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X-WR-CALDESC:Events for National Association of Enrolled Agents
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DTSTART:20241103T060000
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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241209T140000
DTEND;TZID=America/New_York:20241209T160000
DTSTAMP:20241209T230245
CREATED:20240215T205335Z
LAST-MODIFIED:20241115T020654Z
UID:10001190-1733752800-1733760000@www.naea.org
SUMMARY:2024 Hot Topic: Ethics (2 CE)
DESCRIPTION:Speaker: Allan (A.J) Reynolds\, EA\nCE: 2 IRS/CTEC\nPrice: Free for Members | $100 for Nonmembers \n\n\n“Ethics knows the difference between what you have a right to do and what is RIGHT to do.” – Associate Justice of the Supreme Court of the United States\, Potter Stewart \nWhy Authority matters: Circular 230 Considerations\, such as diligence regarding accuracy\, standards with respect to tax returns\, requirements for written advice\, competence\, and taking unreasonable positions or willful and reckless conduct. \nAs a tax professional\, protecting client privacy is paramount to maintain trust\, confidentiality\, complying with our ethical obligations and understanding it is also a legal requirement. \nLearning Objectives: \n\nWhat is Ethics?\nEthical Decision Making\nDue Diligence\nEveryday Ethical Issues\nForm 8867\nSubstantial Authority Standard\nConflicts\nIRC 7216 Consent/Disclosure\nDefine and understand cybersecurity\n\nRegister
URL:https://www.naea.org/event/2024-hot-topic-ethics/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241210T110000
DTEND;TZID=America/New_York:20241210T130000
DTSTAMP:20241209T230245
CREATED:20240208T204120Z
LAST-MODIFIED:20241122T162554Z
UID:10000852-1733828400-1733835600@www.naea.org
SUMMARY:NTPI Grad Class - Calculating the Collection Statute Expiration Date
DESCRIPTION:CE: 2 IRS & 2 CTEC credits\nSpeaker: Clarice Landreth\nPrice: $30 for NTPI Fellow | $60 for Members | $100 for Nonmembers \nThis webinar is geared towards our NTPI Fellows\, but all are welcome to join! \nThe 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 collection statute and what actions taken by a taxpayer (representative) will extend the statute. We will analyze transcripts to determine the CSED. \nThis will be an interactive Zoom meeting\, providing participants with opportunities for better networking\, hands-on practice\, and an engaging fun learning experience! \nLearning Objectives: \n\nUnderstand the period of time the Internal Revenue Service has to collect a tax liability.\nIdentify events that toll the collection statute.\nLocate entries on the transcripts that indicate a tolling event.\n\nRegister
URL:https://www.naea.org/event/ntpi-grad-class-calculating-the-collection-statute-expiration-date/
CATEGORIES:Featured on Homepage
ATTACH;FMTTYPE=image/png:https://www.naea.org/wp-content/uploads/2021/05/NAEA-VirtualEvents-upcoming.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241210T130000
DTEND;TZID=America/New_York:20241210T140000
DTSTAMP:20241209T230245
CREATED:20240918T022538Z
LAST-MODIFIED:20241127T183246Z
UID:10001244-1733835600-1733839200@www.naea.org
SUMMARY:Stanford Tax Demo: A better tax season with StanfordTax
DESCRIPTION:About the demo:\n\n\nInstantly create smart\, personalized organizers for all of your clients – like magic\nEvery document is neatly categorized and standardized so your team stays efficient\n Your clients will be amazed with the simple and seamless experience\n\nRegister
URL:https://www.naea.org/event/stanford-tax-demo-december-2024/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241210T160000
DTEND;TZID=America/New_York:20241210T170000
DTSTAMP:20241209T230245
CREATED:20240918T021249Z
LAST-MODIFIED:20241125T211023Z
UID:10001243-1733846400-1733850000@www.naea.org
SUMMARY:2024 December NTPI Virtual Roundtable
DESCRIPTION:Moderator: Kesha Dawson Harris\, EA \nJoin 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. \nThis webinar is for NTPI Fellows/graduates and those who are currently taking the NTPI program. \n  \nRegister
URL:https://www.naea.org/event/2024-december-ntpi-virtual-roundtable/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241211T120000
DTEND;TZID=America/New_York:20241211T130000
DTSTAMP:20241209T230245
CREATED:20241126T200607Z
LAST-MODIFIED:20241206T214935Z
UID:10001310-1733918400-1733922000@www.naea.org
SUMMARY:❌ CANCELLED: Transforma la Experiencia de tus Clientes y Optimiza tu Productividad con TaxDome
DESCRIPTION:Transforma la Experiencia de tus Clientes y Optimiza tu Productividad con TaxDome\nDescubre 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 de tu firma. \nAgenda \n\nExplorar cómo el Portal de Clientes mejora la comunicación y simplifica la recopilación de documentos.\nDescubrir cómo la Automatización de Flujos de Trabajo elimina tareas manuales y agiliza los procesos.\nAprender las mejores prácticas para incorporar clientes de manera eficiente y sin complicaciones.\nIdentificar estrategias para mejorar la satisfacción del cliente mientras se mejora la productividad de la firma.
