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Marlton, NJ (December 2015) — At a recent conference of the National Association of Enrolled Agents(NAEA), J.L. Weiner & Associates CEO and Founder Jo-Ann Weiner has earned the prestigious distinction of an enrolled National Tax Practice Institute(NTPI) Fellow.
Ms. Weiner completed a stringent, three-level program of study that covers all facets of representing clients before the IRS. The process takes several years of studying the challenging maze of IRS codes, internal regulations and agency structure, after which NTPI Fellows exceed IRS’ minimum standard for continuing education to remain current of the latest changes to the tax code.
As an Enrolled Agent and member of the National Association of Enrolled Agents (NAEA) and the New Jersey Society of Enrolled Agents (NJSEA), Ms. Weiner is one of America’s Tax Experts. As such, she successfully works through tax controversy challenges on behalf of clients who are being audited by the federal or state governments.
J.L. Weiner & Associates partners and collaborates with lawyers, investigators, and others to investigate and resolve fraudulent activity in accordance with state and federal laws. Visit www.jlweiner.com to learn more.
National Association of Enrolled Agents
For Immediate Release
Marlton Tax Practitioner Completes Rigorous Leadership Academy
Washington, DC – November 14, 2016: Jo-Ann Weiner, EA, CFE of J.L. Weiner & Associates, LLC has completed a special training program developed and administered by the National Association of Enrolled Agents (NAEA) for members who are now serving or plan to serve in a leadership position at the chapter, affiliate or national level. Attendees of the Schuldiner/Smollan Leadership Academy received significant training in a multi-disciplinary program that stressed organization management skills. Among the topics covered in the program were leadership, strategic planning, financial oversight, volunteer recruitment, governance and board of directors matters, education and meeting planning, public relations and communication, and government relations and advocacy.
The Schuldiner/Smollan Leadership Academy is named for two of the primary forces behind the creation of the National Association of Enrolled Agents: Syd Schuldiner, EA, NAEA’s first president (1972) and David Smollan, EA, NAEA’s second president (1973). Both were instrumental in establishing the founding chapter dedicated to enrolled agents in Los Angeles, which eventually became NAEA. Syd Schuldiner left a significant bequest to NAEA in honor of David Smollan, and these funds were used to establish the Leadership Academy.
Enrolled agents (EAs) are a diverse group of independent, federally-authorized tax practitioners who have demonstrated a high level of technical competence in tax. EAs have unlimited rights to represent taxpayers before the IRS, including taxpayers who are being audited, are unable to pay or are trying to avoid or recover penalties. EAs also prepare tax returns for individuals, partnerships, corporations, estates, trusts and any other entities with tax-reporting requirements.
Unlike attorneys and CPAs, who may or may not choose to specialize in taxation, all EAs specialize in taxation. They are required by the federal government to maintain their professional skills with continuing professional education. Enrolled agents are known as “America’s Tax Experts.”