Course Topics:

October 21, 2019 - Jaye Tritz EA, CFP  - 8 AM to 4:40 PM

Sale of Business Assets and Form 4797:  Depreciation recapture/unrecapture/non-recapture, trade-in of business vehicle, like-kind exchanges and basis

Partnerships and S-Corps:  various topics including entity choice, formation, operation, dissolution of entity, preparation of Forms 1065 and 1120S
 

Ethics:  Due diligence, EITC, Circular 230 and you, practice management

October 22, 2019 - Jaye Tritz EA, CFP, & Indiana Personnel - 8 AM - 4:55 PM

To be announced

Day 1 8 Hrs CPE, 2 Hrs Ethics

Day 2, 6 Hrs CPE

Speaker Bio: Jaye Tritz EA, CFP, holds a B.A. degree from Northwestern University, and is currently a multi-unit franchise owner with H&R Block in the southeast Wisconsin area. She has been preparing taxes since 1992, having earned her enrolled agent (EA) designation in 1997. She became an NTPI Fellow in 2010. Jaye is also a Certified Financial Planner (CFP®) and is registered with the NASD, holding Series 6, 7, and 63 securities licenses. Jaye's practice provides tax preparation, representation, business services, and financial planning for approximately 3,700 clients. Jaye has been a career-long member of NATP.

Seminar Fees include: Course Materials will be emailed prior to event, printed material will be an extra charge, lunch and break refreshments both days.  Ethics included with full conference registration.

Special Services: if you have special dietary needs, please indicate on the registration form.

For hotel reservations, please call Hamton Inn, 6005 S Main St, Whitestown, IN 46075, 317-768-2330 and reference NATP for the special rate.  The special room rate of $109 per night, plus tax is only available till September 20, 2019.