national center for professional education, inc. 2013 Fall Seminar Series Are You Prepared for Obamacare and Taxes? DYNAMIC TEACHING • NEW MATERIALS • WORKSHOP APPROACH S SUCCESS through SEMINARS, SOFTWARE and SUPPORT NCPE Offers NCPE 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 1040 Individual Income Tax Update Workshop (2 Days) NCPE Is Offering:
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national center for professional education, inc.2 0 1 3 F a l l S e m i n a r S e r i e s
Are You Prepared for Obamacare and Taxes?
DYNAMIC TEACHING • NEW MATERIALS • WORKSHOP APPROACH
SSucceSS through SeminarS,Software and Support
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
1040 Individual Income Tax Update Workshop(2 Days)
NCPE Is Offering:
The National Center for Professional Education was organized thirty years ago to satisfy a growing demand among tax professionals for more comprehensive 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 Fellowship - Consider joining!Go to www.ncpefellowship.com
or call (877) 403-1470 to learn more about the benefits of being a member.
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
MutualFunds,RealEstate• CasualtyLosses• MedicalDeductionStrategiesAdvanced IRA Planning• NewReasonsforRothIRAConversions• IRAChangesfor2013• Non-SpousalBeneficiaries -RolloversorTax-FreeTransfers• Form5329PenaltyStrategiesThe IRS - On the Move• NewIRSRequirementsforReturnPreparers -ThreeProngsoftheIRSOversightInitiative -FourNewIRSUnderreportingLetters• InnocentversusInjuredSpouse• IdentityTheft• ConsenttoUseorDiscloseForm1040TaxInformation -MandatoryLanguageChanges• ExtensionIssues• PenaltyAbatementStrategiesEthics - It’s Not Just What You Do, But How You Do It!• UpdateDueDiligence-WhatIsIt?• EITCandDueDiligence
• ComplyingwithCircular230Requirements -Circular230Sanctions• PreparerPenaltiesSelected Tax Credits• EducationTaxCredit• SomeEnergyTaxCredits• NewForm3800-GeneralBusinessCreditPreparing for ObamacareEmployer Mandate: Penalty for NotProviding Health Insurance• WhatTaxProfessionalsNeedtoKnowandExplainto
Corporations (C&S) and Partnerships (LLCs) Workshop (2 Days)
Federal Estate (Forms 706 and 709) Workshop (1 Day )
Visit www.ncpeseminars.com for dates and locations or call (800) 682-2163.
Accountants are finding that they need to be up-to-date on financial matters facing seniors. The seminars are designed for accountants working with this market segment.
Level I (2 Days) - What 79 Million Baby Boomers Need to KnowSocial Security Issues•WhentoTakeBenefits-AtAge62orLater?• HowtoIncreaseYourBenefitsUnderthe SeniorCitizensFreedomtoWorkActof2000• HowBenefitsAreDetermined• DisabilityInsuredStatus• DeterminingInsuredStatus• ManyWorksheets&QuestionsAnswered
Income Tax & Retirement Planning for the Elderly• RetirementPlan–Designing& DeterminingWhatIsBest• Medical&Long-TermCarePlanningStrategies• PlanningwiththeHome• InformationalReturnIssues• Decedent’sFinalTaxReturn•AvoidingIncomeTaxofSocialSecurity
Medigap Insurance• TenPlans-WhichtoChoose?
Long-Term Care Insurance• EvaluatingPolicies&SmartDecisions
Level III (1 Day) - Financial & Estate Tax PlanningDrafting the Final Will & Testament•CommonWillProvisions• Pour-OverWill•CreditShelterTransfers•QTIP&QDTTechniques• AppointmentofFiduciaryand/orGuardiansPlanning with Trusts•Revocable&IrrevocableInterVivosTrust•CommonTrustProvisions• PowersofAppointments•RuleAgainstPerpetuities• LifeInsuranceTrusts•UtilizationofMaritalDeduction& CreditShelterBequestsCollateral Planning Documents•DurablePowersofAttorney• HealthCarePowers&PhysicianDirectives•GuardianDesignationsLifetime Gift Planning•UTMAAccounts•AnnualGiftExclusion•NetGifts•GenerationSkippingTransfers
Public Accountants Society of Colorado 2013Please 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.
Email Confirmation of my registration is fine _______ I prefer a mailed postcard for confirmation ______
Register at least 3 weeks before the seminar and save $60 with our Early Bird Discount!Registration fee includes continental breakfast, lunch, refreshments and all workshop materials.
Are you a member of PASC or NSA? ____ If yes, please provide your Member Number ____________
Member pricing will apply to ALL non-members registering from a PASC/NSA member’s firm.
