Celebrating 50 Years of Dedication to Enrolled Agents

In 2022, NAEA proudly celebrated it’s 50 year anniversary, 我们很高兴能够庆祝我们与会员合作所取得的成就, 员工, 客户, 提倡, 和支持者.

NAEA最初是加利福尼亚州的注册代理人协会(AEA),据1972年10月发布的第一份会员名单显示,该协会拥有规模虽小但实力雄厚的35名会员,所有会员都是加州居民. Today, our membership reach expands not only across the country but around the globe.

We are grateful to honor 50 years of commitment to the development, 促销活动, 支持, and defense of enrolled agents and the EA credential.

NAEA 50th 纪念商店

抓住你的50th anniversary swag and show your EA pride by shopping our company store. 从邮差包和饮料,到礼服和休闲衬衫,我们在这里为你准备了庆祝物品.

How it Started: A  Brief 历史 of Enrolled Agents

登记代理人的历史可以追溯到1884年,当时国会通过了1884年的《黄金城娱乐推荐》. Signed into law by President Chester A. 7月7日的亚瑟王, 1884, 该法案是为了应对黄金城电子娱乐网址内战后欺诈性的战争损失索赔而制定的. 战后, 许多公民在向政府索赔被没收用于战争的财产时遇到了困难, and many dubious claims were submitted by scam artists. 结果是, 国会赋予登记代理人辩护的权力,以准备对政府提出索赔. A standard was created for enrolled agents that included suitability checks, criminal records check and a moral character evaluation.

1913     In 1913, the 16th Amendment to the U.S. 国会通过了宪法,宣布国会有权制定和征收所得税, from whatever source derived, without apportionment among the several states, and without regard to any census or enumeration.

在这一年里, 1913年税收法案 was also passed and signed into law by President Woodrow Wilson. 这扩大了登记代理人的范围,包括为税收变得不公平的公民要求金钱救济.

The first Form 1040 was released by the IRS.

1921     随着收入, 房地产, gift and other sources of tax collections became more complex, 注册代理人的角色增加了,包括准备所需的许多税务表格. 审计变得更加普遍,登记代理人的角色演变为纳税人代表, 颁布了一系列法规,并于2月19日合并为财政部通告, 1921, 称为第230号通告, to address “the laws and regulations governing the recognition of agents, 律师, 以及在财政部及其办公室代表索赔人的其他人员.”

1959     一项特殊的注册考试是为了使代表在国税局面前代表纳税人之前获得资格.

1966     财政部开始使用“注册代理”(在国税局之前注册执业)来称呼它所许可的专业人员.

 

California Society of Enrolled Agents. (n.d.). The history of enrolled agents and CSEA. 历史. Retrieved December 15, 2021, from http://csea.org/CSEA/Your_CSEA/About_Us/历史/CSEA/Your_CSEA/历史.aspx?hkey=bcd7a01d-b74c-4099-bc5c-bbae0df4a98c

1972     NAEA是1972年在加州霍桑成立的注册代理人协会(AEA). Through the pioneering efforts of David Smollan, EA, 一个致力于注册代理人的组织的创始分会在洛杉矶成立. 一年内, 它是全国最大的代理人组织,也是后来成为全国登记代理人协会的基础.

Patricia Thompson, EA, and Ellery Simpson, EA, called upon Senator Albert S. 罗达(D- CA)(1959-1980)发起了一项法案,该法案将允许加州人在国税局注册之前使用字母“E”.A.作为标题. The bill was signed by Governor Jerry Brown on April 14, 1979.

 

1981     District of Columbia Mayor Marion Barry, Jr., proclaimed May 11 as “National Association of Enrolled Agents’ Day.”

1983     During an NAEA convention, the Workshop concept was used for the first time. NAEA had an active membership of 2,828 at this time.

 

1985     Pat Burton, EA, became the first female president of NAEA.

NAEA的董事会投票通过了EA的Bryan Gates的提议 National Tax Practice Institute (NTPI).

E@lert was launched in December 1985

 1986    The first NTPI session was launched at George Mason University in Washington, DC as a three-year course.

The NAEA Syd Schuldiner Annual Scholarship Award was established, and the 董事会 voted to establish the NAEA 教育基金会 (NAEA-EF).

1989     The NAEA Legal and Legislative Fund was established. 设立该机构的目的是向国家附属机构或个别成员机构提供财政援助, at the discretion of NAEA的 Board.

1990     会议通过了一项动议,NAEA建议IRS将财政部通告230要求的CPE增加到每年30小时.

1993 – 1994     The Treasury Department finally designates the initials E.A. as that of Enrolled Agent.

NAEA通过了一项动议,通过解释和澄清将影响EA客户的拟议政府行动,为立法者和政府机构提供帮助.

 

1994- 1995       你有邮件: NAEA was the first practitioner group to go online with AOL.

 

1995 – 1996     技术精明: 董事会批准,如果董事会的所有成员都已被通知,并且大多数董事会成员都参加了会议,并且可以互相听取意见,则董事会会议可以通过“会议电话”或类似的通信设备举行.

1997 – 1998     NAEA开始使用同意议程.“这一决定是为了简化会议流程,将日常业务动议合并在一起,然后在一个动议中进行表决。.

 

 

1999 – 2000     NAEA began the electronic dissemination of the E@lert newsletter in February 1, 2000.

 

 

2002 – 2003      Discussion and motions were made to establish NAEA的 联系 类别 的会员.

2004 – 2005     NAEA moved its headquarters from Gaithersburg, MD to downtown Washington, DC. 此举是为了更有效地与国会、国税局和其他机构互动.

2005 – 2006      NAEA首次举行了一场政府关系活动:与众议员吉姆·拉姆斯塔德(共和党- mn)的早餐会议。, 当时的主席 House Ways and Means Oversight Subcommittee, and approximately 30 NAEA members.

NAEA的 Political Action Committee (PAC) 是为了证明协会在税收立法和管理领域的承诺.

2008 – 2009     NAEA的 Affiliate’s Council was formed.

在线 Special Enrollment Exam (SEE) prep program was introduced.

Then NAEA President Hatt appeared s on 今日秀 2008年3月,与其他7名注册代理人一起回答观众有关税务的问题. 琼Chatzky, NBC 新闻 personal financial correspondent, reported on the work done by enrolled agents and why they are expert tax preparers.

2011 – 2012     The Schuldiner/Smollan Leadership Academy held its first sessions during Fall 2011.

NAEA董事会通过了一项动议,允许在董事会桌上为NAEA的目的在所有会议上使用电子设备.