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The Enrolled Agent Advocate

The Enrolled Agent Advocate

De: National Association of Enrolled Agents
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The Enrolled Agent Advocate is the go-to podcast for EAs and tax professionals looking to stay ahead in the ever-evolving tax industry. We elevate the EA credential, build a strong community, and showcase the value EAs bring. Each episode delivers IRS updates, regulatory changes, practice management tips, and expert insights to empower tax pros at any stage. Stay informed, inspired, and ahead with The EA Advocate.National Association of Enrolled Agents Economía
Episodios
  • Global Clients, U.S. Rules: International Taxing with Julie Harvey, EA

    Global Clients, U.S. Rules: International Taxing with Julie Harvey, EA
    Jan 5 2026

    What does it take to build a tax practice that spans borders, tax systems, and cultures—and why is the Enrolled Agent credential uniquely suited for that work?

    In this episode of The Enrolled Agent Advocate, host Brandy Spears speaks with Julie Harvey, EA, NTPI Fellow, and Certified Acceptance Agent, founder of My US Tax Advisor LLC. Julie’s practice focuses exclusively on international and cross-border tax compliance, serving globally mobile individuals and businesses navigating some of the most complex areas of the U.S. tax code.

    Julie shares why she chose the EA credential for its federal scope and flexibility, how NTPI reshaped the way she approaches representation and compliance, and why specialization—not generalization—is critical in today’s tax environment. The conversation explores expatriation, ITIN facilitation, treaty interpretation, foreign pensions, and the mindset required to work effectively with international clients. Julie also explains where practitioners most often stumble in cross-border cases and how asking better questions can change outcomes for taxpayers.

    This episode highlights why education, cultural awareness, and technical depth are essential for EAs serving an increasingly global taxpayer base—and why the EA profession is more relevant than ever.


    Why Listen

    • Why international tax issues are showing up more often in everyday EA practices

    • How the EA credential enables global practice and deep specialization

    • Common mistakes practitioners make when identifying foreign tax exposure

    • How NTPI training sharpens judgment in complex cross-border cases

    • What cultural awareness adds to effective international tax representation


    In This Episode:

    • [00:00:00] Welcome to The Enrolled Agent Advocate

    • [00:01:00] Meet Julie Harvey and her international-only practice

    • [00:02:11] Why federal licensure drew Julie to the EA credential

    • [00:02:37] Freedom, mobility, and avoiding unnecessary barriers

    • [00:04:58] NTPI Fellowship and U.S. Tax Court preparation

    • [00:09:32] Education and mindset in cross-border work

    • [00:10:47] Common mistakes in international tax cases

    • [00:13:21] Solving complex international tax “puzzles”

    • [00:15:00] Why NTPI changes how practitioners think

    • [00:24:40] Practitioner insight shaping tax policy

    • [00:28:19] Why EA visibility matters globally

    • [00:31:05] Advice for EAs considering specialization

    • [00:35:13] How to connect with Julie


    Notable Quotes

    • “The EA credential gave me freedom—from geography, student loans, and state-based limitations.” — Julie Harvey

    • “International tax requires education, but it also requires a state of mind.” — Julie Harvey

    • “Most mistakes happen because practitioners don’t ask the right questions.” — Julie Harvey

    • “NTPI teaches you how the IRS actually works, not just how the law reads.” — Julie Harvey


    Our Guest

    Julie Harvey, EA, CAA, NTPI Fellow is the founder of My US Tax Advisor LLC, where she focuses exclusively on international and cross-border tax compliance. She works with clients who hold foreign accounts, pensions, investments, or business interests abroad and advocates for clearer, more accessible international tax reporting through her policy and public awareness work with the National Association of Enrolled Agents.


    Resource and Links

    The Enrolled Agent Advocate Podcast

    • The Enrolled Agent Advocate

    Brandy Spears

    • LinkedIn

    • Website - NAEA.org

    Julie Harvey, EA

    • LinkedIn
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    38 m
  • What's New and What's Next at NAEA with EVP Meg Killian

