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Monday, August 20
 

8:00am

EA Exam Review Course Part 1: Individuals
Pass the EA Exam the First Time!
NSA Enrolled Agent Exam Review Course
August 20-22, 2018
Minneapolis, MN

Monday, August 20:  EA Part 1: Individuals & Accredited Tax Preparer (ATP) Exam Review Course
EA Part 1 CPE: 2 Hours/Federal Tax Law Update; 2 Hours/Federal Tax Law; 4 Hours/SEE Exam Preparation
ATP Course continues until 6pm

Tuesday, August 21: EA Part 2: Businesses & Accredited Tax Preparer (ATP) Exam (Proctored)
EA Part 2 CPE: 3 Hours/Federal Tax Law Update; 3 Hours/Federal Tax Law; 6 Hours/SEE Exam Preparation

Wednesday, August 22: EA Part 2: Businesses, continued; PM EA Part 3: Representation, Practices & Procedures
EA Part 3 CPE: 2 Hours/Ethics/Regulatory EthicsChoose Any 1 Part or All 3 for the EA Course or Earn the Accredited Tax Preparer Credential Onsite and be Exempt from the AFTR Course.

Pass the IRS Special Enrollment Exam the first time with NSA’s Enrolled Agent Exam Review Course in Minneapolis, August 20-22, 2018.  
Want to earn the Accredited Tax Preparer (ATP) credential and be exempt from the Annual IRS Filing Season Program Tax Refresher Course each year?  Take Part 1 of the EA course and the ATP exam onsite!

NSA's Enrolled Agent Exam Review Course is a comprehensive and intensive—and we mean intensive—review geared toward a single purpose: to help you master tax basics and pass the EA exam.

Detailed study notes will be provided for each topic, including figures and charts that prove the old adage that “…a picture is worth a thousand words.” Hundreds of past exam questions from the open-exam era and many more potential questions on newer topics are incorporated and each is reviewed in class so the real exam itself will look like an old friend. Study tips, tricks and shortcuts are a staple of this course.
Sign Up and You'll Receive
  • The 3-Volume NSA Enrolled Agent Review Course in online and PDF formats—a $200+ Value! Preview Course Materials
  • Detailed handouts, notes, examples, illustrations to follow the course step-by-step. Preview Sample Slides
  • 18 (6 per part) detailed study lessons and review questions to help you master each section of the materials.
  • Proven exam taking tips, tricks and strategy guides with tips for passing each part of the exam.
  • Top 150 questions per part—essential questions on topics that you will absolutely need to master.
  • Interactive online review and practice questions with explanations and analysis.
  • Final Review Cards super summaries for each part of the exam—the perfect last-minute memory-jogger to review immediately before the exam.
  • Weekly study guides with detailed assignments and time allocations.
  • Comprehensive study aids that summarize the tax law related to a particular subject. These aids should prove valuable in last-minute reviews prior to the exam.
  • Access to an online EA study community to post your questions and comments, respond to other commenters, and interact with the presenters. Added Bonus! Get access to even more sample questions and study tips.
  • A complete sample EA exam to help you gauge your progress prior to taking the exam.
The ATP course package also includes:
  • an extra hour on day 1
  • the Accredited Tax Preparer digital course materials
  • the proctored ATP exam on Tuesday morning
Presented by John Everett, CPA, PhD and Bill Duncan, CPA, PhD
Course Level: Intermediate - No Prerequisites Required.

Part 1 Individuals Learning Objectives:
  • Identify the overall format for computing tax liability, including the key components of gross income, deductions for and from adjusted gross income, tax liability, and prepayments and credits
  • Determine qualifying exemption deductions, standard deductions, filing status, and requirements to file
  • Recognize special gross income and related exclusion rules for a variety of sources of income, including salaries and wages, fringe benefits, dividends, interest, rents, annuities and social security
  • Apply the special deduction rules for passive losses, alimony, and other expenses allowed as deductions for adjusted gross income
  • Identify the major categories of itemized deductions and related limitations
  • Identify capital assets and apply the basic netting rules for capital gains and losses
  • Calculate recognized gain or loss and basis on various sales or exchanges of personal and investment properties, including installment sales
  • Review and apply the basic rules for refundable and nonrefundable personal credits
  • Recognize special issues and computations related to estimated taxes, the alternative minimum tax, and the allocable parental tax
  • Understand the qualifications for contributions to Individual Retirement Accounts and possible limits and/or restrictions on related deductions
  • Identify the key components of the federal estate tax and gift tax in determining federal transfer tax liabilities
  • Recognize key issues in gathering taxpayer data, preparing returns, and advising taxpayers as to various tax minimization strategies

