NTI 2018 CONFERENCE JEKYLL ISLAND, GEORGIA

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1 Includes coverage of Tax Cuts and Jobs Act of 2017 NTI 2018 CONFERENCE JEKYLL ISLAND, GEORGIA JEKYLL OCEAN CLUB At Jekyll Island Club Resort Jekyll Island, Georgia JULY 17-23, 2018

2 2 NTI 2018 CONFERENCE PROGRAM JEKYLL OCEAN CLUB JEKYLL ISLAND, GEORGIA JULY 17-23, 2018 Location: Airports: Transfers: Driving Directions: Parking Passes: Weather: Area Information: JEKYLL OCEAN CLUB 371 Riverview Dr, Jekyll Island, GA Just a short 30-minute drive, Brunswick's Golden Isles Airport (BQK) is served by regular daily flights by Delta Airlines out of Atlanta (ATL). Car rentals are highly recommended Take Glynco Parkway and Glynco Road to US-17 S Turn Right onto US 17 S Continue to GA 520 E Drive to Riverview Drive in Jekyll Island Go to Summer temperatures on Jekyll Island average 90 degrees with a high of 84 and a low of 74 degrees. Visit: JEKYLL OCEAN CLUB 7-Day/6-Night Package Jekyll Ocean Club is an all-suite oceanfront boutique hotel located on the grounds of the prestigious Jekyll Island Club Resort. The Ocean Club features one-bedroom suites, and open-air restaurant, oceanfront pool deck, and intimate event venues. Guests of Jekyll Ocean Club also enjoy access to Jekyll Island Club properties, preferred dinner reservations, and complimentary transportation. The Jekyll Island Club is a rare pearl on Georgia s Golden Isles. From the moment you arrive, you ll be whisked away into the rich history of Jekyll Island and The Club that bears its name. While the Resort s backdrop is historic, its comforts are lush. The Jekyll Island Club is a true getaway where you have a chance to reconnect, nourish your spirit, and experience each new day with fresh eyes. Check-in: 4:00pm Check-out: 12:00pm (Surcharges may apply for late checkouts) Hotel Rating: AAA 4-Diamond

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4 4 ACOMMODATIONS: Oceanview King Suite: Each suite features a plush master bedroom with one king bed (two queens upon request), a spacious living room complete with a full out sofa for additional guests, and a furnished balcony with superb ocean views. Each room has dining and console tables, overhead fans, wet bars, inspired photography, and luxurious bathroom amenities. Note: Two queen bedding may be available upon request.

5 5 Hotel Package includes: Six-night hotel accommodations including hotel room taxes and resort fee. Thirdfourth persons charge: $25 per person, plus taxes. No charge for third or fourth person child age 17 and under sharing the same accommodations as their parents. HOTEL PACKAGE COST- 7 DAYS/6 NIGHTS NIGHTS OF JULY 17-22, DEPARTURE ON JULY 23, 2018 Room category (Per Person) Double Occupancy Package Cost Oceanview King Suite $1,230 NOTE: Rooms with two queen bedding may be available upon request. NOTE: Above rates apply for the nights of Tuesday to Monday, July 17-23, 2018 (6 nights). Extended stay rates before and after the 6 peak nights are subject to availability. Please ask for details. HOTEL PACKAGE PAYMENT: With reservations: May 1, 2018 $200 per person (see reservation form below) Balance Due Hotel prices are subject to change prior to making reservations. Hotel Cancellations: Refunds for hotel cancellations will be made, less a $100 per person administrative fee, if cancellation is made in writing on or before May 1, For cancellations after May 1, 2018, any portion of the hotel package cost not refunded by the hotel to NTI will be deducted from the refund. Any cancellations must be made in writing and ed to conferences@nticpe.com or faxed to NO REFUNDS FOR EARLY DEPARTURES.

