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national center for professional education, inc.2 0 1 1 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

DYNAMIC TEACHING • NEW MATERIALS • WORKSHOP APPROACH

SucceSS through SeminarS,Software and Support

NCPE OffersNCPE Offers

NCPE Continues...• TopresenttheRealWorldofTaxation• Toallowclassdiscussionandparticipant/instructorinteraction

-Classsitesareeducationalfriendly• Topresentthebestcoursebooksandworksheets -Alwaysnewlypreparedforeachseminarseries• Tosimplifytaxes

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 II & III - 3 Days Each Level)

Enrolled Agent Exam Prep Workshop - (1 Day)Unenrolled Tax Preparers Competency Prep Workshop - Level I (1 Day)

NCPE is Offering Eight Great Seminars from Which to Choose!

ncpe

The Role of the Tax Practitioner has Changed.

Are You Ready?

New

New

The National Center for Professional Education was organized twenty-seven years ago to satisfy a growing demand among tax professionals for more comprehen-sive and informative seminars.

Today, the choice is clear as NCPE is setting the standard with specialized seminars utilizing the workshop approach and emphasizing the real world of taxation. Our hands-on approach requires problem solving by participants, compelling our 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

National Center for Professional Education, Inc.

Practitioner’s Clinic• RecentDevelopments• NCPE’sFamousPractitioner’sTaxHelpers• NCPE’s“Famous”QuickLookFederalTaxDataSheets(LocateMostUsedTaxFactsandInformationQuickly)

• Up-to-DateRevenueRulings,IRSNotices,Hot TopicsandPlanningIdeas

New and Proposed Legislation• SmallBusinessJobsActof2010• TheComprehensive1099TaxpayerProtectionandRepaymentofExchangeSubsidyOverpaymentsActof2011

• 2011TaxpayerProtectionAct• TheTaxRelief,UnemploymentInsuranceReauthorizationandJobCreationActof2010

• OtherNewLegislation

Limited Liability Companies• DisregardedEntitiesIssues TaxImpact -SingleMembertoPartnership -PartnershiptoSingleMember• HusbandandWifeBusinesses• FormSS-4• OtherIssues

S Corporations• IRSandGAO’sAttackonSCorporations• IncreasedIRSFocusonReasonableCompensation

• ComplyingwiththeOpenAccountDebtRules• FixingSElectionProblems• Built-In-Gains-SmallBusinessJobsActof2010• AndMore!

Partnership Taxation

Expansion of Information Reporting andWithholding (Form 1099s)• ChangestoForm1099s(AffordableCareActof2010)

• SmallBusinessJobsActof2010Changes• OtherChanges

The Power of the New IRS• IRSIsChanging: -LienProcedures -Offer-in-Compromise -InstallmentAgreements• OtherChanges

Depreciation Changes Under the New Laws• PlanningStrategies• Timing

Fringe Benefits• TheEffectsoftheAffordableCareActonCertainFringeBenefits

Ethical Conduct and the Practitioner• CharacteristicsofaProfessional• WhyHaveProfessionalEthics?• ConceptsofEthicsinTaxPractice• CreatinganEthicalCultureintheWorkplace• ImposedEthicalConsiderations• ChallengestoEthicalConduct

Not All Professional Service Corporations AreSubject to the Flat 35% Tax Rate• PSCvs.QualifiedPSC• TaxYearandAccountingMethod• ConvertingtoSorLLCStatus

The Cash Method of Accounting• RestrictionsonUsingtheCashMethod• GrossReceiptsException• InventoryEffect• ChangesinAccountingMethod

Tax Consequences of Controlled Groups• TypesofControlCorporations• ConstructionOwnershipRules• WhoIsaMemberoftheGroup?• ApportionmentPlanandSchedule“O”• Section179Deduction• RelatedPartyRules

Defensive Strategies Against AccumulatedEarnings Tax• ReasonableBusinessNeeds• TheBardahlFormula• ReconstructionEarningsandProfits

C & S Corporate Liquidations• Formedvs.Unformed• TaxConsequences• FinalReturnandAccountingEntries• ReportingLiquidatedDistributions

The Complexities of Partnerships and LimitedLiability Companies• DefaultClassificationRulesforNon-CorporateEntities

• RetirementofaPartner• Salevs.TerminationofaPartnership

Schedule K-1 Preparation Issues• AllocationofPass-ThroughItems• ItemsAffectingBasis• Self-EmploymentTaxIssues• DebtDischargeIncome• HealthInsurancePremiums• RetirementPlanIssues• Section179Problems

And Much, Much More!

