Emergency Contact Name & Phone Number. Registration Fee After

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1 NATP Tennessee Chapter Annual Seminar September 21 & 22, :30 AM 5:15 PM Music Road Resort 303 Henderson Chapel Rd Pigeon Forge, TN Name: Customer ID#: Designation(s): License #: PTIN #: Address: City: State: Zip: Phone: Emergency Contact Name & Phone Number Registration Fee After NATP Member $300 $350 Non-Member $350 $400 Note: Lunch is included. REGISTRATIONS MUST BE RECEIVED AT NATP BY CLOSE OF BUSINESS SEPTEMBER 20, 2017 AFTER THAT DATE, PLEASE REGISTER AT THE DOOR. Payment Method: Credit Card or Checks made payable to NATP Name as it appears on CC: CC #: Exp. Date: CVV # Signature: How To Register: Mail To: NATP, PO Box 8002 Appleton, WI Phone: , Ext. 3 Fax: Online: Cancellation Policy: Cancellations must be submitted to NATP by September 7, 2017 to receive a refund. Cancellation is subject to a $50 fee.

2 Day 1 9/21/17 TN-NATP Annual Meeting w/ Bruce Miller, EA Pres., and NATP National Representative Rich Ganong 7:30am-8:00am Fringe Benefits & Choice of Entity 8:00am-9:40am Announcements/ Loretta Newton-Drake Software 9:40am-9:50am 9:50am-10:00am LLC S, including Liquidations 10:00am-11:40am Announcements/ Other related business Lunch (Provided with Conference) 11:40am-11:45am 11:45am-12:45pm Susan Gainous IRS Stakeholder Liaison 12:45pm-1:30pm 1:30pm-1:40pm The New IRS & Today s Tax Professional 1:40pm-3:20pm 3:20pm-3:30pm Reasonable Compensation 3:30pm-5:10pm

3 Day 2 9/22/17 NATP Installation of new officers and board presentation NATP Representative Info & Updates 7:30am-8:00am 8:00am-8:15am United States Tax Court & Cases that are Changing Our Practice 8:15am-9:55am Announcements/ Other related business 9:55am-10:00am 10:00am-10:15am Tangible Property Regulations-The Practice Changer 10:15am-11:55am Announcements/ Other related business Lunch (Provided with Conference) 11:55am-12:00pm 12:00pm-1:00pm TN Department of Revenue-Cathy Russell & Lance Estes 1:00pm-1:45pm 1:45pm-1:50pm Seniors and the Challenge of Taxation 1:50pm-3:30pm 3:30pm-3:40pm Ethics-Where Do You Wear Your Ethics? 3:40pm-5:20pm

4 Class Description for Tennessee NATP September 21 and 22, 2017 Ethics - Where Do You Wear Your Ethics Participants will review the issues concerning the 21st Century tax professional, discovering that no matter how prepared we may be, ethical dilemmas will present themselves. Tax professionals will learn that ethical issues will continue to plague the industry but the issue is not the challenge to our ethics but how we deal with it and resolve the ethical dilemma. Circular 230 Federal Code of Regulations will be presented as our guide and 3 case studies of "how would you handle" will be offered. 100 minutes - Basic to Advanced LLC's, including Liquidations The presentation will begin with a review of basic LLC issues, what they are and what they are not. Examples will be presented to underscore the understanding of the attendee. Operational issues will be examined and finally the close or shut down of the LLC, how it is handled for tax purposes and the reporting requirements. Participants will have a thorough understanding of the Limited Liability Company, its operation and its demise. United State Tax Court and Cases that are Changing Our Practice The United States Tax Court, its workings and availability to taxpayers is examined and includes a brief history of the court for understanding.. Various recent cases ruled on by the court will be examined to emphasize that tax professionals can utilize these tax court cases to defend their client's actions and reporting as well as to reference them when tax situations present themselves. Reasonable Compensation Beginning with the issues of the individual taxpayer employing family members through all the federal tax classifications the issue of Reasonable Compensation is examined. Participants will discover what Reasonable Compensation means and how they can influence their taxpayers to comply with the law. The presentation will cover all federal tax classifications but concentrate on the Sub-chapter S corporation. Tax Professionals will learn how to audit proof their Sub-chapter S tax returns and ensure the correct reasonable compensation is paid. Fringe Benefits and Choice of Entity

5 Through a detailed example the participants will discover the importance of the federal tax classification for business to accomplish what their taxpayer desires in way of benefits offered by their business. Individuals, partnerships, corporations C & S are examined as well as the total picture offered by the Limited Liability Company. Tax Professionals will discover the benefit of planning for the entity to accomplish the wishes and goals of the taxpayer. Seniors and the Challenge of Taxation Tax Professional's working with Senior taxpayers encounter several challenging situations, including changes in income, exemptions and deductions. The particular health situation of the Senior may add to the complexities of tax return preparation - inability to continue to be active in their return preparation. The participants will discover the challenges of working with Senior clients and some of the actions they can take to make this challenging situation easier. Tax professionals will discover what overwhelming need the Senior has and how to make taxation for Seniors less taxing. 100 minutes - Basic to Advanced Tangible Property Regulations - The Practice Changer Participants will examine the Tangible Property Regulations and discover the fear they once had is a wonderful opportunity for their taxpayers. Form 3115 will be reviewed for the "how to" of the TPRs and case examples will be used to determine when the taxpayer should implement. The question of the need for a Cost Segregation Study will be answered as well as when is the optimum time to implement the use of the regulations. The NEW IRS and Today's Tax Professional The presentation includes a review of the current Internal Revenue Service,. it's focus and strategies. The problems that the IRS faces are the problems of the tax professional community. Participants will discover that the IRS problems will not go away in the current budget situation and how we need to be prepared for a much different engagement with the IRS then what we have encountered in prior years. Finally, tax professional's will review how we are perceived by the IRS and how people in the business of tax have much in common - those within the IRS and those from outside the IRS. 100 minutes - Basic to Advanced

6 Beanna is an Enrolled Agent in private practice as Whitlock Tax Service, LLC located in Reno, NV. 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. She is the Executive Director of the ncpefellowship, a web based organization providing educational resources and practice management tools for tax professionals at 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 Group (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, by the National Society of Accountants as the Speaker of the Year, by the National Association of Tax Professionals as Member of the Month, by the National Association of Enrolled Agents with the Founder's Award, the Texas Society of Enrolled Agents with the Founder's Award and Educator of the Year, as well as the California Society of Tax Consultants Member of the Year. 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.