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
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Every education registration must have the following information: PTIN#:
If applicable
Name: CFP®#:
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Check Course Option Member Fees
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3-4
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All $572 $635 $698
Small Business Tax Topics Day
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Individual Tax Topics Days*
2 $389 $431 $473
8-10
Estates, Gifts, & Trusts Days*
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Preparing S Corp. Returns Day
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TAXPRO Symposium (Day 1) Day
17-24 15-16 11-12
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TAXPRO Symposium (Day 2) Days*
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The Experienced Tax
Day
1 $191 $212 $233
Professional
The Essential 1040® (Day 1) Day
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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#:
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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
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PO Box 8002
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2010 Live
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