Everything enrolled agents and tax resolution professionals need to know about the premier tax education conference of the year dates, agenda, CE credits, hotel, pricing, and what to expect on the exhibit floor.
July 27–29, 2026
New Orleans Marriott
Up to 24 CE Credits
NTPI + Tax Track
Stop by the IRSLogics booth in Studio Hall. Enter our raffle below before you go
Exhibit Hall Giveaway
Visit IRSLogics in Studio Hall during the event, or enter right now, takes under a minute. Winners are announced from the booth before the Exhibit Hall closes Wednesday.
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About IRSLogics
Most practice management software treats tax resolution as a subset of general accounting. IRSLogics was built exclusively for resolution firms and enrolled agents, the workflow, the language, and the tools reflect how your practice actually runs.
IRSLogics at a glance
Finally, software that speaks EA.
Faster client onboardingto resolution
Platform for CRM, cases, billing, and transcripts
Built exclusively for tax resolution firms1
Stronger CRM pipeline than Canopy or PitBullTax
Multi-office support built in not bolted on
IRS transcript retrieval inside your workflow
Fast onboarding your team gets productive quickly
Trusted by leading resolution firms across the US
Features
From lead management and case workflows to transcripts, billing, and multi-office operations, IRSLogics brings every part of your tax resolution practice together in a single purpose-built system.
CRM and Sales Pipeline
Track every prospect from first inquiry through signed engagement. The strongest resolution-specific CRM pipeline in the category built for the way EA firms actually sell.
End-to-End Case Management
Move cases from investigation to resolution without switching systems. Documents, deadlines, status updates, and client communication all in one place.
IRS Transcript Retrieval
Pull account transcripts directly from inside your workflow. Get the history you need to build the strongest resolution strategy without leaving the platform.
Billing and Collections
Send invoices and collect payments without a separate billing app. Keep cash flow moving from inside the platform, attached to the right client and case.
Multi-Office and Team Support
Manage staff, cases, and pipelines across multiple locations without losing visibility. IRSLogics scales with your firm as you add capacity.
special features
Everything you need to manage leads, clients, documents, billing, and reporting in one platform.
Lead Management
Capture, assign, and track leads from first contact to signed engagement.
Client Financial Questionnaire
Collect client financial details quickly and build stronger resolution strategies.
Document Lifecycle Management
Store, organize, and access documents securely from anywhere.
Forms & Auto-Fill
Generate IRS forms faster with automated data population.
Invoicing & Billing
Create invoices, collect payments, and manage billing with ease.
Reporting & Dashboard
Track firm performance with real-time insights and reporting.
Our team will get back to you
Skip the Booth Line
Reserve a time and we'll have someone ready for you at the booth in Studio Hall, No waiting around between sessions.
Monday – Wednesday, July 27–29
Pick whichever day fits your schedule at the Summit.
30-minute slots, 1:00 PM – 6:00 PM
Quick walkthrough of the platform, tailored to your firm's workflow.
Studio Hall, IRSLogics Booth
We'll confirm by email and hold your slot at the booth.
About the Event
The NAEA Tax Summit is the National Association of Enrolled Agents flagship in-person conference, the biggest gathering of enrolled agents and tax representation professionals in the country, held each year in a new city.
ORGANIZED BY
National Association of Enrolled Agents
(NAEA)
The professional association for enrolled agents across the US
EDUCATION FOCUS
IRS representation, tax law, practice management
Advanced sessions across three concurrent CE tracks
WHO ATTENDS
Enrolled agents, CPAs, tax firm owners, bookkeepers
Anyone in the tax representation and compliance space
NEW IN 2026
NASBA CPE · Practice Management Boot Camp · Speed Networking
Plus NTPI celebrates its 40th anniversary
What you'll gain at Tax Summit
Up to 24 continuing education credits across IRS, CTEC, and now NASBA approval
Expert-led sessions on tax law, ethics,IRS procedure, and representation strategy
Hands-on workshop content with case studiesand templates you can use immediately
Access to the exhibit hall: tools, software,and services built for your practice
Structured speed networking sessions and awelcome reception to build relationshipsl
2026 highlights to know
NASBA-approved CPE added for the first time,earn credits toward multiple credentials in one event
Practice Management Boot Camp on Sunday, tech stack,workflows, and process automation
NTPI celebrating 40 years, Level 1 and Level 3 bothoffered this year
Ghost Bus Tour of the French Quarter and NAEA PAC's20th anniversary celebration
Exhibit Hall is fully sold out, every booth claimed for 2026
SCHEDULE
All times Central. The agenda is preliminary and subject to change, check the NAEA website for the latest updates before you travel.
education tracks
Every session earns IRS, CTEC, and NASBA-approved continuing education. Choose the track that fits where you are in your career and practice.
