2013 NAEA

2013 NAEA
NATIONAL CONFERENCE
The Cosmopolitan of Las Vegas
August 4– 6, 2013
Earn up to 24 CE credits
This event offers six tracks:
Intensive SEE Review
Tax Preparation Issues
NTPI Levels 1, 2, 3 and Graduate Level
“Attending NTPI the last three
years and becoming an NTPI
Fellow has transformed my
life and practice for the better.
I have already used the
knowledge I gained during
the National Conference to
better serve my clients in
ways I could not before.”
PHOTO COURTESY OF THE LAS VEGAS NEWS BUREAU
Save up to $240 by
joining NAEA and signing
up for Early Bird registration
by July 5! For more
information or to register,
visit www.naea.org or call
202.822.6232.
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Sharpen your skills at the nation’s
premiere tax education event!
2013 NAEA National Conference Overview
Get ready for the nation’s leading tax education event on representation, tax preparation issues and SEE
review—the 2013 NAEA National Conference!
With top-notch, nationally-recognized instructors and the most relevant, applicable tax topics, this year’s
conference is a substantive tax education experience that you can’t afford to miss! Earn up to
24 CE hours with either the National Tax Practice Institute (NTPI®), the best available representation
education, or the Tax Preparation Issues track, where complex tax problems are explored and explained.
Seeking to become an enrolled agent? Prepare for the Special Enrollment Exam (SEE) with the in-person
review course provided by the most respected organization for enrolled agents.
When you’re not in class earning up to 24 credit hours of CE, you’ll have the opportunity to hear Karen
L. Hawkins, Director, IRS Office of Professional Responsibility, present at the Sunday night opening
reception. As OPR director, our distinguished speaker oversees the interpretation and application of the
standards of practice before the Internal Revenue Service for the nation’s tax professionals as enumerated
in Circular 230. Intensive tax education sessions and workshops combined with information that bears
on the future of the profession—information you can’t get elsewhere—makes the 2013 NAEA National
Conference the most important tax education event of the year.
Come for full tracks or just sign up for the individual courses that fit your needs—only Level 2 of NTPI
must be taken in its entirety. Note: Attendees must fully complete Level 1 either in person or online prior to
signing up for Level 2. Join us at the luxurious Cosmopolitan of Las Vegas for this unparalleled opportunity
to learn, network and revitalize your career!
Who Should Attend?
Enrolled agents, prospective enrolled agents, certified public accountants, tax attorneys, financial planners,
estate planners, and other tax professionals seeking to expand their knowledge on relevant issues.
Join Our Online Networks
NAEA’s social networks provide connections to
the Association allowing members and others
interested in the industry to have a unique
interactive dialogue. Join the conversation at:
Facebook.com/
nationalassociationofenrolledagents
#2013NAEACONF
Search for the “Official NAEA Group”
(Restricted to NAEA Members)
Take this opportunity to be a part of an ever-growing community of enrolled
agents and other tax professionals who serve the industry.

Registration Fees
This is the year to take action to achieve your career objectives. Distinguish yourself from the competition
by joining the best of the best at the beautiful Cosmopolitan of Las Vegas this August for the tax education
experience that can transform your business!
Register before Friday, July 5, 2013 to receive the lowest discounted rate!
Member
(Before July 5)
Member
(After July 5)
Non-Member
(Before July 5)
Non-Member
(After July 5)
OPTION 1: Per Track $785 $940 $1,030 $1,235
OPTION 2: Per Hour $35 $40 $44.50 $54
OPTION 3: Special SEE Pricing $475 $550 $575 $650
Save over $240 by joining NAEA now! Call toll-free, 855.880.6232 for more information.
Hotel Information and Rates
PHOTO COURTESY OF THE COSMOPOLITAN OF LAS VEGAS
Reminder: On the evening of Monday, August 5, NAEA will hold its Annual Meeting. NAEA
members, don’t miss your opportunity to have a voice in the direction of your association.
Be sure to take advantage of the special NAEA conference discounted rate at the Cosmopolitan of Las
Vegas. Call 855.435.0005 to reserve by phone and use the code SNAEA3 or mention the 2013 NAEA
National Conference. Space is limited, so don’t delay and book now! Room rates are $159 for the evenings
of Friday, August 2 and Saturday, August 3 and $139 between Sunday, August 4 and Thursday, August 8
(single or double occupancy, plus tax per night) for program participants.
Reservations must be made by Sunday, July 7, 2013 to receive the discounted rate. After July 8,
reservations will be accepted on a space-available basis only and the rate is no longer guaranteed. A deposit
of the first night room and tax will be charged to your credit card immediately. If you do need to cancel,
please do so 48 hours prior to arrival for a full refund of the first night room and tax. For more information,
visit www.naea.org or call us at 855.880.6232.
