Registration is Open for NAEA’s 2024 Tax Summit

Join the NAEA community of enrolled agents for the 2024 Tax Summit at JW Marriott Orlando Bonnet Creek Resort and Spa from July 14 to 17, 2024! Immerse yourself in this four-day, in-person summit focusing on the latest in IRS representation, tax preparation, and practice management. Seize the opportunity to network with thought leaders, experts, and tax vendors at the only tax education event tailored exclusively for enrolled agents.

Ticket Options

  • NTPI Level 1 Ticket (in-person or live stream)
    • Includes all sessions of NTPI Level 1, keynotes, receptions, meals, and the closing session. Optional additions include lunch and learns, annual meeting, and add-on activities.
    • Live stream ticket includes all sessions of NTPI Level 1 only. Materials will be sent digitally through the CE Portal
  • Tax Track Ticket (in-person or live stream)
    •  Includes all tax track sessions, keynotes, the welcome reception, meals, and the closing session. Optional additions include lunch and learns, annual meeting, and add-on activities. 
    • Live stream ticket includes all sessions of Tax Track Sessions only. Materials will be sent digitally through the CE Portal
Early Bird
In-person ends Apr. 30
Regular
In-person ends Jul. 7
Late
In-person ends Jul. 17
Live Stream
(view online)
MEMBER
$900.00
$1,000.00
$1,200.00
$720.00
NONMEMBER
$1,200.00
$1,300.00
$1,500.00
$1,200.00
DAILY TICKET
$250
Sunday
$450
Monday
$450
Tuesday
$250
Wednesday
GUEST TICKET
$750
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*

N/A
MATERIALS BOOK
$250

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*

N/A
*Daily ticket includes access to Tax Track Education sessions only and the CE attached with them, meals, Expo Hall, Lunch and Learn, and receptions hosted that day.
*Guest ticket includes access to full conference, without CE
*Education materials book will be available for pick-up on-site during registration.

 

NAEA Cancellation Policy

If an attendee registers for a conference or virtual learning conference and is unable to attend the event, the request for refund must be received (by NAEA) in writing to the Education Department staff. It will be approved on a case-by-case basis. Requests should be sent to  education@magic-lifehack.com  If the refund is approved by Education Department staff, then the purchase will be refunded by the original payment method.  The last day to receive a full refund is June 28, 2024. Beginning on June 29, if you are unable to attend in person, you may switch to the On-demand option and receive a refund for the difference less an administration fee of $50. Rollovers are not allowed at this time.

Contact education@magic-lifehack.com or 202-822-6232 with any questions.

Sunday, July 14th

Earn up to 20 hours IRS/CTEC CE for Tax Track and 24 hours IRS/CTEC CE for NTPI Level 1

9:00 am – 11:00 am

New Member Breakfast – Invitation Only

Special Guest: IRS Stakeholder Liaison’s National Director Derek Ganter

11:00 am – 6:00 pm

Early Registration/Helpdesk – Get in before the lines!

1:00 pm – 2:40 pm

Tax Track Session #1 – 2 CE

Rental Properties with Emphasis on Short-Term Rentals

Speaker: Allan J. Reynolds, EA 

NTPI LEVEL 1: Session #1 – 2 CE

L1.01 Introduction to Representation 

Speaker: Bradley Haney, EA

3:00 pm – 4:40 pm

Tax Track Session #2 – 2 CE

Divorce and the Various Tax Implications

Speaker: Allan J. Reynolds, EA 

NTPI LEVEL 1: Session #2 – 2 CE

L1.05 Transcript Analysis

Speaker: Clarice Landreth, EA

5:00 pm – 6:00 pm

Annual Meeting and NAEA Awards

6:00 pm – 7:00 pm

Welcome Reception and Exhibit Hall Opening

Monday, July 15th

7:00 am – 5:30 pm

Exhibit Hall Open

7:00 am – 8:00 am

Breakfast

7:00 am – 5:00 pm

Registration / Helpdesk Open

8:00 am – 5:00 pm

Taxpayer Advocate Problem-Solving Sessions

8:00 am – 5:00 pm

Sponsor Demo Room

8:00 am – 9:40 am

Tax Track Session #3 – 2  Ethics CE

Ethics

Speaker: Allan J. Reynolds, EA

NTPI Level 1: Session #3 – 2 CE

L1.03 The IRS Examination Process  

Speaker: Alan Pinck, EA

.

