ASSOCIATION/ORGANIZATION NAMEEVENTLOCATIONDATESVIEWASTPSBoot CampBaltimore, MDMay 5-6, 2023ASTPSAdvanced SeminarBaltimore, MDMay 5-7, 2023CSEA. orgSuper Seminar 2016Las Vegas, NVMay 17-19, 2023ViewFlagg ManagementAccounting ShowSecaucus, NJMay 18-19, 2023ViewASTPSBoot CampLos Angeles, CAMay 19-20, 2023ASTPSAdvanced SeminarLos Angeles, CAMay 19-21, 2023Flagg ManagementAccounting ShowLos Angeles, CAJune 1-2, 2023ViewCSEA. orgSuper Seminar 2016Reno, NVJune 1-3, 2023ViewAICPAPractitioners Symposium and TECH+ ConferenceLas Vegas, NVJune 5-8, 2023View
ViewASTPSBoot CampOrlando, FLJune 23-24, 2023ASTPSBoot CampFoxwoods, CTJuly 11-12, 2023IRS Nationwide Tax ForumTax ForumChicago. ILJuly 12-14, 2023ViewFlagg ManagementAccounting Technology ShowNew York, NYJuly 13-14, 2023ViewASTPSBoot CampNew Orleans, LAJuly 25-26, 2023IRS Nationwide Tax ForumTax ForumNew Orleans, LAJuly 26-28, 2023ViewNAEANational ConferenceLas Vegas, NVAug 1-3, 2023ViewNATPNational ConferenceIndiannapolis, INAug 9-12, 2023ViewLatinTaxPro. orgNational ConventionLas Vegas, NVAug 9-11, 2023ViewASTPSBoot CampChicago, ILAug 11-12, 2023Flagg ManagementAccounting ShowcaseRosemont, ILAug 23-24, 2023ViewIRS Nationwide Tax ForumTax ForumWashington, DC areaAug 23-25, 2023ViewIRS Nationwide Tax ForumTax ForumOrlando, FLAug 30 - Sep 1, 2023ViewIRS Nationwide Tax ForumTax ForumSan Diego, CASep 13-15, 2023ViewASTPSBoot CampLas Vegas, NVSep 22-23, 2023ASTPSSuper Advanced SeminarLas Vegas, NVSep 22-24, 2023NAEANTPIOrlando, FLNov 2-4, 2023ASTPSBoot CampPhoenix, AZNov 14-15, 2023LITPSConventionWoodbury, NYNov 16 - 18, 2023View
Browse the live events to discover opportunities to learn from tax subject matter experts in real time. Live courses are a mixture of online and in person events
In-Person Events
Webinars
Upcoming Live Events
March 15, 2023Wed 12. 00 PM EDT Web
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, 2023Thu 8. 00 AM EDT Web
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, 2023Thu 4. 00 PM EDT Web
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, 2023Thu 4. 00 PM EDT Web
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, 2023Wed 12. 00 PM EDT Web
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, 2023Thu 4. 00 PM EDT Web
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, 2023Tue 12. 00 PM EDT Web
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
Past Live Events
March 9, 2023Thu 4. 00 PM EST Web
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, 2023Tue 2. 00 PM EST Web
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, 2023Wed 1. 00 PM EST Web
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, 2023Wed 1. 00 PM EST Web
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, 2023Thu 1. 00 PM EST Web
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, 2023Thu 4. 00 PM EST Web
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, 2023Thu 1. 00 PM EST Web
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, 2023Tue 4. 00 PM EST Web
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, 2023Thu 12. 00 PM EST Web
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, 2023Tue 8. 00 AM EST Web
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, 2023Thu 1. 00 PM EST Web
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, 2023Wed 2. 00 PM EST Web
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, 2023Tue 2. 00 PM EST Web
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, 2023Thu 4. 00 PM EST Web
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, 2023Wed 1. 00 PM EST Web
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, 2023Tue 2. 00 PM EST Web
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, 2023Thu 2. 00 PM EST Web
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, 2023Wed 2. 00 PM EST Web
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, 2022Fri 1. 00 PM EST Web
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, 2022Thu 2. 00 PM EST Web
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, 2022Wed 3. 00 PM EST Web
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, 2022Tue 3. 00 PM EST Web
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, 2022Mon 3. 00 PM EST Web
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, 2022Mon 12. 00 PM EST Web
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, 2022Thu 4. 00 PM EST Web
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, 2022Thu 1. 00 PM EST Web
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, 2022Wed 4. 00 PM EST Web
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, 2022Wed 2. 30 PM EST Web
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, 2022Thu 2. 00 PM EST Web
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, 2022Wed 1. 00 PM EST Web
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, 2022Tue 2. 00 PM EST Web
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, 2022Thu 1. 00 PM EST Web
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, 2022Wed 4. 00 PM EST Web
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, 2022Wed 1. 00 PM EST Web
