nat ional center for profess ional educat ion, inc .2 0 1 0 S p r i n g - S u m m e r S e m i n a r S e r i e s

SSUCCESS throughSEMINARS,SOFTWARE andSUPPORT

DYNAMIC TEACHING • NEW MATERIALS • WORKSHOP APPROACH

NCPE OffersNCPE Offers

NCPE Continues...• To present the Real World of Taxation• To allow class discussion and participant/instructor interaction

- Class sites are educational friendly• To present the best course books and worksheets

- Always newly prepared for each seminar series• To simplify taxes

Be NCPE Prepared! Attend NCPE Seminars.

Let NCPE Keep You Up-to-Date with Our Number One Rated Seminars, Our User Friendly Software,

and the Best Research Team in America

Corporations (C&S) and Partnerships (LLCs) Workshop (2 Days)1040 Individual Income Tax Workshop (2 Days)

Fiduciary (Form 1041) Workshop (1 Day)Federal Estate (Forms 706 and 709) Workshop (1 Day)

Elderly Care America - Levels I, II & III (2 Days Each Level)Taxpayer Representation Series - Levels I, II & III (3 Days Each Level)

NCPE is Offering Six Great Seminars from Which to Choose!

ncpencpe

National Centerfor Professional Education, Inc.

The National Center for Professional Education was organizedtwenty-five years ago to satisfy a growing demand amongtax professionals for more comprehensive and informativeseminars.

Practitioners were seeking a better way to earn their CPEcredits and stay informed.

Today, the choice is clear as NCPE is setting the standard withspecialized seminars utilizing the workshop approach andemphasizing the real world of taxation. Our hands-onapproach requires problem solving by participants, compellingour research staff to maintain the highest level of compliance.

NCPE announces a new divison - NCPE Fellowship,go to www.ncpefellowship.com to learn more about it.

Let NCPE keep you up-to-date.Call 1-800-682-2163 or Fax (225) 654-8000

your registration today. You can also go to our website for

additional information and to register online:www.ncpeseminars.com

National Centerfor Professional Education, Inc.

The National Center for Professional Education was organizedtwenty-five years ago to satisfy a growing demand amongtax professionals for more comprehensive and informativeseminars.

Practitioners were seeking a better way to earn their CPEcredits and stay informed.

Today, the choice is clear as NCPE is setting the standard withspecialized seminars utilizing the workshop approach andemphasizing the real world of taxation. Our hands-onapproach requires problem solving by participants, compellingour research staff to maintain the highest level of compliance.

NCPE announces a new divison - NCPE Fellowship.Go to www.ncpefellowship.com

or call (877) 403-1470 to learn more about it.

Let NCPE keep you up-to-date.Call 1-800-682-2163 or Fax (225) 654-8000

your registration today. You can also go to our website for

additional information and to register online:www.ncpeseminars.com

Practitioner's Clinic• Recent Developments• NCPE’s Famous Practitioner’s Tax Helpers• NCPE’s “Famous” Quick Look Federal Tax

Data Sheets (Locate Most Used Tax Facts andInformation Quickly)

• Up-to-Date Revenue Rulings, IRS Notices, Hot Topics and Planning Ideas

New and Proposed LegislationThe Worker, Homeownership, and BusinessAssistance Act of 2009; and Other Recent Tax ActsThe Hiring Incentives to Restore Employment Act (Hire)• Payroll Tax Holiday• Retain Workers Credits• New Forms and Changes (W-2 and 941)2010 Health Care Act as Amended by the 2010Health Care Reconciliation Act (PatientProtection, and Affordable Care Act)

- The Health Care Landscape Has Been Substantially Altered

- Tax Changes Relating to Universal HealthCoverage Mandate

- Penalty for Remaining Uninsured- Low-Income Tax Credit for Participating in

Health Exchanges- New Employer Responsibilities- Free Choice Vouchers- Tax Credits for Small Employers Offering Health

CoverageShould Small Employers Take Advantage of New Law?