“These were some of the most exhilarating courses
that I have taken in years. All I can say is WOW —
and keep up the high quality of education.”
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The National Tax Practice Institute (NTPI)
The IRS has stepped up its focus on enforcement—now is the time for you to
step up to NTPI, a course of study developed by NAEA to teach enrolled agents,
CPAs, and tax attorneys how to represent their clients before IRS. Just three days
at NTPI will increase your confidence and expertise at representation, providing
you with the tools necessary to grow your business, increase your revenue,
and better serve your clients.
Road to NTPI Fellowship
By attending NTPI, you’ll gain knowledge that
will give you the professional edge with current
and potential clients as the rolls of taxpayers in
trouble grow. NTPI is a multi-level program—
with each level of this program, participants
expand their knowledge and skills, and gain the
confidence needed to successfully guide their
clients through the often challenging maze of IRS
codes, internal regulations, and agency structure.
Those who successfully complete Levels 1, 2
and 3 (in order) earn the distinction of NTPI
Fellow, a credential held with pride by many
of the nation’s top tax practitioners. The NAEA
website showcases the credential in the “Find an
EA” directory, which allows prospective clients to
search specifically for a Fellow.
NTPI Level 1
If you want to expand your tax practice to the
well-paying and highly rewarding representation
field, you’re going to go head-to-head with
IRS—and that takes confidence. Confidence
comes from knowing what to do, beginning
with the first communication with IRS. Level 1
covers the many components of representation,
ranging all the way from tax research to criminal
investigations. You’ll learn representation skills
you can immediately put to use in your practice.
No prerequisite required. Available courses
include:
• Overview of Representation
• Non-Filers
• Introduction to Examination
• Communicating with the IRS
• Engagement Letters
• Introduction to Appeals
• Tax Research & Resources
• Introduction to Collections
• Representation Ethics (2 CE Regulatory Ethics)
• Introduction to Criminal Investigations
Instructors include: Frank Agostino, Esq.; LG Brooks,
EA; Bert Hartmann, EA; Claudia A Hill, EA; Robert E.
McKenzie, EA, JD; David Miles, EA; Steven E. Potts,
EA, JD, USTCP; Sherrill Trovato, EA, USTCP
“I thoroughly enjoyed all of the instructors! I am very
glad I attended this conference. It helped me further my
representation knowledge and I am looking forward to
attending the next 3 levels.”

NTPI Level 2
Case studies and active discussion bring
representation to life! The high-energy workshop
atmosphere of this level makes it many attendees’
favorite. Explore collections from a wide variety
of angles including collections appeals, Form 433,
case resolutions, and liens & levies. Complex
issues such as innocent spouse and trust fund
recovery are easier to understand and master in
this energetic, interactive environment. Many
participants have reported that the unique case
study approach to instruction in Level 2 increases
learning and speed retention. Level 1 must be
completed in entirety prior to registration for
Level 2. The following subject areas will be
covered in Level 2:
• Form 1040 Audits
• Exam Appeals
• Non-Filers & SFRs
• Innocent Spouse
• FOIA
• Collection Information Statement-Form 433
• Transcripts
• Case Resolutions
• Trust Fund Recovery Penalties
• Liens & Levies
• Collection Appeals
• Ethics (2 CE Regulatory Ethics)
Instructors include: Geri Bowman, EA, CPA; Salvatore
P. Candela, EA; Catherine A. Clow, EA; Marc
Dombrowski, EA; Bert Hartmann, EA; Amy King, EA;
Alan Pinck, EA; Donald Rosenberg, EA; Linda Wegge,
EA
NTPI Level 3
PHOTO COURTESY OF THE COSMOPOLITAN OF LAS VEGAS
Level 3 completes your foundation in
representation. You’ll jump right into a high-level
study of topics such as authority to investigate
and trust fund recovery. Observe two mock
conferences where EAs attempt to negotiate
settlements and resolutions with actual IRS
Appeals Officers. The information you’ll take
away from Level 3 will guide your actions over
and over again when you’re serving as a taxpayer’s
advocate. This advanced program is designed for
graduates of Level 1 and Level 2. Available courses
include:
• Outer Limits
• Advanced Examinations
• Correcting Bad Actions of Clients
• Ethical Dilemmas (2 CE Regulatory Ethics)
• Advanced Appeals
• Mock Appeals Conference
• Bankruptcy
• Advanced Criminal Tax
• Trust Fund Recovery
Instructors include: LG Brooks, EA; Eric Green, JD;
Claudia A Hill, EA; Howard Levy, JD; Robert E.
McKenzie, EA, JD; David Miles, EA; Ted Sinars, JD
All
registrants
may register for
individual Level 1 and
3 courses, however
Level 2 must be
taken in its
entirety.
