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Tentative Schedule Overview

Course Level:    

• BAS - Basic                 
• INT - Intermediate                                       
• ADV - Advanced     
• UPD - Update

Tentative CPE/CE Acceptance: (2 CPE for each 100-minute session)

• E = Enrolled Agents
• F = Certified Financial Planners
• Certified Public Accountant – All sessions tentatively accepted by the National Association of State Boards of Accountancy.

Sunday, July 6

• 1:30 p.m. to 2:30 p.m. - Chapter Presidents' Meeting
   
• 2:30 p.m. – 6:00 p.m. - Chapter Leadership Session

Monday, July 7

• 8:00 a.m. – 4:00 p.m. - Expo Hall Open
   
• 9:00 a.m. – 10:40 a.m. - Education:  SPECIAL: Disaster-Proofing Your Office - Part 2 - Lawshe' (Basic-E)
• 11:00 a.m. – 1:00 p.m. - NATP Annual Meeting, National Awards, Keynote - Richard E. Byrd Jr., IRS Commissioner of the Wage and Investment Division (Basic-E)
• 2:00 p.m. – 3:40 p.m. - Education: SPECIAL: Preparer Penalties - Scioli (Intermediate-E)
• 4:00 p.m. – 5:40 p.m. - Education: Current Developments - O'Rourke (Intermediate/Update-E, F)

Tuesday, July 8

• 7:30 a.m. – 1:30 p.m. - Expo Hall Open With Exhibitor Prize Winners Announced at 12:15 p.m.
   
• 8:30 a.m. – 10:10 a.m. - Education Sessions
• Current Developments - O'Rourke - E, F - INT/UPD
• Nuts & Bolts of the 1040-NR - Keane - E, F - BAS
• Strategies to Avoid AMT - Orzechowski - E, F - INT/ADV
• Trust Tax Preparation - Basic - DeSimone - E, F- BAS
• Advising Small Non-Profits - Zimbler - E, F - INT
• EITC Issues - Holland - E, F - INT
   
• 10:40 a.m. – 12:20 p.m. - Education Sessions
• Stock Options - From Cashless to AMT - O'Saben - E, F - INT
• Retirement Strategies for the Small Business - Yentsch - E, F - BAS
• From This Little Piggy (Farm Returns) - Marti - E, F - BAS/INT
• Microsoft Office Suite: What's New? - Dixson - E, F - INT
• Foreclosures, Forms, & Forgiveness - Meredith - E, F - INT
• Operating an Ethical Practice - Keane - E, F - BAS
   
• 1:30 p.m. – 3:10 p.m. - General Session: IRS Updates and 2009 National Board of Directors Candidate Introductions
• 1:30 - 2:20 p.m. - Richard Spires, Deputy Commissioner for Operations Support
• 2:20 - 3:10 p.m. - Mod e-File Panel Discussion - Paul Mamo, Deputy Director, Electronic Tax Administration, Larry Gray, NATP Government Affairs Liaison       
• 3:10 - 3:20 p.m. - 2009 National Board of Directors Candidate Introductions
   
• 3:50 p.m. – 5:30 p.m. - Education Sessions
• Tax Treatment of Debt Forgiveness - Morse - E, F - BAS
• Tax Homes & Temporary Jobs - Smith - E, F - BAS/INT
• Elder Issues - O'Saben - E, F - INT
• Trust Tax Preparation -Intermediate - DeSimone - E, F - INT
• Underreporting Addressed – The Soft Notice Approach - Wilson - E - BAS
• Audit Representation - Scioli - E, F - INT
   
• 5:40 p.m. – 7:00 p.m. - Charity Auction Sponsored by NATP National Board of Directors
   
• 7:00 p.m. – 9:00 p.m. - Chapter Showcase

Wednesday, July 9

• 7:00 a.m. – 7:50 a.m. - Education Sessions
• Deductible or Not? Schedule E - Meredith & Orzechowski - E, F - INT
• Employee vs. Independent Contractor - Zimbler - E, F - BAS
• Rental Property 101 - Lawshe' - E, F - BAS
• Making the Move to a Paperless Office - Garvin - BAS
   
• 8:00 a.m. – 9:40 a.m. - Education Sessions
• Trust Fund Recovery Penalty - Brooks - E, F - INT/ADV
• Current Developments - O'Rourke - E, F - INT/UPD
• From This Little Piggy (Farm Returns) - Marti - E, F - BAS/INT
• The Art of Appraisals - Haven - E, F - INT
• Trust Tax Preparation - Basic - DeSimone - E, F - BAS
• Tax Homes & Temporary Jobs - Smith - E, F - BAS/INT
   