Monday August 20, 2018 8:00am - 5:00pm
Ballroom Two

9:00am

Accredited Business Accountant/Advisor (ABA) Exam
Earn an ACAT Credential!
Accredited Business Accountant/Advisor (ABA)
In Minnesota, achieving the ABA designation meets state regulatory requirements to practice public accountancy. Minnesota requires a score of 75% or higher on both Part 1 and Part 2 of the exam to practice public accountancy.

The ABA exam (Practice 1 & 2) will be proctored onsite in Minneapolis on Monday, August 20, 2018
 9:00am -12:00pm and 1:00 -4:00 pm
For more information on the ABA credential, visit www.acatcredentials.org

Monday August 20, 2018 9:00am - 12:00pm
Elk Lake

1:00pm

Accredited Business Accountant/Advisor (ABA) Exam
Earn an ACAT Credential!
Accredited Business Accountant/Advisor (ABA)
In Minnesota, achieving the ABA designation meets state regulatory requirements to practice public accountancy. Minnesota requires a score of 75% or higher on both Part 1 and Part 2 of the exam to practice public accountancy.

The ABA exam (Practice 1 & 2) will be proctored onsite in Minneapolis on Monday, August 20, 2018
 9:00am -12:00pm and 1:00 -4:00 pm
For more information on the ABA credential, visit www.acatcredentials.org

Monday August 20, 2018 1:00pm - 5:00pm
Elk Lake
 
Tuesday, August 21
 

8:00am

EA Exam Review Course Part 2: Businesses
Pass the EA Exam the First Time!
NSA Enrolled Agent Exam Review Course
August 20-22, 2018
Minneapolis, MN

Monday, August 20:  EA Part 1: Individuals & Accredited Tax Preparer (ATP) Exam Review Course
EA Part 1 CPE: 2 Hours/Federal Tax Law Update; 2 Hours/Federal Tax Law; 4 Hours/SEE Exam Preparation
ATP Course continues until 6pm

Tuesday, August 21: EA Part 2: Businesses & Accredited Tax Preparer (ATP) Exam (Proctored)
EA Part 2 CPE: 3 Hours/Federal Tax Law Update; 3 Hours/Federal Tax Law; 6 Hours/SEE Exam Preparation

Wednesday, August 22: EA Part 2: Businesses, continued; PM EA Part 3: Representation, Practices & Procedures
EA Part 3 CPE: 2 Hours/Ethics/Regulatory EthicsChoose Any 1 Part or All 3 for the EA Course or Earn the Accredited Tax Preparer Credential Onsite and be Exempt from the AFTR Course.

Pass the IRS Special Enrollment Exam the first time with NSA’s Enrolled Agent Exam Review Course in Minneapolis, August 20-22, 2018.  

NSA's Enrolled Agent Exam Review Course is a comprehensive and intensive—and we mean intensive—review geared toward a single purpose: to help you master tax basics and pass the EA exam.

