NAEA Continuing Education Requirements
NAEA requirements for membership exceed the Internal Revenue Service’s standards: members, associates and academic associates must acquire 30 hours of CE per calendar year. Members who are on “inactive retired status” under Circular 230 qualify for NAEA Emeritus status and are exempt from the education requirement.
Enrolled Agent Renewal Requirements
IRS requirements for continuing education differ from NAEA’s requirements. In order to maintain the license, enrolled agents must complete 72 hours within a 3-year cycle based on the last digit of their social security number. The IRS CE reporting period is by calendar year, January 1 through December 31. The IRS enforces a 16-hour minimum per year, and requires 2 hours on Ethics per year. Learn more.
Registrations will be processed in the order they are received, provided payment accompanies the registration and space is available. The deadline for the early-bird discount will be enforced. Participants are encouraged to register early to receive the best price. You are considered registered when payment is received.
Your registration confirmation will be sent to the email address in your NAEA account. Please bring your confirmation to the event. If you do not receive a confirmation prior to the workshop date, please call us to verify your registration.
To obtain transcripts and certificates of completion for CE earned through NAEA please visit the Transcripts page. In order to review your CE reported to the IRS, please log into the PTIN System. NAEA reports CE quarterly in the first three quarters of the year and weekly in the fourth quarter.
The National Association of Enrolled Agents Education Foundation (NAEA-EF) awards scholarships to both aspiring and current enrolled agents. The scholarship program receives its funds from NAEA members; with additional support from industry partners supporting the profession and offering a helping hand to the next generation of enrolled agents. The scholarships are designed to offset the registration cost for the education programs offered at NAEA conferences and for the Enrolled Agent Exam Online Self-Study Preparatory Course offered through NAEA and programs available through its state affiliates. Consideration will be given to applicants who have experience in taxation or accounting. Learn more about NAEA Scholarship opportunities.
Cancellations/Refunds: Requests for refunds/cancellations must be received in writing at least 30 days before the program date to receive a refund. A $75 administrative fee will be withheld from your refund. No refunds will be granted within 30 days unless there are extenuating circumstances explained in writing. NAEA reserves the right to cancel workshops or events for any reason, at any time. In the rare case of a cancellation, we are not responsible for travel or hotel expenses for attendees. For more information regarding administrative policies on issues such as complaints and refunds, please contact NAEA at (202) 822-6232.
For the comfort and health of all attendees, all events are smoke-free.
Recording Web cameras, video and/or audio-taping is prohibited.
Explanation of Levels
We acknowledge that tax professionals vary greatly in their experience and in the type of tax returns that they prepare. We have described sessions according to the following guidelines:
Intermediate - An intermediate level is most appropriate for the professional knowledgeable in the subject area. This level deals with less common tax situations and may include a more in-depth presentation of topics.
Advanced - An advanced level is designed for professionals with specialized knowledge or experience in the subject area. This level would also be appropriate for the experienced professional pursuing the knowledge to deal with more complex issues.
Update - An update level provides a general review of new developments. This level is for professionals with a background in the subject area that desire to remain current.
If you have any special needs while attending an event, please send a letter to the NAEA Education Director asking for accomodations.