2011 Spring-Summer Seminar AgendaCorporations (C&S) and Partnerships (LLCs) Workshop

Many changes to the tax laws came in late 2010 and 2011. The changes are rounded-up for you by NCPE.

The Small Business Jobs Act of 2010 and major legislation passed in December of 2010 demand that practitioners focus on tax planning strategies for our small business clients - corporations, partnerships and LLCs.

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.16&17 *Sponsor: Arizona Society of

Enrolled Agents. Call NCPE to register.

ARKANSAS*Fayetteville-Aug.29&30 *Sponsor: Arkansas Society of

Enrolled Agents. Call NCPE to register.

COLORADO*Colorado Springs-Sept.22&23*Denver-Sept.22&23 *Sponsor: Public Accountants

Society of Colorado. Please call (303) 452-8227 or (800) 578-4451 for registration.

www.coloradoaccountant.org

FLORIDA*Ft. Lauderdale-Sept.26&27*Ft. Myers-Aug.1&2*Orlando-Sept.19&20*Palm Beach-Aug.3&4*Pensacola-Aug.31&Sept.1*Sarasota-Sept.26&27*Tampa-Aug.4&5 *Sponsor: Florida Society of

Enrolled Agents. Call NCPE to register.

GEORGIA*Atlanta-Aug.25&26

*Sponsor: GAEA Educational Foundation, Inc. Call NCPE to register.

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

of Public Accountants. Call NCPE to register.

ILLINOISChicago-July27&28Call NCPE to register.

INDIANAFt. Wayne-July25&26Schererville-July26&27Call NCPE to register.

LOUISIANA*Baton Rouge-Oct.6&7*New Orleans-Sept.29&30 *Sponsor: Louisiana Society of

Independent Accountants. Call (225) 769-2600 (in

Louisiana) or (800) 847-6276 (outside of Louisiana) to register and for location information.

MASSACHUSETTS*Boston/Dedham-Aug.8&9 *Sponsor: Massachusetts

Society of Enrolled Agents. Call NCPE to register.

MICHIGANDetroit-Aug.11&12Call NCPE to register.

NEVADALas Vegas-Aug.17&18Call NCPE to register.

NEW JERSEY*Atlantic City-Oct.3&4*Mt. Laurel/Philadelphia-Oct.3&4*Saddlebrook-Sept.19&20 *Sponsor: New Jersey Society

of Enrolled Agents. Call NCPE to register.

NEW YORK*Albany-Aug.22&23*Long Island/Melville-Aug.8&9*Syracuse-Sept.21&22*White Plains-Aug.23&24

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

NORTH CAROLINA*Charlotte-Aug.25&26*Greensboro-Aug.24&25 *Sponsor: North Carolina

Society of Enrolled Agents. Call NCPE to register.

OHIOCincinnati-Aug.23&24Cleveland-Aug.11&12Call NCPE to register.

PENNSYLVANIA*Allentown-Sept.20&21*Pittsburg-Aug.9&10 *Sponsor: Pennsylvania Society

of Enrolled Agents. Call NCPE to register.

RHODE ISLAND*Providence-Sept.19&20 *Sponsor: Rhode Island Society

of Enrolled Agents. Call NCPE to register.

SOUTH CAROLINAColumbia-Aug.9&10Call NCPE to register.

TENNESSEE*Knoxville-Aug.24&25 *Sponsor: Tennessee CPE for

Tax Practitioners. Call NCPE to register.

TEXAS*Dallas-Aug.30&31*Houston-Aug.15&16 *Sponsor: Texas Society of

Enrolled Agents. Call NCPE to register.

VIRGINIASpringfield-Aug.10&11Call NCPE to register.

WASHINGTONSeattle-Aug.18&19 Call NCPE to register.

WISCONSINMilwaukee-Aug.10&11Call 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)

ARIZONA*Phoenix-Nov.28&29 *Sponsor: Arizona Society of

Enrolled Agents. Call NCPE to register.

