BEGIN:VCALENDAR VERSION:2.0 PRODID:-//National Association of Enrolled Agents - ECPv6.8.3//NONSGML v1.0//EN CALSCALE:GREGORIAN METHOD:PUBLISH X-WR-CALNAME:National Association of Enrolled Agents X-ORIGINAL-URL:https://www.naea.org X-WR-CALDESC:Events for National Association of Enrolled Agents REFRESH-INTERVAL;VALUE=DURATION:PT1H X-Robots-Tag:noindex X-PUBLISHED-TTL:PT1H BEGIN:VTIMEZONE TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD TZID:America/New_York BEGIN:DAYLIGHT TZOFFSETFROM:-0500 TZOFFSETTO:-0400 TZNAME:EDT DTSTART:20240310T070000 END:DAYLIGHT BEGIN:STANDARD TZOFFSETFROM:-0400 TZOFFSETTO:-0500 TZNAME:EST DTSTART:20241103T060000 END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/New_York:20241209T140000 DTEND;TZID=America/New_York:20241209T160000 DTSTAMP:20241209T231413 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:20241209T231413 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:20241209T231413 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:20241209T231413 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:20241209T231413 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:20241209T231413 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:20241209T231413 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:20241209T231413 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:20241209T231413 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:20241209T231413 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:20241209T231413 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:20241209T231413 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 END:VCALENDAR