2015 NAEA

2014 ORL
NTPI® LEVELS 1,2&3
SEE BOOT CAMP
2014 Orlando Conference Program Highlights
November 5–7, 2014
Hilton Orlando Bonnet Creek
2015 NAEA
conference guide
NAT I O NA L C O N F E R E N C E
Wednesday
SAVE THE DATE!
NAEA’s 2015 National Conference
& 43rd Annual Meeting
August 2–4, 2015
Cosmopolitan of Las Vegas
Welcome Reception
Floridian Central Foyer
5:00-6:00pm
Plenary with Gary Yingst
Bonnet Creek 8/9
6:00-6:30pm
NAEA PAC Member Reception Floridian A
Club Level Members Only
6:45-7:45pm
Thursday
Group Dinner - Cuba Libre
Buses depart at 5pm
Pick-up at Hilton Porte Cochere 6:00pm
Friday
NTPI Graduation Ceremony
Floridian BC
5:30-7:00pm
Floridian BC
8:30am
Saturday
NAEA Board Meeting
Wednesday, November 5
1
8-9:40
Overview of Representation Sherrill Trovato, EA, USTCP
Floridian A
2
8:00-4:40
Level 2
Geri Bowman, EA, CPA, USTCP; Salvatore P. Candela, EA; Catherine A. Clow, EA; Marc
Dombrowski, EA; Robert Hartmann, EA; Amy King, EA; Alan Pinck, EA; Donald Rosenberg, EA;
Aaron B. Whitaker, Jr., EA
Bonnet Creek
8/9*
3
8-9:40
Representation Ethics
David Miles, EA
Floridian BC
SEE Boot Camp
Torie Charvez, EA; Tynisa Gaines, EA
Flagler/Gilchrist
10-11:40
Non-Filers
David Miles, EA
Floridian A
S 8-4:00
1
3
10-2:00
Preparing Form 656 & 433-A OIC
Howard Levy, JD
Floridian BC
1
1-4:40
Intro. to Collections
David Miles, EA
Floridian A
3
2-4:40
Advanced Appeals
Salvatore P. Candela, EA
Floridian BC
Alan Pinck, EA
Floridian A
Thursday, November 6
1
8-11:40
Introduction to Examination
2
8-4:40
Level 2
3
8-9:40
Correcting Bad Actions of Clients
Theodore A. Sinars, JD
Floridian BC
S 8-4:40
Floridian DEF*
SEE Boot Camp
Torie Charvez, EA; Tynisa Gaines, EA
Flagler/Gilchrist
3
10-11:40
Advanced Criminal Tax Issues
Theodore A. Sinars, JD
Floridian BC
1
1-2:40
Introduction to Criminal Investigations Theodore A. Sinars, JD
Floridian A
3
1-4:40
Advanced Examination
Sherrill Trovato, EA, USTCP
Floridian BC
1
3-4:40
Communicating with IRS & Notices
LG Brooks, EA
Floridian A
Sherrill Trovato, EA, USTCP
Floridian A
Friday, November 7
1
8-8:50
Innocent Spouse
2
8-4:40
Level 2
3
8-11:40
Bankruptcy & Advanced Collections
Howard Levy, JD
Floridian BC
SEE Boot Camp
Torie Charvez, EA; Tynisa Gaines, EA
Flagler/Gilchrist
S 8-4:40
Floridian DEF*
1
8:50-9:40
Engagement Letters
LG Brooks, EA
Floridian A
1
10-11:40
Introduction to Appeals
Sherrill Trovato, EA, USTCP
Floridian A
1
1-2:40
Tax Research and Resources
Sherrill Trovato, EA, USTCP
Floridian A
3
1-2:40
Statute of Limitations
LG Brooks, EA
Floridian BC
1
3-4:40
Ethics for the Tax Practitioner
LG Brooks, EA
Floridian A
3
3-4:40
Adv. Trust Fund Recovery
Howard Levy, JD
Floridian BC
Classes will be held daily from 8:00am – 4:40pm, with the following opportunites for refreshments:
Breakfast, 7:00am – 8:00am; morning break, 9:40am –10:00am; and afternoon break, 2:40pm – 3:00pm.
Classes will break for lunch on your own, daily 11:40am –1:00pm.
*Please note that Level 2 will be held in Bonnet Creek 8/9 on Wednesday and Floridan DEF on Thursday and Friday.

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