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NATP 2010 Live Tax Education

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					                              National Association of Tax Professionals




     2010 Live
     Tax Education




  INCLUDES COMPLETE
  DETAILS ON:

  • 1040 Updates

  • EA Exam Review Courses

  • TAXPRO Symposiums

  • Tax Compliance &
    Planning Workshops

  • The Experienced Tax
    Professional Workshops

  • National Conference

  • Technology and Office
    Productivity Conference



Gain valuable knowledge and earn CPE with the leader in tax education.
                                                                                                                                                                                                        TABLE of CONTENTS

            ENROLLED AGENT Exam Review Course ...............................................................................................................                                                                                                                                                     3
            NATIONAL Conference & Expo.................................................................................................................................................................................                                                                                        5
            TAX COMPLIANCE & PLANNING Workshops...........................................................................................                                                                                                                                                                     8
            TAXPRO Symposiums..................................................................................................................................................................................................................................                                               11
            TOP Conference......................................................................................................................................................................................................................................................................              13
            NATP at the IRS TAX FORUMS.........................................................................................................................................................................                                                                                               15
                                                                                                                                                                                                                                                                                                              17
            1040 Updates ......................................................................................................................................................................................................................................................................................


                                                                                                 National Association of Tax Professionals
                                                                                                                                        PO Box 8002 • Appleton, WI 54912-8002
                                                                                                                                         Phone 800.558.3402 • Fax 800.747.0001
                                                                                                                                       E-Mail: natp@natptax.com • www.natptax.com


     About NATP
    NATP serves the tax community through support,                                                                                                                       credit. Complaints regarding registered sponsors may be
    education, products, and services. Our more than                                                                                                                     addressed to the National Registry of CPE Sponsors,
    19,500 members are a diverse group of tax professionals                                                                                                              150 Fourth Avenue North, Suite 700, Nashville, TN
    that include individual tax preparers, enrolled agents,                                                                                                              37219-2417. Website: www.nasba.org.
    certified public accountants, accountants, attorneys, and                                                                                                             Instructional Method: Group-Live
    financial planners. They work in offices that assist over
    11 million taxpayers with tax preparation and planning.                                                                                                              NATP is also a recognized sponsor with the IRS, CFP®,
                                                                                                                                                                         CTEC, and ACAT, and complies with all their continu-
    CONTINUING EDUCATION CREDITS –                                                                                                                                       ing education requirements and rules. Unless otherwise
         The National Association of Tax Professionals is                                                                                                                stated, there are no other prerequisites or advanced
    registered with the National Association of State Boards                                                                                                             preparation required to take courses. For all other CPE
    of Accountancy (NASBA), as a sponsor of continuing                                                                                                                   information, please visit our website at www.natptax.com.
    professional education on the National Registry of
    CPE sponsors. State Boards of Accountancy have final                                                                                                                  Please note: CPE credit amounts are based on a
    authority on the acceptance of individual courses for CPE                                                                                                            50-minute hour.



2                PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
ENROLLED AGENT Exam Review Course
Becoming an Enrolled Agent may be one of the greatest          Part III
accomplishments a tax professional can experience. It is       • Identify the primary areas tested in Part III.
both challenging and rewarding. With a new designation         • Apply to become an Enrolled Agent (EA) and identify
comes not only an increase in your knowledge – a benefit          the requirements to maintain EA status.
to your clients, but also an increase in your earning          • Avoid preparer penalties.
power – a benefit to you.                                       • Discuss the provisions of Circular 230.
                                                               • Complete the tax return filing process.
As an Enrolled Agent you can represent clients before
the IRS. This allows you to give complete service to           THE EXAM
your clients.                                                  The Special Enrollment Exam is made up of three parts:

The process of becoming an Enrolled Agent is not easy,         • Part I
but can be substantially more manageable by completing         Individual Issues: Income, Assets, Deductions,
the NATP Enrolled Agent Exam Review Course. With               Credits, Individual Retirement Accounts (IRAs),
our thorough instruction, you will greatly increase your       Estate Tax, and Gift Tax.
chance to pass this demanding exam the first time.
                                                               • Part II
HOW TO BECOME AN ENROLLED AGENT                                Business Issues: Entities, Partnerships, Corporations,
You can become an Enrolled Agent by demonstrating              S Corporations, and Financial Information, Trust and
special competence in tax matters by passing a computer-       Estate Income Tax, Exempt Organizations, and Qualified
based examination. You are required to:                        Retirement Plans of an Employer or Self-Employed.

• Apply to take the Special Enrollment Exam (SEE).             • Part III
• Achieve passing scores on all parts of the SEE.              Representation, Practice, and Procedures: Enrolled
• Apply for enrollment.                                        Agent, Circular 230, Power of Attorney, Legal Authori-
• Pass a background check.                                     ties and References, IRS Audit, Collection, and Appeals,
                                                               Filing Process and Records, and Electronic Filing.
COURSE OBJECTIVES
Part I                                                         COURSE LEVEL: INTERMEDIATE
• Identify the primary areas tested in Part I.                 Prerequisite: Basic knowledge of income taxation.
• Determine an individual’s filing requirement.
• Identify the difference between a qualifying child and       This course integrates theory, example, and practice
  a qualifying relative.                                       to give even the inexperienced professional an edge in
• Identify items of reportable income and expenses for         passing the exam. The workshop is a refresher course
  individual taxpayers.                                        for the purpose of fine-tuning your test preparation. We
• Report income from retirement plans and IRA                  strongly recommend independent study prior to taking
  distributions.                                               this course.
• Report the disposition of assets.
• Distinguish between refundable and nonrefundable             The EA Exam Review Course Schedule
  tax credits.                                                 Part I
• Identify the filing requirements for a deceased taxpayer.     8 CPE Credits*
• Explain the tax consequences of gifting cash or property.    Day 1: 8:00 a.m. – 5:00 p.m.
                                                               Part II
Part II
                                                               12 CPE Credits*
• Identify the primary areas tested in Part II.
                                                               Day 2: 8:00 a.m. – 5:00 p.m. & Day 3: 8:00 a.m. – noon
• Discuss the tax theory for sole proprietorships, partner-
  ships, corporations, trusts, and tax-exempt organizations.   Part III
• Discuss how business entities are formed and dissolved.      4 CPE Credits*
• Analyze the effect of asset dispositions.                    Day 3: 1:00 p.m. – 5:00 p.m.
• Identify available accounting methods and periods.           *CPE credits available for NASBA, CTEC, and
• Compute a net operating loss.                                 ACAT only.

           PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com                          3
                                        ENROLLED AGENT Exam Review Course

    Fees
                                                                   Listed are the Priority Registration rates. Any registrations
                                   Member
                       Member                     Nonmember        received less than 10 days prior to the session date will be
                                  Associate**
                                                                   charged an additional $35. Fees include refreshments.
    Part I              $205         $224            $242
    Part II             $310         $329            $347          Upon registering, attendees will have access to electronic
    Part III            $105         $124            $142          textbooks, study guides, and questions to study from
                                                                   prior to the class.
    Parts I, II,
                        $572         $635            $698
    and III                                                        For general workshop information, visit www.natptax.com.
    **A Member Associate is a nonmember who works in an office
      with an NATP member.


    DATES AND LOCATIONS                         Sunrise, FL (Fort Lauderdale)          Lansing, MI • August 2-4
                                                June 28-30                             Course Code: EAX1007
    Schaumburg, IL • May 24-26                  Course Code: EAX1004                   Lexington Lansing Hotel
    Course Code: EAX1001                        Crowne Plaza Fort Lauderdale at        925 S Creyts Road
    Radisson Hotel Schaumburg                   Sawgrass Mills                         877.322.5544
    1725 E Algonquin Road                       13400 W Sunrise Boulevard              Room Rate: $99 single/double,
    847.397.1500                                954.851.1020                           when reserved by 7.2.10
    Room Rate: $72 single/double,               Room Rate: $89 single/double,
    when reserved by 5.10.10                    when reserved by 6.7.10                Bloomington, MN • August 16-18
                                                                                       Course Code: EAX1008
    Greenville, SC • June 14-16                 College Park, GA (Atlanta)             Embassy Suites Bloomington
    Course Code: EAX1002                        July 6-8                               2800 American Boulevard W
    Embassy Suites Golf Resort &                Course Code: EAX1005                   952.884.4811
    Conference Center                           Holiday Inn Atlanta Airport S          Room Rate: $129 single/double,
    670 Verdae Boulevard                        4669 Airport Boulevard                 when reserved by 7.25.10
    864.678.7126                                404.763.8800
    Room Rate: $109 single/double,              Room Rate: $84 single/double,          Albuquerque, NM
    when reserved by 5.15.10                    when reserved by 6.7.10                September 20-22
                                                                                       Course Code: EAX1009
    Hauppauge, NY • June 21-23                  Iselin, NJ • July 12-14                Embassy Suites Hotel & Spa
    Course Code: EAX1003                        Course Code: EAX1006                   Albuquerque
    Hyatt Regency Long Island                   Renaissance Woodbridge Hotel           1000 Woodward Place NE
    1717 Motor Parkway                          515 Highway One S                      505.245.7100
    800.233.1234                                888.236.2427                           Room Rate: $119 single/double,
    Room Rate: $128 single/double,              Room Rate: $129 single/double,         when reserved by 7.25.10
    when reserved by 5.21.10                    when reserved by 6.11.10
                                                                                       Reno, NV • September 27-29
                                                                                       Course Code: EAX1010
                                                                                       Peppermill Resort Spa & Casino
                                                                                       2707 S Virginia Street
      To register for the Enrolled Agent Exam Review Course, visit                     775.826.2121
      www.natptax.com, or submit the registration form found on page 25 of             Room Rate: $59 single/double plus
      this publication.                                                                $10 resort fee, when reserved by 8.2.10
                                                                                       Hotel Code: ANATP10