• Dependent Coverage in Employer Health Plans• Health-Related Revenue Raisers

- The Two New Surtaxes - (Key Revenue Raisers)- Excise Tax on High-Cost Employer-Sponsored

Health Coverage- Cost of Employer-Sponsored Health Coverage

Included on Form W-2- Other New Employer Reporting Responsibilities

for Health Coverage- New Limit on Health FSA Contributions- Restricted Definition of Medical Expenses for

Employer-Provided Coverage- Increased Tax on Non-Qualifying HSA or Archer

MSA Distributions- Modified Threshold for Claiming Medical

Expense Deductions- Deduction for Employer Part D is Eliminated- Corporate Information Reporting Stepped Up- Estimated Taxes for Large Corporations Increased

• Other Tax Changes- Simple Cafeteria Plans for Small Businesses- Liberalized Adoption Credit and Adoption

Assistance Rules• And Much More!Enterprise Wide Employment Tax Program (EWETP)• Worker Classification• Officer Compensation• Fringe Benefits• Payment of DeficienciesLimited Liability Companies• Specific Tax Problems Related to LLCs • Classification Problems• Disregarded Entities Issues

- “Check-the-Box” Regs- Unpaid Employment Taxes- Other Important Issues

• Series LLCsS Corporations -The Most Common Business Entity• Open Account Debt Issues• Fixing S Election Problems• Losses and Limitations• Guarantees and Co-Borrowing• Penalties for Non-Timely Filing of 1120S Tax Returns• Built-In Gains Holding Period ShortenedConversions - Roth IRAs• To Convert or Not to ConvertKeeping Up with the IRS• What’s NewEthics• Quiz on the Issue of Independent• New License Requirement for Federal Tax Return

PreparersUnderstanding and Applying the New NOL Rules• Election of Carryback Period• Form 1120X vs. Form 1139• NOL Carryback Can Unlock Closed Status of

Limitation YearsSmall Business Stock• Section 1244 Compared to Section 1202• Ordinary Loss Rules and Limitations• Exclusion of GainChange in Entity Status Due to the ProposedIncrease - Individual Federal Income Tax Structure• Converting from C to S Status• Terminating the S Election• Incorporating a Partnership and Electing S StatusThe Benefits and Complexities of Partnerships• Benefits of Partnership• Contributed Property [Section 704(c)]• Allocation of Section 752 Liabilities• Election to Step-Up Basis, Section754Entity Formation Issues• Tax-Free vs. Taxable• Assumption of Liabilities• Basis and Holding PeriodAre the Debt Discharge Rules Different for Entities?• Reporting Rules• Relief Provisions• Short Sales• Election to Defer Income When a Business

Acquires Debt at a DiscountA Review of Certain Fringe Benefits• Health Insurance Premiums• Health Savings Plans• Pension PlansRed Flags on Form 1120S• Excess Cash or Investments• Loans to and from Shareholders• Distributions vs. SalaryPlanning for Business in Financial Distribution• Recognizing the Signals• Understanding the Options• Pre-Bankruptcy Planning

And More!

2010 Spring-Summer Seminar AgendaCorporations (C&S) and Partnerships (LLCs) Workshop

Corporations (C&S) and Partnerships (LLCs) Workshop (2 Days)Locations and Dates

Registration 7:15 a.m. • Workshop 8:00 a.m. - 4:15 p.m. (16 Hours CPE)

ARIZONA*Phoenix - Aug. 31 & Sept. 1

*Sponsor: Arizona Society ofEnrolled Agents. Call NCPE to register.

ARKANSAS*Fayetteville - Aug. 24 & 25*Little Rock - Sept. 22 & 23

*Sponsor: Arkansas Society ofEnrolled Agents. Call NCPE to register.

