Power of Attorney and Declaration of Representative—Making It Work for You
Date: Thursday, November 15, 2018, 3:00 pm – 3:50 pm
Place: Online Webinar
Cost: Free for NAEA Members, $10 for Non Members
1 IRS CE
This course will cover:
- How to correctly fill out the Form 2848—pitfalls and omissions
- Who can be a representative
- How you can and cannot use the form
- What are Special circumstances and do you want to include them
- How to get your CAF #
- How to revoke the form
- How to find out what forms you have on file and clear up your deadwood.
Catherine Grubb, EA
Jim McClaflin, EA
1040 Update Seminar
Date: Jan 3-4, 2019
Place:Four Points by Sheraton Seattle Airport, 22406 Pacific Hwy S, Des Moines, WA 98198 *****
Cost: Early Bird Rate $395.00 NAEA Members, $445 Non Members. After 12/1/18 add $50 to registration fee.
We are excited to present nationally known speakers Kevin Huston, EA, USTCP and Tom Gorczynski, EA, USTCP. Join us for a comprehensive 1040 update seminar including individual and business tax updates as well as ethics and tax planning strategies after TCJA. Seminar includes 16 hours CE, lunch, and seminar materials.
- Individual Tax Update (6 credits CE)
- Ethics Jeopardy (2 credits CE)
- Business Tax Update (6 Credits CE)
- Tax Planning Strategies After TCJA (2 Credits CE)
INSTRUCTOR KEVIN C. HUSTON, EA, USTCP, MBA, ChFC, CLU is the president of Blue Ridge Tax Advisors, Inc., a tax, representation, and wealth-management firm in Asheville, NC. Kevin received his BS degree in Business Management from Oakland University in Rochester Michigan, and his MBA in International Business from Georgia State University in Atlanta. In addition, Kevin holds the Chartered Financial Consultant (ChFC), and the Chartered Life Underwriter (CLU) designations from The American College in Bryn Mawr, Pennsylvania. Kevin is an enrolled agent with 30 years’ experience preparing tax returns, a Fellow of the National Tax Practice Institute (NTPI) and was admitted to practice before the United States Tax Court in 2013. A nationally known tax instructor over the past 25 years, he has instructed at NATP and NAEA’s National Conferences, NTPI, Drake Software tax update schools, California Society of Enrolled Agents Super Seminars, and numerous other state tax associations. He has authored several tax and financial articles for professional journals. In 2017, Kevin was awarded the NAEA Excellence in Education Award.
INSTRUCTOR THOMAS A. GORCZYNSKI, EA, CTC, USTCP is the Senior Tax Consultant at Gorczynski & Associates, LLC in Phoenix, AZ. He is an enrolled agent, a Certified Tax Coach, a Fellow of the National Tax Practice Institute (NTPI), and was admitted to practice before the United States Tax Court in 2015. He earned a Master of Science in Taxation from Golden Gate University and a Certificate in Finance and Accounting from the Wharton School at the University of Pennsylvania. His firm specializes in tax preparation for small business owners and individuals with foreign income and asset reporting requirements, tax controversy representation, and advanced tax planning strategies. Tom is a nationally-known speaker on tax law and procedure and has spoken for the National Association of Enrolled Agents (NAEA), the California Society of Enrolled Agents Super Seminars, and other national, state, and local organizations. He also is a skilled technical writer on tax law and strategy and published in EA Journal.
****Discounted hotel rates available at the Four Points by Sheraton Seattle Airport South. Limited space discount available until 12/4/2018. Discounts rates are $109 single/double; $119 Triple; $129 Quad rate. Contact the hotel at 253-642-0100 and mention the Washington State Society of Enrolled Agent Attendees discount rate.