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

National Center for Professional Education, Inc.

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

MostUsedTaxFactsandInformationQuickly)• Up-to-DateRevenueRulings,IRSNotices,HotTopicsand

PlanningIdeas• Like-KindExchangesAreBack!New and Proposed LegislationAmerican Taxpayer Relief Act of 2012Proposed Legislation• BudgetBillProposedChanges• WaysandMeansTaxReformDraftForms W-2 and 1099 UpdatesInformation Reporting - Increasing Demands• What’sNewwithForms1099andW-2• AffordableCareActChangetoW-2sDependency Exemption and Filing Status Issues• HeadofHouseholdStrategies• SeparatedandDivorcedParents’Issues• DefenseofMarriageAct

-TaxImplications-EmployerandEmployeeImpact

• Form8332-BindinginDivorceSituationsBest Tax Ideas for 2013 Small Businesses• ExpensingandBonusDepreciation• WereWeSuccessful? -RepealorChange-RepairRegulations• DealingwithFBARandFATCA -StrategiesforFailuretoFile -HelpfulComplianceWorksheets -ComparisonofBothReportingForms -DisclosureForms-NewWorksheets• AffordableCareAct -StateInsuranceExchanges -Employers-NoticeRequirements -MedicalReimbursementPlans• AGI-Deduction -HealthInsurance,MedicareA,BandD• NewIRSUnderreportingLetters -ProbingofGrossReceipts -NewForm14420-VerificationSchedule A Strategies - Itemizing• GamblingLosses-NewCases• CharitableDeduction• DeductingMore-than-CostStocks,

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

TheirClients• EmployerRequiredNoticeofHealthInsuranceCoverage• DeterminingifClientIsaLargeEmployer• CalculatingAverageNumberofEmployeesandImpact

ofPart-TimeandSeasonalEmployees• RequiredHealthInsuranceCoverage• TaxCostofNon-Compliance• ExciseTaxonSelf-InsuredMedicalReimbursementPlansIndividual Mandate: Penalty for Failing toCarry Health Insurance• ExemptIndividuals• RequiredHealthInsurance• CalculatingthePenalty• HealthInsurancePremiumCreditUnderstanding the Two Medicare Taxes• NewForms8959and8960Reconciliation of .9% Medicare Tax onForm 1040• EmployerRequiredMedicareTaxWithholding• HowtoReportUnderandExcessWithholding• Self-EmployedIncomeIssues• TaxPreparerResponsibilityNet Investment Income (NII) Tax• WhatConstitutesNII?• AllowedInvestmentExpense• CapitalLosses,PassiveLossesandNOLs• ExceptionforSaleofConduitEntity• IsRentalRealEstateIncomeNII?• TaxPlanningTechniquesUnderstanding the ATRA’s Extended andExpensing Provisions• TaxPlanningfor2013andBeyond• TaxIncreaseforHigh-IncomeIndividuals• TaxBreaksforIndividualswithChildrenandIndividuals

withHomes• PlanningStrategiesBeforeYear-EndSafe Harbor Home Office Deductions andRelated Issues• RequiredMethodversusSafeHarbor• SaleofResidenceIncludingaHomeOffice• Non-QualifiedUseofHome• LossAllowedonSaleofHomeOfficeOperating and Disposition of Vacation Home• VacationHomeLimitationRules• ConvertingVacationHometoPassiveRental• SaleofMixed-UseVacationHomeDischarge of Qualified Business RealProperty Indebtedness (QBRPI)• WhatIsQBRPI?• MakingtheQBRPIExclusionElection• CalculatingtheQBRPIExclusionLimitation• TaxCostofElection • TradeorBusinessRequirementDischarge of Qualified Principal ResidenceIndebtedness (QPRI)• Will2013BetheLastYearfortheExclusion?• AcquisitionversusEquityDebt• MakingtheQPRIElection• ForeclosuresversusShortSales

2013 Fall Seminar Agenda1040 Individual Income Tax Update Workshop (2 Days)

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)

ARIZONAPhoenix - Dec. 2 & 3

Call NCPE to register.

ARKANSAS*Fayetteville - Oct. 29 & 30*Little Rock - Oct. 28 & 29 *Sponsor: Arkansas Society of

Enrolled Agents. Call NCPE to register.

COLORADO*Colorado Springs - Nov. 19 & 20*N. Denver - Dec. 17 & 18*S. Denver - Nov. 20 & 21*Durango - Oct. 30 & 31*Grand Junction - Dec. 16 & 17 *Sponsor: Public Accountants

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

www.coloradoaccountant.org

CONNECTICUT*Cromwell - Dec. 9 & 10 *Sponsor: Connecticut Society

of Enrolled Agents. Call NCPE to register.

DELAWAREWilmington - Dec. 12 & 13Call NCPE to register.