9:40 am – 10:10 am

Sponsor Networking Break

10:10 am – 11:50 am

Tax Track Session #4 – 2 CE

Trust and the Estate Tax Planning Area 

Speaker: Michael R. Miranda CPA, QKA, NQPA, AEP

NTPI LEVEL 1: Session #4 – 2 CE

L1.06 Non-Filers and SFR Assessments 

Speaker: Bradley Haney, EA

12:10 pm – 12:50 pm

Lunch and Learn: Sponsored by Ignition – 0 CE

Tax Season Workflow Tips: ProConnect + QBO + Ignition + Karbon

Speaker: Jeremy Wells, CPA

12:10 pm – 12:50 pm

Lunch and Learn: Sponsored by TaxAct – 0 CE

How Technology is Driving Change for the Tax Profession

Speaker: Matt Jagst, Vice President and Head of Product Management, TaxAct

1:00 pm – 2:40 pm

Tax Track Session #5 – 2 CE

Virtual Currency: A Simple Approach & Overview 

Speaker: Michael R. Miranda CPA, QKA, NQPA, AEP

NTPI LEVEL 1: Session #5 – 2 CE

L1.02 Statute of Limitations (SOLs)

Speaker: Alan Pinck, EA

2:40 pm – 3:20 pm

Sponsor Networking Break

3:20 pm – 5:00 pm

Tax Track Session #6 – 2 CE

Mid-Year Update

Speakers: Allan J. Reynolds, EA Michael R. Miranda CPA, QKA, NQPA, AEP

NTPI LEVEL 1: Session #6 – 2 CE

L1.04 The IRS Collection Process 

Speaker: Geoffrey D. Plourde 

5:00 pm – 6:00 pm

Keynote Speaker – Elizabeth Kolar, Executive VP, Surgent – Sponsored by Surgent

Tuesday, July 16th

7:00 am – 3:30 pm

Exhibit Hall Open

7:00 am – 8:00 am

Breakfast

7:00 am – 5:00 pm

Registration / Help Desk Open

8:00 am – 3:30 pm

Sponsor Demo Room

8:00 am – 5:00 pm

Taxpayer Advocate Problem Solving Sessions

8:00 am – 9:40 am

Tax Track Session #7 – 2 CE

Retirement Plans

Speaker: Michael R. Miranda CPA, QKA, NQPA, AEP

NTPI LEVEL 1:  Session #7 – 2 CE

L1.03 Introduction to Examination

Speaker: Alan Pinck, EA

9:40 am – 10:10 am

Sponsor Networking Break

10:10 am – 11:50 pm

Tax Track Session #8 – 2 CE

1099k

Speaker: Allan Pinck, EA

NTPI Level 1 Session #8 – 2 CE

L1.04 The IRS Collection Process

Speaker: Geoffrey D. Plourde

12:10 pm – 1:00 pm

Lunch and Learn Sponsored by CPA Charge  – 0 CE

Success Made Simple with CPACharge

Speaker: Coltin Lash

12:10 pm – 1:00 pm

Lunch and Learn Sponsored by Intuit – 0 CE 

Pricing and Platforming your Practice for Prosperity

Speaker: Jim Buffington, CPA

1:00 pm – 1:50 pm

Tax Track Session #9– 0 CE

DEI Panel Discussion

Panelists TBD

NTPI LEVEL 1 Session #9 – 1 CE

L1.08 Overview of Collection Alternatives

Speaker: Geoffrey D. Plourde 

1:50 pm – 2:40 pm

Tax Track Session #10 – Practice Education – 0 CE

Software

Speaker: Chelsea Rustek, EA and Nayo Carter-Gray, EA

NTPI LEVEL 1 Session #10 – 1 CE

L1.09 Basic Installment Agreements

Speaker: Clarice Landreth, EA 

2:40 pm – 3:20 pm

Sponsor Networking Break

3:20 pm – 5:00 pm

Tax Track Session #11 – Practice Education – 0 CE

Bookkeeping

Speaker: Chelsea Rustek, EA

 