ARKANSAS*Fayetteville - Nov.10&11 *Sponsor: Arkansas Society of

Enrolled Agents. Call NCPE to register.

COLORADO*Colorado Springs-Nov.14&15*N. Denver-Dec.8&9*S. Denver-Nov.15&16*Durango-Nov.3&4*Grand Junction-Dec.7&8 *Sponsor: Public Accountants

Society of Colorado. Please call (303) 452-8227 or (800) 578-4451 for registration.

www.coloradoaccountant.org

CONNECTICUT*Cromwell-Dec.13&14 *Sponsor: Connecticut Society

of Enrolled Agents. Call NCPE to register.

DELAWAREWilmington-Dec.13&14Call NCPE to register.

FLORIDA*Ft. Lauderdale-Dec.8&9*Ft. Myers-Nov.3&4*Jacksonville-Dec.8&9*Orlando-Dec.7&8*Palm Beach-Nov.21&22*Pensacola-Dec.5&6*Sarasota-Dec.15&16*Tampa-Nov.21&22 *Sponsor: Florida Society of

Enrolled Agents. Call NCPE to register.

GEORGIA*Atlanta-Dec.14&15

*Sponsor: GAEA Educational Foundation, Inc.

Call NCPE to register.**Savannah-Nov.7&8**Sponsor: Georgia Association

of Public Accountants. Call NCPE to register.

ILLINOISN. Chicago-Dec.1&2S. Chicago-Nov.21&22Call NCPE to register.

INDIANAFt. Wayne-Nov.30&Dec.1Schererville-Nov.21&22Call NCPE to register.

LOUISIANA*Baton Rouge-Jan.5&6,2012*Lafayette-Oct.27&28*New Orleans-Nov.17&18 *Sponsor: Louisiana Society of

Independent Accountants. Call (225) 769-2600 (in

Louisiana) or (800) 847-6276 (outside of Louisiana) to register and for location information.

MARYLANDBaltimore-Dec.7&8Call NCPE to register.

MASSACHUSETTS*Boston/Dedham-Nov.16&17 *Sponsor: Massachusetts

Society of Enrolled Agents. Call NCPE to register.

MICHIGANDetroit-Nov.28&29Grand Rapids-Nov.29&30Call NCPE to register.

NEVADALas Vegas-Nov.28&29Call NCPE to register.

NEW HAMPSHIREManchester-Dec.14&15Call NCPE to register.

NEW JERSEYAtlantic City-Jan.3&4,2012Eatontown-Dec.6&7Mahwah-Dec.1&2Mt. Laurel-Dec.6&7Saddlebrook-Dec.12&13 Call NCPE to register.

NEW YORK*Albany-Nov.17&18*Batavia-Nov.8&9*Long Island/Melville-Dec.13&14*Syracuse-Dec.15&16*White Plains-Nov.9&10

*Sponsor: New York State Society 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.10&11**Greensboro-Nov.16&17**Raleigh/Durham-Nov.1&2 **Sponsor: North Carolina

Society of Enrolled Agents. Call NCPE to register.

OHIOCincinnati-Nov.14&15Cleveland-Dec.5&6Call NCPE to register.

PENNSYLVANIAAllentown-Dec.12&13Pittsburgh-Dec.15&16 Call NCPE to register.

RHODE ISLAND*Providence-Dec.5&6 *Sponsor: Rhode Island Society

of Enrolled Agents. Call NCPE to register.

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

TENNESSEE*Knoxville-Nov.9&10 *Sponsor: Tennessee CPE for

Tax Practitioners.Kingsport-Nov.16&17Nashville -Nov.15&16Call NCPE to register.

TEXAS*Dallas-Dec.6&7*Houston-Nov.16&17 *Sponsor: Texas Society of

Enrolled Agents. Call NCPE to register.

VIRGINIARoanoke-Nov.7&8Springfield-Nov.10&11 Call NCPE to register.

WASHINGTONSeattle-Nov.29&30Call NCPE to register.

WISCONSINMilwaukee-Nov.30&Dec.1Call NCPE to register.

WYOMING*Casper-Nov.1&2 *Sponsor: Wyoming Association

of Public Accountants. Please call (307) 672-2721 for

information and to register.

