NATP TAXPRO Symposium by TaxInformation


									                                             National Association of Tax Professionals

                                  NATP Intermediate
                                       Tax Education
                                  DELIVERS today’s
                                     important topics
                                    through CLEAR,

Industry Specific Tax Topics • Foreclosures & Repossessions • Net Operating Losses • The Essential 1040® • Beyond the 1040®
                                                 FORECLOSURES & REPOSSESSIONS*                     completed tax forms, you will gain the work-
                                                 4 CPE Credits                                     ing knowledge needed to prepare Forms 1045
                                                 Course Level: Intermediate                        and 1040X. You will also learn to determine
COURSES                                                                                            a single taxpayer’s NOL carryover following
                                                 Everyday people are having more difficulty         a change in marital status and compute an
INDUSTRY SPECIFIC TAX TOPICS*                    making loan payments. As a result, the            NOL for regular and AMT purposes.
8 CPE Credits                                    lender may repossess property securing the
Course Level: Intermediate                       loan. Whether your client is the borrower         THE ESSENTIAL 1040®*
                                                 or the lender, you will learn how to report       8 CPE Credits
Your clients work in various industries.         the transaction. Relief under the foreclo-        Course Level: Update/Intermediate
Some careers have special tax rules attached     sure rules will also be covered. This course
to them. In this seminar, learn how these        will help you learn how to determine if a         Every professional tax preparer needs a
provisions affect your clients who have the      taxpayer is insolvent and show you correct        great update course each year. We’re proud
following jobs: daycare workers, beauti-         preparation of Form 982, Reduction of Tax         to say that thousands rely on our education
cians, transportation workers, and bar &         Attributes Due to Discharge of Indebtedness       to get them ready for the upcoming tax
restaurant workers. Also identify the rules      (and Section 1082 Basis Adjustment).              season. The standard features of an update,
pertaining to household employees. Specifi-                                                         new tax laws applicable to 2010, recent
cally, you will learn how to report the proper   NET OPERATING LOSSES (NOL)*                       developments, and select in-depth topics are
amount of tip income, identify income and        4 CPE Credits                                     combined with two hours of ethics.
deductions of daycare workers, determine         Course Level: Intermediate                        Objectives:
transportation workers’ deductible expenses                                                        · Identify common inflation-indexed items
and identify proper per diem amounts,            The recent state of the economy has left            for the 2010 tax year.
distinguish between beauticians who are          many taxpayers with significant losses. This       · Familiarize yourself with new provisions
employees and independent contractors, and       course will go over the rules as they relate to     that impact the 2011 filing season.
explain the household employee rules and         net operating losses, including computing an      · Provide your clients with planning
reporting requirements.                          NOL, NOL carrybacks, and AMT NOLs.                  considerations for the upcoming year.
                                                 Through use of examples, worksheets, and

                       *The prerequisite for all TAXPRO Symposium courses is a basic knowledge of preparing Form 1040.
8 CPE Credits
Course Level: Intermediate