Detailed study notes will be provided for each topic, including figures and charts that prove the old adage that “…a picture is worth a thousand words.” Hundreds of past exam questions from the open-exam era and many more potential questions on newer topics are incorporated and each is reviewed in class so the real exam itself will look like an old friend. Study tips, tricks and shortcuts are a staple of this course.
Sign Up and You'll Receive
  • The 3-Volume NSA Enrolled Agent Review Course in online and PDF formats—a $200+ Value! Preview Course Materials
  • Detailed handouts, notes, examples, illustrations to follow the course step-by-step. Preview Sample Slides
  • 18 (6 per part) detailed study lessons and review questions to help you master each section of the materials.
  • Proven exam taking tips, tricks and strategy guides with tips for passing each part of the exam.
  • Top 150 questions per part—essential questions on topics that you will absolutely need to master.
  • Interactive online review and practice questions with explanations and analysis.
  • Final Review Cards super summaries for each part of the exam—the perfect last-minute memory-jogger to review immediately before the exam.
  • Weekly study guides with detailed assignments and time allocations.
  • Comprehensive study aids that summarize the tax law related to a particular subject. These aids should prove valuable in last-minute reviews prior to the exam.
  • Access to an online EA study community to post your questions and comments, respond to other commenters, and interact with the presenters. Added Bonus! Get access to even more sample questions and study tips.
  • A complete sample EA exam to help you gauge your progress prior to taking the exam.
Presented by John Everett, CPA, PhD and Bill Duncan, CPA, PhD
Course Level: Intermediate - No Prerequisites Required.




Tuesday August 21, 2018 8:00am - 5:00pm
Ballroom Two

9:00am

Accredited Tax Preparer (ATP) & Accredited Retirement Advisor (ARA) Exams
Earn an ACAT credential!  The Accredited Tax Preparer (ATP) and Accredited Retirement Advisor (ARA) exams will be proctored onsite in Minneapolis. 

Tuesday August 21, 2018 9:00am - 12:00pm
Elk Lake
 
Wednesday, August 22
 

8:00am

EA Exam Review Course Part 2: Businesses
Pass the EA Exam the First Time!
NSA Enrolled Agent Exam Review Course
August 20-22, 2018
Minneapolis, MN

Monday, August 20:  EA Part 1: Individuals & Accredited Tax Preparer (ATP) Exam Review Course
EA Part 1 CPE: 2 Hours/Federal Tax Law Update; 2 Hours/Federal Tax Law; 4 Hours/SEE Exam Preparation
ATP Course continues until 6pm

Tuesday, August 21: EA Part 2: Businesses & Accredited Tax Preparer (ATP) Exam (Proctored)
EA Part 2 CPE: 3 Hours/Federal Tax Law Update; 3 Hours/Federal Tax Law; 6 Hours/SEE Exam Preparation

Wednesday, August 22: EA Part 2: Businesses, continued; PM EA Part 3: Representation, Practices & Procedures
EA Part 3 CPE: 2 Hours/Ethics/Regulatory EthicsChoose Any 1 Part or All 3 for the EA Course or Earn the Accredited Tax Preparer Credential Onsite and be Exempt from the AFTR Course.

Pass the IRS Special Enrollment Exam the first time with NSA’s Enrolled Agent Exam Review Course in Minneapolis, August 20-22, 2018.  

NSA's Enrolled Agent Exam Review Course is a comprehensive and intensive—and we mean intensive—review geared toward a single purpose: to help you master tax basics and pass the EA exam.

Detailed study notes will be provided for each topic, including figures and charts that prove the old adage that “…a picture is worth a thousand words.” Hundreds of past exam questions from the open-exam era and many more potential questions on newer topics are incorporated and each is reviewed in class so the real exam itself will look like an old friend. Study tips, tricks and shortcuts are a staple of this course.
Sign Up and You'll Receive
  • The 3-Volume NSA Enrolled Agent Review Course in online and PDF formats—a $200+ Value! Preview Course Materials
  • Detailed handouts, notes, examples, illustrations to follow the course step-by-step. Preview Sample Slides
  • 18 (6 per part) detailed study lessons and review questions to help you master each section of the materials.
  • Proven exam taking tips, tricks and strategy guides with tips for passing each part of the exam.
  • Top 150 questions per part—essential questions on topics that you will absolutely need to master.
  • Interactive online review and practice questions with explanations and analysis.
  • Final Review Cards super summaries for each part of the exam—the perfect last-minute memory-jogger to review immediately before the exam.
  • Weekly study guides with detailed assignments and time allocations.
  • Comprehensive study aids that summarize the tax law related to a particular subject. These aids should prove valuable in last-minute reviews prior to the exam.
  • Access to an online EA study community to post your questions and comments, respond to other commenters, and interact with the presenters. Added Bonus! Get access to even more sample questions and study tips.
  • A complete sample EA exam to help you gauge your progress prior to taking the exam.
Presented by John Everett, CPA, PhD and Bill Duncan, CPA, PhD
Course Level: Intermediate - No Prerequisites Required.



