TaxWise® Online Tax Software Product Demonstration

Register for a live demo of TaxWise® Online to learn how to prepare more returns in less time. TaxWise® Solution Architect will guide you through TaxWise and answer any questions you may have on the features and functions of the 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 store your client's...

January Virtual Roundtable for EA’s Living in Europe

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   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...

NTPI Roundtable

Join 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. This webinar is for NTPI Fellows/graduates and those who are currently taking the NTPI program.   Register

2025 January Solutions Room: Criminal Tax – What Tax Professionals Need to Know to Help Clients and Themselves (1 CE)

Speaker: Parag Patel, Esq CE: 1 IRS/CTEC Price: Free for Members | $50 for Nonmembers The IRS is devoting new significant resources to the detection of civil and criminal tax fraud, including failure to file required information reporting returns, the failure of taxpayers to report domestic and international income, and the failure of taxpayers to report virtual currency. This seminar will provide tax professionals with an overview of the recent...

Oregon Licensing Roundtable Discussion

NAEA will host a roundtable discussion open to both members and non-members to address Oregon licensing information. This session will include an opportunity to hear members' concerns about the Oregon LTC program, an update on NAEA's ongoing efforts, and the steps being taken to address these issues.   Register

Explore the WebLibrary and Learn About New AI Technology – Sponsored by TheTaxBook

Speaker: Jacob Meyer Join Jacob Meyer from TheTaxBook as he demonstrates best practices for online tax research while using the WebLibrary. Plus, see TaxBert, TheTaxBook's innovative new AI tax research assistant. Of note, NAEA members receive discounted pricing on subscriptions to the WebLibrary. Whether you are a seasoned WebLibrary user or just curious about the product, this webinar is sure to provide you valuable insights on finding answers to your tax questions! Register...

January Member Roundtable

Moderator: Richard Ogg Price: Free for Members Only 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

February New Member Brown Bag Webinar

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

NTPI Ask the Expert: Updates in Examination, Collection, and the IRS overall

Speakers: Clarice Landreth, EA and Geoff Plourde, EA, JD, CPA CE: 2 IRS/CTEC Price: Free for Fellows | $30 for Members | $100 for Nonmembers This course will expound on your IRS representation skills learned throughout your NTPI journey. We will discuss IRS updates in examination, collection, and the IRS overall. Learning Objectives: Identify recent updates relevant to representing a taxpayer before the IRS. Learn how to better represent taxpayers...

February Virtual Roundtable for EA’s Living in Europe

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   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...

NTPI Roundtable

Moderator: Alan Pinck, EA Price: Free for Members 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 webinar is for NTPI Fellows/graduates and those who are currently taking the NTPI program.   Register   Not a member yet? Become part of NAEA today to unlock access to...

2025 February Solutions Room: When Cognitive Decline Affects Your Client (1 CE)

Speaker: Beth Logan, EACE: 1 IRS/CTECPrice: Free for Members | $50 for Nonmembers This class will explain dementia and its warning signs. We will discuss the obligations for EAs regarding the sharing of information, collection of information, and review of the returns with clients. Through interactive discussions about various scenarios, we will develop ideas for handling dementia clients. Objectives: Explain dementia and related issues. Propose possible scenarios for dealing with...