Tax Track Session #12 – CE TBD

Sponsored By Avantax

Speaker: TBD

NTPI LEVEL 1 Session #11 – 2 CE

1.12 Managing Confidential Client Data

Speaker: Geoffrey D. Plourde, EA

Wednesday, July 17th

7:00 am – 1:00 pm

Registration / Helpdesk Open

8:00 am – 1:00 pm

Taxpayer Advocate Problem Solving

7:00 am – 8:00 am

Breakfast

8:00 am – 9:40 am

Education Session #13: General Tax Education – 2 CE

Tax Planning for the Moderate-Income Client 

Speaker: Chelsea Rustek, EA

NTPI LEVEL 1: Session #12 – 2  Ethics CE

L1.11 Ethics (Level 1)

Speaker: Alan Pinck, EA

9:40 am – 10:00 am

Coffee Break

10:00 am – 11:40 am

Education Session #14: General Tax Education – 2 CE

Tax Planning for High Net Worth & Stock Options 

Speaker: Chelsea Rustek, EA

NTPI LEVEL 1: Session #13 – 2 CE

L1.13 Capstone Course (Level 1) 

Speakers: Clarice Landreth, EA and Alan Pinck, EA

12:00 pm – 1:00 pm

NAEA Closing Keynote: Navigating Success: Thriving Tax Firms in 2024 – Sponsored by Drake

Speaker: Amanda Watson,EA, Customer Success Manager, Drake Software

Nayo Carter-Gray, EA

“Making Accounting a Little Less Taxing”® is Nayo Carter-Gray’s goal as owner and founder of 1st Step Accounting, a virtual accounting practice located in Baltimore, MD. Nayo is an Enrolled Agent, a Gusto Ambassador, and a QuickBooks Online Advanced Certified Pro-Advisor. She was also named one of the Top 50 Women in Accounting and Forbes Top 100 Tax Twitter accounts to follow two years in a row.

Matt Jagst

Matt Jagst is a seasoned tax and accounting technology product executive with over twenty-five years of experience in the profession. As Vice President and Head of Product Management at TaxAct, Matt connects with customers and prospects to identify pain points, track key trends and opportunities in their professions, and updates and releases products to market that solve those problems.

Elizabeth Kolar

Elizabeth “Liz” Kolar brings more than 35 years of accounting industry and professional education experience to her role at Surgent Accounting & Financial Education. As executive vice president leading the division, Liz oversees the ongoing expansion of accounting and financial services exam prep and continuing professional education offerings. She began her career in public accounting with Coopers & Lybrand, where she served as a senior auditor working with investment banks. Tapping into her passion for teaching, Liz returned to her alma mater, Pace University, to become an assistant professor of accounting. In the years that followed, she continued to work at the college level while also teaching CPA review courses for Fox Gearty, Gross Monette and Becker. Liz saw an opportunity to become an entrepreneur in 2006 and co-founded Philadelphia CPA Review. In 2011, she broke out on her own and started Pinnacle CPA Review, which was later acquired by Surgent. A believer in the importance of career-long learning, Liz pushes her team to stay ahead of industry changes and deliver learning experiences that enable professionals to make a bigger impact. 

Clarice Landreth, EA

Clarice Landreth, EA is an enrolled agent with over 20 years of expertise in advanced tax resolution. She is the Quality Assurance Analyst at Omni in Broomfield, Colorado.  Since 2014, Clarice has been teaching continuing education classes focused on tax resolution. She is an NTPI Fellow, currently serves as the Chair of the NTPI Planning Committee, and was awarded the NAEA Excellence in Education Award in 2021.

