Announcing
ALABAMA SOCIETY OF ENROLLED AGENTS
2017 SPRING SEMINAR
MAY 22 & 23, 2017
HILTON BIRMINGHAM PERIMETER PARK
(Opposite side of 280 from the Marriott-near Cracker Barrel)
8 PERIMETER PARK SOUTH, BIRMINGHAM, AL 35243
We would be delighted to have you join us May 22 and May 23 for our 2017 ALABAMA SOCIETY OF ENROLLED AGENTS
Spring SEMINAR, which will be held at the Hilton Birmingham Perimeter Park. The location had to be changed due to
renovations at the Marriott 280. We are pleased to announce that we will have two speakers at this seminar; Ben
Tallman, USTCP, EA, BBA and Dr. Roger Roemmich. BIO’s for Ben Tallman and Roger Roemmich are included at the end
of this announcement along with a brief description of the topics that will be presented. Our Two-Day Spring Seminar is
a great opportunity for you to earn 16 Hours of CPE credits while enjoying a well-deserved break from the office, as well
as being able to spend time with others in our profession as we study some thought provoking tax related topics.
HOTEL REGISTRATION
You must register at the Hilton by May 9th, in order to take advantage of the “group” rate of $129 plus tax. You must tell
the hotel representative that you want to register for the Alabama Society of Enrolled Agents Seminar. If you think you
want to attend, call and register at the hotel and then cancel at least 24 hours in advance, you will not be charged for the
room. You can register by calling the Hilton directly 205-967-2700 or by clicking on the following link and selecting “open
link” which will take you directly to our group registration site.
http://www.hilton.com/en/hi/groups/personalized/B/BHMPPHF-ENROLL20170521/index.jhtml?WT.mc_id=POG
SEMINAR NEWS
The Board Meeting will be held Sunday, May 21 at 6:00 pm. Board Members can request the meeting room information
when you register at the hotel. Registration for the seminar will begin Monday morning at 7:15 am with the morning
session beginning PROMPTLY at 8:00 a.m. Tuesday’s session will also begin at 8:00 am.
CPE CREDITS
In order to receive CPE hours for attendance, you must be in the classroom at all times except for a designated break or for a “functional break”. Please
be aware that your CPE Certificate will reflect you arriving later than the designated time, leaving the session for an extended period of time.
We look forward to having you join us for a few days of relaxation, camaraderie, food and continuing education at a great rate. All
tax and accounting professionals are invited to attend this seminar, so please invite your fellow associates to join you. Please e-mail
or call me with any questions that you may have.
Thank you for your interest in the ALABAMA SOCIETY OF ENROLLED AGENTS.
CAROL WEST, SECRETARY, ALABAMA SOCIETY OF ENROLLED AGENTS
866 County Road 940
Cullman, Al 35057
[email protected] (day)
Work 256-739-2923
Cell 256-708-6372
[email protected] (night)
Home 256-747-6182
SEMINAR AGENDA
AGENDA FOR MONDAY – MAY 22, 2017
7:15 – 8:00
8:00 – 8:20
8:20 – 9:10
9:10 - 10:00
10:00 - 10:20
10:20 –12:00
12:00 – 1:00
1:00 - 2:40
2:40 3:00 –
4:40 5:00 5:30 –
3:00
4:40
5:00
5:30
7:15
REGISTRATION
WELCOME…OPENING REMARKS
MOST COMMON ERRORS BY TAX PERPARERS
(1 HOUR)
NEW DUE DILLGENCE REQUIREMENTS - UPDATE
(1 HOUR)
BREAK
SHIFTING TIDES FOR ITEMIZED DEDUCTIONS
(2 HOURS)
LUNCH
TRUMP TAX REFORM
(2 HOURS)
BREAK
