Events

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...

Moderator: Kesha M. Dawson, 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 a...

Moderator: Beth Logan, 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. Not a member yet? Join NAEA today to...

Speaker: Alice Orzechowski, EA, CPA CE: 1 IRS/CTEC Price: Free for Members | $60 for Nonmembers Form 4797 is the Swiss Army knife of tax forms—a wide variety of entirely different transactions are reported on this form, most of which involve the disposition of business assets. In this session, we will analyze each section of Form 4797 in detail as we work hands-on to correctly enter the sale(s) of asset(s)...

Speaker: Jaye E. Tritz, EA, CFP CE: 2 IRS/CTEC Price: Free for Members | $120 for Nonmembers Trust and estate tax reporting can be a confusing topic for many tax professionals. Not only does the topic have a language and terminology all its own, the income and deduction reporting may be unfamiliar to many. In this seminar, we will discuss some of the terms and concepts associated with trusts and...

Speaker: Frankie Quintero Price: Free for All Transforma la Experiencia de tusClientes y OptimizatuProductividad con TaxDome. Descubrecómo TaxDome puede revolucionar la maneraen 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 optimizartus procesos, ahorrar tiempo, y proporcionar una experiencia de cliente excepcional que impulsará la...

Speaker: Frankie Quintero Price: Free for All Elevate Your Client Experience and Streamline Your Workflow with TaxDome. 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...

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! Register

Join NAEA Membership and Education team’s brown bag webinar going over the highlights of your new membership with NAEA. Come to this casual virtual get to together with your favorite coffee, snack, or lunch and learn all that your NAEA membership has to offer, navigate your account, and more! Plus, you’ll have the opportunity to meet the Membership Committee, ask questions, and connect with tax pro peers! Register

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. 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. Not a member yet? Join NAEA today to...