4              PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
NATIONAL Conference & Expo
AUSTIN, TEXAS                                                  E-World                       Helen O’Planick, EA
July 19-22                                                     E’s Have It                   IRS
Hilton Austin                                                  Employee Business Expenses    Susan Scioli, EA
                                                               – The Audit Pitfalls
It doesn’t get any bigger than the 2010 NATP National
                                                               Employee or Independent       Helen O’Planick, EA
Conference & Expo in Austin, Texas. We will be bring-
                                                               Contractor?
ing you insight from top IRS officials, 33 CPE credits of
                                                               Entity Conversions            Beanna Whitlock, EA, CSA
education from nationally-recognized tax experts, and
opportunities to meet and exchange ideas with hundreds         Essential Tax Forms           Chris Bixby, EA, CFP®
of the best people around – tax professionals!                 Essential Taxation            Chris Bixby, EA, CFP®
                                                               Foreclosure, Short Sale, or   Lisa Ihm, EA
CONFERENCE HIGHLIGHTS INCLUDE:                                 Deed-In-Lieu
• Keynote address from the IRS Director of Profes-             Form 1041 and Trusts          Tom O’Saben, EA, CFP®
  sional Responsibility (OPR), Karen Hawkins and from          Forms 1099 From A to SA       Larry Zimbler, MST, EA
  David Williams, the IRS executive overseeing the tax         From Form 2848 to Appeals     Helen O’Planick, EA
  preparer registration process.
                                                               Home Sweet Home               Larry Gray, CPA
• 33 CPE credits of outstanding tax education.
                                                               How to Pass an Exam           Steve O’Rourke, EA
• An exciting Expo Hall filled with vendors.
• Wonderful food and entertainment at the Denim &              Installment Agreements and    LG Brooks, EA
  Diamonds Reception and Banquet.                              Abating Penalties
                                                               IRS Notices – How to          Susan Scioli, EA
Courses:                                                       Resolve Them
Visit www.natptax.com for details on individual session CPE.   Is My Inheritance Taxable?    Melinda Garvin, EA
2010: The Year of the Roth Delmar Gillette, MA                 Kiddie Tax                    Steve O’Rourke, EA
A to Z Guide to Financial       Delmar Gillette, MA            Net Operating Losses          Tom O’Saben, EA, CFP®
Planning                                                       Nuts and Bolts of Form        Kathryn Keane, EA, ABA
Activities Not Engaged in       Greg Dangar, EA, ATP,          1040NR
For Profit                       ATA, IAR                       Nuts and Bolts of             Kathryn Keane, EA, ABA
Advising Small Nonprofit         Larry Zimbler, MST, EA         Schedule D
Organizations                                                  Offers in Compromise –        LG Brooks, EA
Are You Smarter Than –          Greg Dangar, EA, ATP,          Why or Why Not?
Ethics?                         ATA, IAR                       Passive Activities            Larry Gray, CPA
The Art of Representation       LG Brooks, EA                  Purchase of a Business        Marilyn Meredith, EA
Bankruptcy – Taxes Before, Lisa Ihm, EA                        Reasonable Compensation       Beanna Whitlock, EA, CSA
During, and After                                              The Remote Tax Office          Kelly Nokleby, EA
Breaking Into Bookkeeping Kelly Nokleby, EA                    Retirement Plan               Tom O’Saben, EA, CFP®
Can I Say That? Under-          Melinda Garvin, EA             Comparisons
standing §7216                                                 Retirement Plans for          Beverly J. Worth, EA,
Charitable Contributions        Larry Zimbler, MST, EA         Ministers                     ATA, CTP
Corporate Dissolutions          Kathryn Keane, EA, ABA         Sale of a Business            Marilyn Meredith, EA
Correcting and Amending         Delmar Gillette, MA            Taxation of Ministers         Beverly J. Worth, EA,
Form 1040                                                                                    ATA, CTP
Current Developments            Steve O’Rourke, EA &           Tip Reporting Outside         Melinda Garvin, EA
                                Tom O’Saben, EA, CFP®          the Box
Death of a Business Partner     Beanna Whitlock, EA,
                                                               The Unique Business of        Kelly Nokleby, EA
                                CSA
                                                               Family Child Care
Debt Cancellation Income        Lisa Ihm, EA
and Exclusions                                                 What’s New at Social          Chuck Liptz, Social
Depreciation                    Steve O’Rourke, EA             Security                      Security Administration


           PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com                        5
                                                            NATIONAL Conference & Expo
                                                                                               Austin, Texas • July 19-22


    ACCOMMODATIONS                                               GENERAL INFORMATION
    Hilton Austin                                                Group Discounts – When you register more than one
    500 East 4th Street                                          attendee at the full Conference price, all attendees from
    Austin, TX 78701                                             your office will each receive $50 off of their full Confer-
                                                                 ence registration fee. To qualify for this discount, please
    Our host hotel, the Hilton Austin, is offering Confer-       submit all registrations together. The $50 discount is
    ence attendees a reduced sleeping room rate of $159 for      available on both the member and nonmember pricing.
    single or double occupancy. To make a sleeping room
    reservation, please call the hotel at 512.482.8000 or        Confirmation – You will receive a confirmation e-mail
    register online at www.natptax.com by clicking on the        to help you prepare for this exciting Conference. If you
    link found on the Conference web page.                       do not receive a confirmation prior to Conference, please
                                                                 call 800.558.3402, ext. 3, to verify your registration.
    There are a limited number of rooms available for
    NATP attendees. The group rate expires June 17, 2010,        Registration Cancellation/Refund/Substitution
    or when the room block sells out, whichever comes first.      Policy – Cancellations received prior to July 12, 2010,
    Reservations made after this date will be accepted based     are subject to a $50 processing fee. Refunds will not be
    on availability and subject to hotel-set rates.              granted after July 12. All refunds will be processed after
                                                                 Conference. No-shows will not be granted refunds.
    The Hilton Austin will need a credit card to process         Registration substitutions are accepted providing that
    your reservation. Based on availability, reservations will   nonmembers pay an additional $111 registration fee.
    be honored at the group rate for up to three days before     An associate of an individual member is not necessarily
    and after the Conference dates.                              a member of NATP.

    In accordance with the Americans With Disabilities Act
    (ADA), please indicate any special accommodations you
    may need when making your hotel reservations.

    REGISTRATION OPTIONS
    Full Conference – Includes all education sessions,
    lunch on Tuesday and Wednesday, Chapter Showcase,
    Annual Banquet Gala Event, and access to the Expo.

    Spouse/Guest – Includes Chapter Showcase, lunch on
    Tuesday and Wednesday, annual Banquet Gala Event,
    and access to the Expo. If you plan to attend any educa-
    tional sessions, please also register for One-Day Only.

    One-Day Only – Includes all education sessions for the
    day(s) you register. It also includes access to the Expo
    and Chapter Showcase, if applicable.




6             PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
2010 NATIONAL CONFERENCE & EXPO REGISTRATION FORM
                                                                                                             Member ID#:
Every education registration must have the following information:
                                                                                                             PTIN#:




                                                                                           If applicable 
Name:                                                                                                        CFP®#:
(Full name, including middle initial, and designations, if applicable.)
                                                                                                             CTEC#:
Name for Badge:                                                                                              CPA#:
(First Name or Nickname)                                                                                     EA#:

E-Mail Address:

Company Name:

Primary Mailing Address:

City:                                                                             State:                                   Zip:
    Check here if this address should be your main mailing address with NATP.

Primary Phone:


 REGISTRATION OPTIONS:                                        By June 17 Fees         After June 17 Fees                   Enter Applicable Fee
 Full Conference
        NATP Member                                                  $614                                    $714
        Nonmember*                                                   $725                                    $825
        Spouse/Guest                                                 $100                                    $100
        Spouse/Guest Full Name:
 One-Day Only                                                     $205/day                     $225/day
         Circle day(s)         Mon.        Tues.        Wed.        Thurs.

 RECORDED CONFERENCE SESSIONS: Pre-order                                             After June 30 Fees                    Enter Applicable Fee
 Audio MP3 or iPod Audio                                                  $199                               $249
 Audio Point or iPod Audio Point                                          $299                               $349
 The Works – All (4) Formats                                              $349                               $399
Recorded Conference sessions will be sent to customers.

                                                                            Please enter your total payment

Please indicate any special needs:

 Please check here if you require special accommodations to participate and include a description
 of your needs. NATP may contact you for more information.


PAYMENT METHOD (Check One):                             Check        American    Express                     Discover   MasterCard    VISA

Credit Card #:                                                                         Exp. Date:
Signature:
Payment must accompany registration. NATP reserves the right to charge your credit card for late fees, errors, or omissions that are made
when submitting this form. Registration confirmation will be sent via e-mail.


*Become a member of NATP for only $167 and save $111 on your Full Conference Registration.

                                                                                                                             LIVE EDUCATION
                                     NATP, PO BOX 8002, APPLETON, WI 54912-8002                                                 BROCHURE
         PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com                                                    7
                             Tax COMPLIANCE & PLANNING Workshops
    S CORPORATION WORKSHOPS                                       • Examine the tax ramifications of transactions
    Pick and choose to suit your learning needs.                    between an S corporation and its shareholders.
                                                                  • Calculate shareholder basis in stock and debt.
    Day One                                                       • Explain the consequences of shareholder distributions.
    PREPARING S CORPORATION RETURNS                               • Complete the final 1120S and related forms for an
    8 CPE Credits                                                   S corporation liquidation.
    Course Level: Basic
    Prerequisite: Basic knowledge of accounting                   Fees
                                                                  Listed are the Priority Registration rates. Any registrations
    This hands-on workshop is designed for tax and financial       received less than 10 days prior to the session date will be
    professionals who are looking to expand their practice        charged an additional $35. Refreshments are included.
    by completing S corporation returns. We’ll go over
    the basics of S corporations including advantages and                                        Member
                                                                                     Member                    Nonmember
    disadvantages of forming an S corporation, eligible                                          Associate*
    corporations, electing S corporation status, and more.         One Day             $205         $226           $247
    We’ll then take a line-by-line look at Form 1120S and its
    related schedules A, B, K, K-1, L, M-1, and M-2. This          Two Days            $389         $431           $473
    class is ideal for individuals who have never prepared a      *A Member Associate is a nonmember who works in an office
    corporate return or have very limited experience.              with an NATP member.