COLORADO*Colorado Springs - Sept. 22 & 23*Denver - Sept. 21 & 22*Grand Junction - Sept. 20 & 21

*Sponsor: Public AccountantsSociety of Colorado. Please call (303) 452-8227 or(800) 578-4451 for registration.www.coloradoaccountant.org

FLORIDA*Ft. Lauderdale - Sept. 28 & 29*Ft. Myers - July 29 & 30*Orlando - Sept. 29 & 30*Palm Beach - Aug. 9 & 10*Pensacola - Sept. 21 & 22*Sarasota - Sept. 27 & 28*Tampa - Aug. 10 & 11

*Sponsor: Florida Society ofEnrolled Agents. Call NCPE to register.

GEORGIA*Atlanta - Aug. 9 & 10

*Sponsor: GAEA EducationalFoundation, Inc. Call NCPE to register.

**Savannah - Aug. 26 & 27**Sponsor: Georgia Association

of Public Accountants. Call NCPE to register.

ILLINOISChicago - July 26 & 27Call NCPE to register.

INDIANAFt. Wayne - Aug. 10 & 11Schererville - July 26 & 27Call NCPE to register.

LOUISIANA*Baton Rouge - Oct. 7 & 8*New Orleans - Sept. 23 & 24

*Sponsor: Louisiana Society ofIndependent Accountants. Call (225) 769-2600 (inLouisiana) or (800) 847-6276(outside of Louisiana) to registerand for location information.

MASSACHUSETTS*Boston/Dedham - Aug. 17 & 18

*Sponsor: MassachusettsSociety of Enrolled Agents. Call NCPE to register.

MICHIGANDetroit - Aug. 23 & 24Call NCPE to register.

NEVADALas Vegas - Sept. 1 & 2Call NCPE to register.

NEW JERSEY*Atlantic City - Oct. 4 & 5*Mt. Laurel/Philadelphia - Oct. 5 & 6*Saddlebrook - Sept. 16 & 17

*Sponsor: New Jersey Societyof Enrolled Agents. Call NCPE to register.

NEW YORK*Albany - Aug. 23 & 24*Long Island/Melville - Aug. 16 & 17*Syracuse - Sept. 16 & 17*White Plains - Aug. 16 & 17

*Sponsor: New York StateSociety of Enrolled Agents. Call NCPE to register.

NORTH CAROLINA*Charlotte - Aug. 24 & 25*Greensboro - Aug. 18 & 19

*Sponsor: North CarolinaSociety of Enrolled Agents. Call NCPE to register.

OHIOCincinnati - Aug. 17 & 18Cleveland - Aug. 18 & 19Call NCPE to register.

PENNSYLVANIA*Allentown - Sept. 16 & 17

*Sponsor: Pennsylvania Societyof Enrolled Agents. Call NCPE to register.

RHODE ISLAND*Providence - Sept. 16 & 17

*Sponsor: Rhode Island Societyof Enrolled Agents. Call NCPE to register.

SOUTH CAROLINAColumbia - Aug. 2 & 3

Call NCPE to register.

TENNESSEE*Knoxville - Aug. 25 & 26

*Sponsor: Tennessee CPE forTax Practitioners. Call NCPE to register.

TEXAS*Dallas - Sept. 20 & 21 *Houston - Aug. 19 & 20*San Antonio - Aug. 30 & 31

*Sponsor: Texas Society ofEnrolled Agents. Call NCPE to register.

VIRGINIARichmond - Aug. 11 & 12Springfield - Aug. 4 & 5Call NCPE to register.

WASHINGTON*Seattle - Sept. 2 & 3

*Sponsor: Washington StateSociety of Enrolled Agents. Call NCPE to register.

WISCONSINMilwaukee - Aug. 19 & 20Call NCPE to register.

WYOMINGCasper - July 29 & 30Call NCPE to register.