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

An intensive, line-by-line analysis of the preparation of the federal fiduciary income tax return (Form 1041) as well as the final income tax return of a decedent. Emphasis placed upon understanding concepts such as distributable net income (“DNI”), income in respect of a decedent (“IRD”) and elections available to fiduciaries in order to minimize income tax upon the estates, trusts and their beneficiaries. Call NCPE to register.

FIDUCIARY SEMINARS - DATES AND LOCATIONSBoston - Aug. 25 Dallas - Sept. 22 Ft. Lauderdale - Aug. 4

Federal Estate (Forms 706 and 709) Workshop (1 Day )A line-by-line review of the federal estate tax return (Form 706) and gift tax return (Form 709) and their related schedules which are frequently employed in connection with state death tax returns. Special attention will be paid to the new unified credit and its portability that calls for revision of most estate plans.Call NCPE to register.

FEDERAL ESTATE SEMINARS - DATES AND LOCATIONSBoston - Aug. 26 Dallas - Sept. 23 Ft. Lauderdale - Aug. 5

Elderly Care America (Levels I, II & III - 2 Days Each)79 Million Baby Boomers will be needing your help with planning strategies for the elderly.Topics include:• Learn about Medicare - Parts A, B, C, and D• Learn about Medicaid, long-term care alternatives, Medigap insurance and reverse mortgages• Understanding social security and elderly planning issues• Income tax strategies for the elderly• The essentials of estate and trust planning• The world of financial planning• A great way to expand your practice• Work toward obtaining the prestigious ARA credentialLevel I Only: Albany, NY - June 6 & 7, Saddlebrook, NJ - June 8 & 9, Sarasota, FL - June 16 & 17Levels I, II and III: Las Vegas, NV June 20 - 24. Call NCPE to register for Las Vegas and the above cities.Level II Only: Denver, CO - Oct. 20 - 21. Call (800) 578-4451 or visit www.coloradoaccountant.org to register.

Taxpayer Representation Seminar - Levels II & III (3 Days Each)NCPE’s National Taxpayer Representation Educational Program prepares CPAs, EAs and other tax profes-sionals to increase their earning power and their practice potential by offering IRS representation services to their clients. Practitioners who do not regularly provide representation services will benefit greatly from this incomparable practice enhancement opportunity. You learn the best ways to solve problems caused by the IRS bureaucracy. You gain the confidence to protect your clients’ rights and rapidly resolve IRS errors. • Obtain skills that meet the needs of your clients • Increase income potential • Resolve returns processing problems quickly • Distinguish yourself from ordinary tax preparers • Expand practice clientele and opportunities • Realize the full use of your EA or CPA credential

Sponsored by the Public Accountants Society of Colorado.Please call (800) 578-4451 or visit www.coloradoaccountant.org for information and to register.

Denver, CO Level II - July 20 - 22 Level III - August 24 - 26

Enrolled Agent Exam Prep Workshop (1 Day)The IRS offers the Special Enrollment Examination to tax practitioners who want to become an enrolled agent. The Enrolled Agent Prep Workshop prepares you to take the exam. Software is included with registration.

DATES AND LOCATIONS - TO BE HELD AT ALL IRS FORUMS Atlanta - June 27 Dallas - July 25 Las Vegas - Aug. 15 National Harbor - Aug. 29 Orlando - July 11 San Jose - Aug. 8

Unenrolled Tax Preparers Competency Prep Workshop - Level I (1 Day)The IRS announced on January 4, 2010 that all unenrolled tax preparers must successfully complete competency testing and mandatory continued education. The IRS has indicated that the unenrolled tax preparer exam requirements will be available Fall 2011.Level I - Unlicensed Tax Preparer 1040 Individual WorkshopThis course is for those who prepare federal income tax returns consisting primarily of wages and non-business Form 1040 items. Software is included with registration.

DATES AND LOCATIONS - TO BE HELD AT ALL IRS FORUMS Atlanta - July 1 Dallas - July 29 Las Vegas - Aug. 19 National Harbor - Sept. 2 Orlando - July 15 San Jose - Aug. 12

Level II - Unlicensed Tax Preparer Small Business - To be offered in the Fall 2011.

