Welcome

CPE seminar at Callaway Gardens

June 27-29, 2019

Our speaker

Chris Bird

Chris Bird Seminars, Inc
2906 East Oaks Road N
Urbana, IL 61802
217-649-3934

Chris Bird has been in the financial business for over 30 years.   He started his career with a degree in Accounting and a minor in Business Administration.  He also holds the Certified Financial Planner designation (CFP).  Chris is enrolled to practice before the IRS. (EA)

Chris was a Senior IRS agent for 16 years. He began conducting courses after leaving the IRS and started his own company, Chris Bird Seminars, Inc.  Chris conducts over 150 seminars a year on income tax planning, financial planning, wealth building, residential rental property ownership, and tax strategies for the real estate and financial industries nationwide.

Chris was an adjunct instructor at the University of Illinois in tax law for 20 years.  He is an instructor for the Auburn University Tax Schools and he teaches in the Midwest under the name of TaxSeminars.com.  Chris has a unique way of making a tough subject (taxes and investments) entertaining and enlightening at the same time.

Welcome to the Georgia Association of Accountants and Tax Professionals!!

The Georgia Association of Accountants and Tax Professionals founded in 1958, is a professional accounting organization dedicated to promoting excellence in the practice of accounting and taxation in Georgia.

Affiliated with the National Society of Accountants, GAATP is open both to licensed and unlicensed accountants and works with the State Board of Accountancy, the Legislature, and other professional societies to promote and protect the practice rights of Georgia accountants and tax professionals.

 

AGENDA

Wednesday

2:00 – 5:00 p.m.      GAATP Board Meeting

Thursday

12:00 – 1:00 p.m.    Registration

1:00- 2:40 p.m.        Tax Season Review

Program Level:              Basic to Advanced                  Program Prerequisites:           None
CPE Hours:                     2.0 NASBA/ 2.0 IRS -Approved credit hrs

Learning Objective: Attendees will be able to identify the problem area of this last tax season including the impact of the government shutdown, delayed service issues, late IRS forms and regulation issues.
The problems we encountered from the software, delayed acceptance of returns by the IRS due to the shutdown and TCJA, tax form problems, delays from information providers, refund anticipation by clients versus the reality of the filed return, and the like..

2:40 – 3:00 p.m.            Break

3:00 – 3:50 p.m.             TCJA Review

Program Level:               Basic to Advance             Program Prerequisites:    None
Advance Preparation:       None                 Delivery Method:             Group-Live
CPE Hours:                     1.0 NASBA/ 1.0 IRS -Approved credit hrs

Learning Objective:  Attendees will be able to identify and explain the impact of the major changes on individual,
partnership, and entity tax returns convening the impact of the TCJA

A review of the new rules regarding Home Mortgage Interest, the new SALT limitations, loss of
exemptions, miscellaneous itemized deductions, the new look of the Alternative Minimum Tax and more.

Qualified Business Income Deduction – a thorough review of the calculation of this deduction, especially
in light of the late arrival 2019 Final Regulations and IRS Notice 2019-07 regarding the deductions
application to rental property.
3:50- 5:30 p.m.              TCJA – Continued

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

Learning Objective:  Attendees will be able to identify and explain the impact of the major changes on individual,
partnership and entity tax returns convening the impact of the TCJA

Evening – on your own

Hospitality Suite open @ 6:00 until

Friday

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

8:00- 9:40 a.m.              QBID

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

Learning Objective:  Attendees will be able to calculate the deduction and demonstrate how to maximize IRC
199A, taking into account the fixed regulations and IRS notice 2019-07 dated 1/18/19.

9:40- 10:00 a.m.           Break

10:00- 11:40 a.m.        QBID – Continued          

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

Learning Objective:  Attendees will be able to calculate the deduction and demonstrate how to maximize IRC
199A, taking into account the fixed regulations and IRS notice 2019-07 dated 1/18/19.