FLORIDA*Ft. Lauderdale - Dec. 18 & 19*Ft. Myers - Nov. 7 & 8*Jacksonville - Dec. 19 & 20*Orlando - Dec. 18 & 19*Palm Beach - Nov. 25 & 26 *Pensacola - Dec. 11 & 12*Sarasota - Dec. 16 & 17*Tampa - Nov. 25 & 26 *Sponsor: Florida Society of

Enrolled Agents. Call NCPE to register.

GEORGIA*Atlanta - Dec. 10 & 11

*Sponsor: GAEA Educational Foundation, Inc.

Call NCPE to register. **Savannah - Nov. 18 & 19 **Sponsor: Georgia Association

of Public Accountants. Call NCPE to register.

ILLINOISN. Chicago - Nov. 20 & 21Call NCPE to register.

INDIANAFt. Wayne - Nov. 18 & 19 Schererville - Nov. 19 & 20 Call NCPE to register.

LOUISIANA*Baton Rouge - Jan. 6 & 7, 2014*Lafayette - Oct. 24 & 25*New Orleans - Nov. 21 & 22 *Sponsor: Louisiana Society of

Independent Accountants. Call (800) 847-6276 to register

and for location information.

MARYLANDBaltimore - Dec. 18 & 19Call NCPE to register.

MASSACHUSETTSBoston/Dedham - Nov. 6 & 7 Call NCPE to register.

MICHIGANDetroit - Dec. 4 & 5Grand Rapids - Dec. 3 & 4Call NCPE to register.

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

NEW HAMPSHIREManchester - Dec. 10 & 11Call NCPE to register.

NEW JERSEYAtlantic City - Jan. 9 & 10, 2014Hasbrouck Heights - Dec. 5 & 6Mahwah - Dec. 12 & 13Mt. Laurel - Dec. 5 & 6 Call NCPE to register.

NEW YORK*Albany - Nov. 4 & 5*Batavia - Nov. 7 & 8*Long Island/Melville -

Dec. 9 & 10*Syracuse - Dec. 4 & 5*Tarrytown/Westchester -

Nov. 4 & 5 *Sponsor: New York State

Society of Enrolled Agents. Call NCPE to register.

NORTH CAROLINA*Ashville - Nov. 14 & 15 *Sponsor: North Carolina

Society of Tax Professionals. Call (336) 766-5572 to register.**Charlotte - Nov. 12 & 13**Greensboro - Nov. 13 & 14**Raleigh/Durham - Nov. 11 & 12 **Sponsor: North Carolina

Society of Enrolled Agents. Call NCPE to register.

OHIOCincinnati - Nov. 5 & 6Cleveland - Dec. 11 & 12Call NCPE to register.

PENNSYLVANIAAllentown - Dec. 11 & 12Philadelphia/Mt. Laurel- Dec. 5 & 6Pittsburgh - Dec. 3 & 4 Call NCPE to register.

RHODE ISLANDProvidence - Dec. 9 & 10 Call NCPE to register.

SOUTH CAROLINAColumbia - Nov. 11 & 12Call NCPE to register.

TENNESSEEKnoxville - Nov. 19 & 20Nashville - Nov. 20 & 21Tri-City/Kingsport - Nov. 12 & 13Call NCPE to register.

TEXAS*Grapevine/Dallas - Dec. 12 & 13*Houston - Nov. 14 & 15 *Sponsor: Texas Society of

Enrolled Agents. Call NCPE to register.**Plano/Dallas - Dec. 19 & 20 **Sponsor: Plano CPAs Study

Group. Call (972) 985-0011 to register.

VIRGINIARoanoke - Nov. 5 & 6Springfield - Nov. 13 & 14 Call NCPE to register.

WASHINGTONSeattle - Dec. 4 & 5Call NCPE to register.

WISCONSINMilwaukee - Nov. 21 & 22Call NCPE to register.

NCPE Is Offering Four Great Seminars in the Summer of 2014

Serving a Maturing Nation (Levels I & II - 2 Days Each, Level III - 1 Day)

Serving a Maturing Nation (continued)

•PrinciplesofFiduciaryAccounting•Line-by-LineReturnAnalysis•DistributableNetIncome(DNI)&Income DistributionDeduction•SaleofDecedent’sResidence•IRA&QualifiedPlanDistributions AfterDeath

•IncomeinRespectofDecedent(IRD)•Decedent’sMedicalExpenses•FinalDecedent’sJointReturnwith SurvivingSpouse•ElectionsRegardingDecedent’sSavings Bonds&DistributionsAfterYear-End

•Practitioner’sClinic•NewandProposedLegislation•SmallBusinessConcerns•SCorporations•PartnershipTaxation

