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North Carolina Society & South Carolina Society of Enrolled Agents announce THE 12 th ANNUAL CAROLINA CONNECTION 2017 CONVENTION and CPE SEMINAR In Beautiful Myrtle Beach, SC When: May 21st to May 23rd, 2017 Where: Hilton Myrtle Beach Resort, SC Why: Earn 18 hours of the best Continuing Education We are offering 2 separate educational tracks. Network with tax pros from east to west. Win great items at our Silent Auction Fundraiser. Earn up to 18 hours of Continuing Education. Registration cost includes breaks and lunch on each day of the seminar. 2 hour Ethics CE with Beanna Whitlock. Registration and Payment forms available online at www.NCseaonline.org or www.SCsea.org Representation Track With Robert E. McKenzie 2017 Representation Update IRS Collection Division Representation Offer in Compromise Fraudulent Conveyances, Alter Egos, Nominees and IRS Litigation Actions Advanced Examination Techniques and the Practitioner’s Role in Protecting Taxpayer Rights Representing Clients in a Cash - Intensive Business Cancellation of Debt Who is Really the Innocent Spouse Tax Track With Beanna Whitlock IRS - What can we Expect? Schedule C from A to Z Working with Senior Citizens US Tax Court & Cases that Change Tax Preparation LLC with Liquidations Family Limited Partnerships Reasonable Compensation Who do You “Trust” - Trust taxation

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Page 1: THE 12th ANNUAL CAROLINA CONNECTION 2017 ...ncseaonline.com/wp-content/uploads/2017-Spring-Flyer.pdfTHE 12th ANNUAL CAROLINA CONNECTION 2017 CONVENTION and CE SEMINAR Classes begin

North Carolina Society & South Carolina Society of Enrolled Agents announce

THE 12th ANNUAL

CAROLINA CONNECTION2017 CONVENTION and CPE SEMINAR

In Beautiful Myrtle Beach, SCWhen: May 21st to May 23rd, 2017Where: Hilton Myrtle Beach Resort, SCWhy: Earn 18 hours of the best Continuing Education

We are offering 2 separate educational tracks.Network with tax pros from east to west.

Win great items at our Silent Auction Fundraiser.Earn up to 18 hours of Continuing Education.

Registration cost includes breaks and lunch on each day of the seminar. 2 hour Ethics CE with Beanna Whitlock.

Registration and Payment forms available online at www.NCseaonline.org or www.SCsea.org

Representation TrackWith Robert E. McKenzie

• 2017 Representation Update• IRS Collection Division Representation• Offer in Compromise• Fraudulent Conveyances, Alter Egos,

Nominees and IRS Litigation Actions• Advanced Examination Techniques

and the Practitioner’s Role in Protecting Taxpayer Rights

• Representing Clients in a Cash - Intensive Business

• Cancellation of Debt• Who is Really the Innocent Spouse

Tax TrackWith Beanna Whitlock

• IRS - What can we Expect?• Schedule C from A to Z• Working with Senior Citizens• US Tax Court & Cases that

Change Tax Preparation• LLC with Liquidations• Family Limited Partnerships• Reasonable Compensation• Who do You “Trust” - Trust taxation

North Carolina Society &South Carolina Society of Enrolled Agents announce

THE 12th ANNUALCAROLINA CONNECTION2017 CONVENTION and

CE SEMINAR

In Beautiful Myrtle Beach, SCWhen: May 21th to May 23th, 2017Where: Hilton Myrtle Beach Resort, SCWhy: Earn 18 hours of the best Continuing Education

We are offering 2 separate educational tracks.

Network with tax pros from east to west. Win great items at our Silent Auction Fundraiser.

Earn up to 18 hours of Continuing Education.Registration cost includes breaks and lunch

on each day of the seminar.

Registration and Payment forms available online atwww.ncseaonline.org and www.scsea.org.