    What's New and What's Next at NAEA with EVP Meg Killian
    Dec 31 2025
    The Enrolled Agent profession is growing—and the momentum is real.In this episode of The Enrolled Agent Advocate, host Brandy Spears sits down with Megan Killian, Executive Vice President of the National Association of Enrolled Agents, to talk about what’s new, what’s changing, and what’s next for enrolled agents.Meg shares a wide-angle view of the profession at a pivotal moment. With new federal tax legislation, shifting IRS operations, staffing challenges, and increased demand for qualified tax professionals, enrolled agents are stepping into a more visible and influential role. The data backs it up—the EA population has grown significantly over the past year, signaling increased awareness and demand for the credential.The conversation dives into how NAEA is responding to these changes through expanded education, stronger advocacy, and a renewed focus on accessibility and community. From updates to NTPI and Tax Rep Fundamentals to scholarships, pipeline development, and member-driven programming, NAEA is working to support EAs at every stage of their careers.Meg also outlines key advocacy priorities, including minimum standards for tax preparers, IRS funding and modernization, state-level licensing challenges, and bipartisan legislation aimed at improving tax administration. She explains how individual enrolled agents can play a role—by using their credential proudly, engaging locally with legislators, and staying involved with the association.This episode is a reminder that enrolled agents are not just keeping up with change—they’re helping shape the future of the tax profession.What You’ll Learn:Growth trends in the EA professionWhat’s driving NAEA’s strategic prioritiesEducation updates, including NTPI and Tax Rep FundamentalsAdvocacy efforts at the federal and state levelsWhy EA visibility and credential awareness matterHow individual EAs can strengthen the professionIn This Episode:[00:00:00] Welcome to The Enrolled Agent Advocate[00:01:43] Meet Megan Killian, EVP of NAEA[00:03:00] New data reveals EA growth across the U.S.[00:04:35] Practitioner challenges shaping NAEA priorities[00:05:36] IRS staffing, funding, and tax law uncertainty[00:06:27] Expanding education beyond compliance[00:07:42] Building the EA pipeline through access and training[00:09:22] NTPI at 40: The future of representation education[00:13:23] Raising public awareness of the EA credential[00:14:58] Why using “EA” publicly matters[00:16:44] Holding partners accountable to recognize EAs[00:18:24] Why NAEA is the only organization solely for EAs[00:22:29] Legislative wins and ongoing policy efforts[00:27:17] How individual EAs can get involved[00:30:27] Helping EAs thrive—not just survive[00:31:42] Where NAEA and the profession are headed[00:34:07] Final thoughts and how to engage with NAEANotable Quotes“The EA profession has grown 7% in the last year. That kind of growth tells us something important is happening.” — Megan Killian“Education isn’t just about compliance. It’s about competence, confidence, and practice growth.” — Megan Killian“Every enrolled agent has a role to play in raising awareness of the credential.” — Megan Killian“NAEA is the only organization exclusively working for enrolled agents.” — Megan KillianOur GuestMegan Killian, CAE is the Executive Vice President of the National Association of Enrolled Agents. With more than 20 years of executive leadership experience in membership organizations, she brings deep expertise in strategic development, change management, and community building. Prior to joining NAEA, Meg led member relations at the Pennsylvania Institute of Certified Public Accountants and has been a long-time advocate for inclusion, professional growth, and sustainable pipelines in the tax profession.Resource and LinksThe Enrolled Agent Advocate PodcastThe Enrolled Agent AdvocateBrandy SpearsLinkedInWebsite - NAEA.orgMegan Killian CAELinkedIn
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    36 m
  • Cybersecurity and Compliance: Protecting Your Tax Practice with Jatin Narang

    Cybersecurity and Compliance: Protecting Your Tax Practice with Jatin Narang
    Dec 22 2025

    In today’s increasingly digital world, protecting client data is no longer optional for tax professionals—it’s critical to your practice’s integrity and trustworthiness. In this episode of The Enrolled Agent Advocate, host Brandy Spears speaks with Jatin Narang, an authority on cybersecurity and compliance challenges unique to the tax and accounting industry.

    Jatin, with over 15 years of experience in enterprise security, leads Verito, a company specializing in providing security-first IT solutions for tax professionals. He shares valuable insights into why tax firms, especially Enrolled Agents, are prime targets for cybercriminals and what you can do to prevent security breaches.

    From the FTC Safeguards Rule to IRS Publication 4557, Jatin breaks down the key compliance requirements, discusses common security oversights, and highlights how cybersecurity can be a competitive advantage in the tax industry. If you haven’t given cybersecurity the attention it deserves, now is the time.


    Why Listen

    • Learn why cybersecurity is one of the most overlooked risks for tax firms today

    • Understand the FTC Safeguards Rule and IRS security requirements

    • Get actionable advice on how to implement effective security protocols

    • Discover how cybersecurity can become a competitive advantage for tax professionals

    • Avoid common cybersecurity pitfalls that could cost you your client’s trust


    In This Episode:

    • [00:00:00] Welcome to The Enrolled Agent Advocate

    • [00:01:10] Meet Jatin Narang: 15+ years in enterprise security for tax professionals

    • [00:02:01] Why tax firms are prime targets for cybercriminals

    • [00:03:34] The biggest security risks EAs are underestimating as tax season approaches

    • [00:06:00] Phishing, ransomware, and how hackers operate in 2023

    • [00:08:43] Security requirements: FTC Safeguards Rule and IRS Publication 4557 explained

    • [00:12:10] Key security measures every firm must implement to be compliant

    • [00:13:50] The 3-2-1 Backup Rule and why it matters for your practice

    • [00:16:00] How to protect your data and safeguard client trust

    • [00:18:50] The impact of AI-driven threats on tax professionals’ security

    • [00:21:30] How to create a zero-tolerance security policy for your firm

    • [00:24:00] How a written information security plan (WISP) can protect your business

    • [00:27:40] Best practices for evaluating cloud and private hosting providers

    • [00:30:10] Why security training for staff is non-negotiable

    • [00:32:00] Wrapping up: Proactive vs. reactive security


    Notable Quotes

    • “The attackers don’t care about the size of your firm. They care about the data you have.” — Jatin Narang

    • “A data breach costs on average $300,000—and that’s just the start.” — Jatin Narang

    • “Customer trust evaporates the moment a breach happens. You can’t put a price on that.” — Jatin Narang

    • “Security is an ongoing process. It’s not just a checkbox you mark at the end of the year.” — Jatin Narang


    Our Guest

    Jatin Narang has over 15 years of experience in enterprise security, specializing in security-first IT solutions tailored for tax and accounting firms. As the leader of Verito, Jatin has helped more than 1,000 professionals meet strict regulatory requirements like the FTC Safeguards Rule and IRS security guidelines. His expertise covers data protection protocols, risk assessments, encryption, and the creation of written information security plans (WISP) for tax firms.

    Passionate about transforming cybersecurity into a competitive advantage, Jatin helps firms increase client trust and operational efficiency while maintaining compliance with ever-evolving mandates.


    Resource and Links

    The Enrolled Agent Advocate Podcast

    • The Enrolled Agent Advocate

    Brandy Spears

    • LinkedIn

    • Website - NAEA.org

    Jatin Narang

    • LinkedIn

    • Website - Verito
    Más Menos
    57 m
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This podcast has an amazing knack for asking the right people the right questions! The dialogue is light, conversational and informative. It’s enlightening to hear about the divergent areas people have branched into with tax at the core!

Timely conversations for the tax community!

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