ISEA Annual Convention 2015
Indiana Society of Enrolled Agents Proudly Announces our
2015 Annual Convention & Seminar
August 20th and 21st
Guest Speaker: Kathy Morgan, EA, NTPI Fellow
Commissioner Mike Alley of Indiana Department of Revenue
Earn up to 14 hours of Federal Law CPE
Early Bird Bonus Session: 19 August 2015, Noon – 4pm – Practice Management 4 hours – *qualifies for NAEA CPE but not Circular 230 CPE. SUBJECT: Tax Practice Management – aspect of running a successful and efficient tax office.
- Affordable Care Act
- Spouses, Are they injured or innocent
- Identity Theft
- Taxpayer Advocate: What they can and cannot do
- Preparer Penalties
- Reporting Fraudulent or Unqualified Preparers
- Notice of Deficiency
- Liens and Levies
- Discharging Tax in Bankruptcy
- Due Diligence – It’s not just EITC anymore
Indiana Tax Law Indiana Department of Revenue – Commissioner Mike Alley
Speaker: Kathy Morgan, Enrolled Agent, Master Tax Advisor, Fellow NTPI, Speaker, Instructor, Representation Specialist and Consultant. She has been published by several tax research companies, including Parker Tax Publishing and Tax Connections. She is an accomplished speaker and instructor on a wide variety of tax issues.
Follow the link to register an pay conference fee on line. 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 include: Notebook with course hand-outs and reference materials. Breakfast, Luncheons and Break Refreshments Thursday, Friday and Thursday Evening Mixer (cash bar)
SPECIAL SERVICES: If you have special dietary needs or require auxiliary aids or service, please indicate on this 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: Participants who register the day of the conference will be charged an additional $20.00 to cover administration cost.
Embassy Suites (North)
3912 Vincennes Rd.
Indianapolis, IN 46268
Special room rate $120.00 plus tax when code SEA is used up to July 25, 2015.
Call hotel directly (800) 362-2779 to make reservation / DO NOT contact ISEA for accommodations
14 hours of CPE Credit for all Enrolled Agents
NOTE #1: Indiana Department of Revenue 1 hour presentation does not qualify for CPE for EA’s.
NOTE #2: Early Bird Bonus Session: Practice Management 4 hours – *qualifies for NAEA CPE but not Circular 230 CPE.
Thank you to our Premium Sponsors:
Current Tax Issues Seminar
Indiana Society of Enrolled Agents, Calumet Chapter, presents:
Christopher B. Bird, E.A., C.F.P. was a Senior IRS agent for 16 years. He began conducting courses after leaving the IRS then he started his own company, Chris Bird Seminars, Inc. Chris conducts over 125 seminars across the country each year. You will find Chris to be an informative, energetic, and entertaining speaker.
- Affordable Care Act Provisions that will impact 2014 tax returns
- Individual Penalty
- Reconciliation of Premium Tax Credit
- Small Business Health Tax Credit
- Status of other Provisions
- New tax forms for the above issues
- Status of HRA’s under ACA
- Update on IRS Voluntary Testing and RTRP
- Status of Tax Legislation-What issues expire in 2013 that need extending to 2014 and beyond
Date and Time:
Wednesday, October 1, 2014
8:00 am to 4:30 pm
Teibels Restaurant [U.S. 30 & Rt. 41] Schererville, IN
8 hr. CPE
Registration desk opens 7:00 A.M. CDT
Seminar will begin @ 8:00 & end @ 4:30
8:00 Session begins
9:50 Refreshment break
10:10 Session continues
1:00 Session continues
2:50 Refreshment break
3:10 Session continues
For information call:
Marty Gajdos (219) 659-5482
Sharon Percy (219) 845-5400
Please use the registration form to sign up today.
BIRD SEMINAR 2014 Registration Form
ISEA Annual Convention 2014
Affordable Care Act a/k/a ObamaCare – in depth review of ACA, how to calculate the multiple new taxes associated, what kind and types of penalties for individual and businesses and who is excluded.
Step by Step IRS Audit Procedure – from first telephone call all the way to appeals, what to do and what to expect along with the opportunity for sample format letters and other correspondence letters.
Indiana Society of Enrolled Agents
Proudly announces our
2014 Annual Convention & Seminar
21nd & 22rd August 2014
Dr. James (Jim) Hasselback, A national recognized and highly sought after speaker. A member of the faculty of Florida State University (Accounting Department) for 27 years but now a Scholar at the University of West Florida. Dr. Hasselback is recipient of the American Accounting Association Outstanding Service Award for his pioneering database for accounting education. Dr. Hasselback has published papers in a number of professional and academic journals, including The Accounting Review, The Tax Advisor, Financial Management, Journal of Real Estate Taxation, and the American Business Law Journal. He is co-author on a two-volume introductory taxation series, co-author on the Master Accounting Guide, and teams up with Irvin Gleim to produce an Enrolled Agent Review Course.
Amy L. King, EA, ATP, A national recognized speaker for NAEA and several state chapters/societies. Owner of King Tax Service LLP in Enumclaw, Washington and currently serves on the 2013-2014 NAEA Tax Prep/Practice Management Planning Committee for NTPI.
Thursday 21 August 2014
Guest Speaker: Amy King, EA, ATP
7:00 – 8:00 Registration
8:00 – 9:40 Step by Step IRS Audit Procedure
9:40 – 10:00 Break
10:00 – 10:50 Indiana Dept. of Revenue – Commissioner Mike Alley
10:50 – 11:40 Step by Step IRS Audit Procedure
11:40 – 12:30 FREE Lunch
12:30 – 2:10 Step by Step IRS Audit Procedure
2:10 – 2:30 Break
2:30 – 5:00 Step by Step IRS Audit Procedure
6:30 – 8:30 Networking Mixer Receptions a chance to relax, catch up with old friends and meet new ones. Food will be served (cash bar). Be sure to Indicate on your registration form if you plan attending the Mixer.
Friday 22 August 2014
Guest Speaker: Dr. James Hasselback
7:30 – 8:00 Registration
8:00 – 9:40 Affordable Care Act a/k/a ObamaCare
9:40 – 10:00 Break
10:00 – 10:50 Affordable Care Act a/k/a ObamaCare
11:50 – 1:00 FREE Lunch
1:00 – 1:30 Election of ISEA board & ISEA Board Meeting
1:30 – 3:20 Affordable Care Act a/k/a ObamaCare
3:20 – 3:35 Break
3:35 – 4:25 Affordable Care Act a/k/a ObamaCare
Embassy Suites (North) Special room rate $115.00 plus tax
3912 Vincennes Rd you must use code SEA
Indianapolis, IN 46268 call (800) 362-2779
317-872-7700 Rates available till 25 July!
Below is Registration form (please click on link). Complete and mail and the registration form ASAP as there is limited seating and due to subject matter we are expecting seats to fill up quickly!