6 6 In-Room Amenities: Clock radio Iron/ironing board Hair dryer Hi-speed WiFi In-room safe Refrigerator TV Coffee maker Transportation - Access to resort pool Concierge Services Valet parking services Hotel Amenities and Services: At the Jekyll Ocean Club, you have everything you need to get out and explore. Choose from beach cruises, tandems, kids bikes, mountain bikes and more. The hotel features a 25 x 60 pool, oversized hot tub, fire pit and event house. The lounge areas and lawn overlook the natural dunes, and the adultonly rooftop terrace overlooks the ocean. The Beach Pavilion is available exclusively for guests of Jekyll Island Club Resorts. Enjoy views of the Atlantic or head down the steps to the beach. Beach chairs, umbrellas, and towels are all provided and restrooms are available. Partake in a favorite pastime of the 19 th century on the Croquet Lawn located in the center of the resort.

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8 8 Dining: Jekyll Ocean Club offers several dining options. Dine at Corsair, the Island s finest seafood restaurant. The Wharf features open air dining, live music, and all-day menus focuses on Southern favorites. For casual fare, enjoy a meal with a view at The Pool House. At the main inn at Jekyll Island Club, experience the history of The Grand Dining Room which offers an ideal setting to indulge in a meal or their renowned Sunday Brunch. You ll be in good company among the famous faces that have dined here. Or, if you prefer a casual setting, grab-and-go at the Club Café or sip a cocktail at The Lobby Bar.

9 9 Jekyll Island Club Resort A short ride away from the Ocean Club is the Jekyll Island Club, with its majestic club house, rich in history. Guests at the Ocean Club have full access to all facilities in the Jekyll Island Club Resort. Located near the river s edge, the Resort pool is ideal for swimmers and loungers alike. The Clubhouse affords Resort guests spectacular verandas with views of the Croquet Lawn ideal for spectators, while the Resort Pool and Riverfront offer spectacular sunset viewing. Take a seat in rocking chairs and admire the surroundings or bring a book and enjoy a quiet place to read. Partake in a favorite pastime of 19 th century guests on the Resort s Croquet Lawn, located at the center of the Resort. Enjoy a change of pace on the great lawn. If wickets, stakes and mallets are your game, you ll feel right at home, or site back and watch the pros, clad in white. The Resort s grounds are spectacular with perfectly manicured lawns and sunken gardens, within natural surroundings. Acres of forest land, marshes and rivers await you, and of course the vast expanse of ocean and beaches are just beyond.

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11 Jekyll Island and Suggestive Activities: Enjoy Driftwood Beach Choose from Golf Courses, croquet and mini golf, horseback riding, tennis courts and bicycle rentals. Explore wilderness areas, undeveloped beaches, historic sites, cultural ruins, plant and animal communities just minutes from Jekyll Island Club Resort; or, head out further and explore nearby islands, forts and historic plantations. From Bird watching to the Georgia Sea Turtle Center, Jekyll Island offers a variety of activities for the nature and ecology enthusiast. Book a guided kayak tour through Jekyll Creek and be sure to bring your binoculars. Summer Waves Water Park offers fun for the entire family. Turtle Tides and SSI SUP provides visitors with guided tours, kayak and paddle board rentals. Spot dolphins playing in Georgia s coastal waters, climb aboard a sunset cruise or casino cruise, or maybe an authentic shrimp boat experience! Enjoy a full or half-day charter fishing trip or take a self-guided tour around the historic cottages, or hop aboard the tram, trolley, or a horse-drawn carriage for guided tours of the Island s rich history. 11

