A quarterly magazine from the National Association of Enrolled Agents
Fall 2024 vol.42 no.3
Enrolled Agents Press NAEA Policy Priorities at Annual Capitol Hill Fly-In
Capitol Corner

Enrolled Agents Press NAEA Policy Priorities at Annual Capitol Hill Fly-In

Nearly 100 enrolled agents (EAs) came to Washington, DC, in mid-May for the National Association of Enrolled Agents’ (NAEA) annual Capitol Hill Fly-In. Participants spent their first day listening and engaging with a variety of pu... Thad Inge and Samantha Ford

Summer 2024, Capitol Corner, NTA, advocacy, math error, Centralized Authorization File, TAS, CAF, POA, power of attorney, Taxpayer Advocate Service, Government Accountability Office, GAO, National Taxpayer Advocate
Centralized Authorization File Unit Entering Form 2848 as Modified Preventing Tax Professionals from Getting Transcripts
Take Note

Centralized Authorization File Unit Entering Form 2848 as Modified Preventing Tax Professionals from Getting Transcripts

Summary In 2018, the Internal Revenue Service (IRS) started to require tax professionals to check a box on Forms 8821 and 2848 if the tax professional used third-party software to download transcripts. Downloadin... Roger Nemeth, EA

Spring 2024, Take Note, SAMS, LITC, low-income tax clinic, Form 8821, Form 2848, Centralized Authorization File, IRM 21.3.7.5.2(17)a, CAF, Issue 56796, POA, secure object repository, transcript, SOR, power of attorney, intermediate service provider, Systemic Advocacy Management System, ISP
IRS 2023 and Beyond: Transition and Transformation
Capitol Corner

IRS 2023 and Beyond: Transition and Transformation

It is no secret that when Danny Werfel was confirmed as Commissioner of the Internal Revenue Service (IRS) in March 2023 the agency was facing difficult times. Customer service had been struggling since the beginning ... Michelle McCaughey, Thad Inge, and Samantha Ford

Winter 2023, Capitol Corner, IRA, Form 940, Form 1040, Form 941SSPR, Centralized Authorization File, CAF, Form 941, employee retention tax credit, ERTC, Inflation Reduction Act, Electronic Tax Administration Advisory Committee, IRS, ETAAC
2021: Craziness in Action
Capitol Corner

2021: Craziness in Action

While it certainly would be hard to top 2020, the year 2021 was quite the roller coaster ride at the federal and state levels for tax professionals, especially enrolled agents. The year began with ... Thad Inge and Michelle McCaughey

Jan/Feb 2022, Capitol Corner, PTIN, Preparer Tax Identification Number, Automated Collection Systems, advocacy, Tax Pro Account, Taxpayer First Act of 2019, COVID-19, power of attorney, Biden, Congress, Form 1040, Janet Yellen, Form 8821, Minnesota Debt Settlement Services Statute 332B, Centralized Authorization File, NAEA PAC
Demonstrating Our Influence and Creating More Opportunities for Member Involvement in Advocacy
Capitol Corner

Demonstrating Our Influence and Creating More Opportunities for Member Involvement in Advocacy

Advocacy is the heart of the National Association of Enrolled Agents (NAEA) and is why the association was started 50 years ago – to protect and serve the enrolled agent (EA) community. Our goal at NAEA is to demonstrate our influence with... Jeffery S. Trinca and Michelle McCaughey

Nov/Dec 2021, Capitol Corner, e-signature, Centralized Authorization File, CAF, tax policy, government relations, power of attorney form, POA, transcript, Tax Pro Account
The Value of NAEA Advocacy
Capitol Corner

The Value of NAEA Advocacy

The National Association of Enrolled Agents (NAEA) engages in government relations and advocacy activities on behalf of the membership with the goal of enhancing and protecting the enrolled agent credential. After many decades working closely with... Jeffery S. Trinca and Michelle McCaughey

July/Aug 2021, Capitol Corner, CAF, IRS Taxpayer First Act Report, Circular 230, Automated Collection System, COVID-19, ACS, Minnesota, Practitioner Priority Service, New Mexico, PPS, NAEA PAC, Form 8821, American Families Plan Tax Compliance, Form 2848, PTIN, earned income tax credit, Preparer Tax Identification Number, EITC, unemployment income, Centralized Authorization File, UI
Stepping up Support for IRS Funding
Capitol Corner

Stepping up Support for IRS Funding

Let’s face it, COVID-19 has broken the Internal Revenue Service (IRS) and if Congress cares about fixing it, they will need to make a substantial investment in unbreaking it. What do we mean? Well, the National Association of Enrolled Agents (NAEA) believes that merel... Jeffery S. Trinca

May/June 2021, Capitol Corner, COVID-19, Biden, Centralized Authorization File, CAF, Automated Collection System, ACS, funding