National Tax Practice Institute® (NTPI)

Purchase NTPI On-Demand

All three levels of NTPI are available for purchase virtually*

*它们从购买之日起一年过期,所以一定要做好相应的计划

Finished all three NTPI levels? 让我们知道,并通过填写毕业活动的最新信息 NTPI Graduation Form.

Earn the NTPI Fellow designation

Gain the network of NAEA, America’s Tax Experts

Join the EA and NTPI Fellow community

Take advantage of graduate level classes

What Is NTPI?

国家税务实践研究所(NTPI®)是一个三级计划,旨在准备税务专业人士在税务代表的职业生涯. With each level of this program, 核心课程使参与者能够扩展他们的知识和技能, 并获得成功引导客户通过通常具有挑战性的国税局代码迷宫所需的信心, internal regulations, and agency structure. 请注意,这个项目只对注册代理人、注册会计师和税务律师开放.

Those who complete Levels 1, 2, and 3 earn the distinction of NTPI Fellow®, a designation held by the nation’s top tax practitioners.

How to Become an NTPI Fellow

NAEA的2024年国家税务实践学院:1级将于今年夏天(2024年7月14日至17日)提供. 经验1级,并与现有研究员和NTPI计划的启动人员联系. Level 2 is available on-demand, and Level 3 will be hosted by NAEA November 13-15, 2024 in Washington, DC.

Who Should Enroll?

税务专业人士希望通过在国税局面前代表客户来扩展他们的职业生涯或扩大他们的业务. 为了参加国家税务实践学院™(NTPI®), you must be an enrolled agent*, CPA, or tax attorney. 这是仅有的三个专业团体在黄金城电子娱乐网址国税局拥有完全的代表权. 这意味着你不仅可以在客户不在场的情况下直接与国税局就客户的税收问题进行沟通, you will represent them in an IRS audit, collection, or appeal process.

What Is NTPI?

Curriculum Breakdown

成为NTPI研究员的过程通常需要几年的时间, but the learning doesn’t stop there. As a whole, NTPI研究员是那些超过黄金城电子娱乐网址国税局继续教育最低标准的个人,他们致力于掌握税法的最新变化. 许多NTPI研究员每年都会参加NTPI的研究生水平的代表课程,因为他们不想错过任何事情.

Level 1 Curriculum

*你是从2020年EA数字论坛或代表学院开始Level 1的吗? Find out how to complete your process here.

L1.01.21 – Introduction to Representation — (2 CE)
L1.02.21 – Statute of Limitations (SOLs) – (2 CE)
L1.03.21 – The IRS Examination Process – (2 CE)
L1.04.21 – The IRS Collection Process – (2 CE)
L1.05.21 – IRS Transcript Analysis – (2 CE)
L1.06.21 – Non-Filers and SFR Assessments – (2 CE)
L1.07.21 – Introduction to Examination (2 CE)
L1.08.21 – Overview of Collection Alternatives – (1 CE)
L1.09.21 – Basic Installment Agreements – (1 CE)
L1.10.21 – Financial Analysis Process – (2 CE)
L1.11.21 – Ethics (Level 1)– (2 CE)
L1.12.21 – Managing Confidential Client Data – (2 CE)
L1.13.21 – Capstone Course (Level 1) – (2 CE)

By the end of NTPI Level 1, 参与者将能够成功完成以下活动.

  • 审查纳税人的国税局记录和案件数据,以确定适当的解决策略.
  • Get a non-filer into filing compliance.
  • Resolve automated underreporter notices, such as Notice CP2000.
  • 为纳税人建立担保或简化的分期付款协议.
  • Request penalty abatement using First Time Abate procedures.