1040 Individual Income Tax Update Workshop (2 days)Locations and Dates

Registration 7:15 a.m. • Workshop 8:00 a.m. - 4:15 p.m. (16 Hours CPE)

ALABAMAHuntsville - Dec. 16 &17Call NCPE to register.

ARIZONA*Phoenix - Oct. 28 & 29

*Sponsor: Arizona Society ofEnrolled Agents. Call NCPE to register.

ARKANSAS*Fayetteville - Nov. 10 & 11*Little Rock - Nov. 29 & 30

*Sponsor: Arkansas Society ofEnrolled Agents. Call NCPE to register.

COLORADO*Colorado Springs - Dec. 8 & 9*N. Denver - Nov. 18 & 19*S. Denver - Dec. 9 & 10*Durango - Nov. 1 & 2*Grand Junction - Nov. 17 & 18

*Sponsor: Public AccountantsSociety of Colorado. Please call (303) 452-8227 or(800) 578-4451 for registration.www.coloradoaccountant.org

CONNECTICUT*Cromwell - Dec. 13 & 14

*Sponsor: Connecticut Societyof Enrolled Agents. Call NCPE to register.

DELAWAREWilmington - Dec. 15 & 16Call NCPE to register.

FLORIDA*Ft. Lauderdale - Dec. 13 & 14*Ft. Myers - Nov. 4 & 5*Jacksonville - Dec. 14 & 15*Orlando - Dec. 15 & 16*Palm Beach - Nov. 22 & 23*Pensacola - Dec. 14 & 15*Sarasota - Dec. 16 & 17*Tampa - Nov. 22 & 23

*Sponsor: Florida Society ofEnrolled Agents. Call NCPE to register.

GEORGIA*Atlanta - Dec. 13 & 14

*Sponsor: GAEA EducationalFoundation, Inc.Call NCPE to register.

**Savannah - Nov. 8 & 9**Sponsor: Georgia Association

of Public Accountants. Call NCPE to register.

ILLINOISN. Chicago - Dec. 1 & 2S. Chicago - Nov. 22 & 23Call NCPE to register.

INDIANAFt. Wayne - Dec. 1 & 2Schererville - Nov. 22 & 23Call NCPE to register.

LOUISIANA*Baton Rouge - Jan. 3 & 4, 2011*Lafayette - Nov. 4 & 5*New Orleans - Nov. 18 & 19

*Sponsor: Louisiana Society ofIndependent Accountants. Call (225) 769-2600 (inLouisiana) or (800) 847-6276(outside of Louisiana) to registerand for location information.

MARYLANDBaltimore - Dec. 14 & 15Call NCPE to register.

MASSACHUSETTS*Boston/Dedham - Nov. 16 & 17

*Sponsor: MassachusettsSociety of Enrolled Agents. Call NCPE to register.

MICHIGANDetroit - Nov. 30 & Dec. 1Grand Rapids - Dec. 1 & 2Call NCPE to register.

NEVADALas Vegas - Dec. 2 & 3 Call NCPE to register.

NEW HAMPSHIREManchester - Dec. 8 & 9Call NCPE to register.

NEW JERSEYAtlantic City - Jan. 6 & 7, 2011Eatontown - Nov. 29 & 30Mahwah - Dec. 8 & 9Mt. Laurel - Dec. 7 & 8Saddlebrook - Dec. 15 & 16Call NCPE to register.

NEW YORK*Albany - Nov. 15 & 16*Batavia - Nov. 15 & 16*Long Island/Melville - Dec. 13 & 14*Syracuse - Dec. 9 & 10*White Plains - Nov. 15 & 16

*Sponsor: New York StateSociety of Enrolled Agents. Call NCPE to register.

NORTH CAROLINA*Ashville - Nov. 8 & 9*Sponsor: North Carolina

Society of Tax Professionals.Call (336) 766-5572 to register.