• 9:55 a.m. – 11:35 a.m. - Education Sessions
• Ethics, Penalties, or Best Practice - Gray - E - INT
• Maximizing the Value of Business Relationships - Sabol - BAS
• C Corp Liquidations & Other Planning - Mulak - E, F - INT
• Statutes of Limitations - Brooks - E, F - INT/ADV
• Depreciation - O'Rourke - E, F - INT
• Microsoft Office Accounting 2008 - Dixson - E, F - BAS
   
• 1:00 p.m. – 2:40 p.m. - Education Sessions
• Audit Representation - Scioli - E, F - INT
• Aliens & Citizens - Haven - E, F - INT
• Interviewing Your Tax Clients - Gaoiran - E, F - BAS/INT
• Representation - Lawshe' - E, F - INT
• Balancing the Balance Sheet & More - Mulak - E, F - BAS
• Marketing Your Practice - Morse - INT
   
• 2:55 p.m. – 3:45 p.m. - Education Sessions
• Deductible or Not? Schedule E - Meredith & Orzechowski - E, F - INT
• Rental Property 101 - Lawshe' - E, F - BAS
• The Good, Bad, & the Ugly of Basis - Yentsch - E, F - BAS
• Tax Prep 101 for Daycare Providers - Garvin - E, F - BAS
   
• 4:00 p.m. – 4:50 p.m. - Education Sessions
• Deductible or Not? Schedule C - Meredith & Orzechowski - E, F - INT
• Making the Move to a Paperless Office - Garvin - BAS
• Employee vs. Independent Contractor - Zimbler - E, F - BAS
• Protecting Your Client From IRS Collections - Moore - E - BAS

Thursday, July 10

• 7:00 a.m. – 7:50 a.m. - Education Sessions
• Deductible or Not? Schedule C - Meredith & Orzechowski - E, F - INT
• Tax Prep 101 for Daycare Providers - Garvin - E, F - BAS
• The Good, Bad, & the Ugly of Basis - Yentsch - E, F - BAS
• Protecting Your Client From IRS Collections - Moore - E - BAS
   
• 8:00 a.m. – 9:40 a.m. - Education Sessions
• Tax Treatment of Debt Forgiveness - Morse - E, F - BAS
• Elder Issues - O'Saben - E, F - INT
• Advising Small Non-Profits - Zimbler - E, F - INT
• Balancing the Balance Sheet & More - Mulak - E, F - BAS
• Statutes of Limitations - Brooks - E, F - INT/ADV
• Microsoft Office Accounting 2008 - Dixson - E, F - BAS
   
• 9:55 a.m. – 11:35 a.m. - Education Sessions
• Stock Options – From Cashless to AMT - O'Saben - E, F - INT
• Retirement Strategies for the Small Business - Yentsch - E, F - BAS
• C Corp Liquidations & Other Planning - Mulak - E, F - INT
• Operating an Ethical Practice - Keane - E, F - BAS
• Trust Tax Preparation -Intermediate - DeSimone - E, F - INT
• Aliens & Citizens - Haven - E, F - INT
   
• 1:00 p.m. – 2:40 p.m. - Education Sessions
• Maximizing the Value of Business Relationships - Sabol - BAS
• Marketing Your Practice - Morse - INT
• Interviewing Your Tax Clients - Gaoiran - E, F - BAS/INT
• Nuts & Bolts of the 1040-NR - Keane - E, F - BAS
• Trust Fund Recovery Penalty - Brooks - E, F - INT/ADV
• The Art of Appraisals - Haven - E, F - INT
   
• 2:55 p.m. – 4:35 p.m. - Education Sessions
• Representation - Lawshe' - E, F - INT
• Depreciation - O'Rourke - E, F - INT
• Strategies to Avoid AMT - Orzechowski - E, F - INT/ADV
• Ethics, Penalties, or Best Practice - Gray - E - INT
• Foreclosures, Forms, & Forgiveness - Meredith - E, F - INT
• Microsoft Office Suite: What's New? - Dixson - E, F - INT
   
• 6:00 p.m. – 10:30 p.m. - Annual Banquet Gala Event (Cocktail Reception Begins at 6:00 p.m.)

*You will receive an on-site Conference Program listing meeting room locations and any program changes.

Conference Home Page Registration Schedule Course Descriptions Speaker Bios Special Events Accommodations General Information Conference Get A Member Atlanta Deals Greta's Conference Diary Audio Recorded Sessions Future Conference Dates Vendor Information Conference First Time Attendees Information 2008 Conference Attendees Only Page

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