Attend NAEA’s Winter Education Academy in person this December!

 

在美丽的斯科茨代尔的威斯汀基尔兰度假村和水疗中心,加入NAEA的冬季教育学院,提供网络机会, Arizona! This three-day in-person Education Academy focuses on representation, tax preparation, and practice management.  Registration is now open!

Registration & Fees

Rate

Member

Nonmember

Early-Bird

Ends September 30

Closed Closed

Regular

September 30 – November 5

Closed Closed

Onsite Registration Price: $1,375

Regular registration is closed. 对于那些仍然希望参加,现场注册现在开放和可购买. Limited spots remain. Secure your onsite registration now.

Schedule & Education

Finish your NTPI journey with Level 3 sessions, and tax updates and the latest in practice management.

 

Tuesday, November 30th

 

3:00 pm – 7:00 pm

Registration 

Herberger Foyer West  

Wednesday, December 1st

 

7:00 am – 8:00 am

Coffee / Light Breakfast

 

Herberger 3 

7:00 am – 3:00 pm

Registration

 

Herberger Foyer West 

8:00 am – 9:40 am

Opening Keynote Panel – 2 CE

 

Herberger 5B 

9:30 am – 3:30 pm

EXHIBIT HALL (Open)

 

Herberger 3 

9:40 am – 10:00 am

AM BREAK

 

Herberger 3 

10:00 am – 11:40 am

L3.01.21: Advanced Exam (Part 1) – 2 CE

Alan Pinck, EA

 

Herberger 4A 

10:00 am – 11:40 am

Tax Track: 与现金企业(包括大麻和非法活动)合作的道德规范  – 2 CE

John Sheeley, EA

 

Herberger 5B 

11:40 pm – 1:00 pm

LUNCH

 

On own 

12:00 pm – 1:00 pm

Lunch and Learn – Sponsored by Tax Marketing Group

Justin Miller, EA

 

Herberger 4A

1:00 pm – 2:40 pm

L3.01.21: Advanced Exam (Part 2) – 2 CE

Alan Pinck, EA

 

Herberger 4A 

1:00 pm – 2:40 pm

Tax Track: Partnership Basis for Beginners  – 2 CE

Jane Ryder, EA, CPA

 

Herberger 5B 

2:40 pm – 3:00 pm

PM BREAK

 

Herberger 3 

3:00 pm – 4:40 pm

L3.02.21: Advanced Exam Appeals – 2 CE

Alan Pinck, EA

 

Herberger 4A 

3:00 pm – 4:40 pm

Tax Track: 6 Things You Didn’t Know About 1099s – 2 CE

Thomas J. Williams, EA and Iris K. Palma, JD

 

Herberger 5B 

5:00 pm – 6:30 pm

WELCOME RECEPTIONSponsored by Taxfyle – All NAEA Members & Guests

 

Herberger 3 

Thursday December 2nd

 

7:00 am – 8:00 am

Coffee / Light Breakfast

 

Herberger 3 

7:00 am – 12:00 pm

Registration

 

Herberger Foyer West 

8:00 am – 10:30 am

L3.03.21: Trust Fund Recovery Penalty – 3 CE

Marc Dombrowski, EA

 

Herberger 4A 

8:00 am – 9:40 am

IRC Section 121 & Personal Residence – 2 CE

A.J. Reynolds, EA

 

Herberger 5B 

9:30 am – 3:30 pm

EXHIBIT HALL (Open)

 

Herberger 3 

9:40 am – 10:00 am

TAX TRACK AM BREAK

 

Herberger 3 

10:30 am – 10:50 am

NTPI AM BREAK

 

 

10:50 am –11:40 pm

L3.04.21: Offer in Compromise – Part 1 – 1 CE

Marc Dombrowski, EA

 

Herberger 4A 

10:00 am –11:40 pm

Tax Track: When 199A and Reasonable Compensation Collide – 2 CE

Kevin Cross, MST, EA, CPA

 

Herberger 5B 

11:40 pm – 1:00 pm

LUNCH

 

On own 

1:00 pm – 2:40 pm

L3.04.21: Offer in Compromise – Part 2 – 2 CE

Marc Dombrowski, EA

 

Herberger 4A 

1:00 pm – 2:40 pm

Tax Track: Depreciation from the Ground Up – 2 CE

Bill Nemeth, EA

 

Herberger 5B 

2:40 pm – 3:00 pm

BREAK  PM

 

Herberger 3 

3:00 pm – 4:40 pm

L3.05.21: Innocent Spouse – 2 CE

Marc Dombrowski, EA

 