URL:https://www.naea.org/event/transforma-la-experiencia-de-tus-clientes-y-optimiza-tu-productividad-con-taxdome/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241211T140000
DTEND;TZID=America/New_York:20241211T150000
DTSTAMP:20241209T230245
CREATED:20240419T141146Z
LAST-MODIFIED:20241209T214712Z
UID:10001200-1733925600-1733929200@www.naea.org
SUMMARY:❌ Cancelled: TaxAct Professional Software Demo
DESCRIPTION: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! \nLearning Objectives:\n– Overview of TaxAct Professional\n– Demo\n– Client Manager\n– Software Flow / Completing a Return\n– Q&A vs. Forms View\n– Data Conversion\n– Year-Over-Year Import\n– eSignature\n– Powerful Reporting + Tools\n– Notable Software Updates Coming for TY24\n– Questions\n– Contacts and Important Links
URL:https://www.naea.org/event/december-taxact-demo/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241211T160000
DTEND;TZID=America/New_York:20241211T170000
DTSTAMP:20241209T230245
CREATED:20241126T200045Z
LAST-MODIFIED:20241206T214917Z
UID:10001309-1733932800-1733936400@www.naea.org
SUMMARY:❌ CANCELLED: Elevate your client experience and streamline your workflows with TaxDome
DESCRIPTION: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. \nAgenda \n\nUnderstand how the Client Portal enhances client communication and document exchange.\nLearn how Workflow Automation eliminates manual tasks and simplifies complex processes.\nExplore best practices for efficient and seamless client onboarding.\nIdentify opportunities to improve client satisfaction while boosting your firm’s productivity and scalability.
URL:https://www.naea.org/event/elevate-your-client-experience-and-streamline-your-workflows-with-taxdome/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241212T100000
DTEND;TZID=America/New_York:20241212T110000
DTSTAMP:20241209T230245
CREATED:20240610T160228Z
LAST-MODIFIED:20241113T174415Z
UID:10000876-1733997600-1734001200@www.naea.org
SUMMARY:2024 December Virtual Roundtable for EA's Living in Europe
DESCRIPTION:Price: Free for Members \nJoin 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. \n  \nRegister
URL:https://www.naea.org/event/2024-december-virtual-roundtable-for-eas-living-in-europe/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241212T140000
DTEND;TZID=America/New_York:20241212T150000
DTSTAMP:20241209T230245
CREATED:20241125T203847Z
LAST-MODIFIED:20241125T203847Z
UID:10001307-1734012000-1734015600@www.naea.org
SUMMARY:Corporate Transparency Act: Navigating Beneficial Ownership Reporting
DESCRIPTION:Speaker: Josh Youngblood\, EA\, CTRS\, CRETS\nCE: 1 IRS/CTEC\nPrice: $10 for Members | $20 for Nonmembers \nThis 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 from these rules. The session will also address the steps for electronic filing\, common pitfalls to avoid\, and penalties for non-compliance. \nLearning Objectives: \n\nExplain the core components and objectives of the Corporate Transparency Act.\nIdentify the types of entities required to report and those exempt from reporting.\nDefine beneficial ownership and distinguish individuals who meet the reporting criteria.\nUnderstand the process for submitting beneficial ownership information through FinCEN’s electronic system.\nUnderstand the consequences of non-compliance.\n\nRegister
URL:https://www.naea.org/event/corporate-transparency-act-navigating-beneficial-ownership-reporting/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241212T150000
DTEND;TZID=America/New_York:20241212T160000
DTSTAMP:20241209T230245
CREATED:20241101T195056Z
LAST-MODIFIED:20241113T175547Z
UID:10001273-1734015600-1734019200@www.naea.org
SUMMARY:TaxFlow Demo
