2013 NAEA

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4 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 <strong>NAEA</strong> 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 <strong>NAEA</strong> 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. 5
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2013 NAEA

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