National Association of Enrolled Agents

We are at Woodard Company's Scaling New Heights conference this week! This conference is a leading accounting technology event and one of the largest gatherings of accountants and bookkeepers in the country.

If you're attending, stop by and say hi to our team (look for our cute little stress pigs 🐷 and grab some NAEA gear). Learn how the is advocating for and tax professionals. If you're not a member, discover the benefits and join the NAEA community today!

Expand your expertise at with Laura Strombom, EA, and Fellow. Laura will lead Introduction to Examination, Ethics, and the IRS Examination Process courses, offering unique insights gained from her years of experience. Don't miss this opportunity to learn from a seasoned professional serving niche markets including clergy, daycare, trucking, construction, and medical professionals.

Register now for Tax Summit and take your skills to the next level: https://ow.ly/kXwC50SaMEI

Happy Father’s Day to all the amazing dads! Your love and dedication are truly appreciated. Enjoy your special day!

It may not be season, but we are always preparing ourselves with the latest and greatest tools to get ahead and stay prepared. Whether you are an , considering building your own business, or an employee, your tech stack can make all the difference in your workflow.

Join us for a transformative Lunch & Learn session at with JJeremy Wells, EA, CPA owner of JWellsCFO and JWellsTax. Jeremy will empower you with the right tools to meet your needs as an enrolled agent and tax professional. He'll be offering tips for using ProConnect + QBO + Ignition + Karbon.

Don't miss this opportunity to enhance your skills and network with industry leaders!

For more details, visit: https://ow.ly/QO5Q50SaM6u

Explore robust cybersecurity practices for tax preparers with these Drake Software® resources!
Download now: https://bit.ly/44W089S

‼️ LAST CALL: Nominations for NAEA’s 2024 Awards Program closes this Saturday: https://ow.ly/GbNY50S4qw4

Get ready to explore the intersection of technology and tax practice with Nayo Carter-Gray, EA, at ! A lover of all things , nayocartergray will delve into bookkeeping, software practices, and aligning your practice with client needs. As a certified “techie” and environmental advocate, she runs a virtual paperless accounting practice using cloud-based solutions, making small business management possible from anywhere. Her insights will empower you to leverage technology to improve efficiency and service in your practice.

Register today and join us at Tax Summit to streamline your tax practice with tech: https://ow.ly/mqQV50Sa6Fy

Know anyone that would be interested? Share this post!

The is aware that some taxpayers are receiving CP14 (Balance Due, No Math Error) notices indicating a balance due even though payments were made with their 2023 tax return.

Who is affected: Taxpayers who paid electronically or by check with their 2023 tax return, may show their accounts as pending, although the IRS has received and processed payment through their banking institution. The notice may have been initiated before the payment was processed on the account, or the payment may have been processed but contained errors and requires additional handling to address the error before updating the tax account.

Continue reading: https://ow.ly/QaAj50ShtLP

Elevate your tax game! 🚀 Attend the 2024 Tax Summit at JW Marriott Orlando Bonnet Creek Resort and Spa, July 14-17. Network with thought leaders, connect with tax vendors, and earn up to 24 IRS/CTEC CE credits. Register soon - regular pricing ends July 7!

https://ow.ly/YUJV50QL7OE 🏆📈

🤔 Thinking of starting your National Tax Practice Institute® (NTPI) journey? Join us at for NTPI Level 1 and kickstart your path to becoming an expert in IRS representation.

Learn from the best, including Geoffrey D. Plourde, NTPI Fellow, EA, Attorney, CPA. With his extensive background in resolving complex tax issues, Geoffrey will guide you through The Collection Process, Overview of Collection Alternatives, and more. His real-world experience and dedication make him a valuable resource for aspiring NTPI Fellows.

Register now for Level 1 at Tax Summit and learn from leading expert professionals, like Geoffrey.

The deadline to book your hotel room is June 21st: https://ow.ly/6wp850Sb5Zb

The is at California Society of Enrolled Agents (CSEA) Super Seminar this week! Swing by our booth to meet Megan Killian, discover all the resources we offer for both members and nonmembers, and snag some EA swag. We can't wait to connect with you!

