Monthly Education Events: We hold education events in Santa Rosa and Novato most months of the year. These are usually one or two CPE events that are paired with a lunch or dinner and time for networking with your colleagues.
Casual Tax Season Breakfasts: During tax season, we have casual breakfasts in Santa Rosa and San Rafael where members can meet and ask questions of their colleagues.
Wine Country Seminar Series: In addition to our monthly education sessions, we also hold one or two seminars each year. Past seminars have covered topics in depth such as Wine Industry, Practice Management, and the Cannabis industry. This series also features the Last Chance Seminar which is an overview of all the tax changes you need to know about going into the next tax season.
Super Seminars: The California Society of Enrolled Agents hosts three days of education in two different locations, typically in Las Vegas and Reno. You can attend one, two or all three days. Special events include face time with IRS and California representatives, an exhibitor showcase for vendors to demonstrate innovative products, technologies and services and more.
NTPI: The National Tax Practice Institute teaches enrolled preparers how to represent their clients. Sponsored by NAEA, this three-part program will increase your knowledge of IRS laws and procedures critical to representation, learn from other enrolled agents who are actively involved in representation, and gain practical hands-on experience.
View our calendar for the next education events with the NBEA.