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CE Resources from the National Association of Enrolled Agents and Surgent

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Tax Experts' Corner™

We are pleased to offer NAEA members and guests access to our monthly Tax Experts' Corner™ series of continuing education courses, curated for Enrolled Agents and Tax Professionals. Each course qualifies for 3 IRS CE hours and is offered to you at a 10% discount through NAEA (discount applied at checkout).

Don’t see a title you need? NAEA members can also get a 10% discount on any other Surgent CE course by using code NAEA10CE at checkout.


Course

Format

Credits

Price

Tax Practitioner's Guide to Calculating 2020 Partnership Capital Accounts (GCPC)

On-demand webcast

3

$75.00

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President Biden’s Tax Plan and PPP Loan Forgiveness: What Tax Practitioners Need to Know (PBTP)

On-demand webcast

3

$75.00

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Retirement Planning and Retirement Tax Planning: 2021 and Beyond (RTXP)

On-demand webcast

3

$75.00

 

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Current Developments in Social Security and Medicare (CDSM)

On-demand webcast

3

$75.00

 

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2020 Tax Strategies for Individuals and Businesses: Recent Legislation and Guidance Along with PPP/ERTC (TSEA)

On-demand webcast

3

$75.00

 

BUY NOW 

 

Course Overviews

Tax Practitioner's Guide to Calculating 2020 Partnership Capital Accounts (GCPC)

This course explains how 2020 rules regarding the presentation of partner capital accounts differ from preceding years.  These new rules are very complex, so this course is essential for tax practitioners preparing 2020 partnership Form 1065.  The presenters explain these rules in very practical and understandable terms.

Course Highlights:

  • Learn the IRS requirement to report partner tax basis on the transactional approach

  • Understand how to compute a partner’s initial tax capital account for 2020


President Biden’s Tax Plan and PPP Loan Forgiveness: What Tax Practitioners Need to Know (PBTP)

This course focuses on the American Jobs Plan and the American Families Plan, which include important changes to the tax code.  If enacted, some of these changes may be effective in 2021, so it is essential for tax practitioners to understand these proposals.  This course also provides coverage of the latest developments related to the Employee Retention Tax Credit (ERTC) and Paycheck Protection Program (PPP) loan forgiveness.

Course Highlights:

  • Gain an understanding of the tax changes proposed for 2021 and after that impact client tax planning and tax compliance

  • Recognize the ways clients may apply for PPP loan forgiveness


Retirement Planning and Retirement Tax Planning: 2021 and Beyond (RTXP)


The transfer of property after death is often delayed or even derailed by a lack of careful estate planning. Money and time are wasted due to recordkeeping and paperwork issues. This course will cover essential estate-related planning to avoid these issues and transfer property efficiently. In addition, this course also focuses on the Biden administration’s proposal to lower the transfer tax exemption amount to $5 million, opening up many additional estates to the tax.

Course Highlights

  • Advise clients as to how to avoid needless cost and delay with effective estate-planning strategies.

  • Understand the Biden administration's estate tax proposals and their effects, if enacted.

 

Current Developments in Social Security and Medicare (CDSM)

Social Security and Medicare are a vital part of most people’s retirement plans. However, the complexity of both programs often leads to aging clients asking a myriad of questions. Do you have a basic understanding of both, to be able to provide answers to your clients as well as plan for your own retirement? This course provides answers to the most common Social Security and Medicare questions typically received by tax practitioners.

Course Highlights

  • Learn how to address the most frequently asked Social Security and Medicare questions.

  • Gain a foundational understanding of Social Security and Medicare tax implications.

 

2020 Tax Strategies for Individuals and Businesses: Recent Legislation and Guidance Along with PPP/ERTC (TSEA)

For many tax preparers, the May 17 tax deadline only means that the easy returns are done and filed. Still looming: individual and business clients with complex tax returns, and the challenge of dealing with an abundance of new tax rules. This program explores the most impactful legislation and guidance related to 2020 taxes, including the American Rescue Plan Act of 2021 as well as IRS Notice 2021-20, which provides 2020 rules relating to the Employee Retention Tax Credit, the PPP loan program, and the interaction of the two.

Course Highlights

  • Explore the most impactful legislation and guidance related to 2020 taxes

  • Join a discussion regarding the American Rescue Plan Act of 2021and IRS Notice 2021-20

  • Leave enabled to apply intricate new rules to your clients' tax liability for 2020 and looking ahead

 

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