NAEA Tax Summit 2023 | National Association of Enrolled Agents (NAEA) | 29 July 2023 | The Westin Kierland Resort & Spa, 6902 East Greenway Parkway, Scottsdale, AZ 85254, USA

This event focuses on representation, tax preparation, and practice management. Network with some of the best and brightest tax professionals and suppliers

2023 Agenda Topic:
• Taxpayer Advocate Problem Solving Sessions
• Ethics Session
• Life Cycle of a Revocable Living Trust
• FOIA Requests and Internal Revenue Manual
• When 1099’s Are Taxable
• The Audit Reconsideration Process
• Reporting Sales of Business and Rental Real Estate
• Office Audit Case Study
• Reasonable Compensation
• Enforced Collection Actions
• Practice Education – How to Create Tax Bundled Services Agreements
• Using Advisory Services – Get Paid For Your Expertise
• Digital Assets
• Penalty Abatement Strategies
• Practice Education – Newton’s Laws of Motion – Their Real Application to Executing Through Change in Your Firm
• Is Rental a Trade or Business?
• Practice Education – Protecting Your Balance – Calendaring Rhythms for Success

2023 Speakers

Ann Campbell, CPA CIA
Tax Software Trainer, Drake Software

India Harville
Disability Justice Consultant, Public Speaker, Somatic Practitioner, and Performance Artist

A.J. Reynolds
Owner, A J REynolds & Company

Jennie Moore
Partner Marketing Manager, Ignition

Alan Pinck
Owner, A Pinck & Associates

Clarice Landreth
Quality Assurance Analyst, Omni Tax Solutions

Christine Reynolds
Education Director, Drake Software

Dominique Molina
Co-founder and President, American Institute of Certified Tax Planners

Matt Metras
Owner, MDM Financial Services

Alice Orzechowski, CPA, CMA, EA
Manager, Alice Orzechowski CPA LLC

Thomas Gorczynski
Senior Tax Consultant, Gorczynski & Associates, LLC

Laura Strombom
President, All About Numbers Inc

Will Hill
Founder and Owner, Will Hill Consults

Maryn Meldrum
Account Manager, CPACharge

Sharyn Fisk
Director, IRS Office of Professional Responsibility

Gene Bell
Director of Tax Smart Initiatives, Avantax Wealth Management

Nyrie Sarkissian
Owner, Tax Prep A-Go-Go

2023 Sponsors

PLATINUM:
• Intuit Accountants
• Tax Act Professional
• CPACharge
• Ignition
• Surgent Accounting and Financial Education

GOLD:
• Avantax
• Drake Software
• Think Outside The Tax Box
• Padgett

SILVER:
• Tax Titans
• Paychex
• Calsurance

BRONZE:
• IRS Solutions Software
• Verito
• Wolters Kluwer
• 360 Coverage Pros
• Spidell
• Grunt Worx
• Pitbull Tax Software
• Tax Dome
• RC Reports
• Earmark
• ADP