Take the extra step in getting ready for this year’s filing season.
This workshop will enhance your knowledge of tax preparation by                                                             INSTRUCTOR
examining timely topics that impact your clients and your business.
Specific topics include gambling, bad debts, casualty & theft losses,                                                        MELINDA
bankruptcy, the military, and taxpayers working abroad.
                                                                                                                            GARVIN, EA
· Explain the tax consequences of gambling income and losses.                       Melinda Garvin, EA, is an experienced tax professional and educator
· Analyze bad debts to determine the proper tax treatment.                          who knows what information tax professionals need while delivering
· Compute and report casualty and theft losses.                                     it in a clear and understandable style. She is the founder, president,
· Determine the tax effects of a personal bankruptcy.                               and co-owner of Foos-Garvin Accounting, Inc., a full-service, small-
· Describe the tax breaks available to members of the military.                     town practice serving the needs of 2,000 clients. She has 25 years of
· Explain the tax consequences of working overseas.                                 experience as a tax practitioner. Along with being an NATP instructor,
                                                                                    she has taught various classes for local organizations and serves on
     The National Association of Tax Professionals (NATP) is registered with        the Ohio NATP Chapter Board as the education director.
the National Association of State Boards of Accountancy (NASBA) as a sponsor of
continuing professional education on the National Registry of CPE Sponsors. State
boards of accountancy have final authority on the acceptance of individual courses   “Melinda’s knowledge is excellent and her presentation is
for CPE credit. Complaints regarding registered sponsors may be addressed to the
                                                                                    energetic and lively. She really keeps everyone’s attention
National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700,
Nashville, TN, 37219-2417. Website: NATP is also a recognized
                                                                                    on the topic.”
sponsor with the IRS, CFP®, CTEC, and ACAT, and complies with all their             – 2009 WORKSHOP ATTENDEE
continuing education requirements and rules.
                                          ATLANTIC CITY, NJ                          ORLANDO, FL
DATES &                                   NOVEMBER 1 – 4                             NOVEMBER 29 – DECEMBER 2
                                          Bally’s Atlantic City                      Caribe Royale Orlando
LOCATIONS                                 1900 Pacific Avenue                         8161 World Center Drive
                                          Park Place and the Boardwalk               800.823.8300
                                          800.345.7253                               Room Rate: $139 single/double,
                                          Room Rate: $85 single/double,              when reserved by 10.29.10
  OCTOBER 18 – 21
                                          when reserved by 10.18.10                  Course Code: ES1005
  Embassy Suites Bloomington
                                          Course Code: ES1003
  2800 American Boulevard West
                                                                                     TEMPE, AZ
                                          INDIANAPOLIS, IN                           DECEMBER 6 – 9
  Room Rate: $119 single/double,
                                          NOVEMBER 8 – 11                            Fiesta Resort Conference Center
  when reserved by 9.26.10
                                          Embassy Suites Indianapolis North          2100 South Priest Drive
  Course Code: ES1001
                                          3912 Vincennes Road                        480.967.1441
                                          317.872.7700                               Room Rate: $99 single/double,
                                          Room Rate: $119 single/$129 double,        when reserved by 11.13.10
  OCTOBER 25 – 28
                                          when reserved by 10.8.10                   Course Code: ES1006
  Peppermill Resort Spa & Casino
                                          Course Code: ES1004
  2707 South Virginia Street
  775.826.2121                                          8:00 A.M. – 11:45 A.M.            12:45 P.M. – 4:30 P.M.
  Room Rate: $59 single/double plus $10
                                           DAY 1                       Industry Specific Tax Topics
  resort fee, when reserved by 9.24.10
  Hotel Code: ANAT10                       DAY 2      Foreclosures & Repossessions         Net Operating Losses
                                           DAY 3                          The Essential 1040®
                                           DAY 4                           Beyond the 1040®
REGISTRATION FORM                                                            Please submit a separate form for each person attending.

                                                                                                                                                 Member ID#:

                                                                                                                               If applicable 
Full name, including middle initial, and designations, if applicable.                                                                            PTIN#:
E-Mail Address:
Company Name:
Primary Mailing Address:                                                                                                                         EA#:
City:                                                                                                             State:                                       Zip:
Primary Phone:                                                                    Check here if the above address should be your main mailing address with NATP.
Listed are the Priority Registration rates. Any registrations received less than 10 days prior to the session date will be charged an additional $35.
                                                                                                 Member                   Non                           Course
 Check                                                              Option   Member                                                                                    Fees
                                                                                                Associate**              Member                         Code
             TAXPRO Symposium (Day 1)                           1 Day      $205                $226                    $247
             TAXPRO Symposium (Day 2)                           2 Days*    $389                $431                    $473
             The Essential 1040® (Day 3)                        1 Day      $191                $212                    $233
             Beyond the 1040® (Day 4)                           2 Days*    $349                $391                    $433
*Two-day rate is for the same location only.                                                                                                              TOTAL:
If registering as a member associate,** please provide member name.
Additional fees apply for those paying at the door. Payment must accompany registration. Fees include refreshments. Registration confirmation will be sent via e-mail.
Did you remember to check which day(s) you will be attending?

Payment Method:             Check         Credit Card
Card #:                                                                                                                      Exp. Date:
                                 ** A member associate is a nonmember who works in an office with an NATP member.
                     NATP reserves the right to charge your credit card for late fees, errors, or omissions made when submitting this form.
                         For general workshop information, including our cancellation and refund policy, visit

                      PO BOX 8002 • APPLETON, WI 54912 • PH: 800.558.3402 • FX: 800.747.0001 •                                                        SYMPOSIUM
                                     National Association of Tax Professionals

                                                   National Association
                                                   of Tax Professionals
                                INDIANAPOLIS, IN
  MINNEAPOLIS, MN               NOVEMBER 8 – 11
  OCTOBER 18 – 21
                                ORLANDO, FL
  RENO, NV                      NOVEMBER 29 –
  OCTOBER 25 – 28               DECEMBER 2

  NOVEMBER 1 – 4                DECEMBER 6 – 9

      NATP Intermediate Tax
Education DELIVERS today’s
     important topics through
     CLEAR, understandable

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