11:40- 11:50 a.m.        Short Break

11:50- 12:40 p.m.        IRS Rulings/Court Cases

Program Level:               Basic to Intermediate       Program Prerequisites:    None
Advance Preparation:       None                 Delivery Method:             Group-Live
CPE Hours:                     1.0 NASBA/ 1.0 IRS -Approved credit hrs

Learning Objective:  Attendees will be able to identify significant rulings and cases since 1-1-19.

A review of the latest 2019 Cases and Rulings that impact the tax return.

12:45- 1:45 p.m.           Lunch  – Provided

1:45- 3:00 p.m.              Annual Meeting

                                        Officer Installation

3:00- 3:10 p.m.              Break

3:10 – 4:00 p.m.            Ask the Birdman

Program Level:        Basic to Advanced  Program Prerequisites:           None
Advance Preparation:             None                       Delivery Method:    Group-Live
CPE Hours:                              1.0 NASBA/ 1.0 IRS -Approved credit hrs

Learning Objective:  At the conclusion of the class, the attendee will have a good exposure to a number of tax issues that tax professionals find confusing or cannot find the answer.

Participants with questions about tax, tax practice or IRS – submit questions and Chris will respond with answers to your most perplexing questions.

<Evening  on Your Own– Please join us for fellowship @ the Seafood Buffet in the hotel Restaurant.

Saturday

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

8:00- 9:40 a.m               Depreciation IRC 179      

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

Learning Objective:  Attendees will be able to identify the types of properties qualifying for such of these
deductions and will be able to demonstrate how best to utilize the deductions

A review of the increased Bonus Depreciation and IRC 179. A look at whether Congress has enacted
Technical Corrections to remedy some of the provisions missed in the law such as 39 year or 15 year use
life for Qualified Improvement Property.

9:40- 10:00 a.m.           Break

10:00- 11:40 a.m.         Ethics          

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

Learning Objective:  At the conclusion of the SESSION, the attendees will be able to identify, question, and
resolve the issue of who provides more than 50% of the cost of the home for the year. In addition the attendees
will .be able to identify and explain the four Best Practices Required of tax professionals. Attendees will be able
to identify and use questions to probe clients about unreported income. 

Utilizing several provisions of Circular 230, Federal Code of Regulations, participants will examine the challenge to ethics the tax profession presents and how to use Circular 230 to guide us in the process of serving America’s taxpayers.  Examples will be presented to enhance the experience.

Things to Do in Callaway Gardens

  • Callaway Discovery Center
  • Ida Cason Calloway Memorial Chapel
  • Pioneer Log Cabin
  • Tennis
  • Golf (reservations recommended)
  • Day Butterfly Center
  • Bird of Prey
  • Treetop Adventure & Zip Lines (reservations recommended)
  • Bicycling & Nature Trail
  • Shopping in Pine Mountain
  • Hiking trails on Pine Mountain
  • Visit Roosevelt’s Little White House
  • Boating
  • Robin’s Lake Beach
  • Water Skiing, Wakeboarding and Tubing (reservations recommended)
  • Meet with other attendees

The Lodge and Spa at Callaway Resort & Gardens

4504 Southern Pine Dr,  Pine Mountain, GA 31822      855-576-8431

The Lodge and Spa at Callaway Gardens is nestled in the Sprawling Callaway Gardens of Pine Mountain and offer a swanky retreat away from the city bustle. All its spacious and well-furnished living spaces feature private verandas that profile picture views of the neighboring gardens and groves. The hotels exotic prunifolia spa is an idyllic retreat, providing an array of therapeutic treatments, steam bath and relaxing massages.  Stone-built fireplaces and an outdoor pool complete a truly rejuvenating experience at the Lodge and Spa.   

ROOM RATES

Lodge and Spa Standard Rooms $169.00 + tax

Mountain Creek Inn $109.00 + tax

Ask for the GAATP Room Rate

Reservations: 1-844-512-3826
  • Swimming Pool
  • In Room Coffee
  • In-Room Refrigerator
  • Wifi Access
  • Fitness Center
  • Restaurant – On Site
  • Spa

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.