2024 1-Day Educational Event

September 9, 2024

$139 plus $25 for printed materials. Hosted in the conference room of the Hampton Inn – Westfield, 17400 Wheeler Road, Westfield, IN 46074

Jared Foos is our speaker and has nine years of tax preparation experience and is a partner of Foos Garvin Accounting, LLP in Ohio. He specializes in tax planning, business consulting, representation and assisting business owners in selecting the best tax entity. He enjoys the personal focus on people, not just their business or return, but them as individuals.

Schedule
7:30am – 8:00am – Registration
8:00am – 8:50am – Tax Planning: Becoming an Advisor, not just a Preparer
8:55am – 11:45am – Exit Strategy, Pricing Strategy, Staffing and Value Pricing
11:45am – 1:00pm – Lunch on your own
1:00pm – 2:40pm – Office and Staff Security
2:40pm – 2:50pm – Break
2:50pm – 4:40pm – Ethics
4:45pm – 5:35pm – Panel Discussion Over Today’s Topics

Registration: CLICK HERE

Hotel Accommodations
Hampton Inn – Westfield
17400 Wheeler Road
Westfield, IN 46074
Use Group Code – 90F
$119 Plus tax

Reservation: CLICK HERE

2024 Annual Conference

October 21 – 22, 2024
$389 for Member by October 4, 2024
$409 for Non-Members by October 4, 2024
$40 for printed materials
Hosted at the Ritz Charles, 12156 N Meridian Street, Carmel, IN 46032

Melinda Garvin will be our speaker. Melinda Garvin, EA is the Founder of Foos-Garvin Accounting, Inc.
Melinda is a member of The National Association of Tax Professionals.

Since 2007, Melinda has been an instructor for National Association of Tax Professionals (NATP). Melinda has been a presenter at the IRS Nationwide Tax Forums, instructed various classes for local organizations and has served on the Ohio NATP Chapter as the Education Director.  In 2012, to encourage tax professionals in office ‘best practices’, she authored the manual “Audit Proof the Tax Office” and has recently published a second manual called “Best Practices for the Tax Office”. Melinda has a strong aspiration to support the tax professional’s many sides of interactions with clients, IRS and the always needed education.

Registration: CLICK HERE

Hotel Accommodations

Hyatt Place – Carmel
12045 Illinois St
Carmel, IN 46032
317-343-6400
$139 per night/plus tax
Group code: G-CNTP

Reservation: CLICK HERE

Topics
Federal Tax Law Changes
Clergy Tax Issues
NIIT – Net Investment Income Tax
Ethics
Entity Selection & elections
Shareholder Basis Case Studies
Indiana Department of Revenue Season Update
Pass through Entity Taxation

Chapter Webinar

“Selecting the Right Entity Classification for an LLC” – Moderated by Carey Davis with the Indiana Chapter.
October 28, 2024
3pm – 4pm

Registration: CLICK HERE