New

New

Public Accountants Society of Colorado 2011Please mail registration to:PASC, PO Box 1078, Eastlake, CO 80614-1078; or call (303) 452-8227 or (800) 578-4451 or fax to (303) 457-0770. Please visit our website at www.coloradoaccountant.org.

Registration Form

Please enroll me/us for the:National Taxpayer Representation Seminars - 24 CPE Credits Each

____July20,21&22-National Taxpayer Representation - Level II (IRS #1106)____Aug.24,25&26-National Taxpayer Representation - Level III (IRS #1107)

Both seminars will be held at the Ramada Plaza – 10 E. 120th Ave, (120th Ave & I-25), Northglenn, CO 80233, (303) 452-4100 Hotel Rate - $74 per night if you mention PASC Seminar

Pricing for 3-Day Seminar:PASC/NSAMemberEarlyBirdRate______$580 PASC/NSAMemberPrice_____$605Non-MemberEarlyBirdRate ______$630Non-MemberPrice _____$655

Group Discount for all groups of 3 or more from the same firm for the same seminar. Subtract $10 per attendee:

$_____x_____=TotalAmount$______-$______(GroupDiscountfor3ormore)=$______Pricexnumberattending.Subtract$10perattendeeifapplicable=GrandTotal

Corporations, Partnerships & LLCs Workshop - 16 CPE Credits (IRS #1108)

____Sept.22&23 Ramada Plaza – 10 E. 120th Ave., (120thAve&I-25) Northglenn, CO 80233, (303) 452-4100 HotelRate-$74pernight____Sept.22&23 The Academy Hotel – 8110 N. Academy Blvd., (Exit150&I-25) Colorado Springs, CO 80920, (719) 598-5770 HotelRate-$85pernight

Elderly Care America Level II (Fiduciary & Federal Estate) - 16 CPE Credits (IRS #1109)

____Oct.20&21 Embassy Suites – 7525 E. Hampden Ave., (1mileEastofI-25) Denver, CO 80231, (303) 696-6644 HotelRate-10%offonline

Pricing for 2-Day Seminar:PASC/NSAMemberEarlyBirdRate______$330 PASC/NSAMemberPrice_____$355Non-MemberEarlyBirdRate ______$385Non-MemberPrice _____$410

Group Discount for all groups of 3 or more from the same firm for the same seminar. Subtract $10 per attendee:

$_____x_____=TotalAmount$______-$______(GroupDiscountfor3ormore)=$______Pricexnumberattending.Subtract$10perattendeeifapplicable=GrandTotal

Name(s)_______________________________________________________________________

CompanyName_________________________________________________________________

Addressforcorrespondence:________________________________________________________

City____________________________________________State________Zip______________

Phone(_____)______________Fax(_____)_____________Email______________________

____ Email confirmation of my registration is fine. ____ I prefer a mailed postcard for confirmation.

Register at least 3 weeks before the seminar and save $25 with our Early Bird Discount!

Check#(payabletoPASC)___________GrandTotal__________

OrCharge:__________VISA__________MasterCard__________Discover

CardNo._________/_________/_________/_________/ExpirationDate________

CardCode(threedigitnumberabovesignatureonthebackofthecard)____________

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*** Please let us know if you have any food issues which require special meals. We will do our best to make accommodations, but we need to know in advance to give

the hotel preparation time. Please inform us at the time of registration. ***

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

Bryan Gates, EAWith 44 years experience in tax law, Bryan’s impressive resume includes two decades of teaching IRS practice and procedure to Enrolled Agents and CPAs. He is the initiator of the NAEA’s acclaimed National Tax Practice Institute, and the founder of NAEA’s EA Journal. Bryan has served NAEA in various capacities, and has received both of the organization’s most prestigious awards – the Founder’s Award and the Excellence in Education Award. In addition, he has authored numerous tax-related books.

