Events

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 >

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

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 >

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 >

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

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: How ADP Accountant Connect Read More >

Location: Zoom IRS CE: 3 CE Speakers: Beth Logan, Paula Massa, Gregory Zakarian and Scott Franklin  Join 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. Register

Presenter: Madeline Reeves, EA Price: $10 for members | $20 for nonmembers This 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 Read More >

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. Register

More details coming soon!

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! Demonstration Topics: • Overview of TaxWise software • New in TaxWise Online, Business Returns in the cloud • Online Vault: Organize and Read More >

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