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14 14 NTI 2018 CONFERENCE SCHEDULE JEKYLL OCEAN CLUB JEKYLL ISLAND, GEORGIA JULY 17-23, 2018 DATE MEETINGS SOCIAL EVENTS/TOURS 7/17 Tuesday Arrival - no meeting scheduled 6:00-6:30pm: Welcome to Jekyll Island Orientation 7/18 Wednesday 7:30am-12:50pm meeting: Individual Tax Update Under Tax Reform Speaker: Larry Johnson, CPA, MST CPE Hours: 6 Group Live Taxes Meeting 6:00-7:00pm: Reception Hosted by NTI 7/19 Thursday 7/20 Friday 7/21 Saturday 7/22 Sunday 7/23 Monday 7:30am-12:50pm meeting: Business Tax Developments Under Tax Reform Speaker: Larry Johnson, CPA, MST CPE Hours: 6 Group Live Taxes Day of leisure no meeting scheduled 7:30am-12:50pm meeting 2018 A&A Update and Review Speaker: Steven C. Fustolo, CPA CPE hours: 6 Group Live-Accounting 4, Auditing 2 7:30am-12:50pm meeting Simplifying Private Company Financial Reporting and Disclosures Speaker: Steven C. Fustolo CPA CPE hours: 6 Group Live-Accounting 4, Auditing 2 Recommended day of departure 9:00-10:00am: Spouse/Guest Breakfast hosted by NTI Note: Continental breakfast will be served in the meeting room starting at 7:00am for participants only. Participants receive 6 CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEs purchased) by completing optional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs (taxation and A&A) and will be distributed either by an on-line downloadable PDF format or distributed at the conference in manual format, at the customer s option. Summary of CPEs available at this program: Live Group study= 24 CPEs; Self-Study=16 CPEs for a total of 40 CPEs. CPE BREAKOUT: Group live CPE (4 days at 6 CPEs per day) Self-study supplement* Total CPE *Distributed either on site or in a downloadable PDF format 24 CPE hours 16 CPE hours 40 CPE hours

15 15 Who Should Attend: CPAs and other professionals who deal in taxation, accounting and auditing. Details on courses: Unless otherwise stated, all courses have the following attributes: Delivery method: The live segments of the program (6 CPE hours per session) are categories as Group Live, while the self-study supplement (2 to 4 CPEs per session) is categorized as Self Study. Program level: Update Prerequisites: General understanding of taxation, accounting and auditing Advance preparation: None TOPIC DESCRIPTIONS: Includes coverage of Tax Cuts and Jobs Act of 2017 Individual Tax Update Under Tax Reform (including tax changes under the Tax Cuts and Jobs Act of 2017) Objective: To discuss recent developments related to federal income taxation of individuals including significant changes made by the Tax Cuts and Jobs Act of This course focuses on the various tax law changes involving individuals made by the Tax Cuts and Jobs Act of 2017, and planning related to those changes. Topics include a review of the changes in individual tax rates, dealing with state and local taxes, planning for interest expense, strategies in dealing with the primary residence, and more. Recommended CPEs: 6 hours. Field of study: Taxes Business Tax Developments Under Tax Reform (including tax changes under the Tax Cuts and Jobs Act of 2017) Objective: To address recent developments related to the federal income taxation of businesses including those changes made by the Tax Cuts and Jobs Act of This course addresses tax issues business tax changes made by the Tax Cuts and Jobs Act of Topics include: a review of C corporation and pass-through entity tax rates, changes to the cash basis of accounting, new expensing rules using bonus and Section 179 depreciation, changes made to real estate taxation including like kind exchanges, changes to net operating losses, anti-abuse provisions, choice of entity, conversion to and from S and C corporation, and more. Recommended CPEs: 6 hours. Field of study: Taxes 2018 A&A Update and Review Objective: To discuss a variety of new developments related to accounting and financial reporting. This course deals with the latest changes in accounting, auditing and compilation and review pronouncements of interest to accountants in public accounting and industry. Topics include recently issued FASB and AICPA accounting statements, new developments in compilation and review, recently issued auditing pronouncements, practice issues related to peer review, new ethics rulings, and more. Recommended CPEs: 6 hours. Field of study: Accounting and Auditing (4 hours Accounting, 2 hours Auditing)