Michael R. Miranda CPA, QKA, NQPA, AEP

Bringing 47 years of experience in tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. As part of his IRS representation practice, Michael has worked with the National Office to obtain private letter rulings for clients, in addition to numerous EPCRS submissions and audits. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning.

Michael spent much of his career as a CPA with a regional CPA firm located in Northwestern Iowa, retiring after 27 years as a senior manager-shareholder with said firm. Prior to this experience, he was a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small to medium-sized businesses. He has earned professional designations including CPA, QKA, and AEP and through professional memberships with the American Institute of Certified Public Accountants (AICPA), the American Society of Pension and Professional Actuaries (ASPPA), National Association of Enrolled Agents (NAEA), and the National Association of Estate Planning Councils (NAEPC). Michael resides in Sioux Falls, SD with his wife Jeanette.

Alan Pinck, EA

Alan Pinck is an Enrolled Agent with over 30 years of tax preparation experience in the Silicon Valley. Alan has built a practice specializing in individual, small business tax preparation and audit representation. Alan, a nationally recognized presenter you have seen him as, the moderator of Tax Talk Today, NTPI events CSEA Super Seminar, Spidell Publishing as well as a variety of other presentations for tax groups and small business associations. Having represented thousands of tax returns in examination, Alan has obtained tremendous insight of the exam process as well as knowledge on a wide variety of tax issues. His real-world approach and stories bring his sessions to life!

Geoff Plourde, EA

Geoff is an enrolled agent, attorney, and certified public accountant who specializes in resolving complex tax issues. He is an active member of the California Society of Enrolled Agents (currently state director) and the National Association of Enrolled Agents. He was named a Fellow of the National Tax Practice Institute in 2015 after completing a rigorous program of advanced study in tax problem resolution. He has an MST from Golden Gate University and an MBA from the University of Southern California.

Geoff is currently a Lecturer and Director of Undergraduate Accounting at California Lutheran University’s School of Management and has his own law practice specializing in business, tax controversy, and estate planning, in California. Geoff was previously Director of Resolution for a national tax resolution company. Before that, he was part of one of the largest tax resolution firms in the United States, where he directly represented businesses and high-net-worth individuals during his tenure with the firm in tax disputes with the Internal Revenue Service and state taxing authorities.

Allan J. “A.J.” Reynolds, EA 

A.J. Reynolds, EA has over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. focuses a portion of his practice to IRS Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives. Additionally, A.J volunteers his time with the Iowa Legal Aid’s Managing Attorney assisting in Tax Court cases and assorted income tax issues.

A.J. brings his everyday “in the trenches” experience to seminars and webinars for multiple organizations to assist attendees with real issues affecting tax professionals. A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. While onboard the destroyer, the ship executed many missions in the Straits of Hormuz off the coast of Iran.

Outside of his tax practice, A.J. is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.

Chelsea Rustek, EA

Chelsea is an Enrolled Agent, working in the taxation field since 2014, with a concentrated focus on individual and small business tax preparation. She graduated from Saint Leo University with her bachelor’s degree in Business Management. Chelsea is a member of the National Association of Enrolled Agents and the Florida Association of Enrolled Agents. She is also a QuickBooks Online ProAdvisor and Florida Notary. Chelsea’s background includes stock option compensation ranging from mergers &  acquisitions, Restricted Stock Options, Incentive Stock Options, Employee Stock Purchase Plans and Non-Qualified Stock Options. In addition, she is familiar with IPOs for many companies and can help clients plan for these large tax events. Her advanced knowledge of these topics help clients with their tax preparation and planning. Working hand and hand with the financial advisors to mitigate tax risks and burdens.

Laura Strombom, EA

Laura Strombom, EA, earned her enrolled agent license in 2001, her MBA in 1999, and became a National Tax Practice Institute™ (NTPI®) Fellow, class of 2010. The year 2019 marked her second year as an instructor for the National Association of Enrolled Agents. Laura has previously taught college courses in taxes and accounting, and enjoys all opportunities she gets to teach. She is involved in the Big Valley Chapter of the California Society of Enrolled Agents. Her practice, located in Stockton, California, offers preparation and representation services to all manner of taxpayers. Niche markets include clergy, daycare, trucking, construction, and medical professionals.