Wednesday August 22, 2018 8:00am - 12:00pm
Ballroom Two

9:00am

NSA Board of Governors Meeting
Wednesday August 22, 2018 9:00am - 12:00pm
Ballroom One

11:00am

Registration Open
Wednesday August 22, 2018 11:00am - 6:00pm
Registration Room

1:00pm

EA Exam Review Course Part 3: Representation, Practices and Procedures
Pass the EA Exam the First Time!
NSA Enrolled Agent Exam Review Course
August 20-22, 2018
Minneapolis, MN

Monday, August 20:  EA Part 1: Individuals & Accredited Tax Preparer (ATP) Exam Review Course
EA Part 1 CPE: 2 Hours/Federal Tax Law Update; 2 Hours/Federal Tax Law; 4 Hours/SEE Exam Preparation
ATP Course continues until 6pm

Tuesday, August 21: EA Part 2: Businesses & Accredited Tax Preparer (ATP) Exam (Proctored)
EA Part 2 CPE: 3 Hours/Federal Tax Law Update; 3 Hours/Federal Tax Law; 6 Hours/SEE Exam Preparation

Wednesday, August 22: EA Part 2: Businesses, continued; PM EA Part 3: Representation, Practices & Procedures
EA Part 3 CPE: 2 Hours/Ethics/Regulatory EthicsChoose Any 1 Part or All 3 for the EA Course or Earn the Accredited Tax Preparer Credential Onsite and be Exempt from the AFTR Course.

Pass the IRS Special Enrollment Exam the first time with NSA’s Enrolled Agent Exam Review Course in Minneapolis, August 20-22, 2018.  

NSA's Enrolled Agent Exam Review Course is a comprehensive and intensive—and we mean intensive—review geared toward a single purpose: to help you master tax basics and pass the EA exam.

Detailed study notes will be provided for each topic, including figures and charts that prove the old adage that “…a picture is worth a thousand words.” Hundreds of past exam questions from the open-exam era and many more potential questions on newer topics are incorporated and each is reviewed in class so the real exam itself will look like an old friend. Study tips, tricks and shortcuts are a staple of this course.
Sign Up and You'll Receive
  • The 3-Volume NSA Enrolled Agent Review Course in online and PDF formats—a $200+ Value! Preview Course Materials
  • Detailed handouts, notes, examples, illustrations to follow the course step-by-step. Preview Sample Slides
  • 18 (6 per part) detailed study lessons and review questions to help you master each section of the materials.
  • Proven exam taking tips, tricks and strategy guides with tips for passing each part of the exam.
  • Top 150 questions per part—essential questions on topics that you will absolutely need to master.
  • Interactive online review and practice questions with explanations and analysis.
  • Final Review Cards super summaries for each part of the exam—the perfect last-minute memory-jogger to review immediately before the exam.
  • Weekly study guides with detailed assignments and time allocations.
  • Comprehensive study aids that summarize the tax law related to a particular subject. These aids should prove valuable in last-minute reviews prior to the exam.
  • Access to an online EA study community to post your questions and comments, respond to other commenters, and interact with the presenters. Added Bonus! Get access to even more sample questions and study tips.
  • A complete sample EA exam to help you gauge your progress prior to taking the exam.
Presented by John Everett, CPA, PhD and Bill Duncan, CPA, PhD
Course Level: Intermediate - No Prerequisites Required.


