Speaker: William Hill, MBA Pricing: Free for All This course is designed to empower individuals with the knowledge and skills to effectively manage their time, prioritize tasks, and optimize productivity in both personal and professional domains. In today's fast-paced world, mastering time management techniques is essential for achieving goals, reducing stress, and maintaining a healthy work-life balance. This course explores practical strategies, tools, and mindset shifts to enhance personal efficiency,...
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...
Salt Lake City, UT | July 28 – 30, 2025
Early bird pricing ends 2/28/2025!