•LimitedLiabilityCompanies•WhatIstheIRSDoing?•Ethics•AndMuch,MuchMore

•TheEstateTaxAudit•TheProbateProcess&Dutiesofthe PersonalRepresentative•Executor’sLiabilityforEstateTax•Composition&Valuationofthe GrossEstate•RetainedLifeEstate•AlternateValuationDateSpecialUse ValuationRate

•QualifiedTerminableInterestProperty•ChecklistofDeductibleAdministration Expenses•Portability&DecedentLiabilitiesof ApplicableExclusion•GenerationSkippingTransferTax•StateDeathTaxFiling

Fiduciary (Form 1041) Workshop (1 Day)

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

Medicare Issues•What’sNew• UnderstandingtheFourParts(A,B,C andD)Eligibility&Enrollment•WhatMedicareCovers• ChoosingtheRightDrugPlan• ManyWorksheets&QuestionsAnswered

▪Reverse Mortgages• TheyAreHere&HeretoStay!• ShouldYouorShouldYouNot?• OtherAlternatives ▪

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

Medicaid Issues• ForThoseWhoLiveLongEnough,itIsNot aQuestionifTheyWillNeedMedicaid, ButWhen?• Spend-Downvs.Income-CapStates• Resource&IncomeQualifications• TransferAssetstoQualifyforMedicaid

Level II (2 Days) - Essentials of Estate & Trust TaxationEstate & Gift Tax Return Preparation (Forms 706 and 709)•TheEstateTaxAudit•TheProbateProcess&Dutiesofthe PersonalRepresentative•Executor’sLiabilityforEstateTax•Composition&ValuationoftheGrossEstate•RetainedLifeEstate•AlternateValuationDateSpecialUse ValuationRate•QualifiedTerminableInterestProperty•ChecklistofDeductibleAdministration Expenses•Portability&DecedentLiabilitiesof Applicable Exclusion•GenerationSkippingTransferTax• StateDeathTaxFilings

Fiduciary Income Tax Return Preparation (Form 1040)

•PrinciplesofFiduciaryAccounting• Line-by-LineReturnAnalysis•DistributableNetIncome(DNI)& IncomeDistributionDeduction• SaleofDecedent’sResidence• IRA&QualifiedPlanDistributionsAfterDeath• IncomeinRespectofDecedent(IRD)•Decedent’sMedicalExpenses• FinalDecedent’sJointReturnwith SurvivingSpouse•ElectionsRegardingDecedent’sSavings Bonds&DistributionsAfterYear-End

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

Alternatives to Gifts• IntrafamilySales• InstallmentSales• InterestFreeLoans• PrivateAnnuities•DefectiveGrantorTrusts• Split-InterestTransfers:GRATs&GRUTs• PersonalResidenceTrusts(QPRT)• FamilyPartnerships•Estate FreezesExecutive Compensation Planning•DeferredCompensation• StockOptions:NonqualifiedasISOs•QualifiedPlanDistributionsCharitable Planning•OutrightGifts•Donor-AdvisedFunds• FamilyFoundations•CharitableRemainderTrusts:CRATs&CRUTs•CharitableLandTrusts

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.

Registration Form

Pleaseenrollme/usforthefollowingseminar:

2013 Individual Income Tax Update Workshop___ Oct. 30 - 31 Doubletree Hotel –501CaminodelRio,(Hwy. 550 & Hwy. 160) Durango,CO81301,(970)259-6580Hotel Rate - TBD

Add $15 per attendee to seminar price if selecting Durango.

___ Nov. 19 & 20 Academy Hotel –8110N.AcademyBlvd.,(Exit 150 & I-25) ColoradoSprings,CO80920,(719)598-5770Hotel Rate - $59/night

___ Nov. 20 - 21 Embassy Suites –7525E.HampdenAve.(1 ml. East of I-25 on Hampden) Denver,CO80231,(303)696-6644Hotel Rate - $109/night

___ Dec. 16 - 17 Clarion Inn –755HorizonDr.,(Exit 31 & I-70) GrandJunction,CO81506,(970)243-6790Hotel Rate - $79/ night

___ Dec. 17 - 18 Ramada Plaza –10E.120thAve.,(120th Ave. & I-25) Northglenn,CO80233,(303)452-4100Hotel Rate - $74/night

Name(s): ________________________________ Designations: __________________________

PTIN: ___________________________ Company: ___________________________________

Address for correspondence: ______________________________________________________

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 $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 ________________________________________________________

Authorized Signature ____________________________________________________

*** 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

Tax a

nd A

ccounti

ng W

ork

shops

Pro

cess

ing C

ente

rN

atio

nal

Cen

ter

for

Prof

essi

onal

Edu

cati

on,

Inc.

P.O

. B

ox

560

Zach

ary,

LA

707

91-0

826

(800

) 68

2-21

63Fa

x (2

25)

654-

8000