Ohio

NATP Logo

2008 Educational Seminar

& Annual Conference

 

September 21, 22 & 23 2008

 Embassy Suites

5800 Rockside Woods Boulevard

Independence, OH 44131

Ohio NATP Logo 

Melissa Brown

8917 N State Rt. 121

Bradford, OH 45308

 

2008 Joint Annual Conference

Ohio State Society of Enrolled Agents & Ohio Chapter NATP

Embassy Suites, September 21, 22, & 23, 2008

 

                                EARN UP TO 15 CPE CREDITS*                                   AGENDA (subject to change)

                                                                                                                                                                                                       

                              TOPICS                                              SPEAKERS                                               

      Sunday, September 21           4 CPE*

            2:00 – 2:30                    Registration – Exhibit Area Opens
            2:30 – 3:00                    Welcome
            3:00 – 4:40                    Representation                          Howard Levy, ESQ
            4:40 – 4:55                    Break
            4:55 – 6:35                    Form 990                                  Frank Degen, EA, USTCP
            6:45 – 7:15                    Cocktail
            7:15 – 8:15                    Dinner 
            8:15 - ?:??                     Special Event

                                                             

Monday, September 22      7 CPE*  

            6:30 – 9:00                    Breakfast
            7:30 – 9:00                    Registration
            7:45 – 9:15                    OSSEA Annual Meeting
            9:15 – 10:55                  Testing Your Tax I.Q.               Frank Degen, EA USTCP
          10:55 -  11:10                  Stretch Break
          11:10 - 12:00                   RITA   & CCA                            Bob Meaker & RITA TBA
          12:00 –  1:15                   Lunch
            1:15 -  1:30                    Vendors Drawings
            1:30 -  3:10                    Federal Update                         John Lawrence CPA
            3:10 – 3:30                    Break
            3:30 – 5:10                    IRS E Services                          Coordinator LaTanya Bacon
            ?????- ????                      Magical Entertainment by Eric Thompson   

                            

Tuesday, September 23      6 CPE*

6:30 – 9:00                    Breakfast
7:30 – 9:00                    Registration
7:45 – 9:15                    NATP Annual Meeting 
9:15 – 10:05                  Estate Planning                         Budish Solomon,ESQ
10:05-10:20                   Stretch Break   
10:20 –12:00                  Ohio Tax and Update                TBA
12:00 – 1:15                  Lunch
1:15  -  1:30                   NATP Installation of Officers
1:30 – 2:20                    Town Hall Practice Mgt            Panel
2:20 - 2:40                     Break
2:40 – 4:30                    Ethics                                       Kathryn M. Keane, EA, ABA  

                   

CPE Sponsors are approved by the Accountancy Board of Ohio. We have entered into an agreement with the Office of Director of Practice, Internal Revenue Service, to meet the requirement of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Director of Practice as to the quality of the program or its contribution to the professional competence of the enrolled individual.

 

OSSEA & Ohio Chapter NATP

2008 Annual Conference

Course Descriptions

17 CPE credits

 

COURSE DESCRIPTIONS

Sunday, September 21 

3:00-4:40  REPRESENTATION: Howard Levy, ESQ; What are the new IRS collection tactics? Also a review of prior collection issues.

 

4:55-6:35  FORM 990: Frank Degen, EA, USTCP; This hands-on session will cover the concepts needed to prepare the 990 Form.

 

Monday, September 22   

9:15-10:55  TESTING YOUR TAX IQ: Frank Degen, EA, USTCP; We'll look at some simple tax questions--will we all know the answers?

 

1:30-3:10  FEDERAL UPDATE:  John Lawrence, CPA;    What is new for the 2008 tax returns.

 

3:30-5:10  IRS E SERVICES:  IRS E Services/IRS snap shot presentation of Eservices.

 

Tuesday, September 23

9:15-10:05  ESTATE PLANNING:  Budish & Solomon, ESQ; Review of Estate Planning issues and challenges in 2008.

 

10:20-12:00  OHIO TAX UPDATE:  Speaker TBA; What is new for the 2008 Ohio Tax Returns.

 

1:30-2:20  TOWN HALL PRACTICE MGT: Interactive group discussion of your tax practice.

 

CPE Sponsors are approved by the Accountancy Board of Ohio.  We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirement of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours.  This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.

 

 

Embassy Suites Cleveland - Rockside

Cleveland is the place to be for 2008

 

Experience the convenience and stylish comfort of the Embassy Suites Cleveland - Rockside hotel in Independence, Ohio. Step into the lobby to be greeted with a soaring eight-story atrium featuring a beautiful gazebo and a tiered waterfall. Ideally located among Cleveland hotels, this all-suite lodging is just 15 minutes from Cleveland Hopkins International Airport, offering a complimentary Cleveland airport shuttle to eliminate transportation hassles.  Situated off I-480 and I-77, the Embassy Suites hotel near downtown Cleveland is ideal for Ohio vacations or business travel, with easy access to shopping, dining, attractions and businesses. 

Get a great night's rest in your comfortable suite, featuring extra touches to make you feel at home. In the morning, start the day with a complimentary cooked-to-order breakfast in the restaurant including an omelet station.  In the evening, head to the Manager's Reception for complimentary drinks and snacks.

Reservations must be made directly with the hotel by Aug 31, 2008 for the special conference pricing.  Tel: 1-216-986-9900; Fax: 1-216-986-9901

or www.embassysuites-rockside.com   Be sure to mention the special conference pricing.

 

 

EMBASSY SUITES HOSPITALITY ROOM

 As in years past, there will be a Hospitality Room available at most all hours for the use of spouses, guests and attendees to gather, network or just socialize.  There will be snack food, sweets and beverages available.  We look forward to seeing you there!

 

 

SUNDAY EVENT

 Relax, Unwind, And Chill Out!!! 

Kick back and take a little time to get acquainted with your fellow practitioners and visit the vendors.  During and after dinner Sunday night the band the Unusual Suspects will be playing for your enjoyment.  They are categorized as a classic rock band with many different influences including the incorporation of blues and jazz. Though they may be a relatively new band, the members have a wealth of experience. They have combine forces and are creating their own list of music to entertainment their audiences.

 

If you are still not quite relaxed after dinner join us for a little wine tasting.  The Ohio Wine Growers Association has gracious consented to providing us with some knowledge about wine and in particular, Ohio wines. We will get a chance to taste some wines (non-alcoholic beverages will also be provided) and learn something about varieties of wines and this Ohio industry.

  

MONDAY BANQUET ENTERTAINMENT:

Eric Thompson

Eric has been delighting and enthralling audiences for more than twenty-five years with his unique style of side-splitting comedy and award winning magic and illusion.

From sleight of hand to grand illusions, suspending disbelief is Eric Thompson’s forte.  This affable, gifted and charming performer is anything but typical. Eric is an accomplished comedian and magician, a veteran of hundreds of venues including comedy clubs, theaters, and college campuses, as well as numerous television appearances.

 

 

OHIO CHAPTER NATP CHARITY FUNDRAISER

 The annual charity fundraiser is in the planning stages.  We will donate the proceeds of the fundraiser to a charity in the Cleveland area.  Details of the fundraiser will be announced in the Ohio Chapter NATP newsletter coming out in July.  Come prepared to give generously to a worthy cause.