2017 Annual Convention & Seminar

Practice Management August 17, 2017, 1:00pm-4:00pm (NAEA CPE Only)
Mixer August 17, 2017, 6:00pm-9:00pm
Seminar & Annual Meeting August 18, 2017, 8:00am-5:00pm
Embassy Suites-North, Indianapolis, IN

Guest Speaker: Beanna Whitlock EA CSA

Earn up to 8 hours of Federal CE on Friday, August 18, 2017

Please join us for our exciting 2017 Annual Convention & Seminar in Indianapolis. Our guest speaker is Beanna Whitlock EA CSA. Beanna is a tax professional of 47 years and an Enrolled Agent since 1979.

A tax professional of 47 years and an Enrolled Agent since 1979, Beanna accepted the appointment as the Director – National Public Liaison for the Internal Revenue Service on June 30, 2003 and completed her service on September 30, 2004 after establishing relations with the Commissioner of IRS and the tax professional community. For her efforts, Commissioner Mark Everson presented her with the Commissioner’s Award for Excellence of Service. In 1996 Beanna testified before the U. S. House of Representatives regarding “IRS tax season filing readiness”. In May 2001, Beanna testified before the U. S. Department of Treasury regarding the revisions to Circular 230 Federal Code of Regulations regarding “Practice Before the IRS”. On June 21, 2006 Beanna again testified before the U. S. Treasury regarding proposed changes to Circular 230.

Thursday Course Topic

Practice Management–Improving next year’s tax season!
Facilitated by the ISEA Board

Friday Course Topics Beanna Whitlock

Ethics  AP0YY-E-00079-17-I

A review of the history of taxation in the United States leads discussion into the importance of taxation and the impact that those in the business of tax have made and continue to make.  Areas of Circular 230 are examined and when the profession of tax is going.  Engaging the participants to understand their critical role in effective tax administration and how their commitment is necessary to the implementation of our system of taxation.  

IRS – What Can We Expect Now  AP0YY-T-00080-17-I
The Internal Revenue Service as an agency of individuals to provide service to America’s taxpayers is a vastly different organization today than it was pre-Charles Rossotti as Commissioner.  The wait time on the telephone to speak with an assistor is beyond the ability of the average tax professional to endure.  What do we do?  The program concentrates on the use of electronic tax administration now and in the future to navigate the various programs of the IRS.  The information provided will be valuable to any practitioner of tax.  

United States Tax Court and the Cases That Are Changing Our Practice  AP0YY-T-00081-17-I
A review of the United States Tax Court will present the court in the position of the taxpayers best friend.  Practitioners will understand how the court operates and what they must do to access it.  A review of several recent cases will present issues and how the tax court resolved them.  Practitioners will understand the importance not only of the laws that Congress passes and the Regulations that the IRS implements but the decisions of the United States Tax Court. 

Offers in Compromise  AP0YY-T-00082-17-I
Ever file an OIC?  Was it successful or was it rejected?  All practitioners have wondered about the OIC program at the IRS.  With the NEW procedures for OIC’s it is worth examining the program once again for your clients who are in the collection branch of IRS.  Discover the important difference between an OIC and an Installment Agreement.  Implement the tool IRS gives you to assist your client in determining a correct offer amount.  Take the guess work out of the offer and learn to make the IRS an offer they can’t refuse. 

We strongly encourage you to register ASAP as there is limited seating and due to subject matter we are expecting seats to fill up quickly!

Seminar fees includes:  Notebook with course hand-outs and reference materials.  Breakfast, Luncheons & Break Refreshments on Friday and Thursday Evening Mixer (cash bar)

SPECIAL SERVICES:  If you have special dietary needs or require auxiliary aids or service, please indicate on the registration form.

CANCELLATION POLICY:  No refunds will be given for program registration unless the conference is cancelled or rescheduled.  Registration may be transferred to another person up to the morning of the conference

ON-SITE:  Participant who register the day of the conference will be charged an additional $20 to cover administration cost.

Embassy Suites (North)        
3912 Vincennes Rd
Indianapolis, IN 46268

Special room rate $134.00 plus tax
 You must use code ISE
 Call (800) 362-2779
 Rates available till July 27, 2017!

Special conference rate of $134* double/king if reservations made by 27 July 2017
*(use group code ISE) Make reservations directly with the hotel – do not contact ISEA for accommodations.