All three levels of NTPI are available for purchase virtually*
*They expire one year from purchase, so make sure to plan accordingly
Finished all three NTPI levels? Let us know and get the most up-to-date information on graduation events by filling out the 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
The National Tax Practice Institute (NTPI®) is a three-level program designed to prepare tax professionals for a career in tax representation. With each level of this program, the core curriculum enables participants to expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often-challenging maze of IRS codes, internal regulations, and agency structure. Please note that this program is open only to enrolled agents, CPAs, and tax attorneys.
Those who complete Levels 1, 2, and 3 earn the distinction of NTPI Fellow®, a designation held by the nation’s top tax practitioners.
NAEA’s 2024 National Tax Practice Institute: Level 1 was offered this summer during Tax Summit. Level 2 is available on-demand, and Level 3 will be hosted by NAEA November 12-15, 2024 virtually.
Tax professionals looking to expand their careers or expand their practices by representing clients in front of the IRS. In order to enroll in the National Tax Practice Institute™ (NTPI®), you must be an enrolled agent*, CPA, or tax attorney. These are the only three professional groups that have full rights of representation before the IRS. That means that not only can you speak directly to the IRS regarding your client’s taxes without them being present, you will represent them in an IRS audit, collection, or appeal process.
The process of becoming an NTPI Fellow often takes several years, but the learning doesn’t stop there. As a whole, NTPI Fellows are individuals who exceed IRS’ minimum standard for continuing education and are dedicated to staying on top of the latest changes to the tax code. Many NTPI Fellows participate annually in NTPI’s Graduate Level courses in Representation because they don’t want to miss a thing.
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, a participant will be able to successfully complete the following engagements.
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, a participant will be able to successfully complete the following engagements.
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, a participant will be able to successfully complete the following engagements.
NTPI Level 3 will be offered as a Live Webinar Series from November 12-15, 2024.
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)
Already started your NTPI Fellow journey, either in person or virtually, and want to find out how to complete it? See the detailed requirements page for those that have already started their NTPI journey here.
To enroll in the National Tax Practice Institute™ (NTPI®), you must be an enrolled agent, CPA, or tax attorney. Participants must finish all three levels to receive the designation.
Finished all three NTPI Levels? Let us know and get the most up to date information on graduation events. Fill out the NTPI Graduation Form.
Every quarter, we offer exclusive webinars for NTPI Fellows and those in the pipeline. Join your Fellow cohort in watching the NTPI Ask the Expert webinar, connecting in the NTPI Fellow Roundtable, and advancing your skills in the Graduate webinars. These are free or discounted webinars for NTPI Fellows.
Finished all three NTPI Levels? Let us know and get the most up-to-date information on graduation events. Fill out the NTPI Graduation Form.
NAEA is registered with the following organizations to offer continuing education credit (CE). This course qualifies for IRS 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@lqzjd.com. To request to have Continuing Education Hours reported to CTEC, contact NAEA Education at education@lqzjd.com.
Get the latest on NTPI course updates, graduation schedule, graduate courses and much more.