OSSEA 2015 CONVENTION

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2 OSSEA 2015 CONVENTION Well that time of year is upon us and we are gearing up for our annual meeting and convention. I am having a hard time grasping that we are getting ready for fall activities. It seems we have had our second summer that has been very busy. It will be a nice change to spend a few days in the peace and quiet of Mohican State Park. We are again heading to one of our state parks. This year we are headed to Mohican State Park. The trip to Mohican State Park will not disappoint you. We held a board meeting there in May and were all pleased with the facility, the peace and quiet, and the beautiful grounds. I think all of you will like what this state park has to offer, mix the peace and quiet of the park with quality education and networking with fellow EAs from around Ohio and you have the perfect fall get away. This year we will hear from Mary Mellem, EA, and Nichelle Gray. They were all with us last year and are returning with a variety of classes. Tuesday you will see the split track giving you choices in classes. Also, Jim Adelman EA, a member of NAEA Board will join us as our keynote speaker on Sunday evening. We start on Sunday afternoon with education and the banquet Sunday evening. Monday will be a full day of education with a break after lunch for our annual meeting. Monday evening we will have entertainment after dinner. Tuesday brings the split track but we will finish up in time for you to get an early start home. This year we are using an online registration for the first time. Look for the link on our website (OSSEA.org). Kay Hill has worked hard to plan a convention that is packed with activities, quality education and friends galore! Please make it a point to include this event in your schedule for September. I look forward to seeing each of you there and spending some time growing together with OSSEA. As always I remind you that an organization is only as strong as its members. Nancy Remus, EA President OSSEA

3 20th Annual Convention MOHICAN STATE PARK September 20-22, 2015 Sunday, Sept. 20, Hrs. CPE 12:00 12:45 pm Registration 12:45 1:00 pm Welcome & Announcements 1:00 2:45 pm Elections 2:45 3:00 pm Refreshment Break 3:00 4:45 pm Affordable Care Act 4:45 4:50 pm Stretch Break 4:50 5:45 pm Life and Remainder Interest Issues 6:00 6:30 pm Reception/Cash Bar 7:00 9:00 pm Banquet/Entertainment Keynote Speaker Jim Adelman, EA (NAEA) 9:00 11:00 pm Hospitality Room Monday, Sept. 21, Hrs. CPE 7:00 8:00 am Registration/Breakfast 8:00 8:15 am Announcements 8:15 10:00 am Audit Proofing Business Returns 10:00 10:20 am Refreshment Break 10:20 12:05 pm ASK Topics submitted earlier by participants Mary Mellem 12:10 1:10 pm Lunch

4 1:10 2:10 pm Annual Meeting 2:20 4:05 pm STEP IRS Audit Procedures Workshop (Session 1) 4:05 4:35 pm Exhibitor Break 4:35 6:20 pm STEP IRS Audit Procedures Workshop (Session 2) 7:00 9:00 pm Dinner & Evening Entertainment 9:00 11:00 pm Hospitality Room Tuesday, Sept. 22, Hrs. CPE 7:00 8:00 am Registration/Breakfast 8:00 8:05 am Announcements 8:05 9:50 am STEP IRS Audit Procedures Workshop (Session 3) 9:50 10:20 am Exhibitor Break Track 1 Track 2 10:20 12:10 pm Ethics PTP S Jim Krogstie EA 12:15 1:15 pm Lunch 1:20 2:10 pm Identity Theft Nichelle Gray, IRS 2:15 4:00 pm "Reasonable Compensation" Case Studies" David Pickett EA Ron Bodey EA THANK YOU FOR COMING AND HAVE A SAFE JOURNEY HOME PLEASE TURN IN YOUR EVALUATIONS AND SIGNED CEU CERTIFICATES BEFORE YOU LEAVE