16 16 Simplifying Private Company Financial Reporting and Disclosures Objective: To discuss approaches to simplifying the accounting, reporting and disclosures required by private (non public) businesses. This course is critical for accountants who prepare financial statements or issue reports on non-public (private) businesses. Topics include: Discussion of simplified disclosures available to non-public businesses, using the most cost effective reporting options including preparation, compilation, review and audit engagements, using the substantially all disclosures omitted exception, reducing engagement procedures, performing bookkeeping and writeup services while maintaining independence, issuing financial statements for tax clients, using GAAP exceptions to eliminate burdensome GAAP disclosures, saving time with tax-basis financial statements, and more. Recommended CPEs: 6 hours. Field of study: Accounting and Auditing (4 hours Accounting, 2 hours Auditing) SPEAKER BIOGRAPHIES Larry Johnson, CPA, MST Larry Johnson is a Certified Public Accountant with more than 30 years experience with Sikich, a Top 40 CPA firm. He holds a B.S from Illinois State University and a Masters in Taxation from Fontbonne College in St Louis. Mr. Johnson has served a variety of firm tax department leadership roles, including National Director of the Tax Exempt Division. Mr. Johnson has worked heavily with business clients. He has significant experience in planning related to complicated business transactions, including tax exempt organizations. Larry worked in tax representation before the IRS, including working on teams resulting in victories in United States Tax Court. Mr.Johnson was a founding member of the Community Foundation for the Land of Lincoln. He was a member of the National Committee of Planned Giving, serving on the National Leave A Legacy Board of Directors. He has provided governance and leadership training to nonprofit leaders. He has worked extensively in philanthropic planning with high wealth families, employing a non-traditional values based approach. For the past 17 years, he has been a national lecturer on taxation to accountants and attorneys. Steven C. Fustolo, CPA Mr. Fustolo is a principal in a Boston-based CPA firm, and frequent lecturer and author of numerous tax and accounting issues affecting closely held businesses. An AICPA author, Mr. Fustolo s articles have been regularly featured in The Practical Accountant and other publications. He is the author of Practice Issues: Compilation and Review, Accounting and Auditing Reference Guide, Everything You Never Wanted to Know About GAAP, Enron: Fraud, Deception and the Aftermath, FASB Review for Industry, Current Developments: Accounting and Financial Reporting, Making Money with Special Engagements, Understanding the Variable Interest Entity Rules, and FASB, SSARS and SAS Update and Review and numerous other books and manuals that have been published by Practitioners Publishing Company (PPC) and Commerce Clearing House (CCH). He is the recipient of several Outstanding Discussion Leader awards from many professional organizations including the New York and Florida Societies of CPAs. Mr. Fustolo s course entitled FASB, SSARS and SAS Update and Review continues to receive accolades and is regarded as one of the top live CPE programs in the country today with ratings that average 4.91 on a scale of 5.0. He speaks regularly for professional groups including being a guest lecturer at the AICPA Advanced Accounting and Auditing Technical Symposium. Mr. Fustolo is the recipient of the Elijah Watts Sells Award (AICPA) and Silver Medal (Massachusetts) for high scores received on the CPA Examination.

17 17 CPE Pricing: Up to 24 CPEs Up to 32 CPEs Up to 40 CPEs By December 31, 2017 $1,297 $1,348 $1,399 By January 31, 2018 $1,347 $1,398 $1,449 By May 31, 2018 $1,397 $1,448 $1,499 After May 31, 2018 $1,447 $1,498 $1,549 Cost includes all materials, continental breakfast at each session, (for participants only), and a sunset cocktail reception for you and your family. Group discounts: 10% for 3 or more participants 20% for 5 or more participants Conference Cancellation Policy: Conference fee will be refunded in full only if notice is received in writing at least 60 days prior to the first day of the conference. With respect to a cancellation occurring within 60 days, no refund shall be granted but credit will be given toward a future conference. This policy applies to the conference fee only and not to hotel costs. For more information regarding concerns and administrative policies, please go to our website: or contact our office at (Extension 1). Licensing Designations: NTI 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 the 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: NTI NASBA Sponsor Number: QAS Self-Study Requirements: In accordance with the new NASBA Registry - QAS standards, all self-study credit hours are determined based on a 50-minutes-per-CPE-hour measurement and have required feedback questions throughout the course. Credit measurements may vary from state to state. Your State Board of Accountancy makes the final determination of CPE credits. The self-study portion of the courses must be completed within one year of the conference dates.