DESCRIPTION:Join TaxFlow for an exclusive demo of the TaxFlow platform – the simple\, intuitive tax workflow software designed to streamline your practice. \nIn 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. \nDon’t miss this opportunity to optimize your tax preparation process! Register now to secure your spot. \nRegister
URL:https://www.naea.org/event/taxflow-llc/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241213T083000
DTEND;TZID=America/New_York:20241213T150000
DTSTAMP:20241209T230245
CREATED:20240918T024035Z
LAST-MODIFIED:20241115T195817Z
UID:10001246-1734078600-1734102000@www.naea.org
SUMMARY:NNEcEA Chapter: Annual State & Federal Update - Virtual
DESCRIPTION:Presenters: Cory P. Ratner\, EA; Amy M. Winters; James Whitehouse; Joe McCarthy\, CPA; Lorraine Kearn\, EA\nCE: 4 IRS\nPrice: $50 for Members | $100 for Nonmembers \nJoin 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. \n  \nRegister
URL:https://www.naea.org/event/nnecea-chapter-december-in-person-event/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241213T130000
DTEND;TZID=America/New_York:20241213T140000
DTSTAMP:20241209T230245
CREATED:20241113T180217Z
LAST-MODIFIED:20241125T212228Z
UID:10001290-1734094800-1734098400@www.naea.org
SUMMARY:ADP Accountant Connect Demo: Drive Efficiency & Fuel Advisory
DESCRIPTION:As the business landscape evolves\, your clients increasingly depend on you as their trusted advisor. Join this webinar for an exclusive demo tailored for NAEA members\, where you can discover how ADP Accountant Connect can enhance your productivity and enable you to engage in meaningful conversations with your clients. This free\, award-winning platform is designed to prepare your clients for whatever comes next. We will cover: \n\nHow ADP Accountant Connect can streamline your practice\, with features like multi-client payroll reports and seamless general ledger integration.\nEngaging in advisory conversations using essential analysis tools\, such as Compensation Benchmarking\, Industry Insights\, Client Analytics and more.\nLeveraging data-driven insights and recommendations to help your clients grow their businesses while managing compliance.\nA robust tax research solution\, which places all the information you need right at your fingertips. With comprehensive coverage from the most trusted experts in the industry\, you can ensure you’re always right.\n\n  \nRegister
URL:https://www.naea.org/event/adp-demo/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;VALUE=DATE:20241216
DTEND;VALUE=DATE:20241218
DTSTAMP:20241209T230245
CREATED:20241002T195714Z
LAST-MODIFIED:20241028T161300Z
UID:10001255-1734307200-1734479999@www.naea.org
SUMMARY:MNcEA Chapter: 2024 Business Tax Update
DESCRIPTION:Time: 1:00 PM – 5:00 PM CT (Each day)\nTopics: Business Tax Update\nCE: 8 IRS\nSpeaker: Jaye E. Tritz\, EA\, CFP \nIn this two-part\, 8 CPE event\, we will present updates on a variety of business-related topics including the filing of the Beneficial Owner Information Report (BOI) as required by the Corporate Transparency Act (CTA)\, the employer-related changes to retirement plans associated with the SECURE Act 2.0\, the issues surrounding the Employee Retention Credit\, cybersecurity and WISP requirements for tax offices\, and much more. We will also host a discussion on the outlook for the approaching sunset of the Tax Cut and Jobs Act and how it may affect our business. \nRegister
URL:https://www.naea.org/event/mncea-december-2024-business-tax-updated-webinar/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241216T090000
DTEND;TZID=America/New_York:20241216T163000
DTSTAMP:20241209T230245
CREATED:20240918T103334Z
LAST-MODIFIED:20241202T204552Z
UID:10001247-1734339600-1734366600@www.naea.org