    Objectives                                                    Times
    Upon completion of this course, you will be able to:          Classes are held from 8:00 a.m. – 4:30 p.m.
     • Identify the advantages and disadvantages of
       S corporation status.                                      For general workshop information, visit www.natptax.com.
     • Explain the method for electing S corporation status.
     • Apply for relief for late S corporation elections.         DATES AND LOCATIONS
     • Identify separately stated items and properly report       Tampa, FL • August 12 – 13
       them to shareholders.                                      Course Code: TW1001
     • Complete a basic S corporation income tax return.          Doubletree Hotel Tampa Westshore Airport
     • Calculate S corporation shareholder stock basis.           4500 W Cypress Street
                                                                  813.879.4800
    Day Two                                                       Room Rate: $89 single/double, when reserved by 7.21.10
    INTERMEDIATE S CORPORATIONS
    8 CPE Credits                                                 Schaumburg, IL • August 19 – 20
    Course Level: Intermediate                                    Course Code: TW1003
    Prerequisite: Basic knowledge of Form 1120S                   Radisson Hotel Schaumburg
                                                                  1725 E Algonquin Road
    This hands-on workshop is designed for tax and financial       847.397.1500
    professionals who prepare S corporation returns. This class   Room Rate: $72 single/double, when reserved by 8.5.10
     is ideal for individuals who have prepared S corporation
    returns for several years and are looking to improve their    Bellevue, WA • August 26 – 27
    skills to assist clients with their continuing needs.         Course Code: TW1004
                                                                  Embassy Suites Hotel – Bellevue
    Objectives                                                    3225 158th Avenue SE
    Upon completion of this course, you will be able to:          425.644.2500
    • Determine the S corporation’s risk for corporate            Room Rate: $99 single/$119 double, when reserved by
      level tax.                                                  8.4.10
    • Compute and report the built-in-gains tax.                  Hotel Code: NTX



8             PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
Tax COMPLIANCE & PLANNING Workshops
CONTINUED S CORPORATION WORKSHOP DATES AND LOCATIONS
Lancaster, PA                             Phoenix, AZ                             Hauppauge, NY
September 23 – 24                         September 30 – October 1                November 4 – 5
Course Code: TW1007                       Course Code: TW1009                     Course Code: TW1011
Eden Resort Inn                           Sheraton Crescent Hotel                 Hyatt Regency Long Island
222 Eden Road                             2620 W Dunlap Avenue                    1717 Motor Parkway
717.569.6444                              800.325.3535                            800.233.1234
Room Rate: $120 single/double,            Room Rate: $109 single/double,          Room Rate: $128 single/double,
when reserved by 8.23.10                  when reserved by 9.3.10                 when reserved by 10.8.10


   To register for the S Corporation Workshops, visit www.natptax.com,
   or submit the registration form found on page 25 of this publication.




TAX TOPIC WORKSHOPS                                            Day Two
Choose 1, 2, or all 3 days of outstanding tax education.       INDIVIDUAL TAX TOPICS
                                                               8 CPE Credits
Day One                                                        Course Level: Intermediate
SMALL BUSINESS TAX TOPICS                                      Prerequisite: Basic knowledge of income taxation
8 CPE Credits
Course Level: Intermediate                                     This information-packed course will explore the tax issues
Prerequisite: Basic knowledge of income taxation               facing foreigners employed in the United States. It will
                                                               also analyze the issues relating to Roth conversions, net
This seminar covers small business topics under various        operating losses (NOLs), and the impact of job loss on
entities. Topics covered will include: starting a business,    the individual. Lastly, it will cover alternative minimum
automobile expenses, casualty and theft losses, installment    tax (AMT) and the minimum tax credit (MTC).
sales, correcting depreciation, and selling a business. If
you have clients who own or run small businesses, then         Objectives
this workshop is for you.                                      Upon completion of this course, you will be able to:
                                                               • Explain the tax issues facing foreign persons working in
Objectives                                                       the U.S.
Upon completion of this course, you will be able to:           • Identify tax issues that trigger AMT and compute the
• Determine the best entity choice for your client’s new         allowable credit for prior year’s minimum tax.
  business.                                                    • Analyze the advantages and disadvantages of Roth
• Identify the tax treatment of automobile expenses and          conversions in 2010.
  determine if it’s best to purchase or lease a vehicle.       • Explore the tax impact of job loss and possible tax
• Complete Form 6252, Installment Sale Income.                   remedies.
• Complete Form 3115, Application for Change in Ac-            • Compute an NOL and identify options available to
  counting Method, to correct depreciation.                      carry the NOL back or forward.
• Complete Form 4684, Casualties and Thefts.
• Allocate the sales price of a business to various asset
  classes and report the allocation on Form 8594,
  Asset Acquisition Statement Under Section 1060.




           PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com                            9
                                Tax COMPLIANCE & PLANNING Workshops
     Day Three                                                       DATES AND LOCATIONS
     ESTATES, GIFTS, & TRUSTS TAX TOPICS                             Atlantic City, NJ • August 16 – 18
     8 CPE Credits                                                   Course Code: TW1002
     Course Level: Intermediate                                      Bally’s Atlantic City
     Prerequisite: Basic knowledge of income taxation                1900 Pacific Avenue
                                                                     Park Place and the Boardwalk
     This workshop is designed to update your knowledge of           800.345.7253
     estate, gift, and fiduciary income taxes, including recent       Room Rate: $105 single/double, when reserved by
     developments, gift tax returns, the application of the          7.16.10
     generation skipping tax to gifts, and income tax returns
     for Chapter 7 and 11 bankruptcy estates.                        Arlington, TX • August 30 – September 1
                                                                     Course Code: TW1005
     Objectives                                                      Crowne Plaza Suites Arlington
     Upon completion of this course, you will be able to:            700 Avenue H East
     • Discuss recent developments in estate, gift, and trust        817.394.5000
       taxation.                                                     Room Rate: $99 single/double, when reserved by 8.9.10
     • Prepare Form 709 gift tax returns for gifts of closely
       held stock, limited partnership interests, life insurance     Windsor, CT • September 22 – 24
       policies, an income interest in charitable remainder          Course Code: TW1006
       trust (CRT), and debt forgiveness.                            Hilton Garden Inn Hartford North
     • Explain the generation-skipping tax exemption alloca-         555 Corporate Drive
       tion rules for gifts, and how to elect out of them.           860.688.6400
     • Prepare income tax returns for Chapter 7 and 11               Room Rate: $129 single/double, when reserved by
       bankruptcy estates.                                           8.21.10

     Fees                                                            Northbrook, IL (Chicago) • September 27 – 29
     Listed are the Priority Registration rates. Any registrations   Course Code: TW1008
     received less than 10 days prior to the session date will be    Crowne Plaza Chicago-Northbrook
     charged an additional $35. Refreshments are included.           2875 N Milwaukee Avenue
                                                                     847.298.2525
                                     Member                          Room Rate: $99 single/double, when reserved by 9.12.10
                         Member                    Nonmember
                                     Associate*
                                                                     Syracuse, NY • November 1 – 3
      One Day             $205         $226            $247
                                                                     Course Code: TW1010
      Two Days            $389         $431            $473          Genesee Grande Hotel
      Three Days          $572         $635            $698          1060 E Genesee Street
                                                                     800.365.4663
     *A Member Associate is a nonmember who works in an office
      with an NATP member.                                           Room Rate: $119 single/double, when reserved by
                                                                     10.1.10
     Times
     Classes are held from 8:00 a.m. – 4:30 p.m.                     Dedham, MA • November 8 – 10
                                                                     Course Code: TW1012
     For general workshop information, visit www.natptax.com.        Holiday Inn Boston Dedham Hotel
                                                                     55 Ariadne Road
                                                                     781.329.1000
                                                                     Room Rate: $109 single/double, when reserved by 10.8.10
       To register for the Tax Topics Workshops, visit               Hotel Code: NTP
       www.natptax.com, or submit the registration form
       found on page 25 of this publication.


