Thursday and Friday September 21st and 22nd 2023


Earn up to 10 CE credits.

All pricing includes Digital copy of materials.
Printed copy of presentations are available for an additional $45 and need to be ordered before September 15th. 

Register Now!

Thursday, September 21, 2023
Thursday CE total: 2

Bob Grennes, Commissioner

Stephen J. Madden, Director of Tax Policy

Tammy Schetter, Taxpayer Advocate Office

AP0YY-T-00156-23-I – 1099 – The Tattletale – 1 CE

So why are 1099s so important? Why is the IRS increasing the penalties for not filing them or not correcting them? Their singular objective is to let the IRS know how much was paid to someone by a small business. They tattle information to the IRS! We have to assist our small businesses in issuing those 1099 MISC but are you sure you know the rules? Don’t make mistakes that contribute to mismatched income for small business taxpayers. Let’s learn what those 1099 reporting rules are. You might be surprised to learn that some of those reporting rules have changed since you last looked.

Upon completion of this session, you will be able to: Identify the principal Forms 1099 needed for small business. Establish who is to receive 1099s and when backup withholding is required. Identify the various penalties associated with Form 1099 reporting. Cover the ‘real world issues involving compliance with Form 1099 reporting.

AP0YY-T-00153-23-I – Form 1099K Don’t Let it Bite You – 1 CE

New rules beginning 2023 for Form 1099-K information returns. The American Rescue Plan Act of 2021 (ARPA), P.L. 117-2, recently lowered the de minimis threshold for information reporting on third-party network transactions. This change will substantially increase the number of Forms 1099-K, Payment Card and Third-Party Network Transactions, required to be filed with the IRS and furnished to recipients by third-party settlement organizations and their electronic payment facilitators.

As tax preparers, we sometimes don’t pay any attention to Form 1099-K. We don’t even have to enter it on the tax return. This session will go over several areas that you should be checking, verifying, and accounting for information provided by the taxpayer. Due diligence requires you to put in place the procedures we will talk about and examples we will provide. As a bonus, we’re going to talk about a business taxpayer, identity theft and Form 1099-K. The completely unavoidable scenario – yet the fallout is real. Upon completion of this session, you will be able to: Have knowledge of the new thresholds for 2022, Understand the 1099K filing requirements under the American Rescue Plan Act, Determine how to report the income reported on the Form 1099K, Manage the 1099K if information is incorrect.

Friday, September 22, 2023
Friday CE total: 8
Melinda Garvin, EA

Melinda Garvin, EA

Michael R. Miranda CPA, QKA, AEP

AP0YY-T-00154-23-I – Basic All or Nothing – Strict Substantiation – 2 CE

Strict substantiation rules are currently being implemented during audits of taxpayers’ records. Many taxpayers and even some tax professionals believe the Cohan Rule can always be applied. This session will look at §274(d), §280(A)(c)(1) and §170(f)(17) which cover travel, meals, business gifts, office, and home, and charitable. This class will help you understand what documentation is required in order to take these deductions on a tax return. Upon completion of this session, you will be able to: Understand the Cohan Rule, Identify what wording is needed on certain charitable statements, Know what ‘third party verification’ is, Apply the concept of metropolitan area for the taxpayer.

AP0YY-T-00155-23-I – Federal Tax Law Changes – 2 CE

It’s important to stay current with the new tax laws as they distinguish you from other tax preparers that don’t keep up on the latest issues and changes. This discussion will focus on those tax issues and the updates for 2022 and 2023. We’ll cover the issues of the Inflation Reduction Act of 2022. Get the latest clarifications and details on Individual and Business Tax Updates. Upon completion of this session, you will be able to: Identify any tax law provisions that were extended, Analyze recently enacted tax legislation, and apply the new tax laws, Develop tax-saving strategies for the taxpayer, Differentiate between the various Acts and their contents.

AP0YY-T-00158-23-I – Retirement Plans Part I – 1 CE

You will learn Benefits of Retirement Plan Arrangements, What is a “Qualified Plan” and what this “Tax Favored Status” is all about, Life Cycle of a Retirement Plan, Types of Retirement Plans, Tax Reform Legislation and Proposed / Pending Legislation and Other Guidance and Case Studies

AP0YY-T-00158-23-I – Retirement Part II – 1 CE

You will learn about SECURE Act [1.0] Section 201 Employer Adoption of Plan After Year End, Case Studies – Review of Retirement Plan Examples, The Fundamentals of Non-Qualified Deferred Compensation (NQDC) Plans, SECURE Act 2.0 Highlights of Key Provisions – Retirement Plans, SECURE Act 2.0 Highlights of Key Provisions – Financial / Tax Planning

AP0YY-T-00160-23-I – What Professionals Should Know About Trusts & Estates – 2 CE

We’ll Learn About Trusts & Estates. Over the next 30 years, the current generations of “baby-boomers” will transfer their wealth to the next generation. Tax professionals will have a significant role in preparing accounting, filing returns, and developing planning strategies. The tax professional must have more than a basic understanding of the core estate planning documents. These include Wills, Revocable Trusts, and various Powers of Attorney. We’ll review the terminology of these core estate planning documents and help the participant understand concept that result of such understanding. Understand the various types of Trusts, Understand how each type of Trust is different, Review Form 1041 tax return filing requirements.


You may make reservations for accomodation at Dury Plaza as follows:
Individual Call-In reservations can be made by reserving online, go to, then enter Group number 10050364. Reservations may also be made by calling 1-800-325-0720 and refer to the Group number 10050364

I can’t make it

If you have questions about how to register or the conference accommodations, please contact me.


Annual Meeting:  Friday, Sept 22 at 12:45p(E) 
at Drury Plaza, Indianapolis….during the 2023
Conference.  Please note:  members need not be
attending the conference to attend this session.

Put an EA to work for YOU today!!


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Enrolled Agents: America’s Tax Experts. EAs are professionals who specialize in taxation having unlimited rights to represent CLIENTS before the IRS. With over 900 Enrolled Agents in Indiana, go to the “Find a Tax Expert” tab to locate an Enrolled Agent near you!

Enrolled Agents advise, represent and prepare the tax returns of individuals, partnerships, corporations, estates, trusts and other entities. Because Enrolled Agents have such diverse backgrounds, offices offer a variety of services; it is important to talk with your Enrolled Agent about how best to put his/her expertise to work for you. In addition, members of the Indiana Society of Enrolled Agents belong to a strong network of experienced, well-trained tax professionals who effectively represent their clients. All Enrolled Agents are required to adhere to the stringent Code of Ethics and Rules of the Federal Professional Conduct and must keep up with the ever changing tax law to remain credentialled and serve clients.


Are you interested in becoming an Enrolled Agent?
 Indiana Society of Enrolled Agents (ISEA) can help. Join today and begin to develop or to further your career as a Tax Professional! ISEA is an affiliate of the National Association of Enrolled Agents.

Already an Enrolled Agent?  And member of National Association of Enrolled Agents and ISEA??
Be certain to check out NAEA educational opportunities available: from discussions of Best Management Strategies to tax updates and in-depth studies! Watch for up-coming opportunities for 2023 Tax Update sessions sponsored by NAEA and various State Affiliates!