Wayne Hebert (A-Bear), CPA, ECSWayne has been a tax and accounting practitioner for 37 years with Wayne Hebert, CPA and Associates in New Orleans, Louisiana. He has 30 years experience as an income tax lecturer. He is the president of the National Center for Professional Education, Inc. Wayne holds a B.S. in Accounting and an M.S. in Taxation. Wayne has served as president and in various other positions for the Louisiana Society of Independent 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 33 years. With over 21 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, and provides research/consulting services for Federal tax matters. In addition, he ghost writes full or partial tax 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 various newspapers around the country, and has been published in NATP’s Tax Practitioner Journal and NAEA’s EAJournal. David has served as a panel member on IRS’ TaxTalkToday, and appeared on the Today Show as part of an NAEA panel. An enrolled agent since 1982, he holds a Bachelor’s Degree in Accounting and Associate Degrees in Accounting and Data Processing. David is an active member of both the NAEA and the NATP, and is a Fellow of NTPI.

Mary R. Mellem, EA Mary has 27 years experience as a tax professional and 20 years experience teaching tax programs throughout 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’s Degree in Secondary Education from the University of Wisconsin in the field of Mathematics and Economics, and received the Enrolled Agent designation in 1990. Mary is a member of the NAEA and the NATP, and is a Fellow of NTPI. She was a staff member of the NATP for over 13 years, and served as the association’s Education Program Supervisor, instructor for the 1040 Video series, and member of the research 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 in Zachary, Louisiana that specializes in small business and individual taxation. He holds a B.S. degree in Accounting from Louisiana State University, and has been enrolled to practice before the Internal Revenue Service (IRS) since 1976. For the past 25 years, Jerry has also been a speaker with NCPE. In 1997, 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 an active 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 various other positions.

Beanna J. Whitlock, EA, CSABeanna is an Enrolled Agent in private practice at Whitlock Tax Service, LLC in San Antonio, Texas. She has served as a tax law instructor for 26 years with emphasis on Limited Liability Company and Choice of Entity presentations. Beanna has taught tax professionals across the country and is an adjunct professor 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 IRS Information 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. Beanna is 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 Nightly News. Known for her fierce defense of the tax professional community, Beanna is frequently consulted by 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 Business Administration at American University. He has also served as an adjunct professor of law at the Washington 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 and planning for small business and individuals. He is a frequent lecturer to professional groups, and has published numerous articles in a variety of accounting and tax journals, as well as two Tax Management BNA portfolios on the investment credit and net operating losses. Don holds MBA and JD degrees from Cornell University and an LL.M degree from Georgetown University where he was an associate editor of Tax Lawyer. Don has been a speaker for NCPE for nineteen years.

Meet the Speakers

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

ThesecoursesarerecommendedforCPAs,Accountants,TaxPractitioners,LawyersandEnrolledAgentswithbasicknowledgeoftaxandaccounting.

Uponcompletionofthesecourses,participantswillbeabletoapplyNewLegislationtoadviseandassisttheirclientsinaccountingandtaxpreparation.

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

Registration Fees and Cancellation Policy

Thecourseregistrationfeeincludesallworkbookmaterials,seminarinstruction,earlymorningcoffeeandtworefreshmentbreaks(firstdaydanishisprovided).Hotelaccommodationsandmealsarenotincluded.Feesmayvaryinsponsoredcitiesandstates.Theregistrationfee,lessa$35enrollmentcharge,willberefundeduponwrittencancellationnoticereceiveduptofourteen(14)daysbeforetheseminar.

DuetofinancialobligationsincurredbyNCPE,norefundwillbeissuedoncancellationsreceivedwithinseven(7)daysoftheseminardate.However,uponafive-dayadvancenotification,asubstitutemaybesentorregistrationtransferredtoanotherNCPEseminarofchoicewithintwelve(12)months.Formoreinformationregardingadministrationpoliciessuchascomplaintandrefund,pleasecontactourofficeat(800)682-2163.

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

NCPE Tax Research CenterDesignedtomeettheneedsofsmalltolargeaccountingfirmsandindividualpractitionerswhodonothavetheirowntaxresearchdepartment.EveryonewhohasusedtheNCPETaxResearchCenterhasnothingbutgreatthingstosayaboutthisservice.Call1-800-682-2163.

Accepted for CPE Credit in All States Where Seminars Are Held:•InternalRevenueServiceforEnrolledAgents•ColoradoandOhioLegalandJudicialEducation•IBCFP•CTEC

Webinars and study materials are available through NCPE Fellowship.

Call (877) 403-1470 for more information

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