Wednesday August 22, 2018 1:00pm - 5:00pm
Ballroom Two

1:00pm

NSA Leadership Networking/Legislative Strategy Conference
The Past as Prologue, the Future as Concept, Leadership, Exploration and Development
  • Corporate Culture, What is it and How to Adapt to the Changing Times – this will go into defining culture, evaluating current trends, and offering suggestions to redefine culture to improve results
  • Addressing Generational Issues with the Tsunami of the Aging Practitioner – this session will offer the attendees information and suggestions regarding how to integrate the different generations in a successful manner to insure seamless transitions into the future
  • Planning Like a Leader – this session will offer concrete suggestions to attendees in how to organize their activities to optimize their abilities to plan and deliver benefits
  • Legislative:  overview and advance 
  • ASO idea sharing and networking

Wednesday August 22, 2018 1:00pm - 5:00pm
Ballroom One & Deer Lake

6:30pm

Fabulous 50's Sock Hop
Twist and shout and shake it all about at our opening party - the Fabulous 50's.  Put on those blue suede shoes, poodle skirts, and bobbie socks and get ready to rock around the clock!

Wednesday August 22, 2018 6:30pm - 8:30pm
Ballroom Three/Four
 
Thursday, August 23
 

6:45am

Scholarship Walk
Thursday August 23, 2018 6:45am - 7:30am
Minneapolis Marriott City Center

7:00am

Continental Breakfast
Thursday August 23, 2018 7:00am - 8:00am
Atrium

7:00am

Registration Open
Thursday August 23, 2018 7:00am - 3:30pm
Registration Room

8:00am

NSA Business Session featuring Keynoter, Meet the Candidates & More
Featuring Keynote Speaker Porcia Baxter: Crossing Generational Lines both Personally and Professionally When  Worlds Collide  -­  Learn how to get and keep Millennials in your business and practical ways to run a successful team across generational lines.

Meet the Candidates Forum  moderated by NSA Past President, Andy Morehead.

Minnesota State Representative Dean Urdahl


Speakers
PB

Porcia Baxter

Minneapolis native Porcia Baxter left a career in corporate law to step into the non-profit sector, where she worked in leadership and leadership development across cultural and generational lines. Now a successful business owner, wife, and mother of two, she speaks locally as well... Read More →


Thursday August 23, 2018 8:00am - 11:30am
Ballroom One/Two

9:00am

Accredited Tax Preparer (ATP) & Accredited Retirement Advisor (ARA) Exams
Earn an ACAT credential.  The Accredited Tax Preparer (ATP) and Accredited Retirement Advisor (ARA) exams will be proctored onsite in Minneapolis. 

Thursday August 23, 2018 9:00am - 12:00pm
Deer Lake

11:45am

Awards Luncheon
Thursday August 23, 2018 11:45am - 1:15pm
Ballroom Three

12:00pm

Voting Opens
You can vote on your mobile device or laptop or in the Voting Room.

Thursday August 23, 2018 12:00pm - Friday August 24, 2018 8:45am
Minneapolis Marriott City Center

1:00pm

Financial Statement Review Sessions
As a service to our members, the NSA Accounting Standards Committee want to remind everyone that the Committee will offer at this year's convention to critique financial statements prepared by your office. This may be especially useful to those new to the business or those preparing for a peer review.
The statements will be critiqued based on generally accepted accounting standards and will include a one on one discuss of those statements. Our intent is to provide our members with an unbiased look at the financial statement products they produce and to offer helpful suggestions. The service will be limited to a review of two compilation or preparation statements only and will be offered on the afternoon of Thursday, August 23, beginning at 1 PM. Each review session will be for 45 minutes. 
For that reason, the number of sessions will be limited – first come, first served. Cost $75.00.

Thursday August 23, 2018 1:00pm - 5:00pm
Chase Boardroom

1:30pm

Cybersecurity for Tax Professionals
Many tax professionals believe cybersecurity only applies to large firms. However, more and more tax professionals are learning the hard way that threats such as phishing emails and ransomware can result in data theft that costs thousands of dollars and many hours to resolve.

This seminar will provide practical tips and tools from an IRS insider to better secure your business. Now is the time to protect yourself from the adverse impacts of cyber threats.