**Charlotte - Nov. 17 & 18**Greensboro - Nov. 16 & 17**Raleigh/Durham - Nov. 10 & 11

**Sponsor: North Carolina Society of Enrolled Agents. Call NCPE to register.

OHIOCincinnati - Nov. 10 & 11Cleveland - Dec. 6 & 7Call NCPE to register.

PENNSYLVANIAAllentown - Dec. 8 & 9Pittsburgh - Dec. 6 & 7Call NCPE to register.

RHODE ISLAND*Providence - Dec. 6 & 7

*Sponsor: Rhode Island Societyof Enrolled Agents. Call NCPE to register.

SOUTH CAROLINAColumbia - Nov. 8 & 9Call NCPE to register.

TENNESSEE*Knoxville - Nov. 29 & 30

*Sponsor: Tennessee CPE forTax Practitioners.

Kingsport - Nov. 11 & 12Nashville - Nov. 9 & 10Call NCPE to register.

TEXAS*Dallas - Dec. 7 & 8 *Houston - Nov. 29 & 30*San Antonio - Nov. 11 & 12

*Sponsor: Texas Society ofEnrolled Agents. Call NCPE to register.

VIRGINIANorfolk - Nov. 9 & 10Richmond - Nov. 17 & 18Roanoke - Nov. 2 & 3Springfield - Nov. 10 & 11Call NCPE to register.

WASHINGTONSeattle - Dec. 2 & 3Sponsor: Washington StateSociety of Enrolled Agents. Call NCPE to register.

WISCONSINMilwaukee - Dec. 1 & 2Call NCPE to register.

WYOMINGCasper - Oct. 26 & 27Call NCPE to register.

NCPE SeminarsFiduciary (Form 1041) Workshop (1 Day - 8 Hours CPE)

Highlights of this informative workshop include determining filing require-ments, final Form 1040 of a decedent, related parties transactions, selection oftax years and accounting methods, fiduciary responsibilities, income in respectof a decedent, election issues, post-mortem tax planning, and more. CallNCPE to register.

FIDUCIARY SEMINARS - DATES AND LOCATIONSAlbany - Sept. 22 Phoenix - Oct. 6

Sarasota - Sept. 15Federal Estate (Forms 706 and 709) Workshop (1 Day - 8 Hours CPE)

From valuation issues and reporting requirements to audit guidance and minimi-zing transfer taxes, this valuable workshop is a must for anyone interested inlearning more about federal estate issues. Call NCPE to register.

FEDERAL ESTATE SEMINARS - DATES AND LOCATIONSAlbany - Sept. 23 Phoenix - Oct. 7

Sarasota - Sept. 16

Elderly Care America (Each Level 2 Days - 16 Hours CPE)

The National Society of Accountants (NSA) affiliates have partnered together withNCPE to help build your practice by presenting to you Elderly Care America.Topics include:

• Tax, Asset Protection and Health Issues for Aging America• 2010 Health Care Bill Involving Issues for the Aging• The Essentials of Estate and Trust Planning• The World of Financial Planning

Please call the following states for more information and to register.Nevada Society of Independent Accountants (NSIA) - Call (702) 798-8994Las Vegas, NV - Level 1 - May 11 & 12, Level II - May 13 & 14, Level III - May 15

NCPE sponsored - Call NCPE (800) 682-2163.Ft. Lauderdale - Level 1 - May 24 & 25, Level II - Oct. 27 & 28, Level III - Oct. 29

Texas Society of Enrolled Agents - Call NCPE (800) 682-2163.Houston - Level 1 - Sept. 9 & 10, Dallas - Level II - Sept. 30 & Oct. 1

Taxpayer Representation Seminar - Level I (3 Days - 24 Hours CPE)

NCPE’s national taxpayer representation educational program preparesCPAs, EAs and other tax professionals to increase their earning power andtheir practice potential by offering IRS representation services to theirclients. Practitioners who do not regularly provide presentation serviceswill benefit greatly from this incomparable practice enhancement oppor-tunity. You learn the best ways to solve problems caused by the IRSbureaucracy. You gain the confidence to protect your clients’ rights andrapidly resolve.