⏱️ Time is ticking…have you nominated an EA for NAEA’s 2024 Awards Program yet? Do so here: https://ow.ly/s9gQ50S4pR5

🌍 Expand your expertise in international tax planning with our Advanced Foreign Topics Certificate starting TOMORROW. Learn to analyze and advise on investments made by U.S. individuals in foreign jurisdictions, ensuring compliance and effective tax management. It's not too late to register: https://ow.ly/MXE750RwkeW

Who’s joining us TOMORROW for the Advance Foreign Certificate Program? Let us know in the comments below 👇

📅 Don't miss this week's webinar and certificate program! Find all our events and registration links here: https://www.naea.org/events/

🏆 Recognize and reward talent within the EA community: Nominate someone deserving for NAEA’s 2024 Awards Program by Saturday, June 15th. Learn more about these awards and submit here: https://ow.ly/Xzs550S4pM4

Kicking off 2024 Tax Summit, we are honored to have Derek Ganter, National Director of the IRS Stakeholder Liaison. Derek plays a pivotal role in managing relationships between the IRS and various stakeholder groups, including tax professionals, industry organizations, and other entities that have a significant impact on tax administration.

Derek Ganter will welcome new members at the New Member Breakfast, providing an opportunity for attendees to engage with him and gain valuable insights into the latest developments in tax administration and IRS initiatives.

Ready to register? Secure your spot today: https://ow.ly/KXiy50Sa4fg

🚨NEXT WEEK: Discover practical insights for handling international tax scenarios with our Advanced Certificate program. From identifying foreign corporations to fulfilling reporting obligations, we provide the knowledge you need to excel in global tax planning. Don't delay - register today! https://ow.ly/Vfcr50Rwk8E

We Want To Meet You: Connect with the EA community during 2024 Tax Summit! Relax, play, and learn at the JW Marriott Orlando Bonnet Creek Resort and Spa, July 14-17. Immerse yourself in the latest in IRS representation, tax prep, and practice management. Register today: 🌐 https://ow.ly/zpXo50QL7Jy

🧭 Navigate the complexities of foreign investments with confidence! Our Advanced Certificate in Foreign Topics empowers you to understand federal tax implications, meet international filing requirements, and optimize tax strategies.

Take the next step to enhance your career and sign up today: https://ow.ly/CMbQ50Rwiwa

📝 NAEA’s 2023 Awards Nominations are now open! Submit yours by Saturday, June 15th. Learn more here: https://ow.ly/rC5S50S4pH1

Are you tax pro seeking to expand your expertise in international tax? Our Advanced Foreign Topics Certificate program is tailored to help you identify tax implications and provide informed advice for U.S. individuals with foreign investments.

✅ Click on this link to learn more: https://ow.ly/gff950RwijK

Master the intricacies of cryptocurrency taxation with NAEA. Whether you're a new tax professional or a seasoned pro, our Assets Update Certificate program will give you the valuable insights and skills you’ll need to navigate the complexities of digital asset taxation.

Only 2 days away! Learn more: https://ow.ly/S93C50Rm8xG

DID YOU KNOW: NAEA is proud to offer our members the tools they need to stay on top of their tax game. All members have access to earn up to 40 free CE through their membership (a $2,000 value) available both live and on-demand annually.

Join NAEA and experience this and other benefits available to help you stay prepared. 👉 https://ow.ly/Zsbw50Rnacf

Master the art of tax planning at the international level with our Advanced Foreign Topics Certificate. Explore practical scenarios, learn reporting requirements, and develop strategies for efficient tax management.

Sign up today: https://ow.ly/8yF650RwicN

🌈 Happy Pride Month! This month, we celebrate love, diversity, and the courage to be ourselves. Let's continue to support and uplift the LGBTQ+ community, promoting inclusivity within our profession and beyond.

❤️🧡💛💚💙💜

🏆 2024 Awards Nominations are now open! Do you know an EA who deserves to be honored? Submit the form by Saturday, June 15th:

https://ow.ly/ltuy50S4pCu

🗣️ Calling all tax professionals! Secure your spot at the 2024 Tax Summit, JW Marriott Orlando Bonnet Creek Resort and Spa, July 14-17. Network with peers, learn from experts, and earn up to 24 IRS/CTEC CE credits: https://www.naea.org/tax-summit/ 🎓💼

Are you up to date on the latest developments in digital assets? Our Asset Update program offers a comprehensive review of the past year's changes in the crypto landscape, equipping you with the knowledge to offer informed guidance to your clients.

Starts next week! Sign up now - https://ow.ly/sfrC50Rm8nN

📶 Elevate your understanding of international tax with our comprehensive Certificate program. From foreign partnerships to reporting obligations, we cover it all to ensure you're equipped to handle diverse scenarios.

Learn more 👉 https://ow.ly/qeST50Rwi7k

🎉 Exciting news for tax professionals! Our scholarships are still open for applications. Whether you're aiming to ace the Enrolled Agent Exam or dive into IRS representation, we've got scholarships tailored just for you. Don't miss out on this chance to level up your tax career!

Deadline is this week - May 31st! Apply now: https://ow.ly/TYUZ50RyO8m