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Come to our annual “CPE in the Garden” at Callaway Gardens again this year for 15 hours of NASBA and IRS approved education hours, including 2 hours of ethics!

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.

CPE in the Garden (Callaway Gardens – June 28th – 30th 2018)

Come to our annual “CPE in the Garden” at Callaway Gardens again this year for 15 hours of NASBA and IRS approved education hours, including 2 hours of ethics!

SPEAKER

Beanna is an Enrolled Agent in private practice as Whitlock Tax Service, LLC located in Canyon Lake, TX.

A tax law instructor for more than 35 years with emphasis on Limited Liability Company and Ethics and Professional Conduct presentations.  Beanna has taught tax professionals across the country and is an adjunct professor for Auburn University.  She is a faculty member of the National Center for Professional Education as well as the Executive Director of the NCPE Fellowship.

She has testified before Congress, Treasury and the IRS Oversight Board.  She has served on the IRS Information Reporting Program Advisory Council as well as the IRS Commissioner’s Advisory Committee (CAG).  She served as the IRS Director of National Public Liaison for Commissioner Mark Everson and is a recipient of the Commissioner’s Award for Excellence of Service.

She has been honored by Accounting Today as one of the 100 Most Influential in Accounting for an unprecedented 7 years.

Known for her fierce defense of the tax professional community, Beanna is frequently consulted by accounting and tax publications regarding issues concerning the tax professional community.

She is the 2013 Member of the Year of the California Society of Tax Professionals.

Honored by the National Conference of CPA Practitioners in 2015 for her contribution to Excellence in Education, “Beanna serves the tax professional community as an inspired calling”.

She is joined in the practice of Whitlock Tax Service, LLC, offering taxpayer representation and tax return preparation, by her husband of 50 years, Tom Whitlock.  They enjoy antiquing, travel and time at home with their three dachshunds, Bess, Walter and Buddy, the blonde doxie!

Current

  • Member – National Society of Accountants – Ethics Instructor – 2017 Conference
  • National Conference of CPA Practitioners – Annual Speaker
  • Member – California Society of Tax Consultants (CSTC) – Lifetime Member
  • Auburn University – Annual Instructor
  • CSA – Certified Senior Advisor – Webinar presenter
  • National Center for Professional Education – Instructor, author
  • ncpeFellowship – Executive Director, researcher, webinar presenter

Prior Service

  • District Directors Advisory Committee – Dallas District – Chair for Gary Booth District Director (1990’s timeframe)
  • 1999 – 2002 – CAG – Commissioner’s Advisory Group under first Peggy Richardson, Commissioner and then Charles Rossotti, Commissioner
  • 2002 – June 2003 – IRS Information Reporting Advisory Committee, terminated term due to employment in National Office of IRS.
  • 2003 – 2004 – Director National Public Liaison for Commissioner Mark Everson

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.        Fringe Benefits

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

Learning Objective:  At the conclusion of this class  the attendee will know the Federal Tax Classifications available to the client and the fringe benefits afforded each in order to assist in the determination of what federal tax classification should be chosen.

Participants will learn about each of the Federal Tax Classifications, sole proprietor, partnership, C or S corporation and how the benefits offered may enhance the business benefits to the owner, partner or shareholder.  The participant will walk through a case study to help their clients determine the proper Federal Tax Classification for their business.

2:40 – 3:00 p.m.            Break

3:00 – 3:50 p.m.             Working with Seniors

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:  At the conclusion of this class, the attendee will understand  the signs of aging that would suggest they seek additional assistance for the taxpayers to file their return. They will also learn how to protect their Seniors from abuse and how they can protect themselves from their Seniors. .

As our clients age, we encounter issues of aging.  In order to help taxpayers, tax professionals must understand the aging process and what we can do to help taxpayers to engage in the preparation of the return and what plans must be made for the day when the taxpayer can no longer assist in the preparation of their tax return.

3:50- 5:30 p.m.              Estate Gifts and Trusts (Part 1)

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:  At the conclusion of this class, the attendee will be  exposed to both the Final 1040 as well as the Estate Return of income for the descendent.  Income in Respect of Decedent will be covered and the need to file for :portability” on the Form 706. Gifting and the changes for 2018 will be reviewed and participants will discover what a gift is and when it is not a gift. Attendees will be exposed to trusts from the accounting and tax perspective and be aware of the hazards  of when the taxpayer  does not understand the trust created. Executor duties will be reviewed.

The final return of the taxpayer, Form 1040, and the Estate of the Taxpayer, Form 1041 will be examined with a case study spanning multiple years.  Gifts and Estates will examine the new tax law changes as well as the issue of “portability”. Trusts will expose participants to various type of trusts and will present the preparation requirements of preparing Form 1041 Trust Returns. A brief overview of Executor/trix duties will also be examined.

Evening – on your own

Friday

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

8:00- 9:40 a.m.              LLC’S with Liquidations

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:  At the conclusion of this class, the attendee  will thoroughly understand the operational aspects of the Limited Liability Company, its benefits and its limitations. They  will understand the issue of changing federal tax classifications either through default or election and the consequences of each and when it is done.  They will learn to utilize the LLC as a tool when the taxpayers business grows or changes and how to finally terminate the LLC

A thorough review of the operational structure of the Limited Liability Company, with particular emphasis on the Federal Tax Classification possibilities.  The participant will understand the purpose of the LLC and the flexibility of its structure.  Each of the federal tax classifications will be examined, as well as the all important issue of liquidation when the federal tax classification changes.

9:40- 10:00 a.m.           Break

10:00- 10:50 a.m.        LLC’S with Liquidations (continued)          

Program Level:               Intermediate 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 this class, the attendee  will thoroughly understand the operational aspects of the Limited Liability Company, its benefits and its limitations. They  will understand the issue of changing federal tax classifications either through default or election and the consequences of each and when it is done.  They will learn to utilize the LLC as a tool when the taxpayers business grows or changes and how to finally terminate the LLC.

10:50- 11:00 a.m.        Short Break

11:00- 12:40 p.m.        Tax Cuts and Jobs Act

Program Level:               Basic to Intermediate       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 this class, the attendee will be exposed to the massive changes in the tax system affecting every taxpayer and begin to strategize on how taxpayers can accommodate these changes.

The Tax Cuts and Jobs Act includes sweeping reform of the Internal Revenue Code not seen in over 30 years.  This comprehensive tax overhaul dramatically changes the rules governing the taxation of individual taxpayers for tax years beginning after December 31, 2017 which also requires a sunset provision January 1, 2026.

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 Beanna

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

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

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.

4:00 5:00 p.m.               Georgia Department of Revenue-

Speaker: Scott Purvis

Evening  on Your Own

*Hospitality Suite open – 6:00 – Until

Saturday

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

8:00- 9:40 a.m               Estate Gifts & Trusts (Part 2)      

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:  At the conclusion of the class, the attendee will be exposed to both the Final 1040 as well as the Estate Return of income for the descendent.  Income in Respect of Decedent will be covered and the need to file for portability” on the Form 706. Gifting and the changes for 2018 will be reviewed and participants will discover what a gift is and when it is not a gift. Attendees will be exposed to trusts from the accounting and tax perspective and be aware of the hazards of when the taxpayers does not understand the trust created. Executor duties will be reviewed. A thorough understanding of simple estates will be obtained by attendees.

9:40- 10:00 a.m.           Break

10:00- 11:40 a.m.         Ethics – Where Do You Wear Your 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 class, the attendees will be knowledgeable about ethical dilemmas and how best to approach situations that appear to be compromising of their ethics. 

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.