SOCIAL SECURITY TAX BASICS (2 HOURS)
Closing Remarks
YEARLY BUSINESS MEETING
GALA (COCKTAIL PARTY)
TOM OWENS- PRESIDENT - ALSEA
BEN TALLMAN (SEE BIO)
BEN TALLMAN
ROGER ROEMMICH (SEE BIO)
BEN TALLMAN
ROGER ROEMMICH
TOM OWENS – PRESIDENT- ALSEA
AGENDA FOR TUESDAY – MAY 23, 2017
8:00 – 8:10
8:10 – 9:50
9:50 - 10:10
10:10 – 11:50
11:50 – 12:35
12:35 - 2:15
2:15 – 2:35
2:35 – 4:15
4:15 – 4:30
OPENING REMARKS
PRESIDENT- ALSEA
2017 TAX EXTENDERS AND UPDATES (2 HOURS)
BEN TALLMAN
BREAK
STANDARD DEDUCTION PLANNING FOR RETIREES
(2 HOURS)
ROGER ROEMMICH
LUNCH (SHORTENED LUNCH TIME IN ORDER TO LEAVE EARLIER THIS AFTERNOON)
PANDORA’S BOX - ETHICS (2 HOURS)
BEN TALLMAN
BREAK
LONG TERM TAXATION (2 HOURS)
ROGER ROEMMICH
CLOSING REMARKS & ADJOURNMENT
PRESIDENT - ALSEA
CLASS SESSIONS REQUIREMENTS:
50 MINUES OF TEACHING FOR EACH HOUR OF CERTIFICATION
ATTEND BOTH DAYS
RECEIVE A TOTAL OF 16 CPE HOURS
ALSEA 2017 SPRING SEMINAR
REGISTRATION FORM
REGISTER BY MAY 9, 2017 TO RECEIVE A DISCOUNT
BEFORE MAY 9, 2017 NAEA MEMBER RATE
MONDAY…
TUESDAY…
FOR BOTH DAYS
NON-MEMBER RATE
$100.00
$100.00
$200. 00
$120.00
$120.00
$240.00
NOTE: NAEA MEMBER MEANS: IF YOU ARE A CURRENT MEMBER OF NAEA AND THE ALABAMA CHAPTER OF NAEA.
I GET CURRENT MEMBERSHIP REPORTS MONTHLY.
AFTER MAY 10, 2017
MONDAY…
TUESDAY…
BOTH DAYS
$120.00
$120.00
$240.00
$140.00
$140.00
$280.00
MAKE CHECKS PAYABLE TO: ALSEA
MAIL TO:
CAROL WEST, SECRETARY
866 COUNTY ROAD 940
CULLMAN AL 35057
NAME ______________________________________________________________________
IMPORTANT NOTE: YOUR NAME MUST MATCH EXACTLY THE WAY IT IS LISTED FOR YOUR PTIN NUMBER.
ADDRESS ___________________________________________________________________
CITY, STATE_________________________________________________________________
EMAIL: _____________________________________________________________________
TELEPHONE NUMBER________________________________________________________
PTIN NUMBER _____________________
(NOTE: I MUST HAVE THE PTIN NUMBER TO GIVE YOU CREDIT FOR THE CE HOURS EARNED)
EA NUMBER ___________________
PLEASE SPECIFY DAYS ATTENDING:
I WILL ATTEND DAY ONE – MONDAY – MAY 22, 2017 _____________
I WILL ATTEND DAY TWO – TUESDAY– MAY 23, 2017 _____________
I WILL ATTEND BOTH DAYS, MONDAY & TUESDAY _____________
THE REGISTRATION FEE INCLUDES: RESERVING THE CONFERENCE ROOM FOR BOTH DAYS,
COFFEE AND SODA FOR BOTH DAYS, FEES FOR THE SPEAKER, COST FOR LUNCH FOR BOTH
DAYS AND THE COST FOR THE GALA ON MONDAY AFTERNOON.
BEN TALLMAN, USTCP, EA, BBA
Ben Tallman is an Alumnus of the University of West Georgia, he is an NTPI
Fellow, and currently has a tax practice in Atlanta. He has taught as an
instructor for many local, state, and national organizations over the past
decade. Ben has served on the NAEA National Board as Chairman of the
Education Foundation; he is a prior member of the IRS Regional Liaison
Committee, and a prior Education Director for two GA Affiliate Tax
Organizations. He has appeared as a panelist on Tax Talk Today, as well as,
conducting an NAEA 3-Part Webinar in discussions on the Affordable Care
Act. He is a US Tax Court Practitioner and writes extensively for national tax publications and tax
journals. Ben has served as a volunteer for an Atlanta night shelter and food bank; he has served as
a board member on his local Jaycee Chapter, church school board, and two state tax organizations.