10              PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
TAXPRO Symposiums
NATP intermediate tax education delivers today’s impor-     NET OPERATING LOSSES (NOL)
tant topics through clear, understandable instruction.      4 CPE Credits
                                                            Course Level: Intermediate
INDUSTRY SPECIFIC TAX TOPICS                                Prerequisite: Basic knowledge of preparing Form 1040
8 CPE Credits
Course Level: Intermediate                                  The recent state of the economy has left many taxpay-
Prerequisite: Basic knowledge of preparing Form 1040        ers with significant losses. This course will go over the
                                                            rules as they relate to net operating losses, including
Your clients work in various industries. Some careers       computing an NOL, NOL carrybacks, and AMT NOLs.
have special tax rules attached to them. In this seminar,   Through use of examples, worksheets, and completed
learn how these provisions affect your clients who have     tax forms, you will gain the working knowledge needed
the following jobs: day care workers, beauticians, trans-   to prepare Forms 1045 and 1040X.
portation workers, and bar & restaurant workers. Also
identify the rules pertaining to household employees.       Objectives:
                                                            Upon completion of this course, you will be able to:
Objectives:                                                 •Compute a net operating loss (NOL) for regular and
Upon completion of this course, you will be able to:         AMT purposes.
•Report the proper amount of tip income.                    •Determine whether your clients should elect to forego
•Identify income and deductions of day care workers.         the NOL carryback.
•Determine transportation workers’ deductible expenses      •Prepare Forms 1045 and 1040X.
 and identify the proper per diem amounts.                  •Determine a single taxpayer’s net operating loss carry-
•Distinguish between beauticians who are employees and       over following a change in marital status.
 independent contractors.
•Explain the household employee rules and reporting         THE ESSENTIAL 1040®
 requirements.                                              8 CPE Credits
                                                            Course Level: Update/Intermediate
FORECLOSURES & REPOSSESSIONS                                Prerequisite: Basic knowledge of preparing Form 1040
4 CPE Credits
Course Level: Intermediate                                  For 25 years NATP has been providing the best tax
Prerequisite: Basic knowledge of preparing Form 1040        update in the country to prepare professionals for tax
                                                            season. We promise to continue that tradition of excel-
Every day people are having more difficulty making loan      lence this year. There will be the standard features of the
payments. As a result, the lender may repossess property    inflation-indexed updates for preparing individual’s 2010
securing the loan. Whether your client is the borrower or   tax returns, new tax laws applicable to 2010, and recent
the lender, you will learn how to report the transaction.   developments. We will combine this information with
Relief under the foreclosure rules will also be covered.    select in-depth topics and two hours of Ethics.

Objectives:                                                 Objectives
Upon completion of this course, you will be able to:        Upon completion of this course, you will be able to:
•Report gain or loss from a repossession or foreclosure.    •Identify common inflation-indexed items for the 2010
•Compute the basis of repossessed property.                  tax year.
•Determine if a taxpayer is insolvent.                      •Familiarize yourself with new provisions that impact
•Identify relief provisions for debt cancellation.           the 2011 filing season.
•Prepare Form 982, Reduction of Tax Attributes Due          •Provide your clients with planning considerations for
 to Discharge of Indebtedness (and Section 1082 Basis        the upcoming year.
 Adjustment).                                               •Determine if your clients qualify for any of the energy
                                                             credits.
                                                            •Explain the tax treatment of health savings accounts
                                                             (HSAs), long-term contracts, and viatical settlements.
                                                            •Summarize your duties under Circular 230 and avoid
                                                             preparer penalties.
          PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com                           11
                                                                               TAXPRO Symposiums
     BEYOND THE 1040®                                             Instructor
     8 CPE Credits                                                Melinda Garvin, EA
     Course Level: Intermediate
     Prerequisite: Basic knowledge of preparing Form 1040         Fees
                                                                  Listed are the Priority Registration rates. Any registra-
     Take the extra step in getting ready for next year’s filing   tions received less than 10 days prior to the session
     season. This workshop will enhance your knowledge of         date will be charged an additional $35. Refreshments
     tax preparation by examining topics that impact your         are included.
     clients and your business.
                                                                                                       Member      Non-
     Objectives                                                                             Member
                                                                                                       Associate* member
     Upon completion of this seminar, you will be able to:
                                                                  TAXPRO Symposium
     •Explain the tax consequences of gambling income and                                    $205        $226        $247
                                                                  (Day 1 or 2)
      losses.
     •Analyze bad debts to determine the proper tax treatment.    TAXPRO Symposium
                                                                                             $389        $431        $473
     •Compute and report casualty and theft losses.               (Day 1 and 2)
     •Determine the tax effects of a personal bankruptcy.         1040 Update
                                                                                             $191        $212        $233
     •Describe the tax breaks available to members of the         (Day 3 or 4)
      military.                                                   1040 Update
     •Explain the tax consequences of working overseas.                                      $349        $391        $433
                                                                  (Day 3 and 4)
                                                                  *A Member Associate is a nonmember who works in an office
              8:00 a.m. – 11:45 a.m. 12:45 p.m. – 4:30 p.m.        with an NATP member.
     Day 1             Industry Specific Tax Topics
                                                                  For general workshop information, visit www.natptax.com.
                  Foreclosures &       Net Operating Losses
     Day 2
                   Repossessions
     Day 3                 The Essential 1040®                       To register for the TAXPRO Symposiums, visit
                                                                     www.natptax.com, or submit the registration form
     Day 4                  Beyond the 1040®                         found on page 25 of this publication.


     DATES                                    Atlantic City, NJ • November 1 – 4      Orlando, FL
     Bloomington, MN                          Course Code: ES1003                     November 29 – December 2
     October 18 – 21                          Bally’s Atlantic City                   Course Code: ES1005
     Course Code: ES1001                      1900 Pacific Avenue                      Caribe Royale Orlando
     Embassy Suites Bloomington               Park Place and the Boardwalk            8161 World Center Drive
     2800 American Boulevard W                800.345.7253                            800.823.8300
     952.884.4811                             Room Rate: $85 single/double,           Room Rate: $139 single/double,
     Room Rate: $119 single/double,           when reserved by 10.18.10               when reserved by 10.29.10
     when reserved by 9.26.10
                                              Indianapolis, IN • November 8 – 11      Tempe, AZ • December 6 – 9
     Reno, NV • October 25 – 28               Course Code: ES1004                     Course Code: ES1006
     Course Code: ES1002                      Embassy Suites Indianapolis North       Fiesta Resort Conference Center
     Peppermill Resort Spa & Casino           392 Vincennes Road                      2100 S Priest Drive
     2707 S Virginia Street                   317.872.7700                            480.967.1441
     775.826.2121                             Room Rate: $119 single/$129             Room Rate: $99 single/double,
     Room Rate: $59 single/double             double, when reserved by 10.8.10        when reserved by 11.13.10
     plus $10 resort fee, when reserved
     by 9.24.10
     Hotel Code: ANAT10

12             PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
TOP Conference (TECHNOLOGY & OFFICE PRODUCTIVITY)
ATLANTIC CITY, NEW JERSEY                                      Registrants of the virtual conference will receive access
September 20-21                                                to all of the recorded presentations, handouts, and to
Sheraton Atlantic City                                         the virtual expo hall. You can view the sessions as often
                                                               as you like.
With the right solutions in place, your small business
can reduce costs, boost productivity, add clients and          GENERAL INFORMATION
meet the needs of existing clients, and improve your           Tape Recording
bottom line – without adding to your payroll. To invest        Webcam, video, and/or audiotaping is prohibited.
in technology, you have to understand what you need.
That’s where NATP comes in.                                    NATP Photography
                                                               NATP staff will take photos and videos during TOP
The TOP (Technology & Office Productivity) Conference           Conference for NATP use only. By attending this
puts you face-to-face with the experts in small business       Conference your photo or video may be used in future
technology and the masters of boosting office productivity.     NATP publications or on our website.

Last year’s TOP Conference earned a 96 percent satisfac-       Registration/Cancellation Policy
tion rating from attendees. Attendees appreciated the          Cancellations received prior to September 13, 2010,
great growth ideas, software tricks, operations advice, and    are subject to a $50 processing fee. Refunds will not be
suggestions on how to be organized and more efficient.          granted after September 13. All refunds will be processed
                                                               after Conference. No-shows will not be granted refunds.
2010 TOP CONFERENCE SESSION TOPICS                             Registration substitutions are accepted providing that
Visit www.natptax.com for details on individual session CPE.   nonmembers pay an additional $97 registration fee.
The E’s Have It                          IRS                   An associate of an individual member is not necessarily
Innovation for Accounting and Tax Intuit                       a member of NATP.
Professionals
Common QuickBooks Mistakes               Intuit                Accomodations
Clients Make and How to Correct                                A block of rooms is available at our host hotel.
Them                                                           Sheraton Atlantic City
                                         Drake                 Two Convention Center Boulevard
Increasing Efficiency in Your
                                                               Atlantic City, NJ 08401
Tax Office
                                                               For reservations, call 888.627.7212 and reference
The Paperless Trend...Successfully       Automated Tax
                                                               NATP TOP Conference. Room rate: $119. Reserva-
Converting Tax and Accounting            Office Manager/
                                                               tions may also be made on the TOP Conference web
Office Management Processes               Fujitsu ScanSnap
                                                               page at www.natptax.com.
Other topics to include: Online Tax Research, Social
Media, Excel 2007, Word 2007, and much more! Visit
www.natptax.com for the most up-to-date course and
vendor listings. (Courses subject to change.)

NEW Virtual Conference Added!
An exciting addition to this year’s TOP Conference is the
Virtual TOP Conference. From October 1, 2010 through
December 31, 2010, all who attend the live conference
will have access to the virtual one as well. If you can’t
make the live event. You can register for the Virtual TOP
Conference and have access to all the education and ven-
dors, too. Visit www.natptax.com for more information.




           PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com                           13
                                                                                                                            TOP Conference


                                2010 TOP CONFERENCE REGISTRATION FORM

                                                                                                                  Member ID#:
     Every education registration must have the following information:
                                                                                                                  PTIN#:




                                                                                                If applicable 
     Name:                                                                                                        CFP®#:
     (Full name, including middle initial, and designations, if applicable.)
                                                                                                                  CTEC#:
     Name for Badge:                                                                                              CPA#:
     (First Name or Nickname)                                                                                     EA#:

     E-Mail Address:

     Company Name:

     Primary Mailing Address:

     City:                                                                             State:                                   Zip:
         Check here if this address should be your main mailing address with NATP.

     Primary Phone:




      REGISTRATION OPTIONS:                                         By Aug. 18 Fees       After Aug. 18 Fees                    Enter Applicable Fee
      Full Conference – NATP Member                                        $102                                   $152
      Full Conference – Member Associate*                                  $150                                   $200
      Full Conference – Nonmember**                                        $199                                   $249

                                                                               Please enter your total payment

     *If registering as a member associate, please provide the NATP member’s name:


     Please indicate any special needs:
     
      Please check here if you require special accommodations to participate and include a description
      of your needs. NATP may contact you for more information.