Level 2 Curriculum

L2.01.21 –FOIA Requests (1 CE) 
L2.02.21 – Internal Revenue Manual (1 CE) 
L2.03.21 – The Audit Reconsideration Process (2 CE) 
L2.04.21 – Office Audit Case Study (2 CE) 
L2.05.21 – Enforced Collection Actions (2 CE) 
L2.06.21 – Offers in Compromise (2 CE) 
L2.07.21 – Collection Appeals (2 CE) 
L2.08.21 – Examination Appeals (2 CE) 
L2.09.21 – Penalty Abatement Strategies (2 CE)
L2.10.21 – Introduction to Business Representation (2 CE)
L2.11.21 – Ethics (Level 2) (2 CE) 
L2.12.21 – Case Management Strategies (2 NAEA CPE) 
L2.13.21 – Capstone Course (Level 2) (2 CE)  

By the end of NTPI Level 2, 参与者将能够成功完成以下活动.

  • 确定挑战现有审计评估的最佳方式. 
  • 确定哪一种收款上诉方案适合纳税人. 
  • Get a levy released for a taxpayer. 
  • Determine the best method of penalty abatement and request it. 
  • File an offer in compromise for a taxpayer. 
  • Represent a client in an office examination. 

Level 3 Curriculum

*你是否从2020年EA Digital或Representation Academy的Level 3开始? Find out how to complete your process here.

L3.01.22 – Advanced Financial Analysis (2 CE)
L3.02.22 – Trust Fund Recovery Penalty Process (2 CE)
L3.03.22 – Introduction to Criminal Tax (1 CE)
L3.04.22 – Bankruptcy and Taxes (1 CE)
L3.05.22 – Lien Defenses (2 CE)
L3.06.22 – Spousal Relief (2 CE)
L3.07.22 – Business Entity Examination Issues (2 CE)
L3.08.22 – Tax Research and Resources (2 CE)
L3.09.22 – Advanced Appeals (2 CE)
L3.10.22 – Field Audit Case Study (2 CE)
L3.11.22 – Marketing (2 NAEA CE)
L3.12.22 – Ethics (Level 3)
L3.13.22 – Capstone Course (Level 3) (2 CE) 

By the end of NTPI Level 3, 参与者将能够成功完成以下活动.

  • 向纳税人就税款评估或未付余额的责任提出异议 innocent spouse defense. 
  • 与税务代理人一起代表纳税人参加国税局的实地检查. 
  • Contest the issuance of a notice of federal tax lien. 
  • Contest liability for the trust fund recovery penalty. 
  • 与律师合作处理涉及税务的破产案件. 

NTPI三级将于2024年11月12日至15日在华盛顿特区亲自提供.

Grad Level Curriculum

Advanced Collections Case Study (2 CE)
Representation Update (2 CE)
Practice Management and Marketing (2 NAEA CE)
New Case Law Relevant to Representation (2 CE)
Ethics (2 CE)
Four electives (8 CE) 

Program Requirements

Already started your NTPI Fellow journey, either in person or virtually, and want to find out how to complete it? 请参阅已经开始NTPI旅程的详细要求页面.

To enroll in the National Tax Practice Institute™ (NTPI®), you must be an enrolled agent, CPA, or tax attorney. 参与者必须完成所有三个级别才能获得指定.

Finished all three NTPI Levels? 让我们知道并获得有关毕业活动的最新信息. Fill out the NTPI Graduation Form.

For Current NTPI Fellows

每个季度,我们为NTPI研究员和那些正在筹备的人员提供独家网络研讨会. 与您的同伴一起观看NTPI询问专家网络研讨会, connecting in the NTPI Fellow Roundtable, and advancing your skills in the Graduate webinars. These are free or discounted webinars for NTPI Fellows.

Current NTPI Fellows

Find Upcoming NTPI Webinars 

NTPI Graduation

Finished all three NTPI Levels? 让我们知道并获得有关毕业活动的最新信息. Fill out the NTPI Graduation Form.

Continuing Education

NAEA在下列机构注册,提供持续教育学分(CE). 本课程符合IRS和CTEC继续教育学时. NAEA reports IRS CE on a monthly basis. 如果您在收到证书后的一个月底还没有在您的IRS PTIN帐户中收到CE小时数, please contact NAEA at education@jhhnyb.com. 如需继续教育时数报告给CTEC,请联系NAEA教育 education@jhhnyb.com.

Learn more about all NTPI Education offerings

ntpi program requirements
for current NTPI fellows
ntpi graduation 2023

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