IRS Errors:• Obtain skills that meet the needs of your clients• Increase income potential• Resolve returns processing problems quickly• Expand practice clientele and opportunities• Distinguish yourself from ordinary tax preparers• Realize the full use of your EA or CPA credential

Public Accountants Society of Colorado - Call (303) 452-8227 for information and to register.Level 1 - Denver, CO - June 23 - 25. Visit www.coloradoaccountant.org.

Call NCPE (800) 682-2163 for information and to register for the following locations:Level 1 - Ft. Lauderdale, FL - Oct. 6 - 8, Sarasota, FL - Aug. 25 - 27

Please enroll me/us for the following seminar(s):Pre-registration is two weeks prior to seminar date.

Corporations (C&S), Partnerships and Limited Liability Companies Workshop (2 Days)

____ $305 Pre-registration fee ____ $330 After Pre-registration DateAttention: Individuals registering for the Ft. Lauderdale, FL; Charlotte, NC; Atlantic City, NJ;Mahwah, NJ; Mt. Laurel, NJ; Saddlebrook, NJ; Albany, NY; Long Island (Melville), NY;Syracuse, NY; White Plains, NY locations should adhere to the following fee schedule:____ $350 Pre-registration fee ____$375 After Pre-registration Date

Name(s)_____________________________ Location______________________________

Fiduciary (Form 1041) Workshop (1 Day)

____ $200 Pre-registration fee ____ $220 After Pre-registration Date

Name(s)_____________________________ Location______________________________

Federal Estate (Forms 706 & 709) Workshop (1 Day)

____ $200 Pre-registration fee ____ $220 After Pre-registration Date

Name(s)_____________________________ Location______________________________

Take $20 off if registering for both Fiduciary & Federal Estate Workshops.

1040 Individual Income Tax Update Workshop (2 Days)

____ $305 Pre-registration fee ____ $330 After Pre-registration DateAttention: Individuals registering for the Ft. Lauderdale, FL; Charlotte, NC; Atlantic City, NJ;Mahwah, NJ; Mt. Laurel, NJ; Saddlebrook, NJ; Albany, NY; Long Island (Melville), NY;Syracuse, NY; White Plains, NY locations should adhere to the following fee schedule:____ $350 Pre-registration fee ____$375 After Pre-registration Date

Name(s)_____________________________ Location______________________________

Elderly Care America (2 Days)

____ $299 - Level I ____ $285 - Level II ____ $225 - Level III

Name(s)_____________________________ Location______________________________

Taxpayer Representation Series - Level 1 (3 Days)

____ $525 Pre-registration fee

Name(s)_____________________________ Location______________________________

Mail your registration to: NCPE · P.O. Box 560 · Zachary, LA 70791, or call (800) 682-2163, fax (225) 654-8000, or register online at www.ncpeseminars.com.

Registration Form

Please indicate in the blank area the number of participants registering

Corporations (C&S), Partnerships & LLCs Workshop: ____ X $____ = Total $____

Fiduciary (Form 1041) Workshop: ____ X $____ = Total $____Federal Estate (Forms 706 & 709) Workshop: ____ X $____ = Total $____(Take $20 off if registering for both Fiduciary & Federal Estate Seminars.)