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The National Tax Practice Institute (NTPI)
Graduate Level in Representation
If you’ve completed Levels 1, 2 and 3 or you are an
accomplished enrolled agent, tax attorney or CPA,
that will enable you to take your practice to the
highest level. In these sessions, nationally-recognized
speakers engage participants in high-level discussions
on relevant and advanced topics. The Graduate
Level in Representation is built from the ground-up
every year by the NTPI Planning Committee so it
is always new and fresh. Courses that will challenge
and fully engage you are:
• Offers in Compromise
• Advanced Ethics (2 CE Regulatory Ethics)
Tax Preparation
Issues Track
Nationally-known instructors will take tax issues
that are notoriously challenging, tear them apart and
reassemble them so that attendees will take away
a strong understanding of even the most complex
problems. In this economy, your clients want to
know they’re paying for high-level tax expertise.
Three days of this track will put you squarely at
the head of the pack. This track is open to all tax
preparers. Available courses are:
• S Corporations
• Estates & Trusts
• Casualty Losses & Disasters
• Mid-Year Update
• Foreclosures & Cancellation of Debt
• Ethics (2 CE Regulatory Ethics)
• Foreign Income
• Schedule C Audit
• Healthcare Update
Instructors include:. C. Dale Boushley, EA; Jennifer
MacMillan, EA; Vicki Mulak, EA; Alice Orzechowski EA,
CPA; Ben Tallman, EA
• Fraud & Identity Theft
• Representation Update
• Introduction to Tax Court
• Settlement Opportunities
• Current Issues in Collections
• Taxpayer Train-Wreck
• FACTA
• Cancellation of Debt: Form 982
Instructors include: LG Brooks, EA; Eric Green, JD;
Claudia A Hill, EA; Robert E. McKenzie, EA, JD; Scott
Reisher; Hale Sheppard, JD; Ted Sinars, JD; Sherrill
Trovato, EA, USTCP
The Special
Enrollment Exam
(SEE) Review Track
The clear pathway for those intending to take the
SEE to become an EA is to attend the review course
tprovided by the only organization dedicated to
enrolled agents, NAEA. Here’s your chance to
review all three sections of the SEE in just three
days in the beautiful surroundings of the luxurious
Cosmopolitan or Las Vegas!
Please
note: this
course is designed
for seasoned tax
preparers and not for
newcomers to return
preparation.

“When it comes to education—representation, preparation,
practice management or SEE review—NAEA is light years
ahead of the competition. I come back year after year knowing
I’ll hear the truth, the whole truth and nothing but the truth.”
Bonus NAEA CE Session:
Practice Management
Lunch and Learn
On Monday, August 5, the 2013
NAEA National Conference
will feature a special lunchtime
“Practice Management” session
focusing on Client Data Security
worth one NAEA CE credit.
The Exhibit Hall at the
2013 NAEA National
Conference
Just as important as building
your session schedule is
planning your visits to the
exhibit hall. In addition to
providing the highest quality
tax education, the 2013 NAEA
National Conference provides
attendees with an opportunity
to meet with the top vendors
in the tax industry who offer
solutions with the best products
and services. Visit www.naea.
org to view the current list of
exhibitors.
IRS Continuing Education
Credits
NAEA is recognized and
approved by the Internal
Revenue Service Return
Preparer Office (RPO) as an
approved continuing education
provider. Please see naea.
org for program numbers. The
National Association of Enrolled
Agents is also registered with
the National Association of
State Boards of Accountancy
(NASBA) as a sponsor of
continuing professional
education on the National
Registry of CPE Sponsors.
(Sponsor #108268)
“I found the classes and instructors to be very knowledgeable
and worth every penny. Thanks for all your work, NAEA!”
PHOTO COURTESY OF THE COSMOPOLITAN OF LAS VEGAS
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PHOTO COURTESY OF THE COSMOPOLITAN OF LAS VEGAS
Mail or fax: Download
printable registration form from
www.naea.org and send form
and payment to NAEA, or fax
to 202.822.6270.
Phone: 855.880.6232
Online: www.naea.org
FOUR WAYS TO REGISTER!
1120 Connecticut Avenue NW
Suite 460
Washington, DC 20036-3953
2013 ORL
NTPI LEVELS 1&2
Can’t make it to Las Vegas?
Plan to attend NTPI Levels 1 & 2
Hilton Orlando, Nov. 6–8, 2013.
Visit www.naea.org for more details.
Register at www.naea.org!
Save up to $240 by joining NAEA and signing up
for Early Bird registration by July 5!
The Cosmopolitan of Las Vegas
August 4–6, 2013
Earn up to 24 CE credits
2013 NAEA
NATIONAL CONFERENCE