Herberger 4A 

3:00 pm – 4:40 pm

Tax Track: Foreign Tax Credits – 2 CE

Katrina Haynes, CPA

Herberger 5B 

5:30 pm – 6:30 pm

S’mores Reception – Sponsored by AzSEA – All NAEA Members & Guests

 

Northern Sky Terrace

 

 

Friday, December 3rd

 

 

 

7:00 am – 8:00 am

Coffee/ Light Breakfast

 

Herberger 3 

7:00 am – 10:00 am

Registration

 

Herberger Foyer West 

8:00 am – 9:40 am

L3.06.21: Ethics (Level 3) – 2021 – 2 CE

Thomas A. Gorczynski, EA, USTCP

 

Herberger 4A 

8:00 am – 9:40 am

Practice Growth Workshop: Marketing & Advertising – 2 CPE

Kenneth Portera, EA and Tracey Ann Gordineer, EA

 

Herberger 5B 

9:40 am – 10:00 am

AM BREAK

 

Herberger 3 

10:00 am –11:40 am

L3.07.21: Tax Research – 2 CE

Thomas A. Gorczynski, EA, USTCP

 

Herberger 4A 

10:00 am –11:40 pm

Practice Growth Workshop: Starting & Exiting a Practice – 2 CPE

Kenneth Portera, EA, Thomas J. Williams, and EA, Iris Palma, JD

 

Herberger 5B 

11:40 pm – 1:00 pm

LUNCH

 

On own  

1:00 pm – 2:40 pm

L3.08.21: Advanced Collection Appeals – 2 CE

Marc Dombrowski, EA

 

Herberger 4A 

1:00 pm – 2:40 pm

Practice Growth Workshop: Networking & Work-Life Balance  2 CPE

Kenneth Portera, EA and Tracey Ann Gordineer, EA

 

Herberger 5B 

2:40 pm – 3:00 pm

PM BREAK

 

Herberger 3 

3:00 pm – 4:40 pm

L3.09.21: Capstone Course (Level 3) – 2021 – 2 CE

Marc Dombrowski, EA

 

Herberger 4A 

3:00 pm – 4:40 pm

Practice Growth Workshop: Client Retention/Termination & Dealing with Mistakes 2 CPE

Kenneth Portera, EA, Thomas J. Williams, EA, Iris Palma, JD, Jane Ryder, EA and Kevin Cross, CPA

 

Herberger 5B 

5:30 pm – 6:30 pm

NTPI GRADUATION & Awards Ceremony

 

Herberger 5B 

 

 

 

Continuing Education 

NAEA在以下机构注册,提供继续教育学分(CE). This course qualifies for IRS and NASBA continuing education hours. NAEA reports IRS CE on a monthly basis. 如果你没有收到你的CE小时在你的IRS PTIN帐户在月底收到证书后, please contact NAEA at education@ratealljudges.com. 

如需向NASBA报告继续教育时间,请与NAEA教育部门联系 education@ratealljudges.com. 

NAEA Cancelation Policy 

如果NAEA成员(或非成员)注册了会议或虚拟学习会议,但无法出席, 退款申请必须在活动前至少30天以书面形式送达教育署职员. It will be approved on a case-by-case basis. Requests should be sent to education@ratealljudges.com. If the refund is approved by Education Department staff, then the purchase will be refunded by original payment method.  No refund will be granted under 30 days prior to the event.    

Speakers

Check out our full speaker line up here!

Sponsorship Opportunities

Do you offer solutions for tax professionals? 通过我们今年的面对面教育活动,把你的商业工具和资源摆在你想要的潜在客户面前. 冬季教育学院和其他教育课程有赞助机会. Download the prospectus or contact Erin Mosher, Director of Education at emosher@ratealljudges.com for more info.

NAEA真诚地感谢我们的赞助商对我们的使命的支持和帮助,使冬季教育学院成为可能!

Tax Marketing Group

Hotel & Travel

The Westin Kierland Resort & Spa
6902 East Greenway Parkway
Scottsdale, AZ 85254, US
Reservations: 480.624.1202

The room block has closed.

请注意,截止日期后收到的预订请求将基于酒店现行价格的可用性.

 

Date
Tuesday, November 30
Wednesday, December 1
Thursday, December 2
Friday, December 3
Rate $199.00 $199.00 $199.00 $199.00

价格不包括减少的10美元的度假费用或适用的州和地方税收,目前是12.57%.  

Resort Fee includes: Resort Wide premium wireless internet access in guest rooms, public areas, and meeting space; Any local, long distance (domestic) and 1-800 guest room calls; Access to Agave, The Arizona Spa facilities, Run Concierge, and boot camp, yoga and Wellness Walk classes; Shuttle service to Kierland Commons and Scottsdale Quarter shopping and dining districts; Complimentary s’mores (Friday and Saturday from 6:00pm to 8:00pm); Complimentary two-hour bike rental per registered guest per day, based on availability; Tennis, Pickleball, and Basketball court privileges, includes equipment rental. 