Tax TrackWith Beanna Whitlock

● IRS - What can we Expect?● Schedule C from A to Z● Working with Senior Citizens● US Tax Court & Cases thatChange Tax Preparation● LLC with Liquidations● Family Limited Partnerships● Reasonable Compensation● Who do You "Trust" - Trusttaxation

Representation TrackWith Robert E. McKenzie

● 2017 Representation Update● IRS Collection DivisionRepresentation● Offer in Compromise● Fraudulent Conveyances, AlterEgos, Nominees and IRS LitigationActions● Advanced ExaminationTechniques and the Practitioner'sRole in Protecting Taxpayer Rights● Representing Clients in a Cash-Intensive Business● Cancellation of Debt● Who is Really the InnocentSpouse

North Carolina Society &South Carolina Society of Enrolled Agents announce

THE 12th ANNUALCAROLINA CONNECTION2017 CONVENTION and

CE SEMINAR

In Beautiful Myrtle Beach, SCWhen: May 21th to May 23th, 2017Where: Hilton Myrtle Beach Resort, SCWhy: Earn 18 hours of the best Continuing Education

We are offering 2 separate educational tracks.

Network with tax pros from east to west. Win great items at our Silent Auction Fundraiser.

Earn up to 18 hours of Continuing Education.Registration cost includes breaks and lunch

on each day of the seminar.

Registration and Payment forms available online atwww.ncseaonline.org and www.scsea.org.

Tax TrackWith Beanna Whitlock

● IRS - What can we Expect?● Schedule C from A to Z● Working with Senior Citizens● US Tax Court & Cases thatChange Tax Preparation● LLC with Liquidations● Family Limited Partnerships● Reasonable Compensation● Who do You "Trust" - Trusttaxation

Representation TrackWith Robert E. McKenzie

● 2017 Representation Update● IRS Collection DivisionRepresentation● Offer in Compromise● Fraudulent Conveyances, AlterEgos, Nominees and IRS LitigationActions● Advanced ExaminationTechniques and the Practitioner'sRole in Protecting Taxpayer Rights● Representing Clients in a Cash-Intensive Business● Cancellation of Debt● Who is Really the InnocentSpouse

North Carolina Society &South Carolina Society of Enrolled Agents announce

THE 12th ANNUALCAROLINA CONNECTION2017 CONVENTION and

CE SEMINAR

In Beautiful Myrtle Beach, SCWhen: May 21th to May 23th, 2017Where: Hilton Myrtle Beach Resort, SCWhy: Earn 18 hours of the best Continuing Education

We are offering 2 separate educational tracks.

Network with tax pros from east to west. Win great items at our Silent Auction Fundraiser.

Earn up to 18 hours of Continuing Education.Registration cost includes breaks and lunch

on each day of the seminar.

Registration and Payment forms available online atwww.ncseaonline.org and www.scsea.org.

Tax TrackWith Beanna Whitlock

● IRS - What can we Expect?● Schedule C from A to Z● Working with Senior Citizens● US Tax Court & Cases thatChange Tax Preparation● LLC with Liquidations● Family Limited Partnerships● Reasonable Compensation● Who do You "Trust" - Trusttaxation

Representation TrackWith Robert E. McKenzie

● 2017 Representation Update● IRS Collection DivisionRepresentation● Offer in Compromise● Fraudulent Conveyances, AlterEgos, Nominees and IRS LitigationActions● Advanced ExaminationTechniques and the Practitioner'sRole in Protecting Taxpayer Rights● Representing Clients in a Cash-Intensive Business● Cancellation of Debt● Who is Really the InnocentSpouse

North Carolina Society &South Carolina Society of Enrolled Agents announce

THE 12th ANNUALCAROLINA CONNECTION2017 CONVENTION and

CE SEMINAR

In Beautiful Myrtle Beach, SCWhen: May 21th to May 23th, 2017Where: Hilton Myrtle Beach Resort, SCWhy: Earn 18 hours of the best Continuing Education

We are offering 2 separate educational tracks.

Network with tax pros from east to west. Win great items at our Silent Auction Fundraiser.

Earn up to 18 hours of Continuing Education.Registration cost includes breaks and lunch

on each day of the seminar.

Registration and Payment forms available online atwww.ncseaonline.org and www.scsea.org.