SUMMARY:MAcEA Chapter Webinar: 1040 Tax Update (Virtual)
DESCRIPTION:Location: Zoom\nIRS CE: 3 CE\nSpeakers: Beth Logan\, Paula Massa\, Gregory Zakarian and Scott Franklin  \nJoin MAcEA for their most popular education event of the year\, with a virtual date in December and an in-person date in January to accommodate your schedule and CPE needs. MAcEA leadership will present the 1040 Update to prepare tax professionals for the upcoming 2025 filing season. \nRegister
URL:https://www.naea.org/event/macea-chapter-webinar/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241217T160000
DTEND;TZID=America/New_York:20241217T170000
DTSTAMP:20241209T230245
CREATED:20240215T210123Z
LAST-MODIFIED:20241113T190511Z
UID:10001193-1734451200-1734454800@www.naea.org
SUMMARY:December Solutions Room: When to Back off Foreign
DESCRIPTION:Speaker: Liz Zitzow\nCE: 1 IRS/CTEC\nPrice: $30 for Members | $50 for Nonmembers \nSometimes when you start a return that you think you can handle\, you discover you’ve bitten off more than you can chew. You’ve now invested hours of your workweek into this seemingly simple project\, and there seems to be no end in sight. How will you get your other clients done in time? Should you abandon ship? Keep on trudging? Wouldn’t it be nice if you knew ahead of time how much time this project with foreign complications will actually take? Is it worth investing another ten hours your time learning new tax skills to finish this return when none of your other clients need it? \nI’ll show you tricks for speeding up foreign tax issues\, trick questions to find out within the first ten minutes of your client meeting how complicated it will be\, so how much time you’ll need\, and how to pass on work that’s beyond your capability within the first ten minutes instead of weeks later. I’ll give you hints on how to decide which set of foreign tax issues are worth learning now\, how to teach them to yourself\, and which ones are better learned after the first bunch. \nLearning Objectives: \n\nTrick questions to analyse the time you’ll need to finish returns with foreign issues.\nTricks to speed up processing of simple foreign returns.\n\n  \nRegister
URL:https://www.naea.org/event/2024-december-solutions-room-when-to-back-off-foreign/
CATEGORIES:Featured on Homepage
ATTACH;FMTTYPE=image/png:https://www.naea.org/wp-content/uploads/2021/05/NAEA-VirtualEvents-upcoming.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241218T130000
DTEND;TZID=America/New_York:20241218T150000
DTSTAMP:20241209T230245
CREATED:20241206T161037Z
LAST-MODIFIED:20241206T161037Z
UID:10001324-1734526800-1734534000@www.naea.org
SUMMARY:MAcEA: Virtual December Meeting
DESCRIPTION:Speaker: Tana Qoqi\, Taxpayer Advocate Service\nCE: 2 IRS\nPrice: $40 for Members | $80 for Nonmembers \nConnect with fellow enrolled agents during the Massachusetts Chapter of Enrolled Agents (MAcEA) virtual meeting in December. IRS Taxpayer Advocate\, Tana Qoqi\, will be leading a two hour discussion on TAS overview and annual report to congress. \nRegister
URL:https://www.naea.org/event/macea-virtual-december-meeting/
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241218T140000
DTEND;TZID=America/New_York:20241218T150000
DTSTAMP:20241209T230245
CREATED:20241101T200255Z
LAST-MODIFIED:20241126T152502Z
UID:10001276-1734530400-1734534000@www.naea.org
SUMMARY:Marketing Strategies