5 About Our Instructors Mary R. Mellem, EA, is a Tax Professional from Green Bay WI who has been in the tax business for 31 years. She and her husband David operate Ashwaubenon Tax Professionals. In addition to servicing 1200 tax and accounting clients during the year, their business includes tax consulting for other tax professionals as well as teaching. The year 2015 will be Mary s 25 th year of teaching tax programs throughout the country. Prior to working full-time at Ashwaubenon Tax Professionals, Mary was a member of the staff of the National Association of Tax Professionals for 13 ½ years. While on staff she served as Education Program Supervisor for many years. In this role she was involved in writing and teaching seminars throughout the country in all aspects of the tax field from individual issues to entity issues. She was also the instructor for the 1040 Video series. Her experience with NATP also included service as part of the research department. Mary received a Bachelor's Degree in Secondary Education from the University of Wisconsin in the field of Mathematics and Economics. In 1990 she earned the Enrolled Agent designation. She is a member of NATP and NAEA and a Fellow of NTPI. Mary has written the Client Newsletters for the NAEA Journal for several years and served on the Public Relations Committee. Nichelle Gray, Senior Tax Specialist, in the Stakeholder Liaison Office of the Small Business/Self-Employed Division, Internal Revenue Service in Cleveland, Ohio Nichelle supports IRS Stakeholder Liaison Field Office in collaboration with tax professional organizations, small business groups and industry associations to provide federal tax education and information for their members. Before reporting to Stakeholder Liaison as a Tax Specialist in November, 2009, Nichelle most recently served as a Revenue Agent, in the Examination Office, where she was responsible for auditing tax returns. Nichelle has been with the IRS for more than 27 years in an effort to support voluntary tax compliance. became an Enrolled Agent in 2004, and opened King Tax Service LLP in Enumclaw, Washington. Currently her firm prepares over 750 individual tax returns and works over fifty audit cases a year. King serviced as a Director for the Washington State Society of Enrolled Agents for four years, is a nation speaker for audit and tax issues, and was a panelist on Tax Talk Today in June of When not immersed in tax issues, she enjoys the company of her best friend and husband, Joe, and their three grown children.

6 Ronald A. Bodey, EA is the owner of Bodey & Associates, a tax and financial planning business located in Troy, OH, since Ron started his career in banking as an internal auditor from 1976 until Was a senior accountant for a local firm from 1985 to Ron holds a series 6 and 66 investment licenses and is a Registered Investment Advisor Agent, currently licensed in 3 states. Ron also holds an Ohio insurance license in life, health, disability and long term care. Ron has affiliations with National Association of Enrolled Agents (NAEA), Ohio State Society of Enrolled Agents (OSSEA), (currently serves as Immediate Past President, Education Chair and Chapter Representative), National Society of Accounts (NSA), and the National Federation of Independent Business (NFIB). He has also served on public boards and committees in various capacities. He and his wife Brenda have 3 grown children, a daughter (deceased) and 2 sons. They reside in Troy. David Pickett, EA has been an Enrolled Agent and a member of NAEA since He attended University of Kansas and has a BSIT from Pittsburg State University, Pittsburg Kansas, an MBA from National University, and is currently working on a PhD in Taxation. David is the local site coordinator for the VITA site. Earlier in his career David was a registered representative and held a CFP designation. In 2009 he as one of the top 25 finalist in the Intuit Accounting and Tax Professionals Competing for $20,000 Awards to Grow a Practice or Start a New One. He and his wife Kerry operate Pickett & Pickett Tax and Investments in Orrville Ohio. Their by line is the Marriage of Taxes and Investments. They also write a tax and investment column for the local newspaper. Jim Krogstie, EA is self-employed as an income tax professional, has been full time in tax preparation since 1998, and currently lives in Huron Township, between Huron and Sandusky. He graduated from Rose-Hulman Institute of Technology with a B.S. Chemical Engineering in The attraction to tax preparation began after taking the H&R Block tax course one fall in A few years hence, and Jim passed the EA exam, and became an Enrolled Agent in While never working for anyone else, initial word-of-mouth growth in clients occurred over the years, but remained a part-time pursuit until an opportunity to acquire clients from a retiring individual came up in Naturally, the contact for this opportunity resulted from involvement with the local EA chapter. This allowed Jim to retire from engineering and go full-time into the tax preparation business. Since that time, Jim has been actively involved in the local EA chapter, and recently on the OSSEA Board. Jim is the current Secretary of OSSEA and also Education Committee Chair. Previously, Jim was President of the Enrolled Agents of Greater Cleveland from and was been on the OSSEA Board as Cleveland s Chapter Representative from