National Association of Enrolled Agents

The National Association of Enrolled Agents (NAEA) is the nation’s leading community for tax practitioners – from aspiring enrolled agents to experts with decades of experience. We meet you wherever you are on your career path.

Address

1100 G Street NW, Suite 450
Washington, DC
20005
United States

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NASBA Approved providers

National Registry

Registry ID

168172

Approved Delivery Method

Group Live

Participants will integrate the information learned in Level 1 through guided case studies.

Confidentiality of client data is essential to tax representation practice. This course will review best practices for complying with data security and confidentiality of taxpayer information as requi …

This course reviews foundational ethical rules from Circular 230 that a practitioner must understand prior to taking a paid representation engagement.

Knowing how to complete an accurate financial statement for a client is pivotal to the successful resolution of an outstanding federal tax liability. The representative must know their client’s financ …

For the majority of unpaid tax balances cases, an installment agreement is the best resolution option. This course walks participants through negotiation and establishment of installment agreements no …

The IRS provides taxpayers alternatives to enforced collection action. After this session, participants will be able to identify the basics to each of these alternatives.

The IRS undertakes many different types of reviews of tax returns. This course discusses the two most basic types of inquiries, math error notices and automated underreporter notice, and how to effect …

This course provides an overview of how to get a taxpayer into filing compliance when he or she has failed to file all required federal tax returns. In addition, participants will learn about the auth …

Understanding various IRS transcripts is key to resolving a taxpayer’s IRS issues. Participants will learn how to read and understand various IRS transcripts, the entries made on those transcripts, an …

This course provides a broad overview of the IRS collection process, beginning with initial assessment of a balance due through resolution of the unpaid tax balance. Participants will understand the o …

This course provides a broad overview of the IRS examination process, beginning with return selection through resolution of the examination. Participants will understand the options available for chal …

The Internal Revenue Code imposes time limits on both the IRS and taxpayers to take certain tax-related actions. This course will review in-depth the three main statutes of limitations --assessment, c …

This session introduces the tax representative to the world of representation. Participants will l earn important concepts allowing them to begin representing clients before the Internal Revenue Servi …

This course will ask learners to apply case management principles to different fictional cases. The learner will run each scenario through the steps of case management applying the relevant IRS practi …

Participants will integrate the information learned in Level 3 through guided case studies.

Circular 230 provides rules that enrolled agents and other practitioners must follow when both advertising services and pricing representation engagements. This course describes the application of the …

The course reviews the lifecycle of a field examination from start to finish.

In this course, the practitioner will understand how the Appeals emphasis on independence impacts effective representation of taxpayers. In addition, the Appeals process with respect to more advanced …

This course provides an overview of common issues encountered when the IRS examines a business entity tax return.

Sometimes one taxpayer can resolve liability for a joint federal debt by severing joint and several liability. This course will describe when the law allows this and how a practitioner can successfull …

Understanding the federal tax lien process can be challenging. Participants will learn in-depth remedies available to taxpayers with federal tax liens on their assets.

A representative must know when it is time to refer a client to a bankruptcy attorney in order to resolve a client’s unpaid tax balances. In order to do that, the representative must have a basic over …

Representatives can find themselves in a difficult place if they are not able to identify when a representation case may become criminal. This course describes how a non-attorney practitioner should i …

This session will cover the concepts and issues related to the components, investigation, and assessment of the Trust Fund Recovery Penalty (TFRP) by the IRS. Who will be found responsible and willful …

Many times, it isn’t about what the client filled out on the financial statement -- it is about what they did not put on the financial statement. This session will help the representative avoid unnece …

Tax research skills are critical to effectively representing a taxpayer before the IRS. This session will outline a structured tax research process the practitioner can use to find the correct answer …

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