On-Demand: 2024 Specialty Business Certificate Program
IRS Program #: see individual live events for program #
CTEC #: see individual live events for program #
CTEC #: see individual live events for program #
CE: 11 IRS & 11 CTEC credits
Materials
Course Description
The Specialty Business Certificate Program offers those that take it a well-rounded education on some niche business tax issues to include farming, military, marijuana and more! Attendees will leave the program with knowledge on several topics for their unique clients in these industries. Take this certificate program today and be confident in many niche business your clients may be involved in.
Presenters
Michelle Lonsway, EA, NTPIF
Michelle Lonsway, EA, NTPIF has over 15 years of experience as a tax preparer. She became an Enrolled Agent in 2014 and a Fellow of the National Tax Practice Institute in 2023. Michelle’s specialties include Multi-State returns and Rental Properties, which fit the needs of the military community very well. One of her primary goals with military clients is to educate them about their current situation, while planning ahead for the transition to civilian life.
Read the full bio here!
Michelle Lonsway, EA, NTPIF has over 15 years of experience as a tax preparer. She became an Enrolled Agent in 2014 and a Fellow of the National Tax Practice Institute in 2023. Michelle’s specialties include Multi-State returns and Rental Properties, which fit the needs of the military community very well. One of her primary goals with military clients is to educate them about their current situation, while planning ahead for the transition to civilian life.
Read the full bio here!
Sean Fogarty, CIA, EA
Sean Michael Fogarty holds a B.A. in Accounting from the University of St. Thomas in St. Paul, MN. He is a Master Graduate of Rapport Leadership International (Japanese kaizen style management philosophy). Mr. Fogarty strives to incorporate continuous improvement into his personal and professional thought processes. He has also achieved the Certified Internal Auditor designation via the Institute of Internal Auditors, as well as an Enrolled Agent designation which authorizes him to represent clients in front of the IRS and efile in all states.
Read the full bio here!
Sean Michael Fogarty holds a B.A. in Accounting from the University of St. Thomas in St. Paul, MN. He is a Master Graduate of Rapport Leadership International (Japanese kaizen style management philosophy). Mr. Fogarty strives to incorporate continuous improvement into his personal and professional thought processes. He has also achieved the Certified Internal Auditor designation via the Institute of Internal Auditors, as well as an Enrolled Agent designation which authorizes him to represent clients in front of the IRS and efile in all states.
Read the full bio here!
Ericka S. Williams, EA, NTPI Fellow
Ericka S. Williams, EA, NTPI Fellow, and founder of Trinity Global Financial Group, PLLC in Tallahassee, FL. She has over 16 years of experience in IRS audits, appeals, installment agreements, innocent spouse cases, Offer in Compromise, and Liens and Levy removals. She also teaches individual and corporate taxation at Florida A & M University.
Ericka S. Williams, EA, NTPI Fellow, and founder of Trinity Global Financial Group, PLLC in Tallahassee, FL. She has over 16 years of experience in IRS audits, appeals, installment agreements, innocent spouse cases, Offer in Compromise, and Liens and Levy removals. She also teaches individual and corporate taxation at Florida A & M University.
John A. Mitchell, EA
ohn A. Mitchell, EA holds a law degree and a Master of Science in Taxation. He began his tax journey by preparing 1989 tax returns in the 1990 filing season by hand. John is a foreign-licensed attorney and speaks Spanish at a “native speaker” level. He has been an enrolled agent since 2015 and is a member of the National Association of Enrolled Agents (NAEA) as well as the National Association of Tax Professionals (NATP) and has earned the distinguished credential of NTPI Fellow.
Read the full bio here!
ohn A. Mitchell, EA holds a law degree and a Master of Science in Taxation. He began his tax journey by preparing 1989 tax returns in the 1990 filing season by hand. John is a foreign-licensed attorney and speaks Spanish at a “native speaker” level. He has been an enrolled agent since 2015 and is a member of the National Association of Enrolled Agents (NAEA) as well as the National Association of Tax Professionals (NATP) and has earned the distinguished credential of NTPI Fellow.
Read the full bio here!
Hale Sheppard, Esq.
Hale E. Sheppard is a shareholder in the Tax Controversy & Litigation Section of Chamberlain Hrdlicka and chair of the International Tax Section. Hale defends individuals and businesses during tax audits, tax administrative appeals, and Tax Court litigation.
Read the full bio here!
Hale E. Sheppard is a shareholder in the Tax Controversy & Litigation Section of Chamberlain Hrdlicka and chair of the International Tax Section. Hale defends individuals and businesses during tax audits, tax administrative appeals, and Tax Court litigation.
Read the full bio here!
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.