1040 Individual Income Tax Workshop: ____ X $____ = Total $____

Elderly Care Workshop

Level I ____ X $____ Level II ____ X $____ Level III ____ X $____ = Total $____

Taxpayer Representation Series - Level 1: ____ X $____ = Total $____

Check enclosed $______ Or Charge: Visa - MasterCard - Discover - American Express

Card No.__________/__________/__________/__________/ Exp. Date ___________ Name on Card_____________________ Auth. Signature_______________________Address to send confirmation(s): ___________________________________________City _________________________________ State ________ Zip_______________ Phone (_____) ________________________ Fax (_____) ______________________Email _________________________________________________________________

Meet the SpeakersJohn Ayers, CPAA 19-year veteran of NCPE, John brings a unique perspective to the NCPE group seminar. Nurtured as alecturer by an early career and as a college professor, trained by more than 20 years in the public practiceof accounting and taxation, experienced as a small business owner and manager, John understands theapplication of tax and accounting principles in the environment of the accounting professional. Thisgives him a unique style of presentation, one that reduces complex issues to workable solutions. Johnreceived his undergraduate degree and completed post graduate studies from the Kenan-Flagler Schoolof Business of the University of North Carolina and earned an MBA from East Carolina University. He isa long time member of the AICPA, NCAPCA, and NSA.

Wayne Hebert (A-Bear), CPA, ECSWayne has been a tax and accounting practitioner for 36 years with Wayne Hebert, CPA and Associatesin New Orleans, Louisiana. He has 29 years experience as an income tax lecturer. He is the president ofthe National Center for Professional Education, Inc. Wayne holds a B.S. in Accounting and an M.S. inTaxation. Wayne has served as president and in various other positions for the Louisiana Society ofIndependent Accountants, an affiliated state organization of the National Society of Accountants (NSA).He is a member of the AICPA and the NSA, and is an Associate member of the NAEA

David Mellem, EA David has prepared tax returns for individuals, corporations, partnerships, estates and trusts for 32 years.With over 20 years experience in presenting tax seminars, he has lectured in 32 states;Washington, D.C.;San Juan, Puerto Rico; and London, England. He is a partner of Ashwaubenon Tax Professionals, andprovides research/consulting services for Federal tax matters. In addition, he ghost writes full or partialtax returns when fellow tax professionals get stumped. David is a tax reference for many journalists,including money.cnn.com and wallstreetjournalonline.com. He has been quoted in variousnewspapers around the country, and has been published in NATP’s Tax Practitioner Journal and NAEA’sEAJournal. David has served as a panel member on IRS’ TaxTalkToday, and appeared on the Today Showas part of an NAEA panel. An enrolled agent since 1982, he holds a Bachelor’s Degree in Accountingand Associate Degrees in Accounting and Data Processing. David is an active member of both the NAEAand the NATP, and is a Fellow of NTPI.

Mary R. Mellem, EAMary has 26 years experience as a tax professional and 19 years experience teaching tax programsthroughout the country. She and her husband operate Ashwaubenon Tax Professionals in Green Bay,Wisconsin, where they service 1200 tax and accounting clients each year. Mary holds a Bachelor’sDegree in Secondary Education from the University of Wisconsin in the field of Mathematics andEconomics, and received the Enrolled Agent designation in 1990. Mary is a member of the NAEA andthe NATP, and is a Fellow of NTPI. She was a staff member of the NATP for over 13 years, and served asthe association’s Education Program Supervisor, instructor for the 1040 Video series, and member of theresearch department. Mary has authored the Client Newsletters for the NAEA Journal for several years,and currently serves on the organization’s Public Relations Committee.

Jerry Riles, EA, CSA, ABA, ECSJerry has been a tax and accounting practitioner since 1963 with an accounting and tax practice inZachary, Louisiana that specializes in small business and individual taxation. He holds a B.S. degree inAccounting from Louisiana State University, and has been enrolled to practice before the InternalRevenue Service (IRS) since 1976. For the past 24 years, Jerry has also been a speaker with NCPE. In1997, he was named the National Association of Enrolled Agents’ (NAEA) Speaker of the Year. In 2004,he was named the National Society of Accountants’ (NSA) Speaker of the Year. Additionally, Jerry is anactive member of the National Society of Accountants (NSA), National Association of Enrolled Agents(NAEA) and Louisiana Society of Independent Accountants, where he served as president and in variousother positions.