     PAYMENT METHOD (Check One):                             Check        American   Express                     Discover    MasterCard    VISA

     Credit Card #:                                                                         Exp. Date:
     Signature:
     Payment must accompany registration. NATP reserves the right to charge your credit card for late fees, errors, or omissions that are made
     when submitting this form. Registration confirmation will be sent via e-mail.

     * A Member Associate is a nonmember who works in an office with an NATP member.
     **Become a member of NATP for only $167 and save $97 on your Full Conference Registration.
                                                                                                                                  LIVE EDUCATION
                                                                                                                                     BROCHURE
                                            NATP, PO BOX 8002, APPLETON, WI 54912-8002
14              PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
NATP at the IRS TAX FORUMS
This summer, NATP educators will be sharing their            SCHEDULE C ISSUES
knowledge at six nationwide IRS Tax Forums. These            Instructor: Tom O’Saben, EA, CFP®
yearly forums include three days of education sessions,      NATP Training Specialist
training and networking, featuring a full agenda of the
latest tax law information, hands-on workshops, net-         This session will cover a variety of issues related to the
working opportunities, and exhibits of the latest products   preparation of the Schedule C. Upon completion of this
and services for your business needs.                        course, you will be able to:
                                                             •Determine hobby or business and nine factors to
A ROADMAP TO ESTATE AND                                       consider.
TRUST INCOME                                                 •Report activity on Schedule C or other income or
Instructor: Larry Gray, CPA                                   other entity.
NATP Government Affairs Liaison                              •Determine if expenses are deductible, depreciable,
                                                              disallowed, or reasonable and necessary.
At some point, our clients are affected by an estate or      •Discuss recordkeeping with your clients. What is the
trust return. In this session, you’ll learn to determine      “Cohen” rule?
where to report a decedent’s income, to advise clients       •Calculate and properly report self-employed pension
who inherit property and the implications of income           contributions.
or losses that may flow through to them. If your client
establishes a trust, learn what questions to ask so you      NATP educators consistently rank in the Top 10 of
can properly report the income.                              all Forum speakers for attendee satisfaction at the
                                                             IRS Tax Forums.




IRS TAX FORUM DATES & LOCATIONS                              Las Vegas, NV • August 24-26
Atlanta, GA • June 22-24                                     Mandalay Bay Hotel & Casino
Hilton Atlanta                                               3950 Las Vegas Boulevard S
255 Courtland Street NE                                      877.632.7100
800.445.8667                                                 Room Rate: $129, when reserved by 7.21.10
Room Rate: $150, when reserved by 5.19.10                    *See page 16 for pre-Forum bonus education.

Chicago, IL • July 13-15                                     San Diego, CA • August 31-September 2
Hyatt Regency Chicago                                        Town & Country
151 E Wacker Drive                                           500 Hotel Circle N
888.421.1442                                                 800.772.8527
Room Rate: $176, when reserved by 6.18.10                    Room Rate: $147, when reserved by 7.26.10

Orlando, FL • July 27-29                                     For prices, deadlines, and registration information, visit
Caribe Royale                                                www.irstaxforum.com. NATP members receive a $10
8161 World Center Drive                                      discount with early registration. For the discount code,
800.823.8300                                                 visit www.natptax.com, Events & Education. You will
Room Rate: $139, when reserved by 7.2.10                     need to be logged in to acquire the code.
*See page 16 for pre-Forum bonus education.
                                                             Don’t forget to stop by and say hello to NATP staff and
New York, NY • August 10-12                                  members in the Expo Hall too!
Hilton New York
1335 Avenue of the Americas
800.445.8667
Room Rate: $245, when reserved by 7.19.10

          PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com                           15
                                                           NATP at the IRS TAX FORUMS
                                                                 •Properly transfer complex items, such as original issue
     PRE-FORUM BONUS EDUCATION –                                  discount (OID) and accrued interest, from clients’
     ORLANDO & LAS VEGAS LOCATIONS!                               brokerage statements to Form 1040.

     THE EXPERIENCED TAX PROFESSIONAL                            Fees
     WORKSHOP                                                    Listed are the Priority Registration rates. Any registra-
     8 CPE Credits                                               tions received less than 10 days prior to the session date
     Course Level: Intermediate/Advanced                         will be charged an additional $35 per day. Fees include
     Prerequisite: Basic knowledge of income taxation            refreshments.

     Orlando, FL • July 26                                                                           Member      Non-
     Course Code: I-Forum 101                                                             Member
                                                                                                     Associate* member
     Caribe Royale                                                One Day                   $191       $212        $233
     8161 World Center Drive
     800.823.8300
                                                                 *A Member Associate is a nonmember who works in an
     Room Rate: $139, when reserved by 7.2.10
                                                                  office with an NATP member.
     Las Vegas, NV • August 23
                                                                 Times
     Course Code: I-Forum 102
                                                                 Workshop is held from 8:00 a.m. – 4:30 p.m.
     Mandalay Bay Hotel & Casino
     3950 Las Vegas Boulevard S
                                                                 For general workshop information, visit www.natptax.com.
     877.632.7100
     Room Rate: $129, when reserved by 7.21.10
                                                                 Instructor
                                                                 Tom O’Saben, EA, CFP®
     If you are attending the IRS Tax Forums in Las Vegas
                                                                 NATP Training Specialist
     or Orlando this summer, plan to come a day earlier
     to attend the popular NATP Experienced Tax Profes-
                                                                 Tom graduated from Southern Illinois University at
     sional Workshop. This must-attend workshop focuses
                                                                 Edwardsville in 1982 with degrees in political science
     on your needs as an experienced professional so you can
                                                                 and finance. He has been a Certified Financial Planner®
     strengthen and expand your tax knowledge.
                                                                 since 1993 and an Enrolled Agent since 1994. Along
                                                                 with a staff of four, Tom’s practice, established in 1992,
     Course Objectives
                                                                 provides tax, accounting, and financial planning services
     Upon completion of this workshop, you will be able to:
                                                                 for approximately 1,000 clients. In November 2003,
                                                                 Tom merged his practice with FCB Banks, a group of
     •Determine the final Form 1040 and Form 1041 filing
                                                                 nine locations in Southern Illinois, mostly located in
      requirements for a decedent and his or her estate and
                                                                 the St. Louis, Missouri metropolitan area to provide his
      applicable trusts.
                                                                 clientele with additional services, as well as to provide
     •Compute distributable net income (DNI) and account
                                                                 tax and accounting services to the customer base of the
      for and report income in respect of a decedent (IRD).
                                                                 bank. Tom also provides Quickbooks training and has
     •Identify the tax treatment of various types of legal
                                                                 given numerous educational presentations on a wide
      settlements and properly deduct the attorney fees.
                                                                 variety of tax and financial planning issues. He is a
     •Determine whether a credit or a deduction is the best
                                                                 member of the staff at NATP as a Training Specialist
      option when your client makes a repayment.
                                                                 where he develops curriculum, writes textbooks, and
                                                                 instructs at educational seminars.


      To register for the Experienced Tax Professional Workshop, visit www.natptax.com,
      or submit the registration form found on page 25 of this publication.



16             PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
1040 Updates
Day 1                                                          Fees
THE ESSENTIAL 1040®                                            Listed below are the Priority Registration rates. Any
8 CPE Credits                                                  registrations received less than 10 days prior to the
Course Level: Update/Intermediate                              session date will be charged an additional $35.
Prerequisite: Basic knowledge of preparing Form 1040           Refreshments are included.