Tax TrackWith Beanna Whitlock

● IRS - What can we Expect?● Schedule C from A to Z● Working with Senior Citizens● US Tax Court & Cases thatChange Tax Preparation● LLC with Liquidations● Family Limited Partnerships● Reasonable Compensation● Who do You "Trust" - Trusttaxation

Representation TrackWith Robert E. McKenzie

● 2017 Representation Update● IRS Collection DivisionRepresentation● Offer in Compromise● Fraudulent Conveyances, AlterEgos, Nominees and IRS LitigationActions● Advanced ExaminationTechniques and the Practitioner'sRole in Protecting Taxpayer Rights● Representing Clients in a Cash-Intensive Business● Cancellation of Debt● Who is Really the InnocentSpouse

Page 2: THE 12th ANNUAL CAROLINA CONNECTION 2017 ...ncseaonline.com/wp-content/uploads/2017-Spring-Flyer.pdfTHE 12th ANNUAL CAROLINA CONNECTION 2017 CONVENTION and CE SEMINAR Classes begin

CAROLINA EAs Re-CONNECT PROGRAM & SCHEDULE

Sunday, May 21, 2017

3:00pm – 4:00pm Registration & Check-In 4:00pm – 5:50pm Joint Kickoff Ethics Session (2 CE hours) – Beanna Whitlock

Monday, May 22, 2017

7:00am – 8:00am Registration

8:00am – 11:50am Dual Track Classes (with appropriate breaks) 11:50am – 12:50pm Lunch 12:50pm – 1:50pm NC and SC Annual Meetings 1:50pm – 5:30pm Dual Track Classes (with appropriate breaks)

Tuesday, May 23, 2017

8:00am – 11:40am Dual Track Classes (with appropriate breaks) 11:40am – 12:40pm Lunch 12:40pm - 4:30pm Dual Track Classes (with appropriate breaks)

The Tracks offered this year are either Representation OR Tax. We will be unable to offer the splitting of tracks. Since space is limited,

please register early to guarantee your choice of tracks.

Representation Track with Robert E. McKenzie

Robert E. McKenzie is a Partner of the law firm of Arnstein & Lehr LLP of Chicago, Illinois, concentrating his practice in

representation before the Internal Revenue Service and state tax agencies. He has lectured extensively on the subject

of tax representation. He has presented courses before thousands of CPA's, attorneys and Enrolled Agents

nationwide. He has made numerous media appearances including Dateline NBC and The ABC Nightly News. Robert

served as a member of the IRS Advisory Council (IRSAC) which is a group appointed by the IRS Commissioner to

provide advice to him and his management team (2009 – 2011). Mr. McKenzie was Vice Chair Professional Services

of the ABA Tax Section (2003 – 2005). He is past Chairman of the Chicago Bar Association Federal Tax Committee.

He was Dean of the National Tax Practice Institute (1998-2002). Mr. McKenzie is the author of REPRESENTATION

BEFORE THE COLLECTION DIVISION OF THE IRS and coauthor REPRESENTING THE AUDITED TAXPAYER

BEFORE THE IRS and REPRESENTATION BEFORE THE UNITED STATES TAX COURT. Mr. McKenzie has

received has been selected for listing by Law and Leading Attorneys where he served on its Advisory Board. He has

been elected to the American College of Tax Counsel and serves as Vice President.

Tax Track with Beanna Whitlock, EA

A tax professional of 47 years and an Enrolled Agent since 1979, Beanna accepted the appointment as the Director - National Public Liaison for the Internal Revenue Service on June 30, 2003 and completed her service on September 30, 2004 after establishing relations with the Commissioner of IRS and the tax professional community. For her efforts, Commissioner Mark Everson presented her with the Commissioner's Award for Excellence of Service. Accounting Today has honored Beanna by naming her One of the Top 100 Most Influential in Accounting for an unprecedented seven consecutive years, 1997, 1998, 1999, 2000 (the Millennium edition) 2001, 2002 and 2003. Testifying before the IRS Oversight Board in April 2007 and presenting at the IRS Research Conference in June, 2007, Beanna continued her vigorous defense of the tax professional community citing "tax professionals are vital to the voluntary compliance tax reporting system of the United States." Honored as the NATP Member of the Month - November 2008, and was selected as the Member of the Year from the California Society of Tax Professionals, Beanna considers the recognition by her peers as one of her greatest honors.