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, 2022Wed 11. 00 AM EST Web
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, 2022Tue 3. 00 PM EST Web
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, 2022Tue 12. 00 PM EST Web
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, 2022Mon 3. 00 PM EST Web
Partnerships Certificate Program LIVE - Partnership Forms
- Duration 2H 0M
- Closed
- Part of Partnerships Certificate
November 14, 2022Mon 12. 00 PM EST Web
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, 2022Thu 4. 00 PM EST Web
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, 2022Thu 2. 00 PM EST Web
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, 2022Wed 2. 00 PM EST Web
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, 2022Tue 3. 00 PM EST Web
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, 2022Mon 2. 00 PM EST Web
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, 2022Thu 2. 00 PM EDT Web
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, 2022Tue 2. 00 PM EDT Web
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, 2022Tue 2. 00 PM EDT Web
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, 2022Thu 2. 00 PM EDT Web
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, 2022Wed 2. 00 PM EDT Web
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, 2022Thu 2. 00 PM EDT Web
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, 2022Thu 4. 00 PM EDT Web
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, 2022Wed 2. 00 PM EDT Web
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, 2022Thu 4. 00 PM EDT Web
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, 2022Tue 10. 00 AM EDT DoubleTree by Hilton Hotel .
Practice Education. Wellness
- Duration 1H 0M
- Seats Available
- Part of 2022 LEARN. Pittsburgh -
September 27, 2022Tue 8. 00 AM EDT DoubleTree by Hilton Hotel .
Practice Education. Trusts Workshop
- Duration 1H 40M
- Seats Available
- Part of 2022 LEARN. Pittsburgh -
September 26, 2022Mon 3. 00 PM EDT DoubleTree by Hilton Hotel .
Trusts Certificate Program. Turning Theory into Practice
- Duration 1H 40M
- Seats Available
- Part of 2022 LEARN. Pittsburgh -
September 26, 2022Mon 1. 00 PM EDT DoubleTree by Hilton Hotel .
Trusts Certificate Program. Representation Issues Around Trusts
- Duration 1H 40M
- Seats Available
- Part of 2022 LEARN. Pittsburgh -
September 26, 2022Mon 10. 00 AM EDT DoubleTree by Hilton Hotel .
Trusts Certificate Program. Forms and Elections
- Duration 0H 50M
- Seats Available
- Part of 2022 LEARN. Pittsburgh -
September 26, 2022Mon 9. 00 AM EDT DoubleTree by Hilton Hotel .
Trusts Certificate Program. Reading Trust Documents
- Duration 0H 50M
- Seats Available
- Part of 2022 LEARN. Pittsburgh -
September 26, 2022Mon 8. 00 AM EDT DoubleTree by Hilton Hotel .
Trusts Certificate Program. Introduction to Trusts - Trust Types
- Duration 0H 50M
- Seats Available
- Part of 2022 LEARN. Pittsburgh -
September 21, 2022Wed 2. 00 PM EDT Web
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, 2022Wed 2. 00 PM EDT Web
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, 2022Thu 4. 00 PM EDT Web
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, 2022Wed 2. 00 PM EDT Web
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, 2022Tue 2. 00 PM EDT Web
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, 2022Thu 4. 00 PM EDT Web
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, 2022Wed 2. 00 PM EDT Web
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, 2022Tue 2. 00 PM EDT Web
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, 2022Mon 2. 00 PM EDT Web
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, 2022Thu 2. 00 PM EDT Web
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, 2022Wed 2. 00 PM EDT Web
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, 2022Tue 2. 00 PM EDT Web
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, 2022Mon 2. 00 PM EDT Web
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, 2022Thu 4. 00 PM EDT Web
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, 2022Wed 3. 00 PM EDT Web
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, 2022Wed 1. 00 PM EDT Web
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, 2022Tue 2. 00 PM EDT Web
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, 2022Mon 2. 00 PM EDT Web
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, 2022Wed 2. 00 PM EDT Web
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, 2022Tue 3. 30 PM PDT Cosmopolitan Hotel, Las Vegas
Resolving Client’s Problems with the IRS in 2022
- Duration 1H 50M
- Seats Available
- Part of NAEA 2022 Tax Summit
July 26, 2022Tue 1. 00 PM PDT Cosmopolitan Hotel, Las Vegas
Examination Issues for Pass-Through Entities
- Duration 1H 40M
- Seats Available
- Part of NAEA 2022 Tax Summit
July 26, 2022Tue 10. 00 AM PDT Cosmopolitan Hotel, Las Vegas
Client Notices & IRS Representation Issues
- Duration 1H 40M
- Seats Available
- Part of NAEA 2022 Tax Summit
July 26, 2022Tue 8. 00 AM PDT Cosmopolitan Hotel, Las Vegas
The Ethics of Conflicts of Interest & Due Diligence
- Duration 1H 40M