This two-hour seminar is devoted to cybersecurity for tax professionals. Topics will include:
  • What do fraudsters want?
  • How do they get in?
  • What can I do to prevent it from happening?
  • How will I know if my system has been hacked?
  • If I’m a victim of data theft, what happens next?

Presented by Karen BrehmerStakeholder Liaison, Communications & Liaison Division, Internal Revenue Service

IRS CPE: 2 Hours/Federal Tax Law
NASBA CPE: 2 Hours/Information Technology

Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Live

Speakers
avatar for Karen Brehmer

Karen Brehmer

Stakeholder Liaison Communications & Liaison Division, Internal Revenue Service
Karen Brehmer represents the IRS at outreach events working with tax professionals and small business organizations, as well as in conjunction with other Federal, State and local government agencies.Karen has been employed with the IRS since 1987. She has served as a customer service... Read More →


Thursday August 23, 2018 1:30pm - 3:10pm
Ballroom One/Two

1:30pm

Voting Room Open
Thursday August 23, 2018 1:30pm - 4:30pm
Pine/Cedar Lakes

1:30pm

NSA's Leadership Networking/Legislative Strategy Conference
The Past as Prologue, the Future as Concept, Leadership, Exploration and Development
  • Corporate Culture, What is it and How to Adapt to the Changing Times – this will go into defining culture, evaluating current trends, and offering suggestions to redefine culture to improve results
  • Addressing Generational Issues with the Tsunami of the Aging Practitioner – this session will offer the attendees information and suggestions regarding how to integrate the different generations in a successful manner to insure seamless transitions into the future
  • Planning Like a Leader – this session will offer concrete suggestions to attendees in how to organize their activities to optimize their abilities to plan and deliver benefits
  • Legislative:  overview and advance 
  • ASO idea sharing and networking

Thursday August 23, 2018 1:30pm - 5:00pm
Ballroom Four/Deer Lake

3:20pm

IT Security Protections EVERY Business Must Have in Place
Protect your practice and put plans in action.  In the first half of this session, we’ll discuss & review identify theft & security breaches – what is it, how does it occur, and what to do if it happens. The second half covers prevention and IT security best practices.

  • ID Theft – How it happens and what to do about it.
  • The #1 security threat to your business that antivirus, firewalls, and other security protocols can’t protect against.
  • Protections you can put in place that will greatly reduce the risk & impact of a cybersecurity incident.
  • Why traditional firewalls and antivirus software aren’t enough anymore.
  • How to make sure you and your staff don’t become complacent and unwittingly allow your business to become a statistic.
Presented by Chris Benson, CEO, AlwaysOnIT

IRS CPE: 2 Hours/Federal Tax Law
NASBA CPE: 2 Hours/Information Technology

Program Level: Basic
Prerequisites: None
Advance Preparation: None
Delivery Method: Live

Speakers
avatar for Chris Benson

Chris Benson

CEO, AlwaysOnIT
Chris Benson got started with computers when he was about 10 years old, but it would be nearly 20 years before he would make them his career. After college, he got his professional start in 1997 with Symantec Corporation, the makers of the popular 'Norton' line of anti-virus and security... Read More →


Thursday August 23, 2018 3:20pm - 5:00pm
Ballroom One/Two

3:30pm

Bylaw Amendment Forum
Thursday August 23, 2018 3:30pm - 5:00pm
Pine Lake

5:00pm

Wine & Cheese Dine Around Reception
Thursday August 23, 2018 5:00pm - 6:30pm
Atrium
 
Friday, August 24
 

7:00am

Continental Breakfast
Friday August 24, 2018 7:00am - 8:00am
Atrium

7:00am

Registration Open
Friday August 24, 2018 7:00am - 1:30pm
Registration Room

7:45am

Voting Room Open
Friday August 24, 2018 7:45am - 8:45am
Pine/Cedar Lakes

8:45am

Voting Closes
Friday August 24, 2018 8:45am - 8:46am
Minneapolis Marriott City Center

9:15am

NSA Business Session
Friday August 24, 2018 9:15am - 12:00pm
Ballroom One/Two

1:15pm

Tax Cuts and Jobs Act: Who are the Winners and Losers?
The Tax Cuts and Jobs Act (H.R.1) will impact nearly every individual and business. Signed by President Trump on December 22, this bill is bigger than anything we have seen in 30 years.  Are you ready?

