Welcome

Welcome to our annual CPE at the Ranch

Here you will find:

  • 15 hours of IRS approved education hours
  • 2 hours of ethics!

Limited Rooms Available So Book Early To Reserve Your Room

Our speaker

Michael Ferguson, CPA, CFP

Michael has thirty plus years experience in private practice – providing accounting, tax, and financial planning services to businesses and individuals. He previously practiced in South Atlanta, but is currently practicing in Guntersville, Alabama.

For the past sixteen years he has been a part of the instructor team for the Auburn University Fall Tax Seminar.  He holds a Bachelor of Professional Accountancy degree from Mississippi State and is a registered provider with the NASBA.

AGENDA

Wednesday

10:00 – 11:30 a.m.            GAATP Board Meeting (Board Members Only)

12:00 – 1:00 p.m.              Registration      

1:00- 2:40 p.m.                  New Legislation, IRS Rulings, Court Cases, and FINCEN

  • Program Level:    Intermediate to Advanced
  • Program Prerequisites: None
  • Advance Preparation:   None
  • Delivery Method:  Group-Live
  • CPE Hours:  2.0 IRS -Approved credit hrs.

Learning Objective:  Familiarize attendees with latest rulings and cases impacting local practitioners, including FINCEN requirements.

2:40 – 3:00 p.m.                Break

3:00 – 3:50 p.m.                 Planning and Reporting Business Sales

  • Program Level:   Intermediate to Advance
  • Program Prerequisites: None
  • Advance Preparation:   None
  • Delivery Method:   Group-Live
  • CPE Hours:  2.0 IRS -Approved credit hrs.

Learning Objective: As many of our client’s approach retirement, let us take some time to again familiarize ourselves with the tax reporting and planning issues around the sale of their business.

3:50- 5:30 p.m.                  Personal Retirement Planning

  • Program Level:  Intermediate to Advanced
  • Program Prerequisites:  None
  • Advance Preparation: None
  • Delivery Method:  Group-Live
  • CPE Hours:  2.0 IRS -Approved credit hrs.

Learning Objective: Review the rules, benefits, and pitfalls of the various individual tax deferred accounts.

Evening – Dinner and Activities Provided

Thursday

7:00-8:00 a.m.               Breakfast Provided

8:00- 9:40 a.m.              Understanding and Planning for the Net Investment Income Tax

  • Program Level:    Intermediate to Advanced
  • Program Prerequisites:  None
  • Advance Preparation: None
  • Delivery Method:  Group-Live
  • CPE Hours:   2.0 IRS -Approved credit hrs.

Learning Objective:  Dive into a deep review of the code section defining the NIIT as well as proper use of Grouping elections.  As a bonus, we will revisit the interplay between passive activities and the NIIT

9:40- 10:00 a.m.           Break

10:00- 11:40 a.m.        Partnership Distributions – Working through Section 731 and 732

  • Program Level:   Intermediate to Advanced
  • Program Prerequisites:  None
  • Advance Preparation: None
  • Delivery Method: Group-Live
  • CPE Hours: 2.0 IRS -Approved credit hrs.

Learning Objective:  We will interactively walk through a series of various examples of partnership distributions.  S-Corporations dominate most of our practices, but it is important to maintain our partnership competency.

11:45 -12:45p.m.         Lunch Provided

12:45 – 2:10 p.m.         Annual Meeting  Officer Installation

2:10- 4:00 p.m.             Ethics

  • Program Level:  Beginner
  • Program Prerequisites:  None
  • Advance Preparation:  None
  • Delivery Method: Group-Live
  • CPE Hours: 2.0 IRS -Approved credit hrs.

Learning Objective:  We will participate in an interactive review of various ethical situations, from simple to a bit more challenging.

Evening – Dinner and Activities Provided

Friday

7:00-8:00 a.m.               Breakfast Provided

8:00- 9:40 a.m.              Business Issues – Property Contributions, Distributions,  and Debt

  • Program Level:  Intermediate to Advanced
  • Program Prerequisites:  None
  • Advance Preparation:  None
  • Delivery Method:  Group-Live
  • CPE Hours:  2.0 IRS -Approved credit hrs.

Learning Objective:  Finalizing our earlier discussion on partnerships, as well as bringing in a discussion on property and debt treatment for closely held corporations.

9:40- 10:00 a.m.           Break

10:00- 11:40 a.m.         Tax Planning for 2024 and Beyond, Open Mic       

  • Program Level:   Intermediate to Advanced
  • Program Prerequisites:  None
  • Advance Preparation: None
  • Delivery Method:  Group-Live
  • CPE Hours:  2.0 IRS -Approved credit hrs.

Learning Objective: Planning opportunities for the coming years.  Submit your questions, the gnarly will be presented for open discussion.

ROOM RESERVATION

  • Includes 2 nights stay + 5 meals
  • Single or Double Occupancy Rates
  • Reservations can be made on the reservation form or call Rhonda at (770) 258-7480

The Lodge at Lutheranch

2017 St. James Way  Tallapoosa GA 30176        855-576-8431

Things to Do at Lutheranch

  • Hiking
  • Swimming
  • Fishing
  • Canoeing
  • Campfires
  • Horseback Riding
  • Low Rope Course
  • Archery

Please call (770) 258-7480 for info on the event or email us at: services@gaatp.org

GAATP Complaint Resolution Policy

Any and all complaints are handled on a case by case basis utilizing the resources of our Ethics and Grievance Committee.  The complaint must be received in writing and signed by the complainant.  All information and the exam process are held confidential.  The findings and disposition shall be submitted to and must be approved by the Board of Governors.  It is the effort of the Ethics and Grievance Committee to be fair and impartial basing its deliberations and/or findings on merits of the individual complaint.

IRS Approved Continuing Education is only mandatory for enrolled agents (EAs) and enrolled retirement plan agents (ERPAs).  Participation in Continuing Education by all other federal tax return preparers is now voluntary.

GAATP Refund Policy

All requests for refund of seminar registration fees must be made in writing and are subject to a $75.00 service charge.  If seminar registration fee is less than $75, service charge will be equal to half the registration fee.  Requests made prior to fourteen (14) days of the event will be fully refunded less the service charge.  Fourteen (14) days through forty-eight (48) hours of the event will receive half the registration fee subject to the charge.  There will be no refund for failure to show (“No Shows.”)

Georgia Association of Accountants and Tax Professionals (GAATP) is registered with 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.