PASC Member Price ______ $410 Member Early Bird Rate ______ $350Non-Member Price ______ $465 Non-Member Early Bird Rate ______ $405
GROUP DISCOUNT for ALL Groups of 3 or more from the same firm
– subtract $10 per attendee.
$_______ x _____ = Total Amount $________ - $_______ (Group Discount, for 3 or more) = $_________ price number attending Subtract $10 per attendee if applicable Grand Total __________ Check enclosed (payable to PASC)
Or Charge: __________VISA __________ MasterCard __________ Discover
Card No. ________/________/________/________/ Expiration Date _______
Card Code (three digit number above signature on the back of the card) ___________
Name on Card ________________________________________________________
*** 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. ***State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
John Ayers, CPAA26-yearveteranofNCPE,JohnbringsauniqueperspectivetotheNCPEgroupseminar.Nurturedasalecturerbyanearlycareerandasacollegeprofessor,trainedbymorethan20yearsinthepublicpracticeofaccountingandtaxation,andexperiencedasasmallbusinessownerandmanager,Johnunderstandstheapplicationoftaxandaccountingprinciplesintheenvironmentoftheaccountingprofessional.Thisgiveshimauniquestyleof presentation, one that reduces complex issues to workable solutions. John received his undergraduatedegreeandcompletedpostgraduatestudies fromtheKenan-FlaglerSchoolofBusinessof theUniversityofNorthCarolinaandearnedanMBAfromEastCarolinaUniversity. HeisalongtimememberoftheAICPA,NCAPCAandNSA.
Wayne Hebert (A-Bear), CPA, ARAWaynehasbeenataxandaccountingpractitionerfor40yearswithWayneHebert,CPAandAssociatesinNewOrleans,Louisiana.Hehas32yearsexperienceasanincometaxlecturer.HeisthepresidentoftheNationalCenterforProfessionalEducation,Inc.WayneholdsaB.S.inAccountingandanM.S.inTaxation.Waynehasservedaspresidentand invariousotherpositions for theLouisianaSocietyof IndependentAccountants,anaffiliatedstateorganizationoftheNationalSocietyofAccountants(NSA).HeisamemberoftheAICPAandtheNSA.
David Mellem, EA Davidhaspreparedtaxreturnsforindividuals,corporations,partnerships,estatesandtrustsfor35years.Withover23yearsexperienceinpresentingtaxseminars,hehaslecturedin32states;Washington,D.C.;SanJuan,PuertoRico;andLondon,England.HeisapartnerofAshwaubenonTaxProfessionals,andprovidesresearch/consultingservicesforFederaltaxmatters.Inaddition,heghostwritesfullorpartialtaxreturnswhenfellowtaxprofessionalsgetstumped.Davidisataxreferenceformanyjournalists,includingmoney.cnn.comandwallstreetjournalonline.com.Hehasbeenquotedinvariousnewspapersaroundthecountry,andhasbeenpublishedinNATP’sTaxPractitionerJournalandNAEA’sEAJournal.DavidhasservedasapanelmemberonIRS’TaxTalkToday,andappearedontheTodayShowaspartofanNAEApanel.Anenrolledagentsince1982,heholdsaBachelor’sDegreeinAccountingandAssociateDegreesinAccountingandDataProcessing.DavidisanactivememberofboththeNAEAandtheNATP,andisaFellowofNTPI.
Mary R. Mellem, EA Maryhas29yearsexperienceasataxprofessionaland22yearsexperienceteachingtaxprogramsthroughoutthecountry. SheandherhusbandoperateAshwaubenonTaxProfessionals inGreenBay,Wisconsin,wheretheyservice1200taxandaccountingclientseachyear.MaryholdsaBachelor’sDegreeinSecondaryEducationfromtheUniversityofWisconsininthefieldofMathematicsandEconomics,andreceivedtheEnrolledAgentdesignationin1990.MaryisamemberoftheNAEAandtheNATP,andisaFellowofNTPI.ShewasastaffmemberoftheNATPforover14years,andservedastheassociation’sEducationProgramSupervisor,instructorforthe1040Videoseries,andmemberoftheresearchdepartment.MaryhasauthoredtheClientNewslettersfortheNAEAJournalforseveralyears,andcurrentlyservesontheorganization’sPublicRelationsCommittee.
