Welcome

The Indiana Society of Enrolled Agents (ISEA) is here to serve the Enrolled Agents of Indiana.

Enrolled Agents(EAs) are America’s Tax Experts. EAs are the only who specialize in taxation and also have unlimited rights to Represent before the IRS for Audits, Appeals, and Collections.

Who is doing your taxes? With over 900 Enrolled Agents in Indiana, there is one near you.

Interested in becoming an Enrolled Agent? Indiana Society of Enrolled Agents can help. Join today and start developing your career as a Tax Professional.


2021 Annual Conference, September 23-24,
In Person with Guest speaker Sherrill Trovato

 

Sherrill Trovato, EA, USTCP’s California firm specializes in tax prep and controversy representation.  She teaches a Tax Court exam prep course, and is proud that since 2002 nearly 80% of those passing the exam were her students.  She is a past president of NAEA and a fellow of NTPI.  She is part of the Compass Tax Educators team and a regular instructor for various organizations and affiliates, including NTPI 2002-2017.


Please join us for the LIVE conference hosted by ISEA!

When: September 23rd 1:00pm EST – September 24th 5:00pm EST
Where: Drury Plaza Hotel – 9625 North Meridian Street Indianapolis, IN 46290

Drury Plaza has a block of rooms available for your convenience

CE:      8 hours
Price:   $350

Earlybird price – $305 (register before August 31)

Event details:

Thursday September 23rd

  • John H. Linstead, Senior Stakeholder Liaison – Internal Revenue Service
  • Kevin Gulley – Chief Information Officer – Indiana Department of Revenue
  • Chris Russel – General Counsel – Indiana Department of Revenue
  • Happy hour and dinner at the hotel

Friday September 24th

  • Sherrill Trovato, MBA, MST, EA, USTCP
  • Topics (descriptions below):
    • Ethics in the real tax world – AP0YY-E-00130-21-I – CE = 2 hours Ethics
    • Tax court cases of interest – AP0YY-T-00131-21-I – CE = 2 hours Federal Tax Matters
    • Prep to Rep – AP0YY-T-00132-21-I – CE = 4 hours Federal Tax Matters
  • Lunch will be provided and sponsored by Gleim

Course Descriptions

Ethics in the Real Tax World – AP0YY-E-00130-21-I – CE = 2 hours Ethics

How do you handle the various shades of gray that regularly occur in your tax practice?  Under Circular 230, what is your ethical duty to the client … to the IRS … and to yourself?  How do you protect yourself from conflicts of interest? This interactive class discusses relevant Circular 230 provisions and uses real world scenarios to pose ethical dilemmas that may appear when preparing returns or representing taxpayers.

Tax Court Cases of Interest – AP0YY-T-00131-21-I – CE = 2 hours Federal Tax Matters

Congress writes laws that are analyzed by the courts to evaluate the proper application to taxpayers.  The Tax Court was created to hear controversies between taxpayers and the IRS and is still a favorable venue.  This course focuses on recent Tax Court cases of general interest to practitioners who specialize in tax preparation and/or tax controversy featuring Exam or Collection controversy.  Selected cases also highlight other Tax Court jurisdiction areas.

Prep to Rep – AP0YY-T-00132-21-I – CE = 4 hours Federal Tax Matters

This course moves beyond tax preparation into controversy representation, starting with how to bring nonfilers into compliance, even when records are missing or incomplete, and discusses engagement letters necessary for preparation and representation, the Cohan Rule, how to research relevant authority, and includes an overview of representation taxpayers administratively before the IRS including exam, collection, and appeals.  A brief discussion at options available if resolution isn’t possible concludes the discussion.

John H. Linstead, Senior Stakeholder Liaison

Internal Revenue Service, Stakeholder Liaison Field, Communications & Liaison

John Linstead is a Senior Stakeholder Liaison with the Internal Revenue Service, in Cincinnati, Ohio.  He works with tax professional organizations and small business organizations across Indiana, Kentucky and Ohio to educate them about the tax laws and about their federal tax responsibilities.  During his 36 years with the IRS he has held the positions of Tax Examiner, Tax Auditor and Appeals Officer prior to joining Stakeholder Liaison in September of 2005.

Kevin Gulley – Chief Information Officer

Kevin has been a member of the DOR team since 2007 and serves as DOR’s Chief Information Officer. Kevin has over 20 years of experience in information technology and has served as an operational leader in both public and private sector organizations. Prior to joining the agency, Kevin served as the Vice President of Health and Corporate Systems at Conseco Insurance and served in a variety of IT leadership roles at Anthem Insurance. Kevin and his team are responsible for software development, information security, operations support and information management and reporting. Kevin is also leading the agency’s modernization project, Project NextDOR, which represents a major technological upgrade to DOR’s core administrative systems.

Chris Russell – General Counsel

Chris was promoted to General Counsel in 2021—a move that also triggered the reuniting of the Tax Policy team with their colleagues in Legal. As General Counsel for DOR, Chris continues to manage the Tax Policy team as part of the Legal Division. The Tax Policy team is responsible for the development of both internal and external tax guidance, as well as representing DOR to serve the Indiana General Assembly in all legislative initiatives. Additionally, Chris is responsible for managing all aspects of administrative and judicial matters relating to DOR. Chris is also responsible for the litigation, legal services and appeals sections, in addition to providing legal representation and advice to the entire agency. Prior to working for the State of Indiana, Chris was in private practice, beginning his career representing a variety of entertainment and sports clients and then shifting into a more general business law practice.

 

Earlybird price – $305 (register before August 31)



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