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 June Solutions Room

June 8, 2022

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

• Duration 1H 0M
• Closed

• Part of Social Security Income P

June 7, 2022

Crypto Tax 101

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

• Duration 2H 0M
• Closed

• Part of Cryptocurrency Certifica

May 26, 2022

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

• Duration 1H 0M
• Closed

• Single event

May 5, 2022

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

• Duration 2H 0M
• Closed

• Part of 2022 May Ask the Expert

April 28, 2022

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

• Duration 1H 0M
• Closed

• Single event

March 10, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 March Solutions Roo

March 8, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 March Ask the Exper

February 16, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 February Ask the Ex

February 10, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 February Solutions

January 19, 2022

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

• Duration 2H 0M
• Closed

• Part of 2022 Ask the Expert Pane

January 13, 2022

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

• Duration 1H 0M
• Closed

• Part of 2022 January Solutions R

January 12, 2022

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

• Duration 2H 0M
• Closed

• Part of 2022 January Ask the Exp

December 15, 2021

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

• Duration 1H 0M
• Closed

• Part of IRS Update Webinar

December 9, 2021

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

• Duration 2H 0M
• Closed

• Part of Tax Implications of the

December 9, 2021

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;

• Duration 1H 0M
• Closed

• Part of Captive Insurance

December 8, 2021

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

• Duration 2H 0M
• Closed

• Part of Built In Cap Gains. Conv

December 7, 2021

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

• Duration 2H 0M
• Closed

• Part of Foreign Tax - US Canada

November 17, 2021

Casualties, Disasters & Settlements

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

• Duration 2H 0M
• Closed

• Part of Casualties, Disasters &

November 9, 2021

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,

• Duration 1H 0M
• Closed

• Part of Smart Money Moves in You

November 3, 2021

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

• Duration 2H 0M
• Closed

• Part of Google is Not Enough for

October 6, 2021

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

• Duration 2H 0M
• Closed

• Part of Tax Aspects of Gifting a

October 5, 2021

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

• Duration 1H 0M
• Closed

• Part of Creating Enduring Succes

June 29, 2021

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,

• Duration 1H 0M
• Closed

• Part of Guide to Cyber Security

May 26, 2021

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

• Duration 2H 0M
• Closed

• Part of Employment Tax – Resolvi

May 19, 2021

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

• Duration 2H 0M
• Closed

• Part of Upskilling for Enrolled

May 18, 2021

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

• Duration 1H 0M
• Closed

• Part of 2021 Opportunity Zones

May 13, 2021

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

• Duration 2H 0M
• Closed

• Part of Reasonable Compensation

May 12, 2021

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

• Duration 1H 0M
• Closed

• Part of Notice of Federal Tax Li

April 28, 2021

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

• Duration 2H 0M
• Closed

• Part of Tips for Preparing an Of

April 22, 2021

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

• Duration 2H 0M
• Closed

• Part of Smart Money Moves for 20

January 14, 2021

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

• Duration 2H 0M
• Closed

• Part of The Biden Tax Plan

December 21, 2020

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,

• Duration 1H 0M
• Closed

• Part of How Do You Select the Ri

December 17, 2020

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

• Duration 1H 0M
• Closed

• Part of Using Tax Planning for C

June 18, 2020

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,

• Duration 1H 0M
• Closed

• Part of Preparing Challenging Ta

June 17, 2020

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

• Duration 2H 0M
• Closed

• Part of Working Remotely. Best P

May 30, 2020

NAEA Board of Directors Meeting 05. 30. 2020

National Association of Enrolled Agents Board of Directors Meeting

• Duration 4H 0M
• Seats Available

• Single event

May 26, 2020

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

• Duration 1H 0M
• Closed

• Part of Correcting Depreciation

May 19, 2020

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

• Duration 1H 0M
• Closed

• Part of Divorce. Tax Implications

May 15, 2020

NAEA Board of Directors Meeting 05. 15. 2020

National Association of Enrolled Agents Board of Directors Meeting

• Duration 4H 0M
• Closed

• Single event

March 31, 2020

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