For 25 years NATP has been providing the best tax                                                   Member      Non-
update in the country to prepare professionals for the                                   Member
                                                                                                    Associate* member
coming tax season. We promise to continue that tradition
of excellence this year. There will be the standard features   One Day                    $191        $212        $233
of the inflation-indexed updates for preparing individual’s     Two Days                   $349        $391        $433
2010 tax returns, new tax laws applicable to 2010, and         *A Member Associate is a nonmember who works in an office
recent developments. We will combine these provisions           with an NATP member.
with select in-depth topics and two hours of Ethics.
                                                               Times
Objectives                                                     Workshop is held from 8:00 a.m. – 4:30 p.m.
Upon completion of this course, you will be able to:
•Identify common inflation-indexed items for the 2010           DATES AND LOCATIONS
 tax year.
•Familiarize yourself with new provisions that impact          ALABAMA
 the 2011 filing season.                                        Birmingham • December 6-7
•Provide your clients with planning considerations for         Course Code: F10098
 the upcoming year.                                            Birmingham Marriott
•Determine if your clients qualify for any energy credits.     3590 Grandview Parkway
•Explain the tax treatment of health savings accounts          205.968.3775
 (HSAs), long-term contracts, and viatical settlements.        Room Rate: $129 single/double, when reserved by 11.15.10
•Summarize your duties under Circular 230 and avoid
 preparer penalties.                                           Mobile • December 8-9
                                                               Course Code: F10101
Day 2                                                          Mobile Marriott
BEYOND THE 1040®                                               3101 Airport Boulevard
8 CPE Credits                                                  251.476.6400
Course Level: Intermediate                                     Room Rate: $118 single/double, when reserved by 11.28.10
Prerequisite: Basic knowledge of preparing Form 1040
                                                               ARIZONA
Take the extra step in getting ready for next year’s filing     Tempe • December 8-9
season. This workshop will enhance your knowledge of           Course Code: ES1006
tax preparation by examining topics that impact your           Fiesta Resort Conference Center
clients and your business.                                     2100 S Priest Drive
                                                               480.967.1441
Objectives                                                     Room Rate: $99 single/double, when reserved by 11.13.10
Upon completion of this seminar, you will be able to:          The Update follows the TAXPRO Symposium. See page
•Explain the tax consequences of gambling income and           11 for more information on this additional education
 losses.                                                       opportunity.
•Analyze bad debts to determine the proper tax treatment.
                                                               Tucson • October 28-29
•Compute and report casualty and theft losses.
                                                               Course Code: F10027
•Determine the tax effects of a personal bankruptcy.
                                                               Holiday Inn Hotel & Suites Tucson Airport North
•Describe the tax breaks available to members of the
                                                               4550 S Palo Verde Road
 military.
                                                               520.746.1161
•Explain the tax consequences of working overseas.
                                                               Room Rate: $99 single/double, when reserved by 10.11.10
           PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com                          17
                                                                                      1040 Updates
     ARKANSAS NEW LOCATION!             Trumbull • November 10-11           West Palm Beach • October 27-28
     Little Rock • October 25-26        Course Code: F10055                 Course Code: F10024
     Course Code: F10021                Trumbull Marriott Merritt Parkway   Holiday Inn Palm Beach Airport
     Hilton Little Rock                 180 Hawley Lane                     Hotel & Conference Center
     925 S University Avenue            203.378.1400                        1301 Belvedere Road
     501.664.5020                       Room Rate: $139 single/double,      561.659.3880
     Room Rate: $109 single/double,     when reserved by 10.12.10           Room Rate: $89 single/double,
     when reserved by 9.25.10                                               when reserved by 10.5.10
                                        Windsor • December 1-2
     CALIFORNIA                         Course Code: F10089                 St. Petersburg • October 25-26
     Berkeley • November 1-2            Hilton Garden Inn Hartford North/   Course Code: F10018
     Course Code: F10034                Bradley International Airport       St. Petersburg Marriott Clearwater
     Doubletree Hotel Berkeley Marina   555 Corporate Drive                 12600 Roosevelt Boulevard
     200 Marina Boulevard               860.688.6400                        727.572.7800
     510.548.7920                       Room Rate: $129 single/double,      Room Rate: $139 single/double,
     Room Rate: $129 single/double,     when reserved 10.30.10              when reserved by 9.24.10
     when reserved by 10.1.10
                                        DISTRICT OF COLUMBIA                GEORGIA
     Whittier • December 8-9            Washington • December 3-4           Dillard • November 8-9
     Course Code: F10100                Course Code: F10091                 Course Code: F10048
     Radisson Hotel Whittier            Marriott at Metro Center            The Dillard House
     7320 Greenleaf Avenue              775 12th Street NW                  768 Franklin Street
     562.945.8511                       202.737.2200                        706.746.5348
     Room block not held                Room Rate: $189 single/double,      Room Rate: $79 single/double,
                                        when reserved by 11.11.10           when reserved by 9.22.10
     COLORADO
     Lakewood • December 1-2            FLORIDA                             Macon • November 10-11
     Course Code: F10085                Jacksonville • December 3-4         Course Code: F10054
     Sheraton Denver West               Course Code: F10095                 Anderson Conference Center
     360 Union Boulevard                Jacksonville Marriott               at Goodwill
     303.987.2000                       4670 Salisbury Road                 5171 Eisenhower Parkway
     Room Rate: $109 single/double,     904.296.2222                        478.475.9995
     when reserved by 10.31.10          $89 single/double, when reserved    Room block not held
     Hotel Code: NAK30A                 by 11.11.10
                                                                              W
                                                                            HA AII
     CONNECTICUT                        Orlando • December 1-2              Honolulu • November 4-5
     Cromwell • November 8-9            Course Code: ES1005                 Course Code: F10040
     Course Code: F10047                Caribe Royale Orlando               Pacific Beach Hotel
     Crowne Plaza Cromwell              8161 World Center Drive             2490 Kalakaua Avenue
     100 Berlin Road                    800.823.8300                        808.922.1233
     860.635.2000                       Room Rate: $139 single/double,      Room block not held
     Room Rate: $109 single/double,     when reserved by 10.29.10
     when reserved by 10.8.10           The Update follows the TAXPRO
                                        Symposium. See page 11 for more
                                        information on this additional
                                        education opportunity.




18            PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
1040 Updates
ILLINOIS                            South Bend • October 20-21         KENTUCKY
Alsip • November 10-11              Course Code: F10008                Lexington • November 10-11
Course Code: F10052                 Hilton Garden Inn                  Course Code: F10051
Doubletree Hotel Chicago Alsip      53995 Indiana State Route 933      Doubletree Guest Suites
5000 W 127th Street                 574.232.7700                       2601 Richmond Road
708.272.4205                        Room Rate: $109 single/double,     859.335.4370
Room Rate: $99 single/double,       when reserved by 9.19.10           Room Rate: $109 single/double,
when reserved by 10.19.10                                              when reserved by 10.9.10
Hotel Code: NAT                     IOWA
                                    Altoona • November 3-4             LOUISIANA
Arlington Heights                   Course Code: F10035                Kenner • December 1-2
November 12-13                      Adventureland Inn                  Course Code: F10088
Course Code: F10058                 3200 Adventureland Drive           Hilton New Orleans Airport
Doubletree Hotel Chicago            515.265.7321                       901 Airline Drive
Arlington Heights                   Room Rate: $89 single/double,      504.469.5000
75 W Algonquin Road                 when reserved by 10.2.10           Room Rate: $129 single/double,
847.364.7600                                                           when reserved by 11.5.10
Room Rate: $89 single/double,       Bettendorf • November 5-6
when reserved by 10.21.10           Course Code: F10041                Lafayette • December 3-4
                                    Holiday Inn Hotel &                Course Code: F10093
Lisle • October 18-19               Suites Bettendorf                  Hilton Garden Inn
Course Code: F10002                 909 Middle Road                    Lafayette/Cajundome
Wyndham Lisle-Chicago Hotel &       563.355.4761                       2350 W Congress Street
Executive Meeting Center            Room Rate: $79 single/double,      337.291.1977
3000 Warrenville Road               when reserved by 10.15.10          Room Rate: $109 single/double,
630.505.1000                        Hotel Code: NAS                    when reserved by 11.11.10
Room Rate: $112 single/double,                                         Hotel Code: NATP
when reserved by 9.17.10            KANSAS
                                    Overland Park • November 8-9       MAINE
INDIANA                             Course Code: F10050                Freeport • November 1-2
Ft. Wayne • November 1-2            Holiday Inn Hotel & Suites         Course Code: F10031
Course Code: F10030                 Overland Park West                 Hilton Garden Inn
Don Hall’s Guesthouse               8787 Reeder Road                   Freeport Downtown
1313 W Washington Center Road       913.888.8440                       5 Park Street
260.489.2524                        Room Rate: $84 single/double,      207.865.1433
Room block not held                 when reserved by 10.8.10           Room Rate: $139 single/double,
                                                                       when reserved by 10.1.10
Indianapolis • November 10-11       Wichita • October 19-20
Course Code: ES1004                 Course Code: F10006                MARYLAND
Embassy Suites Indianapolis North   Hilton Wichita Airport and         Baltimore • November 15-16
392 Vincennes Road                  Executive Conference Center        Course Code: F10067
317.872.7700                        2098 Airport Road                  Radisson Hotel at Cross Keys
Room Rate: $119 single/$129         800.247.4458                       5100 Falls Road
double, when reserved by 10.8.10    Room Rate: $109 single/double,     800.532.5397
The Update follows the TAXPRO       when reserved by 10.4.10           Room Rate: $109 single/double,
Symposium. See page 11 for more                                        when reserved by 10.23.10
information on this additional                                         Hotel Code: NATP1
education opportunity.



         PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com          19
                                                                                        1040 Updates
     MASSACHUSETTS                        Detroit • November 5-6                Bloomington (Minneapolis)
     Woburn (Boston)                      Course Code: F10043                   October 20-21
     November 29-30                       Doubletree Hotel Detroit/Dearborn     Course Code: ES1001
     Course Code: F10083                  5801 Southfield Freeway                Embassy Suites Bloomington
     Holiday Inn Select Boston Woburn     313.336.3340                          2800 American Boulevard W
     15 Middlesex Canal Park              Room Rate: $104 single/double,        952.884.4811
     781.935.8760                         when reserved by 10.5.10              Room Rate: $119 single/double,
     Room Rate: $105 single/double,                                             when reserved by 9.26.10
     when reserved by 10.28.10            Grand Rapids • October 22-23          The Update follows the TAXPRO
     Hotel Code: ATP                      Course Code: F10014                   Symposium. See page 11 for more
                                          Radisson Hotel Grand Rapids           information on this additional
     Holyoke • November 17-18             Riverfront                            education opportunity.
     Course Code: F10072                  270 Ann Street NW
     Holiday Inn Holyoke                  616.363.9001                          St. Cloud • October 25-26
     245 Whiting Farms Road               Room Rate: $82 single/double,         Course Code: F10017
     413.534.3311                         when reserved by 10.8.10              St. Cloud Holiday Inn & Suites
     Room Rate: $99 single/double,                                              75 S 37th Avenue
     when reserved by 10.17.10            Lansing • November 3-4                320.253.9000
                                          Course Code: F10038                   Room Rate: $80 single/double,
     Leominster • November 15-16          Michigan State University             when reserved by 9.24.10
     Course Code: F10066                  Student Union
     Four Points by Sheraton              Abbot at Grand River Avenue           MISSOURI
     99 Erdman Way                        517.355.3464                          Branson • November 10-11
     978.534.9000                         Sleeping Rooms:                       Course Code: F10056
     Room Rate: $95 single/double,        Kellogg Hotel & Conference            Radisson Hotel Branson
     when reserved by 10.14.10            Center at Michigan State University   120 S Wildwood Drive
                                          55 S Harrison Road                    888.566.5290
     Westport • December 3-4              800.675.5090                          Room Rate: $115 single/double,
     Course Code: F10094                  Room Rate: $92 single/double,         when reserved by 10.9.10
     White’s of Westport (meeting room)   when reserved by 10.3.10
     Hampton Inn                                                                Bridgeton (St. Louis)
     53 Old Bedford Road                  MINNESOTA                             November 12-13
     508.675.8500                         Duluth • October 27-28                Course Code: F10062
     Room Rate: $89 single/double,        Course Code: F10023                   Crowne Plaza St. Louis Airport
     when reserved by 11.2.10             Holiday Inn Hotel & Suites            11228 Lone Eagle Drive
     Hotel Code: CNA                      200 W 1st Street                      314.291.6700
                                          218.722.1202                          Room Rate: $109 single/double,
     MICHIGAN                             Room Rate: $89 single/double,         when reserved by 10.26.10
     Bay City • November 1-2              when reserved by 9.26.10
     Course Code: F10032                                                        NEBRASKA
     Doubletree Hotel Riverfront                                                Omaha • November 1-2
     One Wenonah Park Place                                                     Course Code: F10029
     989.891.6000                                                               Holiday Inn Convention Center
     Room Rate: $99 single/double,                                              3321 S 72nd Street
     when reserved by 10.25.10                                                  402.393.3950
                                                                                Room Rate: $89 single/double,
                                                                                when reserved by 10.17.10