Jerry Riles, EA, CSA, ABA, ARAJerryhasbeenataxandaccountingpractitionersince1963withanaccountingandtaxpracticeinZachary,Louisianathatspecializesinsmallbusinessandindividualtaxation.HeholdsaB.S.degreeinAccountingfromLouisianaStateUniversity,andhasbeenenrolledtopracticebeforethe InternalRevenueService(IRS)since1976.Forthepast30years,JerryhasalsobeenaspeakerwithNCPE.In1997,hewasnamedtheNationalAssociationofEnrolledAgents’(NAEA)SpeakeroftheYear.In2004,hewasnamedtheNationalSocietyofAccountants’(NSA)SpeakeroftheYear. Additionally,Jerry isanactivememberoftheNationalSocietyofAccountants (NSA), National Association of Enrolled Agents (NAEA) and Louisiana Society of IndependentAccountants,whereheservedaspresidentandinvariousotherpositions.
Beanna J. Whitlock, EA, CSABeannaisanEnrolledAgentinprivatepracticeatWhitlockTaxService,LLCinSanAntonio,Texas.Shehasservedasataxlawinstructorfor28yearswithemphasisonLimitedLiabilityCompanyandChoiceofEntitypresentations.BeannahastaughttaxprofessionalsacrossthecountryandisanadjunctprofessorforAuburnUniversity.SheisafacultymemberoftheSocietyofCertifiedSeniorAdvisors,CSA.BeannahastestifiedbeforeCongress,TreasuryandtheIRSOversightBoard. ShehasservedontheIRSInformationReportingProgramAdvisoryCouncil,aswellastheIRSCommissioner’sAdvisoryCommittee(CAG).SheservedastheIRSDirectorofNationalPublicLiaisonforCommissionerMarkEverson.BeannaistheauthorofnumerousarticlesinsuchpublicationsasAccountingToday,TaxNotes,Newsweek,Time,LadiesHomeJournalandParent’sMagazine.Shehasbeen interviewedbyBrianWilliamsofNBCNightlyNews. Knownforher fiercedefenseof thetaxprofessionalcommunity,sheisfrequentlyconsultedbytheOfficeofProfessionalResponsibilityregardingpre-sentationstothetaxcommunity.BeannaistheExecutiveDirectorforNCPEFellowship.
Donald Williamson, CPADon is aProfessorof TaxationandDirectorof theGraduateTaxProgramat theKogodSchoolofBusinessAdministrationatAmericanUniversity.HehasalsoservedasanadjunctprofessoroflawattheWashingtonCollegeofLawatAmericanUniversity.Inaddition,DonisaprincipalintheFallsChurch,VirginiaaccountingfirmofLaMonaca&Williamson,CPAs,whichspecializesintaxcomplianceandplanningforsmallbusinessandindividuals.Heisafrequentlecturertoprofessionalgroups,andhaspublishednumerousarticlesinavarietyofaccountingandtaxjournals,aswellastwoTaxManagementBNAportfoliosontheinvestmentcreditandnetoperatinglosses.DonholdsMBAandJDdegreesfromCornellUniversityandanLL.MdegreefromGeorgetownUniversitywherehewasanassociateeditorofTaxLawyer.DonhasbeenaspeakerforNCPEfor27years.
Meet the Speakers
National Center for Professional Education, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as asponsorofcontinuingprofessionaleducationontheNationalRegistryofCPESponsors.Stateboardsofaccountancyhavefinalauthorityontheacceptanceof individual courses for CPE credit. Complaints regarding registeredsponsors may be addressed to the National Registry of CPE Sponsors, 150FourthAvenueNorth, Suite 700,Nashville,TN, 37219-2417. Web site:www.nasba.org
NCPE’s Serving a Maturing Nation Series, Individual Income Tax Workshop, and Corporations & Partnerships Workshop have been accepted by the CFP Board for all taxation and other applicable subjects. CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® logo are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.
These courses are recommended for CPAs, Accountants, Tax Practitioners, Lawyers, Enrolled Agents and Certified Financial Planners with basic knowledge of tax and accounting.
Upon completion of these courses, participants will be able to apply New Legislation to advise and assist their clients in accounting and tax preparation.
Course Level: Intermediate to Advanced in Accounting and Income Tax Preparation
Registration Fees and Cancellation PolicyThe course registration fee includes all workbook materials, seminar instruction, early morning coffee and two refreshment breaks (Danish is provided on both days). Hotel accommodations and meals are not included. Fees may vary in sponsored cities and states. The registration fee, less a $35 enrollment charge, will be refunded upon written cancellation notice received up to fourteen (14) days before the seminar.
Due to financial obligations incurred by NCPE, no refund will be issued on cancellations received within seven (7) days of the seminar date. However, upon a five-day advance notification, a substitute may be sent or registration transferred to another NCPE seminar of choice within twelve (12) months. For more information 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 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 CenterDesigned to meet the needs of small to large accounting firms and individual practitioners who do not have their own tax research department. Everyone who has used the NCPE Tax Research Center has nothing but great things to say about this service. 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