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.