Amanda Watson, EA

Amanda Watson, EA, is the Customer Success Manager at Drake Software, where she leads a team to drive customer success. As an industry veteran with two decades of experience at Drake, Amanda is an expert when it comes to assisting other tax preparers with everyday challenges, whether software or tax code related. She is a lead customer advocate at Drake and is passionate about helping tax preparers understand complex tax code. Amanda is a favorite speaker and trainer, known for making tax topics accessible and relevant.

Jeremy Wells, EA, CPA

Jeremy Wells, EA, CPA, is COO and Head of Tax at Steadfast Bookkeeping. He became an enrolled agent in 2018 and a Florida certified public accountant in 2022. He is a member of the American Institute of Certified Public Accountants (AICPA), the National Association of Tax Professionals (NATP), and the National Association of Enrolled Agents (NAEA). He helps tax professionals with educational and thought-provoking content at JWellsTax. Contact Jeremy at jeremy@steadfastbookkeeping.com and follow him on X/Twitter @jwellstax.
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JW Marriott Orlando Bonnet Creek Resort and Spa

14900 Chelonia Parkway

Orlando, FL 32821


Cutoff: June 21, 2024

Reservations: Call 407-919-6300 or through the booking link sent after registration.

Please note reservation requests received after the cutoff date will be based upon availability at the Hotel’s prevailing rates.

7/12/24          7/13/24           7/14/24           7/15/24           7/16/24 7/17/24  
Day      FRI SAT SUN MON TUES WED
Rate $229.00 $229.00 $229.00 $229.00 $229.00 229.00

Rates do not include the reduced $20 resort fee or applicable state and local taxes, currently 12.50%.

Resort Fee includes:

  • Enhanced in-room wireless internet
  • Daily JW spa instructor-led fitness class
  • Tattinger Champagne Hour (50%) off daily
  • Minigolf
  • Shuttle to Disney parks and Disney springs

Check-in 

Check-in time is 4:00 pm. Check-out time is 11:00 am. Guests arriving prior to the Hotel check-in time shall be accommodated as rooms become available. 

Parking at the Hotel 

  •  On-site parking, fee: $35 
  •  Valet parking, fee:  $50 

 *Warning About Housing Scams 

NAEA does not use a housing bureau or third-party agency for hotel accommodations or any other travel arrangements. Any claims by any company stating otherwise are not true. Please be sure you are booking directly through the links on this page or directly with the JW Marriott Bonnet Creek Hotel. 

About Orlando 

Guide to Orlando 

Things to do at the JW Marriott Bonnet Creek  

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

NAEA is preparing the 2024 Tax Summit event experience so that all individuals onsite—attendees, speakers, staff, and venue personnel—remain safe and comfortable throughout the event. We are monitoring the COVID-19 pandemic and in constant communication with our partners at JW Marriott Orlando Bonnet Creek Resort and Spa

Duty of Care

We’re facilitating measures that will ensure optimal health and sanitary conditions in all environments where in-person interaction takes place. Read NAEA’s Duty of Care Plan

*We are continually following the COVID-19 pandemic and these requirements will be updated as needed. 

Interested in becoming a sponsor?

Do you offer solutions for tax professionals? Get your business tools and resources in front of the prospects you want through our in-person education events this year. Sponsorship opportunities are available for the Tax Summit and other education sessions. Download the prospectus or contact Erin Mosher, Director of Education at emosher@magic-lifehack.com for more information.

NAEA’s 2024 Event Prospectus is now available! Contact Erin Mosher, Director of Education at emosher@magic-lifehack.com for more information.

Thanks To Our Sponsors

Thank You Exhibitors

Details are still being finalized. Stay tuned for more information.

2023 Tax Summit Photo Recap