National Association of Enrolled Agents https://www.naea.org/events/ We Power America’s Tax Experts Mon, 09 Dec 2024 21:47:12 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://www.naea.org/wp-content/uploads/2020/06/cropped-favicon-32x32.png National Association of Enrolled Agents https://www.naea.org/events/ 32 32 NTPI Grad Class – Calculating the Collection Statute Expiration Date https://www.naea.org/event/ntpi-grad-class-calculating-the-collection-statute-expiration-date/?utm_source=rss&utm_medium=rss&utm_campaign=ntpi-grad-class-calculating-the-collection-statute-expiration-date https://www.naea.org/event/ntpi-grad-class-calculating-the-collection-statute-expiration-date/#respond Tue, 10 Dec 2024 16:00:00 +0000 https://www.naea.org/?post_type=tribe_events&p=10890 CE: 2 IRS & 2 CTEC credits Speaker: Clarice Landreth Price: $30 for NTPI Fellow | $60 for Members | $100 for Nonmembers This webinar is geared towards our NTPI Fellows, but all are welcome to join! The collection statute of limitations is one of the critical items a tax representative must understand to represent a taxpayer with an outstanding tax liability properly. During this session, we will discuss the Read More >

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]]> https://www.naea.org/event/ntpi-grad-class-calculating-the-collection-statute-expiration-date/feed/ 0 Stanford Tax Demo: A better tax season with StanfordTax https://www.naea.org/event/stanford-tax-demo-december-2024/?utm_source=rss&utm_medium=rss&utm_campaign=stanford-tax-demo-december-2024 https://www.naea.org/event/stanford-tax-demo-december-2024/#respond Tue, 10 Dec 2024 18:00:00 +0000 https://www.naea.org/?post_type=tribe_events&p=13543 About the demo: Instantly create smart, personalized organizers for all of your clients – like magic Every document is neatly categorized and standardized so your team stays efficient  Your clients will be amazed with the simple and seamless experience Register

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]]> https://www.naea.org/event/stanford-tax-demo-december-2024/feed/ 0 2024 December NTPI Virtual Roundtable https://www.naea.org/event/2024-december-ntpi-virtual-roundtable/?utm_source=rss&utm_medium=rss&utm_campaign=2024-december-ntpi-virtual-roundtable https://www.naea.org/event/2024-december-ntpi-virtual-roundtable/#respond Tue, 10 Dec 2024 21:00:00 +0000 https://www.naea.org/?post_type=tribe_events&p=13541 Moderator: Kesha Dawson Harris, EA Join NAEA each month for a member-only NTPI Fellow roundtable for open discussion on hot representation topics and industry best practices with the NTPI instructors and Fellows. This webinar is for NTPI Fellows/graduates and those who are currently taking the NTPI program.   Register

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]]> https://www.naea.org/event/2024-december-ntpi-virtual-roundtable/feed/ 0 ❌ CANCELLED: Transforma la Experiencia de tus Clientes y Optimiza tu Productividad con TaxDome https://www.naea.org/event/transforma-la-experiencia-de-tus-clientes-y-optimiza-tu-productividad-con-taxdome/?utm_source=rss&utm_medium=rss&utm_campaign=transforma-la-experiencia-de-tus-clientes-y-optimiza-tu-productividad-con-taxdome https://www.naea.org/event/transforma-la-experiencia-de-tus-clientes-y-optimiza-tu-productividad-con-taxdome/#respond Wed, 11 Dec 2024 17:00:00 +0000 https://www.naea.org/?post_type=tribe_events&p=15108 Transforma la Experiencia de tus Clientes y Optimiza tu Productividad con TaxDome Descubre cómo TaxDome puede revolucionar la manera en que trabajas y te conectas con tus clientes. En este webinar, exploraremos herramientas clave como el Portal de Clientes, la Automatización de Flujos de Trabajo y el Proceso de Incorporación de Clientes. Aprende a optimizar tus procesos, ahorrar tiempo, y proporcionar una experiencia de cliente excepcional que impulsará la productividad Read More >

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]]> https://www.naea.org/event/transforma-la-experiencia-de-tus-clientes-y-optimiza-tu-productividad-con-taxdome/feed/ 0 ❌ Cancelled: TaxAct Professional Software Demo https://www.naea.org/event/december-taxact-demo/?utm_source=rss&utm_medium=rss&utm_campaign=december-taxact-demo https://www.naea.org/event/december-taxact-demo/#respond Wed, 11 Dec 2024 19:00:00 +0000 https://www.naea.org/?post_type=tribe_events&p=11557 During this webinar, Sean Taylor – Director of Sales, will provide attendees with a demo of TaxAct Professional and answer any questions you may have about the software. If you are interested in seeing our software’s flow or are thinking about switching software’s in time for TY24, you won’t want to miss this virtual event. Register below to attend. We look forward to hosting your soon! Learning Objectives: – Overview Read More >