Check-in time is 4:00 pm. Check-out time is 11:00 am. 在酒店入住时间之前到达的客人应在房间有空时安排住宿. 

About Scottsdale

 

Guide to Scottsdale 

Things to do at the Westin Kierland  

*Warning About Housing Scams 

NAEA不通过房管局或第三方机构进行酒店住宿或其他旅行安排. Any claims by any company stating otherwise are not true. 请确保您是通过此页面上的链接直接预订,或直接与威斯汀·基尔兰酒店预订. 

Health & Safety

Creating a safe, worry-free experience is our top priority.

NAEA is preparing the Winter Education Academy event experience so that all individuals onsite—attendees, speakers, 工作人员和场地人员在整个活动中保持安全舒适. 我们正在推动采取措施,确保在所有进行面对面互动的环境中都有最佳的健康和卫生条件.

As a result of the ongoing Covid-19 pandemic, we are implementing the following policies and procedures:

  • Proof of Vaccination or Negative COVID-19 Test Requirement Onsite
  • Contactless Check-in
  • Masks
  • Hand Sanitizer
  • Responsible F&B/座位/与威斯汀·基尔兰酒店相结合的会议空间屏障

NAEA’s Duty of Care Plan

Please read our full Duty of Care Plan. 我们将继续监测COVID-19大流行,并与国际开发署的合作伙伴保持持续沟通 Westin Kierland.   

Read NAEA’s Duty of Care Plan.

Venue and Accommodations

Our host venue, the Westin Kierland released their Health and Safety Protocols that provides in-depth details on how they facilitate a safe, secure and healthy environment onsite for all participants, both in terms of the event itself and accommodations. 

Code of Conduct

NAEA is committed to providing a safe, productive, 以及为所有与会者和NAEA工作人员提供友好的环境. All participants, including, but not limited to, attendees, speakers, volunteers, exhibitors, NAEA staff members, service providers, and all others are expected to abide by this Code of Conduct. This Policy applies to all NAEA meeting-related events, 包括由非该协会主办但与该协会活动同时举行的活动, on public or private platforms.  

NAEA has zero-tolerance for any form of discrimination or harassment, 包括但不限于与会者或我们的工作人员在我们的会议上的性骚扰. 如果你遭遇骚扰或听到任何不可接受的行为, NAEA asks that you inform education@ratealljudges.com so that we can take the appropriate action. 

EXPECTED BEHAVIOR

The NAEA expects that community members will: 

  1. Be considerate and respectful to all community members. 
  2. 避免贬低、歧视或骚扰的行为、材料和言论. 
  3. 如果他们在活动中观察到任何与本行为准则相冲突的情况,请直言不讳. If you are being harassed or feel uncomfortable, notice that someone else is being harassed, or have any other concerns, please contact a member of the NAEA event staff immediately. 

UNACCEPTABLE BEHAVIOR

任何社区成员的不可接受的行为都不会被容忍. Unacceptable behavior includes, but is not limited to: 

  1. Harassment, intimidation, or discrimination in any form.  
  2. Verbal abuse of any attendee, speaker, volunteer, exhibitor, NAEA staff member, service provider, or other meeting guests. 
    1. Examples of verbal abuse include, but are not limited to, verbal comments related to gender, sexual orientation, disability, physical appearance, body size, race, religion, national origin, 在公共场所或演讲中不恰当地使用裸体和/或性图像, or threatening or stalking any attendee, speaker, volunteer, exhibitor, NAEA staff member, service provider, or other meeting guests.  
  3. Disruption of presentations during sessions, in the exhibit hall, or at other events organized by NAEA throughout the meeting. 所有参赛者必须遵守主持人及协会工作人员的指示.  
  4. Presentations, postings, and messages should not contain promotional materials, special offers, job offers, product announcements, or solicitation for services. NAEA保留删除此类信息的权利,并可能禁止这些恳求的来源.  
  5. Failure to obey any rules or regulations of the event venue. 

CONSEQUENCES OF UNACCEPTABLE BEHAVIOR

Unacceptable behavior will not be tolerated. 任何被要求停止不可接受的行为的人都应该立即遵守. If a Participant engages in unacceptable behavior, the NAEA may take any action it deems appropriate, 包括警告或驱逐违规者,恕不退款. For more egregious behavior, the NAEA may, in its reasonable discretion, 暂时禁止或永久将参与者驱逐出社区.