Beanna J. Whitlock, EA, CSABeanna is an Enrolled Agent in private practice at Whitlock Tax Service, LLC in San Antonio, Texas. Shehas served as a tax law instructor for 25 years with emphasis on Limited Liability Company and Choiceof Entity presentations. Beanna has taught tax professionals across the country and is an adjunctprofessor for Auburn University. She is a faculty member of the Society of Certified Senior Advisors, CSA.Beanna has testified before Congress, Treasury and the IRS Oversight Board. She has served on the IRSInformation Reporting Program Advisory Council, as well as the IRS Commissioner’s Advisory Committee(CAG). She served as the IRS Director of National Public Liaison for Commissioner Mark Everson. Beannais the author of numerous articles in such publications as Accounting Today, Tax Notes, Newsweek, Time,Ladies Home Journal and Parent’s Magazine. She has been interviewed by Brian Williams of NBC NightlyNews. Known for her fierce defense of the tax professional community, Beanna is frequently consultedby the Office of Professional Responsibility regarding presentations to the tax community.

Donald Williamson, CPADon is a Professor of Taxation and Director of the Graduate Tax Program at the Kogod School of BusinessAdministration at American University. He has also served as an adjunct professor of law at theWashington College of Law at American University. In addition, Don is a principal in the Falls Church,Virginia accounting firm of LaMonaca & Williamson, CPAs, which specializes in tax compliance andplanning for small business and individuals. He is a frequent lecturer to professional groups, and haspublished numerous articles in a variety of accounting and tax journals, as well as two Tax ManagementBNA portfolios on the investment credit and net operating losses. Don holds MBA and JD degrees fromCornell University and an LL.M degree from Georgetown University where he was an associate editor ofTax Lawyer. Don has been a speaker for NCPE for eighteen years.

Meet the Speakers

National Center for Professional Education, Inc. is registered with theNational Association of State Boards of Accountancy (NASBA) as a sponsorof continuing professional education on the National Registry of CPESponsors. State boards of accountancy have final authority on the acceptanceof individual courses for CPE credit. Complaints regarding registered sponsorsmay be addressed to the National Registry of CPE Sponsors, 150 FourthAvenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org

These courses are recommended for CPAs, Accountants, Tax Practitioners, Lawyers andEnrolled Agents with basic knowledge of tax and accounting.

Upon completion of these courses, the participant will be able to apply New Legislation toadvise and assist their clients in accounting and tax preparation.

Course Level: Intermediate to Advanced in Accounting and Income Tax Preparation

Registration Fees and Cancellation Policy

The course registration fee includes all workbook materials, seminar instruction,early morning coffee and two refreshment breaks (first day danish is provided).Hotel accommodations and meals are not included. Fees may vary in sponsoredcities and states. The registration fee, less a $35 enrollment charge, will berefunded upon written cancellation notice received up to fourteen (14) daysbefore the seminar.

Due to financial obligations incurred by NCPE, no refund will be issued on can-cellations received within seven (7) days of the seminar date. However, upon afive-day advance notification, a substitute may be sent or registration transferredto another NCPE seminar of choice within twelve (12) months. For moreinformation regarding administration policies such as complaint and refund,please contact our office at (800) 682-2163.

NOTE: All materials are copyrighted by the National Center for ProfessionalEducation, Inc. No taping or other reproduction of any kind is permitted. Ifyou are disabled and will need assistance, please call or write NCPE.

NCPE Tax Research CenterDesigned to meet the needs of small to large accounting firmsand individual practitioners who do not have their own taxresearch department. Everyone who has used the NCPE TaxResearch Center has nothing but great things to say about thisservice. Call 1-800-682-2163.

Accepted for CPE Credit in All States Where Seminars Are Held:• Internal Revenue Service for Enrolled Agents• Colorado and Ohio Legal and Judicial Education• IBCFP• CTEC

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