TxSEA Convention and Annual Meeting

TxSEA 2020: Expand Your Horizons

Webinar

Monday June 22nd to Friday June 26th, 2020

Time: 9 AM to 1 PM CST – 1/2-hour Chat session to follow

Format per Day: 4 hrs CE – 10-minute breaks each hour

Price per Day:  $75 for TxSEA members, $85 for non-members

REGISTER DAY 1 — LG Brooks Ethics and Tax!
REGISTER DAY 2 — Kathy Morgan Tax Prep!
REGISTER DAY 3 — Kathy Morgan Tax Updates!
REGISTER DAY 4 — Marc Dombrowski Tax Rep I!
REGISTER DAY 5 — Marc Dombrowski Tax Rep II!

    Yes, if you want all 5-days, that’s 5 registrations.

Monday June 22nd — LG Brooks, EA, NTPI Fellow

    • Privilege vs. Confidentiality  –  2 hrs Ethics  –  4Z48U-E-00166-20-O

      • Clients to often think Attorney/Client Privilege applies to an EA/Client relationship.  Learn the difference. Know when it exists and when and how to get Attorney protection.
    • Engagement Letters  –  2 hrs Tax  –  4Z48U-T-00167-20-O

      • One size does NOT fit all. LG covers numerous engagement scenarios and provides samples of letters.  Get better control of your client engagements.

REGISTER DAY 1 — LG Brooks Ethics and Tax!

Tuesday June 23rd — Kathy Morgan, EA, USTCP, NTPI Fellow

    • The Life of An Asset:  Soup to nuts  –  2 hrs Tax  –  4Z48U-T-00168-20-O

      • Take property from being a home to a rental house to a sidewalk cafe.  Putting various items into and out of service, doing conversions, showing gain and how it is taxed.
    • Working from Home, This will be a Snap, Right???  –  2 hrs Tax  –  4Z48U-T-00168-20-O

      • The pros and cons of a home-based business, big section on home office.

REGISTER DAY 2 — Kathy Morgan Tax Prep!

Wednesday June 24th — Kathy Morgan, EA, USTCP, NTPI Fellow

    • We CARES about Taxes: CARES Act Now & into the Future  –  4 hrs Tax Updates  4Z48U-U-00169-20-O

      • She will cover the latest NOL changes as well as the tax prep side of the CARES Act.

REGISTER DAY 3 — Kathy Morgan Tax Updates!

Thursday June 25th — Marc Dombrowski, EA, NTPI Fellow

    • IRS Correspondence-Action and Reaction  –  4 hrs Tax  –  4Z48U-T-00170-20-O

      • Using actual IRS letters, Marc will review, in detail, IRS internal codes and how to respond to all letters presented starting from the initial tax assessment to collection action/levy notices.

REGISTER DAY 4 — Marc Dombrowski Tax Rep I!

Friday June 26th — Marc Dombrowski, EA, NTPI Fellow

    • The Practical Side to a CDP hearing  –  2 hrs Tax  –  4Z48U-T-00171-20-O

      • Get the “Street View” guide to Before, During and After a Collection Due Process Hearing and Form 12153 Guide.
    • Financial Analysis Handbook & Installment Agmts  –  2 hrs Tax  –  4Z48U-T-00171-20-O
      • Complete Forms 433-A and 433-F.  Based on fact patterns provided, you will assemble the financial data for 2 or more cases using the IRS National Standards. Then apply the results to determine the IA and OIC monthly payments.

REGISTER DAY 5 — Marc Dombrowski Tax Rep II!

 

Biographies of Speakers

   LG Brooks, EA, NTPI Fellow

LG is an Enrolled Agent and is the Senior Tax Resolution Consultant at Lawler and Witkowski CPAs. He has been in practice full time since 1990. His areas of practice include Tax Representation, Tax Consulting, Tax Preparation, and Pre-Tax Court Litigation Support Services.  LG is a nationally recognized tax resolution expert and speaker. He teaches NTPI Level II, Level III and Graduate Level courses. He is a frequent presenter at California’s annual CSEA convention, IRS Annual Tax Forums, and numerous tax and accounting society forums.

 

  Kathy Morgan, EA, USTCP, NTPI Fellow

Kathy retired after 25 years with H&R Block and started her own practice, Puzzled By Taxes, LLC. She is an accomplished speaker and instructor on a wide variety of tax issues for National and State level organizations, including NAEA, NATP, and WebCE.com. She has been published by several tax research companies, including Parker Tax Publishing and TaxConnections.com.

Kathy lives and practices in the Shreveport, LA area and when not “talking tax” she enjoys spending time with her grandchildren and family, writing and reading.

 

  Marc Dombrowski, EA, NTPI Fellow

Marc specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments.  Through his extensive national experience solving a variety of business & personal tax and debt problems, Marc has gained experience in resolutions to fit any situation. “There is no problem, big or small, that cannot be resolved; there is always a light at the end of the tunnel, just take the time to talk to me about it.”

He is a former contributor to CNBC, the NAEA’s EA Journal and the Wall Street Journal.  He is an NTPI Level II, Level III and Graduate Level instructor.  Other speaking engagements include: NAEA affiliate conventions in New York, Florida, Missouri, New Jersey, Utah and Ohio and various local Chapters.

Marc is one of a hand-full of regular experts on NAEA’s web board helping many an EA with representation difficulties.


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