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]]> https://www.naea.org/event/december-taxact-demo/feed/ 0 ❌ CANCELLED: Elevate your client experience and streamline your workflows with TaxDome https://www.naea.org/event/elevate-your-client-experience-and-streamline-your-workflows-with-taxdome/?utm_source=rss&utm_medium=rss&utm_campaign=elevate-your-client-experience-and-streamline-your-workflows-with-taxdome https://www.naea.org/event/elevate-your-client-experience-and-streamline-your-workflows-with-taxdome/#respond Wed, 11 Dec 2024 21:00:00 +0000 https://www.naea.org/?post_type=tribe_events&p=15105 Learn how TaxDome can transform the way you manage your practice and engage with clients. In this webinar, we’ll dive into essential features like the Client Portal, Workflow Automation, and Client Onboarding. Discover how to streamline your processes, save time, and provide a top-tier client experience that drives efficiency and growth for your firm. Agenda Understand how the Client Portal enhances client communication and document exchange. Learn how Workflow Automation Read More >

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]]> https://www.naea.org/event/elevate-your-client-experience-and-streamline-your-workflows-with-taxdome/feed/ 0 2024 December Virtual Roundtable for EA’s Living in Europe https://www.naea.org/event/2024-december-virtual-roundtable-for-eas-living-in-europe/?utm_source=rss&utm_medium=rss&utm_campaign=2024-december-virtual-roundtable-for-eas-living-in-europe https://www.naea.org/event/2024-december-virtual-roundtable-for-eas-living-in-europe/#respond Thu, 12 Dec 2024 15:00:00 +0000 https://www.naea.org/?post_type=tribe_events&p=12090 Price: Free for Members 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.   Register

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]]> https://www.naea.org/event/2024-december-virtual-roundtable-for-eas-living-in-europe/feed/ 0 Corporate Transparency Act: Navigating Beneficial Ownership Reporting https://www.naea.org/event/corporate-transparency-act-navigating-beneficial-ownership-reporting/?utm_source=rss&utm_medium=rss&utm_campaign=corporate-transparency-act-navigating-beneficial-ownership-reporting https://www.naea.org/event/corporate-transparency-act-navigating-beneficial-ownership-reporting/#respond Thu, 12 Dec 2024 19:00:00 +0000 https://www.naea.org/?post_type=tribe_events&p=15086 Speaker: Josh Youngblood, EA, CTRS, CRETS CE: 1 IRS/CTEC Price: $10 for Members | $20 for Nonmembers This course provides a detailed overview of the Corporate Transparency Act (CTA) and its requirements for reporting beneficial ownership information (BOI) to the U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN). Participants will learn the definitions of beneficial ownership, understand reporting deadlines, and become familiar with the entities subject to or exempt Read More >

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]]> https://www.naea.org/event/corporate-transparency-act-navigating-beneficial-ownership-reporting/feed/ 0 TaxFlow Demo https://www.naea.org/event/taxflow-llc/?utm_source=rss&utm_medium=rss&utm_campaign=taxflow-llc https://www.naea.org/event/taxflow-llc/#respond Thu, 12 Dec 2024 20:00:00 +0000 https://www.naea.org/?post_type=tribe_events&p=14461 Join TaxFlow for an exclusive demo of the TaxFlow platform – the simple, intuitive tax workflow software designed to streamline your practice. In this 45-minute webinar, see how TaxFlow can save you time, reduce errors, and improve client satisfaction. TaxFlow also has a special offer just for NAEA members, and they’re excited to share it with you. Don’t miss this opportunity to optimize your tax preparation process! Register now to Read More >

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]]> https://www.naea.org/event/taxflow-llc/feed/ 0 NNEcEA Chapter: Annual State & Federal Update – Virtual https://www.naea.org/event/nnecea-chapter-december-in-person-event/?utm_source=rss&utm_medium=rss&utm_campaign=nnecea-chapter-december-in-person-event https://www.naea.org/event/nnecea-chapter-december-in-person-event/#respond Fri, 13 Dec 2024 13:30:00 +0000 https://www.naea.org/?post_type=tribe_events&p=13550 Presenters: Cory P. Ratner, EA; Amy M. Winters; James Whitehouse; Joe McCarthy, CPA; Lorraine Kearn, EA CE: 4 IRS Price: $50 for Members | $100 for Nonmembers Join us for an engaging virtual session starting with essential state updates for New Hampshire, Maine and Vermont. Following the updates, we’ll dive into three in-depth education sessions designed to enhance your practice with valuable knowledge on critical tax topics.   Register

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