The National Society of Accountants (NSA) is offering a Tax Planning Bootcamp in conjunction with its 72nd Annual Convention at the Nugget Casino Resort in Reno, NV.
This two-day seminar will be held August 23-24 and will examine various federal tax planning strategies. Topics covered will include:
- Individual Taxation (Day 1)
- Choice of Business Entity (Day 1)
- C Corporate and Business Planning (Day 1)
- Flow-Through Entities Planning (Day 2)
- Gift and Estate Tax Planning (Day 2)
- Retirement Planning (Day 2)
The seminar will review the tax basics for each topic, followed by a discussion of common and not-so-common planning strategies. These discussions will be supplemented with case studies and planning spreadsheets. One of the major objectives of the two-day course is to expose participants to as many tips and planning strategies as possible related to the major topics. In that regard, the presentation will focus less on details that can lead to being lost in the weeds; rather, the focus is on recognizing possible planning opportunities that may benefit clients.
John O. Everett, CPA, Ph.D., Professor Emeritus of Accounting at Virginia Commonwealth University in Richmond, VA; Bill Duncan, CPA, Ph.D, Associate Professor of Accounting at Arizona State University; Jo; and former IRS Revenue Agent Cherie Henning, CPA, PhD, an accomplished teacher and author in tax and accounting issues, will lead the Tax Planning Bootcamp.
Bootcamp registration also includes a presentation on “Ethics for the 21st Century Tax Professional” on August 24 from 8:00-9:40 am. The presentation will address the “real world” of tax preparation that many tax professionals frequently are engaged, how to respond and how to use Circular 230, Federal Code of Regulations to respond in difficult situations. Participants will embrace the part ethics plays in the profession of being a tax professional.
Beanna J. Whitlock, EA, CSA, owner of Whitlock Tax Service, LLC, will lead the ethics presentation. Whitlock teaches ethics and professional conduct before many professional groups and for the Internal Revenue Service (IRS). She also served as Director of National Public Liaison for the IRS in 2003 and 2004, responsible for IRS Commissioner relations with tax professionals, state and local governments and Congress.
NSA is approved as an official provider of CPE by the National Association of State Boards of Accountancy (NASBA), IRS, Accreditation Council for Accountancy & Taxation (ACAT), and California Tax Education Council (CTEC).
Continuing education credit for the Bootcamp includes IRS CE: 14 Hours/Federal Tax Law and NASBA CE: 14 Hours/Tax. Continuing education credit for the Ethics presentation includes IRS CE: 2 Hours/Ethics and NASBA CE: 2 Hours/Regulatory Ethics.
The Bootcamp also includes a dessert reception on Wednesday evening, lunch both days, and the Installation Banquet on August 24 that concludes the NSA Annual Convention.
The Bootcamp registration fee is $439 for NSA members and $499 for nonmembers until July 8, 2017. After that date, member registration is $499 and nonmember registration is $550. The hotel room rate is $69 plus a $10 resort fee per night and the reservation deadline for this rate is July 21, 2017.
For more information and to register, visit www.nsaannualmeeting.org/taxplanningbootcamp or contact NSA at 800-966-6679 or firstname.lastname@example.org.