- Seats Available
- Part of NAEA 2022 Tax Summit
July 25, 2022Mon 3. 00 PM PDT Cosmopolitan Hotel, Las Vegas
Mid-Year Shifts to Help Your Clients Save
- Duration 1H 40M
- Seats Available
- Part of NAEA 2022 Tax Summit
July 25, 2022Mon 1. 00 PM PDT Cosmopolitan Hotel, Las Vegas
Current Issues in Pass-Through Entity Taxation
- Duration 1H 40M
- Seats Available
- Part of NAEA 2022 Tax Summit
July 25, 2022Mon 10. 00 AM PDT Cosmopolitan Hotel, Las Vegas
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, 2022Mon 8. 00 AM PDT Cosmopolitan Hotel, Las Vegas
Collecting and Reporting Cryptocurrency Data
- Duration 1H 40M
- Seats Available
- Part of NAEA 2022 Tax Summit
July 24, 2022Sun 4. 15 PM PDT Cosmopolitan Hotel, Las Vegas
Keynote Session
- Duration 1H 45M
- Seats Available
- Part of NAEA 2022 Tax Summit
July 24, 2022Sun 1. 50 PM PDT Cosmopolitan Hotel, Las Vegas
How to Decipher a Law. Beginner to Advanced
- Duration 0H 40M
- Seats Available
- Part of NAEA 2022 Tax Summit
July 24, 2022Sun 12. 00 PM PDT Cosmopolitan Hotel, Las Vegas
Transforming Your Pricing - Everything You Need to Know
- Duration 1H 30M
- Seats Available
- Part of NAEA 2022 Tax Summit
July 21, 2022Thu 4. 00 PM EDT Web
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, 2022Thu 4. 00 PM EDT Web
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, 2022Tue 2. 00 PM EDT Web
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, 2022Tue 1. 00 PM EDT Web
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, 2022Wed 2. 00 PM EDT Web
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, 2022Wed 2. 00 PM EDT Web
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, 2022Tue 3. 00 PM EDT Web
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, 2022Tue 1. 00 PM EDT Web
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, 2022Thu 4. 00 PM EDT Web
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, 2022Wed 1. 00 PM EDT Web
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, 2022Tue 2. 00 PM EDT Web
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, 2022Thu 4. 00 PM EDT Web
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, 2022Thu 2. 00 PM EDT Web
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, 2022Thu 4. 00 PM EDT Web
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, 2022Thu 4. 00 PM EST Web
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, 2022Tue 2. 00 PM EST Web
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, 2022Wed 4. 00 PM EST Web
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, 2022Thu 4. 00 PM EST Web
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, 2022Wed 2. 00 PM EST Web
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, 2022Thu 4. 00 PM EST Web
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, 2022Wed 2. 00 PM EST Web
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, 2021Wed 2. 00 PM EST Web
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, 2021Thu 3. 30 PM EST Web
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, 2021Thu 2. 00 PM EST Web
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, 2021Wed 2. 00 PM EST Web
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, 2021Tue 2. 00 PM EST Web
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, 2021Wed 12. 00 PM EST Web
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, 2021Tue 2. 00 PM EST Web
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, 2021Wed 3. 00 PM EDT Web
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, 2021Wed 2. 00 PM EDT Web
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, 2021Tue 12. 00 PM EDT Web
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, 2021Tue 2. 00 PM EDT Web
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, 2021Wed 2. 00 PM EDT Web
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, 2021Wed 2. 00 PM EDT Web
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, 2021Tue 2. 00 PM EDT Web
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, 2021Thu 2. 00 PM EDT Web
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, 2021Wed 3. 00 PM EDT Web
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, 2021Wed 2. 00 PM EDT Web
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, 2021Thu 2. 00 PM EDT Web
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, 2021Thu 2. 00 PM EST Web
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, 2020Mon 1. 00 PM EST Web
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, 2020Thu 2. 00 PM EST Web
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, 2020Thu 2. 00 PM EDT Web
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, 2020Wed 2. 00 PM EDT Web
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, 2020Sat 11. 00 AM EDT Web
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, 2020Tue 2. 00 PM EDT Web
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, 2020Tue 2. 00 PM EDT Web
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, 2020Fri 12. 00 PM EDT Web
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, 2020Tue 2. 00 PM EDT Web
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