20            PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
1040 Updates
NEVADA                               Hasbrouck Heights                  Buffalo • October 18-19
Reno • October 27-28                 November 17-18                     Course Code: F10004
Course Code: ES1002                  Course Code: F10074                Adam’s Mark Buffalo Niagara
Peppermill Resort Spa & Casino       Holiday Inn                        120 Church Street
2707 S Virginia Street               283 Route 17 S                     716.845.5100
775.826.2121                         201.288.9600                       Room Rate: $109 single/double,
Room Rate: $59 single/double         Room block not held                when reserved by 9.17.10
plus $10 resort fee, when reserved
by 9.24.10                           Iselin • November 19-20            East Elmhurst • November 19-20
The Update follows the TAXPRO        Course Code: F10078                Course Code: F10079
Symposium. See page 11 for more      Renaissance Woodbridge Hotel       Crowne Plaza LaGuardia
information on this additional       515 Highway One S                  104-04 Ditmars Boulevard
education opportunity.               732.634.3600                       718.457.6300
                                     Room Rate: $129 single/double,     Room Rate: $129 single/double,
NEW HAMPSHIRE                        when reserved by 10.19.10          when reserved by 10.28.10
Concord • November 3-4
Course Code: F10037                  Parsippany • November 12-13        Hauppauge • October 25-26
Concord Holiday Inn                  Course Code: F10061                Course Code: F10020
172 N Main Street                    Holiday Inn Hotel & Suites         Hyatt Regency Long Island
603.224.9534                         707 US Highway 46 E                1717 Motor Parkway
Room Rate: $95 single/double,        973.263.2000                       800.233.1234
when reserved by 10.12.10            Room Rate: $90 single/double,      Room Rate: $128 single/double,
                                     when reserved by 10.28.10          when reserved by 9.30.10
NEW JERSEY
Atlantic City • November 3-4         NEW MEXICO                         Jamestown • October 28-29
Course Code: ES1003                  Albuquerque • November 29-30       Course Code: F10028
Bally’s Atlantic City                Course Code: F10080                Carnahan Training and Conference
1900 Pacific Avenue                   Embassy Suites Hotel &             Center on James Street
Park Place and the Boardwalk         Spa – Albuquerque                  Located on the Jamestown
800.345.7253                         1000 Woodward Place NE             Community College Campus
Room Rate: $85 single/double,        505.245.7100                       Room block not held
when reserved by 10.18.10            Room Rate: $119 single/double,
The Update follows the TAXPRO        when reserved by 10.30.10          Kingston • November 12-13
Symposium. See page 11 for more      Hotel Code: AT1                    Course Code: F10059
information on this additional                                          Holiday Inn Kingston
education opportunity.               NEW YORK                           503 Washington Avenue
                                     Albany • November 19-20            845.338.0400
Cherry Hill • November 15-16         Course Code: F10077                Room Rate: $89 single/double,
Course Code: F10068                  Albany Marriott                    when reserved by 11.1.10
Holiday Inn                          189 Wolf Road
2175 W Marlton Pike                  518.458.8444                       Mount Kisco • November 10-11
856.663.5300                         Room block not held                Course Code: F10053
Room Rate: $99 single/double,                                           Holiday Inn Mount Kisco
when reserved by 10.24.10                                               1 Holiday Inn Drive
                                                                        914.241.2600
                                                                        Room Rate: $129 single/double,
                                                                        when reserved by 10.9.10




          PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com            21
                                                                                    1040 Updates
     New York • October 27-28             Durham • November 5-6             Cleveland • October 18-19
     Course Code: F10026                  Course Code: F10044               Course Code: F10005
     Radisson Martinique on Broadway      Wyndham Raleigh Durham            Holiday Inn Cleveland Airport
     49 W 32nd Street                     Research Triangle Park            4181 W 150th Street
     212.736.3800                         4620 S Miami Boulevard            216.252.7700
     Room Rate: $299 single/double,       919.941.6066                      Room Rate: $89 single/double,
     when reserved by 9.27.10             Room Rate: $99 single/double,     when reserved by 10.7.10
                                          when reserved by 10.5.10
     Owego • November 15-16                                                 Columbus • November 3-4
     Course Code: F10063                  Winston-Salem • December 6-7      Course Code: F10036
     Owego Treadway Inn                   Course Code: F10096               Crowne Plaza Columbus North
     1100 State Route 17C                 Hawthorne Inn and Conference      6500 Doubletree Avenue
     607.687.4500                         Center                            614.885.1885
     Room block not held                  420 High Street                   Room Rate: $104 single/double,
                                          336.777.3000                      when reserved by 10.26.10
     Poughkeepsie • November 8-9          Room block not held
     Course Code: F10049                                                    Fairborn • October 20-21
     Poughkeepsie Grand Hotel             OHIO                              Course Code: F10009
     40 Civic Center Plaza                Boardman • October 22-23          Holiday Inn Dayton-Fairborn
     845.485.5300                         Course Code: F10015               2800 Presidential Drive
     Room block not held                  Holiday Inn Youngstown S          937.426.7800
                                          7410 South Avenue (McKay Drive)   Room Rate: $109 single/double,
     Rochester • November 19-20           330.726.1611                      when reserved by 9.28.10
     Course Code: F10075                  Room Rate: $100 single/double,
     Holiday Inn Rochester Airport        when reserved by 10.1.10          Perrysburg • October 18-19
     911 Brooks Avenue                                                      Course Code: F10003
     585.328.6000                         Canton • October 20-21            Holiday Inn French Quarter
     Room Rate: $99 single/double,        Course Code: F10011               10630 Fremont Pike
     when reserved by 10.19.10            Holiday Inn Canton                419.874.3111
                                          4520 Everhard Road NW             Room Rate: $99 single/double,
     Liverpool • November 17-18           330.494.2770                      when reserved by 9.17.10
     Course Code: F10069                  Room Rate: $99 single/double,
     Holiday Inn Syracuse/Liverpool       when reserved by 10.28.10         OKLAHOMA
     441 Electronics Parkway                                                Tulsa • October 21-22
     315.457.1122                         Cincinnati • November 8-9         Course Code: F10012
     Room Rate: $119 single/double,       Course Code: F10045               Hilton Tulsa Southern Hills
     when reserved by 10.17.10            Embassy Suites Cincinnati         7900 S Lewis Avenue
                                          4554 Lake Forest Drive            918.492.5000
     NORTH CAROLINA                       513.733.8900                      Room Rate: $89 single/double,
     Charlotte • November 3-4             Room Rate: $129 single/double,    when reserved by 10.6.10
     Course Code: F10039                  when reserved by 10.21.10
     Doubletree Guest Suites Charlotte/                                     OREGON NEW LOCATION!
     South Park                                                             Portland • October 25-26
     6300 Morrison Boulevard                                                Course Code: F10019
     704.364.2400                                                           Embassy Suites Portland Airport
     Room Rate: $99 single/double,                                          7900 NE 82nd Avenue
     when reserved by 10.3.10                                               503.460.3000
                                                                            Room Rate: $118 single/double,
                                                                            when reserved by 9.25.10