Page 3: THE 12th ANNUAL CAROLINA CONNECTION 2017 ...ncseaonline.com/wp-content/uploads/2017-Spring-Flyer.pdfTHE 12th ANNUAL CAROLINA CONNECTION 2017 CONVENTION and CE SEMINAR Classes begin

THE 12th ANNUAL CAROLINA CONNECTION 2017 CONVENTION and CE SEMINAR

Classes begin Sunday, May 21, 2017, at 4pm and end Tuesday, May 23, 2017, at 4:40pm.

Early Bird Special - by March 31, 2017: - Register for CE by March 31, 2017 to be entered in a drawing to win your Spring 2017 CE Event Registration Fee. - Register at the Hotel by March 31, 2017 to be entered in a drawing for 2 standard nights accommodations for

May 21st and May 22

nd, 2017.

EDUCATION REGISTRATION Form - Your registration fee includes 2 lunches plus breaks during the CE event.

____________________________________________________ _______________________________(P+8 digits) *Name as it appears on your PTIN registration card. PTIN as it appears on your PTIN registration card

______________________________________________________________________________ Address, City, State, Zip

Designation - EA, CPA, Esq., Other: ________________ Email: _________________@_______________________

Phone #: ________________________ Fax #: ___________________________

Education OPTIONS - You must choose between Representation Track or Tax Track.

Exclusive Offer for Attending NAEA Members: Enhance the skills of your employees. Bring non-member employees with you for member price. Please provide non-members’ names and PTINs on a separate sheet.

Participant Register by Register after Your Cost Track Choice April 30, 2017 April 30, 2017 (circle one) NAEA Member: $375.00 $400.00 __________ REP TAX Non-NAEA Member: $475.00 $525.00 __________ REP TAX Member’s Non-member Employee: $375.00 x $400.00 x __________ REP TAX (# of employees) (# of employees) Extra Books (indicate Tax or Rep) 50.00 x ________(# of books) __________ REP TAX (for Registered Attendees only)

$ __________ Total Cost

We request that all participants register online. This will ensure that we have the correct information in our database including your PTIN. Once you register and make payment online, you will receive confirmation emails. You can do so via links at www.scsea.org or ncseaonline.com.

You may pay by check or credit card. - Check – Send a check payable to “SCSEA” with your registration form to the address below. - Credit card – via online registration.

VISA _____ MasterCard _____ Discover _____ American Express _____ Expiration Date: _ _ /__ __ __ __

Card #: _______________________________________________________________ Card Security #: __________ Name as it appears on card:_______________________________________________________________________

Signature:______________________________________________________________________________________

How did you hear of the seminar: ___Email ___ Brochure ___ EA Journal ___ Postcard ___ NAEA Member ___NAEA Website ___ NCSEA Website ___ Friend ___ Other

REGISTER ONLINE: www.scsea.org or ncseaonline.com Mail or Fax Applications to: Refund Policy: For a full refund, all cancellations must be sent SCSEA % Karen Winters

to Karen Winters in writing by April 30, 2017. 14 Waite St, Greenville, SC 29607

Fax: 864-243-8924

Page 4: THE 12th ANNUAL CAROLINA CONNECTION 2017 ...ncseaonline.com/wp-content/uploads/2017-Spring-Flyer.pdfTHE 12th ANNUAL CAROLINA CONNECTION 2017 CONVENTION and CE SEMINAR Classes begin

THE 12th ANNUAL CAROLINA CONNECTION2017 CONVENTION & CPE SEMINAR

Myrtle Beach, South Carolina May 21st - May 23rd

Core Financial Resources120 E Beltline Blvd.Anderson, SC 29621

PRSRT STDU.S. POSTAGE

PAIDPermit #1371

Greenville, SC