NAEA 2011 National Conference General Survey

Sunday evening plenary with David Williams, Return Preparer Office, IRS

Monday evening plenary with Beth Tucker, Operations Support, IRS

NTPI Level 1

• Overview of Representation - Helen O'Planick, EA - Sunday 8:00-10:50
• Introduction to Criminal Investigations -Ted Sinars, JD - Sunday 10:50-1:50
• Communicating with IRS - LG Brooks, EA - Sunday 1:50-4:40
• Engagement Letters - Deal Saul, EA - Monday 8:00-8:50
• Introduction to Examination - Jennifer MacMillan, EA - Monday 8:50-1:50
• Introduction to Appeals - Bert Hartmann, EA - Monday 1:50-4:40
• Introduction to Collections - David Miles, EA - Tuesday 8:00-11:40
• Ethics - Jennifer MacMillan, EA - Tuesday 1:00-2:40
• Non-Filers - Dean Saul, EA - Tuesday 3:00-4:40

NTPI Level 2

Instructors

• Cathy Clow, EA
• Marc Dombrowski, EA
• Bert Hartmann, EA
• Donald Rosenberg, EA
• Craig C. Smith, EA, USTCP
• Nadine Smith, EA
• Linda Wegge, EA

Discussion Leaders

• Geri Bowman, CPA
• Clay Brown, EA, USTCP
• Sal Candela, EA
• Joe Dimino, EA
• Sondra Gaylord, EA
• Michael Johnson, EA
• Amy King, EA
• Lisa Miller, EA
• Scott Patterson, EA
• Alan Pinck, EA
• Richard Reedman, EA, USTCP
• Ricardo Rivas, EA
• Karen Ryan, EA
• Aaron Whitaker, EA

NTPI Level 3

• Outer Limits - Ted Sinars, JD - Sunday 8:00-9:40
• Ethical Dilemmas - Jennifer MacMillan, EA - Sunday 10-11:40
• Advanced Examinations - Jennifer MacMillan, EA - Sunday 1:00-4:40
• Correcting Bad Actions of Clients - Ted Sinars, JD - Monday 8:00-9:40
• Statute of Limitations - LG Brooks, EA - Monday 10:00-11:40
• Advanced Collections & Bankruptcy - Howard Levy, JD - Monday 1:00-4:40
• Advanced Appeals - Ted Sinars, JD - Tuesday 8:00-11:40
• Trust Fund Recovery - Howard Levy, JD - Tuesday 1:00-2:40
• Advanced Criminal Tax Issues - Eric Green, JD - Tuesday 3:00-4:40

Graduate Level

• Employment Tax Cases - Robert E. McKenzie, EA, JD, USTCP - Sunday 8:00-11:40
• Is Any Spouse Really Innocent - Claudia A Hill, EA; Robert E. McKenzie, EA, JD, USTCP - Sunday 1:00-2:40
• Doing it Right in Representation Practice - Claudia A Hill, EA - Sunday 3:00-4:40
• Tax Court in Session - Judge Juan F. Vasquez; Mike Cunningham, EA, USTCP; Frank Degen, EA, USTCP - Monday 8:00-11:40
• An Interview with Deborah Butler, IRS Chief Counsel - Deborah Butler; Claudia A Hill, EA - Monday 1:00-2:40
• Responding to Statutory Notices of Deficiency - Ted Sinars, JD; Claudia Hill, EA - Monday 3:00-4:40
• Everything You Wanted to Know About IRS… - Beth Tucker; Kevin Brown, JD - Tuesday 8:00-9:40
• Penalty Abatement Strategies - Hale Sheppard, JD - Tuesday 10:00-11:50
• IRS Collection Policy - Scott Reisher - Tuesday 1:00-2:40
• Advanced Criminal Investigations - LG Brooks, EA - Tuesday 3:00-4:40

Tax Prep/Practice Management

• Estate and Trusts: Form 1041 - Kathy Suits, EA - Sunday 8:00-9:40
• Final Estate Filing: Form 706 - Vicki McGinn, EA, CPA - Sunday 10:00-11:40
• Non-Profit Filing: Form 990 - Betsey Buckingham, EA - Sunday 1:00-2:40
• Tax Issues for Subchapter S Corporations - Lawrence Zimbler, EA - Sunday 3:00-4:40
• Profit and Loss from Business: Schedule C - Vicki Mulak, EA - Monday 8:00-9:40
• Schedule D and Form 4797 - Mickey Reedy, EA - Monday 10:00-11:40
• Passive Activity Issues - Marti Myers-Garver, EA - Monday 1:00-2:40
• Ethics Jeopardy - Kevin Huston, EA - Monday 3:00-4:40
• Protecting Your Client's Data - C. Dale Boushley, EA - Tuesday 8:00-9:40
• Your Practice Through Marketing and Internet Research - Jennifer Macmillan, EA - Tuesday 10:00-11:40
• Employee/Partner Issues - Vicki Mulak, EA - Tuesday 1:00-2:40
• Planning the Life of Your Tax Practice - Kevin Huston, EA - Tuesday 3:00-4:40

SEE Review

• Vicki McGinn, EA, CPA and Doug Lee, EA