Save the Date! NSA’s 71st Annual Meeting August 17-20, 2016 Tampa, FL
Experience two full days of top-notch CPE featuring the industry’s best thought- leaders and influencers. Topics will include SSARS 21, accounting, innovative marketing strategies, positioning your practice for growth, social media, retirement, ethics, due diligence, estate planning and more!
Monday – Wednesday, 8/15-8/17
Enrolled Agent Exam Review Course; Accredited Tax Preparer Exam Prep & Exam
NSA Board Meeting and Welcome Reception
NSA Business Meetings & Elections
CPE Day One: Accounting, SSARS 21, Retirement & Estate Planning
featuring Joe Santoro and Steve Siegel
CPE Day Two: Ethics, Due Diligence, Practice Management-Marketing, Social Media & Technology, Positioning Your Practice for Growth
featuring Karen Hawkins, Katie Tolin and Josh Dye
Karen L. Hawkins is a former Director of the IRS Office of Professional Responsibility. Prior to taking that position in April, 2009, Ms. Hawkins was in private practice at the Oakland, California, law firm of Taggart & Hawkins where she specialized in civil and criminal tax controversy cases for nearly 30 years. She has been a frequent speaker and writer on a variety of diverse tax law topics including: Innocent Spouse Relief, Attorney’s Fees Awards; Collection Due Process; Civil and Criminal Tax Penalties; Tax Court Litigation; International Tax issues and Ethics in Tax Practice. Ms. Hawkins has a number of reported precedent-setting tax cases to her credit in the US Tax Court and Ninth Circuit Court of Appeals.
Ms. Hawkins holds several degrees including: MBA in Taxation, J. D. and M.Ed. Among her many honors and awards are: V. Judson Kelin Award from the California Bar’s Taxation Section and the National Pro Bono Award from the ABA’s Taxation Section.
Joseph L. Santoro is a certified public accountant, an AICPA member, and, since 1981, a member of the National Society of Accountants. In addition to an MBA degree, Mr. Santoro holds certificates as a Certified Valuation Analyst, Accredited Business Advisor, and Master Analyst in Financial Statement Forensics. A former two-term NSA District 1 Governor, he has chaired numerous NSA committees, including Budget, Education, National Affairs, and Peer Review. Currently he is chair of NSA Accounting Standards Committee and serves also as a member of the Board of Directors for the Accreditation Council for Accounting and Taxation [ACAT], where he has for many years worked as a subject matter expert for its credentialing examinations.
Although retired from the CPA practice he founded more than 30 years ago, Mr. Santoro, who is known nationwide as an author and lecturer for Gear Up, with which he has been associated for more than 20 years, continues to provide lectures on Accounting and Taxation at more than 80 seminars each year.
Steve Siegel is president of The Siegel Group, a Morristown, New Jersey-based national consulting firm specializing in tax consulting, estate planning and advising family business owners and entrepreneurs. Mr. Siegel holds a B.S. from Georgetown University, a J.D. from Harvard Law School, and an LL.M. in Taxation from New York University. Mr. Siegel is the author of many books, and a nationally-recognized speaker who has lectured extensively throughout the United States on tax, business and estate planning topics. Mr. Siegel has served as an adjunct professor of law at Seton Hall and Rutgers University law schools.
Katie is a past president of the Association for Accounting Marketing, and for the past two years, Accounting Today named Katie one of the top 100 most influential people in accounting and she was one of CPA Practice Advisors’ Most Powerful Women in Accounting in 2015. In addition, she was named Accounting Marketing of the Year in 2010 and has won a total of 12 Marketing Achievement Awards from the Association for Accounting Marketing and a Silver Quill and Best of Division award from the International Association of Business Communicators. Katie is also a contributing author to Bulls-Eye: The Ultimate How-To Marketing & Sales Guide for CPAs.
Josh Dye is the founder and president of Convene, LLC, a speaking, training and consulting company. Josh is a dynamic speaker who specializes in effective marketing and communications strategies. Convene helps its clients set up and improve websites, e-newsletters, blogs, videos, social media, and marketing campaigns.
NSA Enrolled Agent Exam Review Course & Accredited Tax Preparer Exam Review/Exam
Pass the IRS Special Enrollment Exam the first! The 24-hour course is a comprehensive and intensive review geared toward a single purpose: to help you pass the EA exam.
Monday, August 15:
EA Part I: Individuals
Part I also prepares you for the Accredited Tax
Preparer (ATP) Exam which you can take onsite on August 16th
Tuesday, August 16:
EA Part II: Businesses
On-site ATP exam
Wednesday, August 17:
AM – EA Part II: Businesses
PM – EA Part III: Representation, Practices
Detailed study notes will be provided for each topic, including figures and charts that prove the old adage that “a picture is worth a thousand words.” Hundreds of past exam questions and many more potential questions on newer topics are incorporated and each will be reviewed in class so the real exam itself will look like an old friend. Study tips, tricks and shortcuts are a staple of this course.
“I have taken and passed all three parts and filed form 23! Thank you John and Bill for teaching an outstanding EA Exam Course. I couldn’t have done it without you!”
Enrolled Agent Exam Review Course Presenters
William A. Duncan, CPA, Ph.D., is an Associate Professor of Accounting at Arizona State University. Dr. Duncan was formerly a Director with Ernst & Young where he guided tax education for the firm. He is the author or co-author of three textbooks and has published a number of articles on a variety of tax topics in publications ranging from Taxes and The CPA Journal to the Journal of the American Taxation Association. He has taught in the AICPA National Tax Education program for over 20 years.
John O. Everett, CPA, Ph.D., is Professor Emeritus of Accounting at VCU in Richmond, VA. John’s teaching specialty is federal taxation. He has authored or co-authored over 90 articles in academic and professional journals including the NSA EA Exam Review Course and 1040 101 Course, and is the coauthor of several textbooks, including CCH Practical Guide to Schedule M-3 Compliance, The HBJ Federal Tax Course, Income Tax Fundamentals, and Tax Planning With the Computer.
Hotel & Travel Information
Grand Hyatt Tampa Bay
2900 Bayport Drive
Tampa, FL 33607
Room rate: $139 single/double
Reservation cut off date: 7/22/16
Ask for National Society of Accountants Group
Complimentary Airport Shuttle available from 5:00 AM – 1:00 AM daily to and from Tampa International Airport (5 minutes away) departing the hotel every half hour or upon request for pick up.
Parking at the Hyatt is free and complimentary standard internet access is included in each guestroom.