NTPI Level 1
NTPI Level 3
NTPI Level 1
Advanced Representation · Levels 1 & 2 Required
Advanced Financial Analysis And Bank Statement Review
Tax Research And IRS Authority Hierarchy
Trust Fund Recovery Penalty - Assessment And Defense
Advanced Appeals - OIC, TFRP, AJAC Process
Spousal Relief - Innocent Vs Injured Spouse
Intro To Criminal Tax And When To Refer
Lien Defenses - Subordination, Discharge, Withdrawal
Advanced Financial Analysis and bank statement review
Business Entity Examination Issues
Field Audit Case Study + L3 Capstone
Core Representation Skills · No Prerequisites
Introduction To Representation And Form 2848
Basic And Streamlined Installment Agreements
IRS Examination Process Overview
Financial Analysis Process
IRS Collection Process And Alternatives
Managing Confidential Client Data / §7216
IRS Transcript Analysis (With Case Studies)
Ethics Under Circular 230
Nonfilers And Substitute For Return
Level 1 Capstone Case Studies
Tax Law + Practice Management · Open To All
199A Qualified Business Income Deduction
Divorce Quirks And New Parent Tax Strategies
Partnership K-1 Codes And Form 1040 Integration
Form 3800 General Business Credits
NIL (Name, Image, Likeness) Income Reporting
Community Vs Separate Property Panel
Business Auto Expense, Tax Savings And Compliance
Death And Taxes, The Final 1040 And Beyond
Reading And Reviewing Client Operating Agreements
Trump Accounts And ACA Updates
24 Ce
Maximum available credits
Earn up to 24 continuing education credits across the three-day program depending on sessions attended.
IRS, CTEC,NASBA
Three approval bodies
All sessions carry IRS and CTEC approval. NASBA CPE is new in 2026, earn credits toward multiple credentials at one event.
40 Years
NTPI anniversary
The National Tax Practice Institute celebrates 40 years of defining excellence in IRS representation in 2026.
education tracks
Prices vary by membership status and when you register. NAEA members receive significant discounts, joining often pays for itself in one event.
NAEA Member Pricing
Active NAEA Membership Required At Time Of registration
Early Bird
Through March 1, 2026
$900
Regular
Through May 31, 2026
$1,000
Late
Through July 20, 2026
$1,200
Non-Member Pricing
Consider joining NAEA first, membership is under $1/day
Early Bird
Through March 1, 2026
$1,100
Regular
Through May 31, 2026
$1,200
Late
Through July 20, 2026
$1,400
Add-ons available at registration
Practice Management Boot Camp
Sunday only · Limited seats
$100
Printed Material Book
All course materials in print · Sells out
$250
Speed Networking
Sunday only
Free
Early Bird
Sunday only · Limited seats
$75
Regular
Bring a colleague or partner
$500
Late
RSVP required · Open to all
Free
Cancellation policy:
Refunds may be requested through June 26, 2026, subject to a $100 administrative fee.After June 26, refunds are no longer accepted except in limited circumstances.Questions: registrations@naea.org or 202-822-6232.
education tracks
The Tax Summit takes place at the New Orleans Marriott on Canal Streetright on the edge of the French Quarter in the heart of downtown.
New Orleans Marriott (Official Venue)
Situated between the French Quarter and the Central Business District, with sweeping city and river views. Walking distance to Bourbon Street, Jackson Square, and the riverfront.
555 Canal Street
, New Orleans, LA 70130
Book directly:
(504) 581-1000
Outside NAEA block rates currently
$172–$192/night for standard rooms
The NAEA room block is sold out except for limited availability July 25 and July 29
On-site: heated pool, 24-hr fitness center, 5Fifty5 restaurant, 55 Fahrenheit lounge
Nearby alternatives
(all walking distance)
Sheraton New Orleans Hotel
500 Canal St, Adjacent
JW Marriott New Orleans
614 Canal St
DoubleTree by Hilton New Orleans
300 Canal St
Courtyard New Orleans Downtown
Near the French Quarter
Hotel Monteleone
Historic French Quarter
Getting to New Orleans
Louis Armstrong International (MSY), is the primary,gateway,
15–20 miles from the venue
Rideshare and taxis readily available from MSY to the French Quarter / Canal Street
Airport Shuttle services operate between MSY and downtown hotels
Valet and garage parking available at the New Orleans Marriott (fee applies)
What to bring
NAEA registration confirmation and government-issued ID
Business cards, speed networking and the exhibit hall are high-contact
Laptop or tablet for the Practice Management Boot Camp if attending
Comfortable shoes, the conference spans multiple floors of the Marriott
Light jacket, hotel conference room tend to run cold
Things to do in New Orleans
Frenchmen Street live jazz scene, a short walk from the Quarter
Commander's Palace, Galatoire's, Dooky Chase, iconic NOLA dining
The NAEA Ghost Bus Tour covers the city's most storied haunted spots
Jackson Square and St. Louis Cathedral, 10 minute walk from the Marriott