Learn how the lower individual and corporate tax rates will affect you and your clients. Learn about the (big) rules changes for passthrough entities, state and local taxes, and the changes affecting individuals.  Learn what tax credits are staying, becoming temporary, or just going away. Learn how best to help your business clients plan for the future.  You do not want to miss this update!
 
Topics will include:
  • Taxation of pass-through entities
  • Changes in individual deductions and credits, including child tax credit, standard deduction, personal exemption, state and local taxes and mortgage interest.
  • New depreciation and Section 179 rules
  • Individual and Corporate tax rate changes
  • Repeal of the Obamacare individual mandate
  • AMT
  • Estate and gift tax
  • Business deduction and credit limitations
  • Changes in the NOL rules
Learning Objectives:
Upon completion of this seminar, you should be able to:
  • Discuss the major changes to personal returns.
  • Explain the flow through deduction.
  • Discuss the major changes with regard to corporations.
Presented Tim Sundstrom CPA, CFP 

IRS CPE: 4 Hours/Federal Tax Law Update
NASBA CPE: 4 Hours/Tax

Program Level: Intermediate
Prerequisites: None
Advance Preparation: None
Delivery Method: Live

Speakers
avatar for Timothy Sundstrom, CPA, CFP

Timothy Sundstrom, CPA, CFP

Timothy Sundstrom, CPA, CFP, is a partner in Wealthcare Financial Group, LLC in Newtown Square, Pennsylvania. Tim helps entrepreneurs and business executives with their tax and financial decisions. His firm services a diverse group of clientele with a specialty in the construction... Read More →


Friday August 24, 2018 1:15pm - 5:00pm
Ballroom One/Two

8:00pm

 
Saturday, August 25
 

7:00am

Continental Breakfast
Saturday August 25, 2018 7:00am - 8:00am
Atrium

7:00am

Registration Open
Saturday August 25, 2018 7:00am - 9:30am
Registration Room

8:00am

The Long and Winding Road Will Come to an End: How Accountants Can Assist Their Clients to Achieve Tax Heaven
By popular demand, Beanna Whitlock is back!

This 8-hour seminar will cover:
  • Need for tax professionals/accountants to expand practice to Estates, Gifts and Trusts
  • Overview of Estate - Form 1041 Preparation
  • Decedent's final return - Form 1040
  • Estate Tax Return - Form 706
    - Need for estate planning with 2017 Tax Cuts and Jobs Act
    - Portability
  • Trusts - Who do you trust?  Needs and purpose examined
  • How to determine client's need for Estate planning 
  • How to approach client's with Trust recommendations
  • How to build a "team" of professionals to assist your taxpayer and remain the quarterback
  • Responsibilities of the Executor and do you want to be one
Presented by Beanna J. Whitlock, EA, CSA

IRS CPE: 8 Hours/Federal Tax Law
NASBA CPE: 8 Hours/Tax

Program Level: Intermediate
Prerequisites: None
Advance Preparation: None
Delivery Method: Live

Speakers
avatar for Beanna J. Whitlock, EA, CSA

Beanna J. Whitlock, EA, CSA

Beanna is an Enrolled Agent in private practice as Whitlock Tax Service.A tax law instructor for more than 35 years with emphasis on Limited Liability Company and Ethics and Professional Conduct presentations. Beanna has taught tax professionals across the country and is an adjunct... Read More →


Saturday August 25, 2018 8:00am - 4:30pm
Ballroom One/Two

6:00pm

Closing Night Reception
Saturday August 25, 2018 6:00pm - 7:00pm
Atrium

7:00pm

Installation Banquet
Saturday August 25, 2018 7:00pm - 10:00pm
Ballroom Three/Four