He recently celebrated 40 years in tax preparation.
MOST COMMON ERRORS BY TAX PREPARERS – 1 HOUR
92E1T-T-00052-17-1
This session is a discussion on the most common errors committed by tax preparers. We will look at
ways to avoid these errors and improve accuracy going forward.
NEW DUE DILIGENCE REQUIREMENTS – 1 HOUR
92E1T-U-00053-17-1
This is an in-depth discussion on the recent modification to Form 8867. Training will go line-by-line
and address suggested answers to the questions to avoid future problems with the Service.
TRUMP TAX REFORM – 2 HOURS
92E1T-T-00054-17-1
Discussion will address the tax proposals offered by President Trump and Speaker Ryan. We will
discuss the differences and how they will affect our business going forward.
2017 TAX EXTENDERS AND UPDATES – 2 HOURS
92E1T-U-00055-17-1
This session will open up the recent changes and look back at the Extenders as we move into Tax Year
2017 IRS Updates and new tax forms will also be reviewed.
PANDORA’S BOX – ETHICS – 2 HOURS
92E1T-E-00056-17-1
We will have an Ethical discussion on all the things to avoid in your practice. Discussion is inter-active
and should lead to a good group discussion at the end. Case Studies will encourage Group
Participation.
DR. ROGER ROEMMICH
Dr. Roger Roemmich is a former professor of accounting and a licensed
financial advisor. He is the founder and CEO of the Retirement Cash Flow
Education Group. He established RCF in 2013 to get the word out on the
importance of retirement cash flow planning and management for those who
are still working, and for those who are already retired. Roger speaks on the
national lecture circuit, appears on television and radio, and is the author of
the acclaimed “Don’t Eat Dog Food When You’re Old!”
Dr. Roger Roemmich, founder of Retirement Cash Flow Education Group is a certified public
accountant, a certified financial planner with FINRA Series 7, 31, and 65 designations, and a certified
long-term care professional. He is also licensed to sell a variety of insurance and annuity products.
Roger began his career in finance more than 40 years ago, earning his doctorate in accounting from
Michigan State University and going on to thrive in a variety of positions within academia and in
the corporate sector. On the academic front, Roger served as a tenured professor on the faculty in
the School of Accounting at the University of Georgia in Athens, Georgia, where he imparted the
knowledge his students needed to perform at their best in the world of numbers, specifically as
CPAs. He held the position for 10 y ears.
In 1984, the University of Georgia chose Roger as the financial advisor charged with the
responsibility to assist employees of the university with exit planning in preparation for retirement.
He conducted these seminars until 2008. In addition, Roger’s strong commitment to education
continued as he conducted CPE though Federal Tax Workshops in 20 states, and provided CPE for
the Georgia Society of CPAs. The Retirement Cash Flow Education Group presently offers CPE,
seminars, and webinars for financial professionals and individual investors on issues ranging from
wealth management, retirement planning, tax laws and tax liability reduction, Social Security,
Medicare, and reverse mortgages.
SHIFTING TIDES FOR ITEMIZED DEDUCTIONS – 2 HOURS
92E1T-T-00057-17-1
An identification of how itemized deductions will change with new tax legislation. The discussion will also
identify how itemized deductions differ for taxpayers over 65 versus younger taxpayers.
SOCIAL SECURITY TAX BASICS – 2 HOURS
92E1T-T-00058-17-1
Discussion identifying tax planning opportunities for taxpayers drawing Social Security. Changes from
November 2015 will be clarified and illuminated.
STANDRAD DEDUCTION PLANNING FOR RETIREES – 2 HOURS
92E1T-T-00059-17-1
Discussion will clarify how planning for itemized deductions changes under proposed 2017 legislation.
Common errors planning for taxpayers over age 65 will be identified and clarified.
LONG TERM-CARE TAXATION – 2 HOURS
92E1T-T-00060-17-1
This difficult technical and ethical area will be discussed and pitfalls will be addressed. Many
misconceptions will be identified.