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NAEA Member Benefits: Whats waiting for you online

Be Sure You Know Your NAEA Benefits! Plenty of members dont fully take advantage of the NAEA website. This presentation should help bring you up-to-date on whats there and how to use it! NAEA Website Resources: Find an EA ProfileLogging InLog in to the NAEA website using your username and password. If you have forgotten your log in information, please contact the membership teamClick on My AccountClick on Update Profile

NAEA Website Resources: Find an EA Profile

Once on the Update Profile page, select the Update My Find an EA Profile

NAEA Website Resources: Find an EA Profile

Click on the icon or "Add a New Referral" in the center of the page.

NAEA Website Resources: Find an EA ProfileCheck the appropriate boxes to make your website, address and e-mail address public.

NAEA Website Resources: Find an EA Profile Check or add the additional information you want the public to see.

NAEA Website Resources: Find an EA Profile Check the box Ready to Publish and select the "Insert" button once you are finished updating your profile.

NAEA Website Resources: Member Forum

NAEA Website Resources: Member Forum

NAEA Website Resources: Member ForumBusiness & Payroll TaxesBusiness: Corp/LLC/PartnershipBusiness: Sole ProprietorCollection IssuesCracker Barrel LoungeE-ServicesIndividual IncomeLaugh of the DayPractice ManagementPublic Relations

NAEA Website Resources: Member Forum

NAEA Website Resources: Member Forum Tips Trust but verify

Respect the poster & responders

Be clear in your questions and answers include all pertinent facts

Be humble

When its important, ask for citations!Other Important Member ResourcesThe Tax Research ServiceClassifiedsE & O Insurance (CalSurance)Tools for MembersMember DiscountsNAEA Social Media (members-only LinkedIn and Facebook groups)Tools for MembersTaxpayer BrochuresEnrolled Agents: Americas Tax ExpertsRecords Retention RequirementsEA AdsFull, Half & Quarter PagePSAsSample Documents & LettersFee Agreement Engagement LettersAudit Engagement LettersPrivacy PolicyCollectionsDisclosure & Conflict of Interest

Tools for MembersClient NewslettersCustomizable News ReleasesSocial Media 101NAEA and EA Logos

Member DiscountsAGP Credit Card Processing50% discount on account feesAd-Hold ServiceCCH DiscountsQuickfinder & TaxBook discountsRental CarTASC AgriPlan & BizPlan50% DiscountTax Talk Today

Member DiscountsGleim DiscountsGetNetSet Website Solutions20% DiscountOfficeMax Partner Advantage31% - 88% off list priceFree deliveryPaychexTaxScriptsUPS

Continuing EducationEA Journal CE test (two or four credits each)National Tax Practice Institute (NTPI) (up to 24 CE credits)Level 1 onlineLevels 1,2 and 3 offered twice a yearGraduate Level in Representation National Conference (up to 24 CE credits)Tax Preparation IssuesSEE Boot Camp (NAEA CE only)NTPI, all levelsWebinars on hot topicsScholarships are available!