2024 NTPI Level 3 - Live Stream
IRS Program #: see individual live events for program #
CTEC #: see individual live events for program #
CTEC #: see individual live events for program #
CE: 22 IRS/CTEC credits & 24 NASBA credits, 2 of which are ethics credits!
Materials
Course Description
The
National Tax Practice Institute™ (NTPI®) is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure.NTPI Level 3 includes 24 CE focusing on Representation. Take the final step toward becoming an NTPI Fellow. Classes can be viewed live or on-demand. Access to this course expires one year from purchase.
Once you complete all courses within Level 3, fill out the below form to alert NAEA.
2024 Graduation Form
Learning Objectives:
- Coming soon!
Schedule
| Date/Time (All in ET) | Class Name | Speaker |
| November 13 8:00 - 9:40 AM |
Ethics Session (2 CE) |
Marc Dombrowski |
|
November 13 10:10 - 11:50 PM |
Tax Research and Resources (2 CE) |
Heather Posey and Zachary Lyda |
|
November 13 1:00 - 2:40 PM |
Lien Defenses (2 CE) |
Clarice Landreth |
|
November 13 3:10 - 4:50 PM |
Introduction to Criminal Tax (1 CE) | David Gannaway |
|
November 13 3:10 - 4:50 PM |
Bankruptcy and Taxes (1 CE) |
Marc Dombrowski |
|
November 14 8:00 - 9:40 AM |
Advanced Exam Appeals (2 CE) |
Alan Pinck |
|
November 14 10:10 - 11:50 AM |
Advanced Financial Analysis (2 CE) |
Marc Dombrowski |
|
November 14 1:00 - 2:40 PM |
Spousal Relief (2 CE) |
Marc Dombrowski |
|
November 14 3:10 - 4:50 PM |
Trust Fund Recovery Penalty Process (2 CE) |
Clarice Landreth |
| November 15 8:00 - 9:40 AM |
Field Audit Case Study (2 CE) |
Alan Pinck |
|
November 15 10:10 - 11:50 AM |
Business Entity Examination Issues (2 CE) |
David Gannaway |
|
November 15 1:00 - 2:40 PM |
Advanced Appeals (2 CE) |
Clarice Landreth |
|
November 15 3:10 - 4:50 PM |
Capstone Level 3 (2 CE) |
Clarice Landreth and Alan Pinck |
We understand that life and schedule conflicts happen. If you were unable to make it to one of the live sessions, the on-demand versions are posted within the course about two weeks after the live course is completed.
Presenters
Presenters
Clarice Landreth, EA
Clarice Landreth is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 20 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA NTPI Planning Committee and a current speaker at NAEA’s events and for the NTPI program. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.
Clarice Landreth is an enrolled agent who works at Omni Tax Solutions in Broomfield, CO. She has over 20 years of experience representing taxpayers before the IRS. She is currently the chair of the NAEA NTPI Planning Committee and a current speaker at NAEA’s events and for the NTPI program. She is an expert in tax resolution including Offers in Compromise and Trust Fund Recovery Penalty.
Alan Pinck, EA
Alan Pinck is an enrolled agent with 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 at NTPI events, the moderator of Tax Talk Today, 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!
Alan Pinck is an enrolled agent with 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 at NTPI events, the moderator of Tax Talk Today, 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!
Marc Dombrowski, EA
Marc J. Dombrowski, EA, specializes in IRS/state collections cases, settlements with the IRS, tax lien releases, and corporate officer assessments. He has lectured since 1994 on advanced collection topics. As an enrolled agent, he is licensed to practice before the IRS in all 50 states. He received the 2020 NAEA President’s Award for his contributions to the practitioner community.
Read the full bio here!
Marc J. Dombrowski, EA, specializes in IRS/state collections cases, settlements with the IRS, tax lien releases, and corporate officer assessments. He has lectured since 1994 on advanced collection topics. As an enrolled agent, he is licensed to practice before the IRS in all 50 states. He received the 2020 NAEA President’s Award for his contributions to the practitioner community.
Read the full bio here!
David Gannaway, EA, MBA, CFE, CAMS, CVA
Mr. Gannaway joined J.S.Heldin November 2020 as an executive vice president in the Forensic Accounting & Economics Group. Since 2007, he has been providing tax controversy, litigation support, and expert witness services to attorneys and clients in both civil and criminal litigations in federal and state courts across multiple business sectors including construction, healthcare, financial services, and nonprofit.
Read the full bio here!
Mr. Gannaway joined J.S.Heldin November 2020 as an executive vice president in the Forensic Accounting & Economics Group. Since 2007, he has been providing tax controversy, litigation support, and expert witness services to attorneys and clients in both civil and criminal litigations in federal and state courts across multiple business sectors including construction, healthcare, financial services, and nonprofit.
Read the full bio here!
Heather Posey, EA
Heather Posey, EA, NTPI Fellow is an Enrolled Agent at Frost Law. She has over a decade of experience in tax compliance and controversy on the federal and state levels for individuals and small businesses. She has represented clients in a wide variety of cases, including collection enforcement defense, examination defense, Trust Fund Recovery Penalties, penalty abatements, and innocent spouse relief requests before various IRS units and state revenue agencies.
Heather is an active volunteer with the Maryland Volunteer Lawyers Service (MVLS) Low-Income Taxpayer Clinic, and earned the "Young Volunteer of the Year" award in 2020. She is currently a student at the University of Baltimore School of Law, where she serves on the executive board of the Business and Tax Law Association.
Heather Posey, EA, NTPI Fellow is an Enrolled Agent at Frost Law. She has over a decade of experience in tax compliance and controversy on the federal and state levels for individuals and small businesses. She has represented clients in a wide variety of cases, including collection enforcement defense, examination defense, Trust Fund Recovery Penalties, penalty abatements, and innocent spouse relief requests before various IRS units and state revenue agencies.
Heather is an active volunteer with the Maryland Volunteer Lawyers Service (MVLS) Low-Income Taxpayer Clinic, and earned the "Young Volunteer of the Year" award in 2020. She is currently a student at the University of Baltimore School of Law, where she serves on the executive board of the Business and Tax Law Association.
Continuing Education
This course qualifies for IRS Continuing Education Hours and CTEC Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. If you would like your CE reported to CTEC, email education@naea.org with your CTEC member number.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.