DESCRIPTION:Presenter: Madeline Reeves\, EA\nPrice: $10 for members | $20 for nonmembers \nThis course is designed to provide participants with a comprehensive understanding of various marketing strategies and channels\, both traditional and digital\, to effectively promote products or services. This course delves into the different approaches to marketing\, including online marketing techniques\, cold calling\, door-to-door sales\, and direct mailers. Participants will explore the advantages\, disadvantages\, and considerations of buying existing marketing solutions versus developing custom marketing strategies tailored to their specific business needs. \nLearning Objectives: \n\nGain an overview of diverse marketing strategies and channels\, including online marketing (e.g.\, social media\, content marketing\, SEO)\, cold calling\, door-to-door sales\, and direct mailers and understand the unique characteristics\, target audiences\, and effectiveness of each marketing approach.\nEvaluate the benefits and challenges of purchasing pre-existing marketing solutions\, such as outsourcing marketing services or using marketing automation platforms.\nLearn techniques to create compelling marketing messages\, design effective marketing campaigns\, and measure the success of custom marketing strategies.\n\nRegister \n  \nSponsored by:
URL:https://www.naea.org/event/marketing-strategies/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241218T153000
DTEND;TZID=America/New_York:20241218T163000
DTSTAMP:20241209T230245
CREATED:20240927T221559Z
LAST-MODIFIED:20241203T225336Z
UID:10001251-1734535800-1734539400@www.naea.org
SUMMARY:Virtual PAC Event
DESCRIPTION:Join us for a special event sponsored by the NAEA PAC with guests Rep. Gwen Moore (D-WI) and Rep. David Kustoff (R-TN). Representatives Moore and Kustoff are members of the House Ways and Means Committee and serve on the Tax Subcommittee. Learn about plans for the new 119th Congress\, tax reform\, priorities on the Ways & Means Committee\, and more. \nRegister
URL:https://www.naea.org/event/virtual-pac-event/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241218T160000
DTEND;TZID=America/New_York:20241218T170000
DTSTAMP:20241209T230245
CREATED:20240918T103508Z
LAST-MODIFIED:20240918T103648Z
UID:10001248-1734537600-1734541200@www.naea.org
SUMMARY:Ignition Webinar
DESCRIPTION:More details coming soon!
URL:https://www.naea.org/event/ignition-webinar/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241219T130000
DTEND;TZID=America/New_York:20241219T140000
DTSTAMP:20241209T230245
CREATED:20241122T215750Z
LAST-MODIFIED:20241122T215750Z
UID:10001305-1734613200-1734616800@www.naea.org
SUMMARY:TaxWise® Online Tax Software Product Demonstration
DESCRIPTION:Register for a live demo of TaxWise® Online to learn how to prepare more returns in less time. Our Solution Architect will guide you through TaxWise and answer any questions you may have on the features and functions of our software. Optimize your revenue and efficiency in 2025!\nDemonstration Topics: \n• Overview of TaxWise software\n• New in TaxWise Online\, Business Returns in the cloud\n• Online Vault: Organize and store your client’s tax documents online\n• eSignature: Compliant in-person and remote electronic signing\n• Client Portal: Secure two-way file sharing and online document storage\n• TaxWise Mobile: Taxpayer mobile interview tool\n• Integrated Tax Research Library with CCH® AnswerConnect \nRegister
URL:https://www.naea.org/event/taxwise-online-tax-software-product-demonstration-3/
CATEGORIES:Featured on Homepage
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20241219T160000
DTEND;TZID=America/New_York:20241219T170000
DTSTAMP:20241209T230245
CREATED:20240918T103838Z
LAST-MODIFIED:20241113T190927Z
UID:10001249-1734624000-1734627600@www.naea.org
SUMMARY:2024 December Virtual Roundtable
DESCRIPTION: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. \nRegister
URL:https://www.naea.org/event/2024-december-virtual-roundtable/
CATEGORIES:Featured on Homepage
END:VEVENT
END:VCALENDAR