Date: Tuesday, September 27th 8:00 AM – 3:40 PM EST
Speakers: David l. Mellem, EA, NTPI Fellow and Jeffrey A. Schnedier, EA, CTRS, ACT-E, NTPI Fellow
Price: Early Bird special (ends 8/31/22): $350 LSEA members, $400 nonmembers; Regular registration (after 8/31/22); $400 LSEA members, $450 nonmembers
CE: 16 CE and 2 Ethics CE

Join Louisiana Society of Enrolled Agents for 16 hrs of LIVE, IN-PERSON , and IRS approved Continuing Education with 2hrs of Ethics!

END OF SUMMER SESSION ’22 (16 hrs Fed Tax Law CE including Ethics (2CE)

September 25-27, 2022

Homewood Suites by Hilton Airport in Lafayette, LA

**Group hotel rates of $125/ night available.

Early Birds Special-$350 LSEA members; $400 nonmembers (ENDS 8/31/22)

Regular Admission-$400 LSEA members; $450 nonmembers (AFTER 8/31/22)

**Registration includes 16 hrs of CE WITH PRINTED MATERIAL, Lunch provided on Mon and Tues, and 1 COMPLIMENTARY night of Food, Fun, Friends and Cocktails on us. Test your LUCK without losing a buck!

For questions/comments contact Skip @ 337 237-8299

FEATURED SPEAKERS:

David L. Mellem, EA, NTPI Fellow

Jeffrey A. Schneider, EA, CTRS, ACT-E, NTPI Fellow

TOPICS:

0E03T-T-00056-22-I

Taxation of Crypto 2 CE

This course will present the history of the crypro industry from a Federal standpoint. It will go through the tax treatment of transactions where virtual currency is concerned and some foreign bank account reporting implications.

0E03T-E-00055-22-I

Ethics: Circular 230 2 CE

Attendees will explore new changes to the ethics world and discuss how accountants can maintain an ethical practice. Attendees will also learn in the ins and outs of Circular 230. This course will look at real life examples of practitioners who violated Circular 230.

0E03T-T-00058-22-I

Partnership Taxation 2 CE

Participants will learn the basic forms of partnerships. Discussions will include an overview of partnership taxation, what are partnership allocations, what are the capital accounts, and more. In addition, participants will get an understanding of distributions, transfers of interests and partnership terminations.

0E03T-T-00059-22-I

Employee Retention Credit 2 CE

Discussion of the Covid-related Employee Retention Credit as it applies for 2020 and 2021 tax years.

0E03T-T-00060-22-I

“Ask” the Instructor 2 CE

Attendees will write up tax questions that arise within tax practices for a round table discussion of said issues. Questions will be submitted ahead of time in order for instructor to prepare to lead the discussions.

0E03T-T-00061-22-I

Audit Proofing Business Returns 4 CE

Covers areas IRS has indicated it will be examining and what taxpayers need to have to justify information on tax returns. This session includes corporation and partnership issues.

0E03T-T-00062-22-I

Basis in an S Corporation 2CE

Session will examine the basis calculations for an S Corporation shareholder. This includes the beginning basis as well as the annual adjustments needed each year. The ordering rules for claiming losses, calculation of gain when there are excess distributions, loan repayments in connection with an S Corporation’s loans from the owners will also be discussed.

SCHEDULE:

Sunday, September 25, 2022

2:30 pm – 3:00 pm Registration

3:00 pm – 4:40 pm Ethics: Circular 230 (2hrs) Jeffrey A. Schneider, EA

5:00 pm – 6:00 pm LSEA Board of Directors Meeting

Monday, September 26, 2022

8:00 am – 9:40 am Taxation of Crypto (2hrs) Jeffrey A. Schneider, EA

9:40 am – 10:00 am Break

10:00 am–11:40 am Employee Retention Credit (2hrs) David L. Mellem, EA

11:45 am – 1:00 pm Lunch

1:00 pm – 2:40 pm Partnership Taxation (2hrs) Jeffrey A. Schneider, EA

2:40 am – 3:00 pm Break

3:00 pm – 4:40 pm “Ask” the Instructor (2hrs) David L. Mellem, EA

6:00 pm – 10:00pm Complimentary night of Fun, Food, Friends & Cocktails

Tuesday, September 27, 2022

8:00 am – 9:40am Audit Proof Business Returns I (2hrs) David L. Mellem, EA

9:40 am – 10:00 am Break

10:00am–11:40am Audit Proof Business Returns II (2hrs)David L. Mellem, EA

11:45am – 12:30 pm Lunch in meeting room

12:30 pm – 1:50 pm LSEA Annual Meeting

2:00 pm – 3:40 pm Basis in an S-Corporation (2hrs) David L. Mellem, EA