Alabama Chapter Education

2023 AL Chapter NATP Fall Seminar & Annual Meeting

This event welcomes Blake Madison, Esq., Leviticus A. Billips, Larry Carnes, EA, Brett Reeder & Chris Simich and will offer the following education:

• Federal & Alabama Legislative Updates:
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  This session will update you on recent legislative and case law developments in the challenging world of Federal and Alabama taxes. Common current compliance issues and opportunities for tax savings will also be addressed in this fast-paced discussion. We will also discuss recent legislation and case law that impact businesses and their operations in Alabama. Finally, we will identify potential federal and state tax legislation on the near horizon and possible related issues. Presented by Blake Madison, Esq., Rosen Harwood Attorney at Law.
• AL Chapter NATP Annual Meeting:
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  AL Chapter NATP Annual Meeting held with the AL Chapter members to highlight the 2023 year; introduce upcoming 2024 events; review the 2023 financial statement; and nominate the new board of directors.
• IRS Criminal Investigations:
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  This session will describe what IRS Criminal Investigations does and does not do, as well as provide information to tax professionals about their ethical and practical responsibilities. Presented by Leviticus A. Billups, Special Agent IRS Criminal Investigation.
• CNC Tax Relief and IRS Collections Issues:
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  The session will describe the IRS collections process, highlighting the various types of collections relief available and the items needed to qualify. Upon completion, the information provided during this session will enable you to assist your clients with collections. Presented by Larry Carnes, EA.
• Taxation of Social Security:
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  This class will go over Social Security retirement and disability, FICA, Medicare and common errors made by tax preparers. Presented by Brett Reeder, Title II Claims Specialist with the Social Security Administration.
• Advantages of Retirement Planning:
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  This session will look at the advantages of financial planning and planning early for retirement. We will look at the specific tax treatment of contributions and withdrawals for each type of retirement savings vehicle for both Federal and state of Alabama taxes and discuss ways to maximize our client's tax positions. Presented by Chris Simich, Managing Director & Financial Advisor - Gulf Coast Division of Mutual of Omaha.

Register Now!

Date & Time:

December 4, 2023
Attendee Check-In: 8:00 a.m. CST
Education: 8:30 a.m. - 4:40 p.m. CST
Annual Meeting: 11:30 p.m. - 12:30 p.m. CST

Location:

American Financial Management Inc
2131 Data Office Dr. #250
Birmingham, AL 35244
205-438-7359

Fees:

Early pricing ends November 3, 2023. Meals are included with registration fees. Guest meals are available for a $25 fee. If you have a food allergy (registrant &/or guest), please contact Roslyn via phone (256-682-5004) before attending the event.
Registration includes printed materials.

Cancellation Policy:

Cancellations must be submitted to NATP by November 30, 2023 and are subject to a $25 fee.

All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.

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