National Conference Evaluations
2012 National Conference General Survey
Level 1
Overview of Representation - Claudia Hill, EA
Introduction to Examination - Jennifer MacMillan, EA
Introduction to Criminal Investigations - Ted Sinars, JD
Non-Filers - Robert McKenzie, EA, JD
Tax Research & Resources - Claudia Hill, EA
Engagement Letters - Claudia Hill, EA
Introduction to Appeals - Robert Hartmann, EA
Introduction to Collections - David Miles, EA
Communicating with IRS & Notices - LG Brooks, EA
Representation Ethics - Kevin Huston, EA
Level 2
Level 3
Correcting Bad Actions of Clients - Ted Sinars, JD
Advanced Examinations - Claudia Hill, EA
Advanced Appeals - Ted Sinars, JD
Statute of Limitations - LG Brooks, EA
Advanced Criminal Tax Issues - Eric Green, JD
Advanced Collections & Bankruptcy - Howard Levy, JD
Ethical Dilemmas - Jennifer MacMillan, EA
Trust Fund Recovery - Howard Levy, JD
Graduate Level
Avoiding Ethical Violations - Robert McKenzie, EA, JD
Penalty Games: Reducing IRS Penalties - Robert McKenzie, EA, JD
Collection Mitigation Techniques - Howard Levy, JD
Advanced Examination & Taxpayer Rights - Robert McKenzie, EA, JD
IRC 7430: Exhausting Administrative Remedies - Claudia Hill, EA
Everything You Missed in the Last 12 Months - Eric Green, JD
Social Security Issues - Ronald Woltjer, EA
Collection Due Process Appeals - Howard Levy, JD
International Tax Disputes: Large & Small - Hale Sheppard, JD
Advanced IRS Summons Authority & Defenses - LG Brooks, EA
Worker-Classification Disputes - Hale Sheppard, JD
Fraud & Identity Theft - Becky Chiaramida
Advanced Schedule C Audit - LG Brooks, EA
Tax Preparation Issues
Foreign Source Income - Ben Tallman, EA
All Your Headaches - Vicki Mullack, EA
Pandora's Box - Ben Tallman, EA
Net Operating Loses - Kevin Huston, EA
Rentals, Vacation Homes & Passive Activities - C. Dale Boushley, EA
Expenses for New Businesses - Kevin Huston, EA
Foreclosures, Short Sales & Cancellation of Debt - C. Dale Boushley, EA
Estates & Trusts - Alice Orzechowski, EA, CPA
Ethics Jeopardy - Kevin Huston, EA
Understanding AMT - Alice Orzechowski, EA, CPA
Retirement Plan Issues - C. Dale Boushley, EA
Build Your Business - Kevin Huston, EA
