Make your voice heard during NAEA’s Capitol Hill Fly-In from May 13-14, 2025!
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Join the NAEA community of enrolled agents at NAEA Tax Summit from July 28–30, 2025, at the Grand America Hotel in Salt Lake City! This event is perfect for learning the latest in tax and representation.
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Moderator: David Woods, EA, USTCP Price: Free for Members Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. Register Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career...
Speaker: Ericka Williams, EA, NTPI Fellow Pricing: $30 for NTPI Fellows | $60 for Members | $120 for Nonmembers A tax representative will not be successful if he or she cannot get clients to serve. In this course, participants will learn strategies to market and sell their services to potential clients in need of tax representation services. Learning Objectives: Describe common strategies to get new tax resolution client leads. Understand...
Price: Free to All Join NAEA for a Virtual Roundtable for EAs living in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax season and in your practice. Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career with NAEA! ...
Speaker: Jane Ryder, EA, CPA CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers The new Form 7217 will be filed by any partner receiving a distribution of property from a partnership (non-liquidating or liquidating) to report the basis of the distributed property, including any basis adjustment required by section 732(a)(2) or (b). This reporting may involve more than simply determining the relative values of the partner's basis in the...
Moderator: Laura Strombom, EA, NTPI Fellow Price: Free for NTPI Fellows & In-progress Join NAEA each month for a member-only National Tax Practice Institute® (NTPI) Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors and Fellows. This session is designed for NTPI Fellows, graduates, and current NTPI participants, providing a unique opportunity to engage with experts and peers in the field. Not...
Moderator: Yehuda Tenenbaum, EA Price: Free for Members Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. As part of NAEA’s member-exclusive offerings, this open roundtable provides a space to connect, exchange insights, and stay ahead in the ever-evolving tax landscape—all at no cost to members. Join NAEA today to access this...
Price: Free to All Join NAEA for a Virtual Roundtable for EAs living in Europe. Join your fellow EAs for an open discussion on key issues and challenges you’re facing during this tax season and in your practice. Registration coming soon! Stay tuned for more details. Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your...
Moderator: Kesha M. Dawson, EA, NTPI Fellow Price: Free for NTPI Fellows & In-progress Join NAEA each month for a member-only National Tax Practice Institute® (NTPI) Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors and Fellows. This session is designed for NTPI Fellows, graduates, and current NTPI participants, providing a unique opportunity to engage with experts and peers in the field. Not a...
Moderator: Beth Logan, EA Price: Free for Members Join NAEA on the last Thursday of every month for a member-only open roundtable discussion on the latest tax topics and best practices with tax industry experts. As part of NAEA’s member-exclusive offerings, this open roundtable provides a space to connect, exchange insights, and stay ahead in the ever-evolving tax landscape—all at no cost to members. Not a member yet? Join NAEA today to...
Speaker: Alice Orzechowski, EA, CPA CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers Form 4797 is the Swiss Army knife of tax forms—a wide variety of entirely different transactions are reported on this form, most of which involve the disposition of business assets. In this session, we will analyze each section of Form 4797 in detail as we work hands-on to correctly enter the sale(s) of asset(s)...
Speaker: Jaye E. Tritz, EA, CFP CE: 2 IRS/CTEC Price: Free for Members | $120 for Nonmembers Trust and estate tax reporting can be a confusing topic for many tax professionals. Not only does the topic have a language and terminology all its own, the income and deduction reporting may be unfamiliar to many. In this seminar, we will discuss some of the terms and concepts associated with trusts and...
Speaker: Frankie Quintero Price: Free for All Mark your calendars! Join Frankie Quintero, Senior Account Executive at TaxDome, on April 30, 2025, for an insightful webinar in Spanish designed to help you elevate your client experience and streamline your workflow—sponsored by TaxDome. This webinar is open to everyone. Don’t miss this opportunity to gain valuable strategies to optimize your tax practice! Registration will be available soon—we look forward to seeing you there!...
Speaker: Frankie Quintero Price: Free for All Mark your calendars! Join Frankie Quintero, Senior Account Executive at TaxDome, on April 30, 2025, for an insightful webinar designed to help you elevate your client experience and streamline your workflow—sponsored by TaxDome. This webinar is open to everyone. Don’t miss this opportunity to gain valuable strategies to optimize your tax practice! Registration will be available soon—we look forward to seeing you there! NAEA...
Salt Lake City, UT | July 28 – 30, 2025
Early bird pricing ends 2/28/2025!