18 18 Enrolled Agents: NTI has entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual. CPE credits earned by enrolled agents directly to the IRS in accordance with the IRS requirements for CPE providers. Enrolled agents must provide us with their PTIN number so that we may report CPE directly to the IRS. IRS Approval information: Provider Number: BTYZG CFPs: NTI is registered with the Certified Financial Planner Board of Standards, Inc. CLE: Tax courses qualify for CLE in most states. CLE credit is granted on a scale of 60 minutes per hour versus 50 minutes for CPE. Please ask for details.

19 19 How to Register: JEKYLL ISLAND JULY 17-23, 2018 CALL (Extension 1), fax to (or and register by credit or debit card (MC/VISA) or check. Please return this form to the address at the bottom of the page. REGISTRATION FORM First and last name Spouse/companion s name(s) Address City/Town State Zip Code Telephone Facsimile address Check one: By Dec 31, 2017 CONFERENCE INFORMATION By Jan 31, 2018 By May 31, CPEs $1,399 $1,449 $1,499 $1, CPEs $1,348 $1,398 $1,448 $1, CPEs $1,297 $1,347 $1,397 $1,447 After May 31, 2018 Cost includes all materials, continental breakfast at each session, (for participants only), a sunset cocktail reception for you and spouse/guest. Days you are attending: (check all that apply): Please check Date Topic Individual Tax Update Under Tax Reform (6 CPEs Taxes) Business Tax Developments Under Tax Reform (6 CPEs Taxes) A&A Update and Review (6 CPEs Accounting 4, Auditing 2) Simplifying Private Company Financial Reporting/ Disclosures (6 CPEs Accounting 4, Auditing 2) HOTEL INFORMATION (Nights of July 17-22, 2018 (departure on July 23, 2018 Please check (7 days/6 nights) (Per Person) Double Occupancy Please fill in: Room Category Package Cost Oceanview King Suite $1,230 Other Arrival date: Departure date: Cost of extra nights and additional persons: Please call for details. Hotel package payment: $200 per person due with this reservation: Balance due: May 1, 2018 REGISTRATION FORM (CONTINUED)

20 20 PAYMENT: Pay by check (mail check to address below) Charge my credit card COST: Conference fee $ Hotel deposit # people x $200 = $ TOTAL AMOUNT $ MC VISA [Balance of hotel package due May 1, 2018) Card number Exp date Code State(s) for which CPE is required: I work in: Public accounting Industry Other I am a (an): CPA Atty PA Other CFP EA (PTIN ) SELF-STUDY PACKET: Participants receive 6 CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEs purchased) by completing optional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs (taxation and A&A). Summary of CPEs available at this program: Live Group study= 24 CPEs; Self-Study= 16 CPEs for a total of 40 CPEs. Please tell us how you would like to receive your self-study materials: (CHECK ONE) On-line access to self-study courses in a downloadable PDF format Distribute self-study courses to you on-site at the conference Hotel Cancellation: Refunds for hotel cancellations will be made, less a $100 per person administrative fee, if cancellation is made in writing on or before May 1, 2018 For cancellations after May 1, 2018 any portion of the hotel package cost not refunded by the hotel to NTI will be deducted from the refund. Any cancellations must be made in writing and ed to conferences@nticpe.com or faxed to No refunds for early departures. Conference Cancellation Policy: Conference fee will be refunded in full only if notice is received in writing at least 60 days prior to the first day of the conference. With respect to a cancellation occurring within 60 days, no refund shall be granted but credit will be given toward a future conference. This policy applies to the conference fee only and not to hotel costs. On May 1, 2018 I authorize NTI to charge my credit card noted above for the balance of the hotel package. Signed: CALL (Extension 1), fax to (or conferences@nticpe.com) and register by credit or debit card (MC/Visa) Please: Fax this form to , or this form to: conferences@nticpe.com, or Mail this form to: NTI Conferences, P.O. Box 375, Burlington, MA For more information, please visit our website at: