2024 NTPI Level 1


2024 NTPI Level 1

IRS Program #: see individual live events for program #
CTEC #: see individual live events for program #
CE: 24 IRS & 24 CTEC credits

Course Description
NTPI Level 1 includes 24 CE focusing on Representation. Take the first step toward becoming an NTPI Fellow! 

This package includes all of the sessions you'll need to complete level 1.  The package includes 22 IRS tax law credits and 2 ethics credits.
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.

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!

Geoffrey Plourde, EA, JD, CPA
Geoff is an enrolled agent, attorney, and certified public accountant who specializes in resolving complex tax issues. He is an active member of the California Society of Enrolled Agents (currently state director and state education committee vice chair) and the National Association of Enrolled Agents. He was named a Fellow of the National Tax Practice Institute in 2015 after completing a rigorous program of advanced study in tax problem resolution. He has an MST from Golden Gate University, a JD from Southwestern Law School, and an MBA from the University of Southern California.

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.