22            PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
1040 Updates

PENNSYLVANIA                       RHODE ISLAND                        TENNESSEE
Erie • October 20-21               Warwick • October 25-26             Knoxville • November 12-13
Course Code: F10010                Course Code: F10022                 Course Code: F10057
Conference Center                  Sheraton Providence Airport Hotel   Holiday Inn Select Cedar Bluff
Manufacturers’ Association         1850 Post Road                      304 N Cedar Bluff Road
2171 W 38th Street                 800.325.3535                        865.693.1011
814.833.3200                       Room Rate: $109 single/double,      Room Rate: $119 single/double,
Room block not held                when reserved by 9.24.10            when reserved by 10.15.10
                                   Hotel Code: 1040 Tax Workshop
Lancaster • December 1-2                                               Memphis • November 17-18
Course Code: F10086                SOUTH CAROLINA                      Course Code: F10071
Eden Resort Inn                    Charleston • November 29-30         Doubletree Hotel Memphis
222 Eden Road                      Course Code: F10084                 5069 Sanderlin Avenue
717.569.6444                       Charleston Marriott                 901.767.6666
Room Rate: $106 single/double,     170 Lockwood Boulevard              Room block not held
when reserved by 10.31.10          843.723.3000
                                   Room Rate: $119 single/double,      Nashville • November 15-16
Mechanicsburg                      when reserved by 10.29.10           Course Code: F10065
November 29-30                                                         Holiday Inn Opryland Airport
Course Code: F10081                Columbia • November 12-13           2200 Elm Hill Pike
Holiday Inn Harrisburg West        Course Code: F10060                 615.883.9770
5401 Carlisle Pike                 Holiday Inn and Suites              Room Rate: $79 single/double,
800.772.7829                       Columbia North                      when reserved by 10.15.10
Room Rate: $90 single/double,      8105 Two Notch Road
when reserved by 10.31.10          Columbia, SC 29223                  TEXAS
                                   803.736.5600                        Arlington • November 29-30
Philadelphia • November 17-18      Room Rate: $92 single/double,       Course Code: F10082
Course Code: F10073                when reserved by 10.11.10           Crowne Plaza Suites Arlington
Hilton Philadelphia Airport                                            700 Avenue H East
4509 Island Avenue                 Greenville • November 1-2           817.394.5000
215.365.4150                       Course Code: F10033                 Room Rate: $99 single/double,
Room Rate: $125 single/double,     Embassy Suites Golf Resort &        when reserved by 11.8.10
when reserved by 10.17.10          Conference Center
                                   670 Verdae Boulevard                Austin • December 1-2
Pittsburgh • October 22-23         864.678.7126                        Course Code: F10087
Course Code: F10016                Room Rate: $109 single/double,      Embassy Suites Austin Central
Radisson Hotel Pittsburgh          when reserved by 10.1.10            5901 N Interstate Highway 35
101 Radisson Drive                                                     512.454.8004
800.333.3333                       Hilton Head • December 1-2          Room Rate: $139 single/double,
Room Rate: $118 single/double,     Course Code: F10090                 when reserved by 10.25.10
when reserved by 9.29.10           Crowne Plaza Hilton Head
                                   Island Beach Resort                 Houston • December 3-4
                                   130 Shipyard Drive                  Course Code: F10092
                                   843.842.2400                        Holiday Inn Intercontinental
                                   Room Rate: $112 single/double,      15222 John F. Kennedy Boulevard
                                   when reserved by 10.31.10           281.449.2311
                                                                       Room Rate: $109 single/double,
                                                                       when reserved by 11.18.10



         PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com           23
                                                                                       1040 Updates
     UTAH                               Virginia Beach • November 19-20      Madison • November 8-9
     Salt Lake City • December 6-7      Course Code: F10076                  Course Code: F10046
     Course Code: F10097                Holiday Inn Virginia Beach/Norfolk   Radisson Hotel Madison
     Holiday Inn Hotel & Suites         Hotel and Conference Center          517 Grand Canyon Drive
     Airport West                       5655 Greenwich Road                  608.833.0100
     5001 Wiley Post Way                757.499.4400                         Room Rate: $89 single/double,
     801.741.1800                       Room block not held                  when reserved by 10.7.10
     Room Rate: $99 single/double,
     when reserved by 11.6.10           WASHINGTON                           Neenah • October 20-21
                                        Bellevue • October 27-28             Course Code: F10007
     VERMONT                            Course Code: F10025                  Holiday Inn Neenah Riverwalk
     Burlington • November 5-6          Embassy Suites Hotel – Bellevue      123 E Wisconsin Avenue
     Course Code: F10042                3225 158th Avenue SE                 920.725.8441
     Sheraton Burlington Hotel &        425.644.2500                         Room Rate: $99 single/$109
     Conference Center                  Room Rate: $99 single/$119           double, when reserved by 9.21.10
     870 Williston Road                 double, when reserved by 10.5.10
     802.865.6600                                                            Times
     Room block not held                WEST VIRGINIA                        Workshop is held from 8:00 a.m. –
                                        Charleston • December 10-11          4:30 p.m.
     VIRGINIA                           Course Code: F10102
     Fairfax • November 15-16           Holiday Inn Express                  For general workshop information,
     Course Code: F10064                100 Civic Center Drive               visit www.natptax.com.
     Hyatt Fair Lakes                   304.345.0600
     12777 Fair Lakes Circle            Room block not held                  To register for a 1040 Update
     703.818.1234                                                            Workshop, visit www.natptax.com, or
     Room block not held                WISCONSIN                            submit the registration form found on
                                        Brookfield • October 22-23            page 25 of this publication.
     Glen Allen                         Course Code: F10013
     November 17-18                     Sheraton Milwaukee Brookfield
     Course Code: F10070                375 S Moorland Road
     Marriott Richmond West             262.364.1100
     4240 Dominion Boulevard            Room Rate: $89 single/$99 double,
     804.965.9500                       when reserved by 9.30.10
     Room Rate: $92 single/double,
     when reserved by 10.16.10          Green Bay • October 18-19
                                        Course Code: F10001
     Roanoke • December 8-9             Radisson Hotel &
     Course Code: F10099                Conference Center
     Holiday Inn Tanglewood-Roanoke     2040 Airport Drive
     4468 Starkey Road SW               800.333.3333
     540.774.4400                       Room Rate: $99 single/double,
     Room Rate: $99 single/double,      when reserved by 9.24.10
     when reserved by 11.7.10




24            PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
              2010 REGISTRATION FORM
                                                                                                                               Member ID#:
                  Every education registration must have the following information:                                            PTIN#:




                                                                                                             If applicable 
                  Name:                                                                                                        CFP®#:
                  (Full name, including middle initial, and designations, if applicable.)                                      CTEC#:
                                                                                                                               CPA#:
                  E-Mail Address:
                                                                                                                               EA#:
                  Company Name:

                  Primary Mailing Address:

                  City:                                                                             State:                                      Zip:
                       Check here if this address should be your main mailing address with NATP.

                  Primary Phone:

                                                                                                         Member      Non-                              Course
  pgs.




                      Check Course                                             Option       Member                                                              Fees
                                                                                                        Associate** member                              Code
                              EA Exam Review – Part I                      Part I         $205         $224       $242
                              EA Exam Review – Part II                     Part II        $310         $329       $347
  3-4




                              EA Exam Review – Part III                    Part III       $105         $124       $142
                              EA Exam Review – All Three                    3*
                                                                              All            $572         $635       $698
                              Small Business Tax Topics                     Day
                                                                              1              $205               $226                     $247
                              Individual Tax Topics                         Days*
                                                                              2              $389               $431                     $473
  8-10




                              Estates, Gifts, & Trusts                      Days*
                                                                              3              $572               $635                     $698
                              Preparing S Corp. Returns                     Day
                                                                              1              $205               $226                     $247
                              Intermediate S Corp. Returns                  Days*
                                                                              2              $389               $431                     $473
                              TAXPRO Symposium (Day 1)  Day
  17-24 15-16 11-12




                                                          1                                  $205               $226                     $247
                              TAXPRO Symposium (Day 2)  Days*
                                                          2                                  $389               $431                     $473
                               The Experienced Tax
                                                                            Day
                                                                              1              $191               $212                     $233
                               Professional
                              The Essential 1040® (Day 1)                   Day
                                                                              1              $191               $212                     $233
                              Beyond the 1040 (Day 2) ®                     Days*
                                                                              2              $349               $391                     $433
*Multiple day discount rate is for the same location only.                                             Please enter your total payment

**If registering as a member associate, please provide the NATP member’s name:


Please indicate any special needs:

 Please check here if you require special accommodations to participate and include a description
 of your needs. NATP may contact you for more information.


PAYMENT METHOD (Check One):                                          Check        American   Express             Discover                 MasterCard    VISA

Credit Card #:                                                                                               Exp. Date:
Signature:
Payment must accompany registration. NATP reserves the right to charge your credit card for late fees, errors, or omissions that are made when
submitting this form. Registration confirmation will be sent via e-mail.
** A Member Associate is a nonmember who works in an office with an NATP member.
                                                                                                                                                       LIVE EDUCATION
                                              NATP, PO BOX 8002, APPLETON, WI 54912-8002                                                                  BROCHURE
                           PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com                                                        25
                                       2010 NATP MEMBERSHIP ENROLLMENT FORM

     Name:                                                                                                                                      Member ID#:
                                                                                                                                                PTIN#:




                                                                                                                              If applicable 
     Nickname:
                                                                                                                                                CFP®#:
     Date of Birth:
                                                                                                                                                CTEC#:
     E-Mail Address:                                                                                                                            CPA#:
     Website:                                                                                                                                   EA#:

     Company Name:

     Primary Mailing Address:

     City:                                                                                                       State:                                       Zip:

     Indicate if Address is:              Home               Work



     Primary Phone:                                                                                                         Ext.:

     Alternate Phone:                                                                                                       Ext.:

     Fax Number:



     Who Recommended You to NATP?
     Do You Prepare Tax Returns?                       Yes           No
     Current Status:             Tax Preparer              Accountant                EA          CPA
                                 Attorney                  CFP    ®
                                                                                       Other
     Membership Categories and Dues
      Individual - $167 (Renewal Rate - $144)
           (For membership outside the United States and U.S. Territories, a special membership form is available by going to www.natptax.com, About Us. Limited benefits do apply.)

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         (Available to those who have more than one NATP member from their firm.)
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        (Full-time status verification from your university or class registration must be submitted with enrollment form.)

                  College name and phone number:

     By submitting payment and/or Membership Enrollment Form, I agree to be bound to the National Association of Tax Professionals’ and affiliated Chapters’ Code of Ethics and Standards
     of Professional Conduct that can be found at www.natptax.com. I will receive a free listing on NATP’s online member directory. I understand and will agree to the terms of the Membership
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      List me on NATP’s online member directory. Standard listing includes name, mailing address, phone number, and fax.
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                                                                                                                                                                       LIVE EDUCATION
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26                   PH: 800.558.3402 • FX: 800.747.0001 • WEB: www.natptax.com • E-MAIL: natp@natptax.com
                                             National Association of Tax Professionals


With membership you’ll f ind
the resources for success.
Our mission at NATP is simple – to serve our members by providing the
support, education, products, and research services they need to succeed
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PO Box 8002
Appleton, WI 54912




                     National Association of Tax Professionals




 2010 Live
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