Events

Moderator: Rawad Abou Hassan, EA, MBA 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. Learn more...

Moderator: AJ Reynolds, EA Price: Free for Members Join NAEA 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 access this roundtable and a...

Spearker: Petar Lliev, CRO of TaxDome Mark your calendars for our upcoming webinar, Charge More by Specializing: How Much Will Clients Pay for a Niche Tax Professional? - Sponsored by TaxDome. Discover how specialization can transform your tax practice. In this data-driven session, Petar Iliev, CRO of TaxDome, will unveil exclusive insights from a survey of over 400 tax and accounting businesses. You’ll learn how choosing a niche impacts client acquisition,...

NAEA members, join the NAEA Education Foundation Annual Meeting!   Save Your Seat

Speaker: Dave M. Lukas CE: None Price: Free for all Curious about how you can make the transition from compliance to advisory with tax planning software…but not yet ready for a one-on-one demo?  Join us for our complimentary Open Demo of TaxPlanIQ—the top tax planning software on the market – and discover how easy it can be. A walkthrough of the TaxPlanIQ dashboard and key features in action How to streamline...

Save the Date: July 28 – 30, 2025 Location: Salt Lake City, Utah | The Grand America Join NAEA from July 28–30, 2025, for the Tax Summit in Salt Lake City, Utah, at The Grand America, where elevation meets aspiration! This premier event will bring together tax professionals from across the country for three days of insightful sessions, networking opportunities, and professional growth. Get ready for our biggest event of...

NAEA Members Only: NAEA members, join us for our annual meeting at this year's Tax Summit! Couldn't make it in person this year? We've got you covered with our live stream so you don't miss out on important updates and changes! Register

CE: 1 IRS/CTEC Speaker: John Sapp Mark your calendars for our upcoming webinar, Navigating Ethical Responsibilities in a Tech-Driven World: Aligning AI Use with Circular 230 and Professional Ethics - sponsored by Drake. As artificial intelligence rapidly transforms the tax and accounting landscape, it’s essential for practitioners to recognize and address the ethical considerations that accompany these innovations. This webinar explores the intersection of emerging technologies and professional standards, emphasizing how to...

Speaker: Chelsea Rustek, EA CE: 2 IRS/CTEC Price: Free for Members | $120 for Nonmembers Mark your calendars for our upcoming webinar, Hot Topic: Stock Options. This comprehensive course is tailored for those seeking to navigate the nuanced world of stock options and taxation with confidence. The course will help to develop the expertise to optimize financial outcomes, minimize tax implications, and make informed decisions that align with your client’s goals....

Speaker: Michael Smith, CPA, Director of Tax, ADP CE: None Pricing: Free to all Mark your calendars for our upcoming Optimizing R&D Tax Credits in 2025: Insights and Legislative Updates Related to Monetizing R&D - Sponsored by ADP, happening on August 13th at 1-2pm EST. Given today’s competitive landscape and potential changes in legislative efforts, many companies, including flow-through entities, C-corporations and sole proprietors are striving to drive growth through innovation in new...

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. Learn more about the National Tax Practice Institute® (NTPI) and...

Join NAEA Membership and Education team's informational webinar going over the highlights of your new membership with NAEA. Get ready to 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! Registration coming soon! Stay tuned for more details.