Provider # 4522U
The 2012 Tax Short Course Series
for Tax Practitioners and Other Professionals
Featuring: The 63rd Annual
Intermediate and Advanced Income Tax Schools
Comprehensive two-day seminars highlighting filing for 2012
Various convenient dates and locations across the state
Save $50 when you pay on or before November 16! See inside for details.
Includes
2 hours
of Ethics!
16 hours total
The intermediate and advanced schools meet the broad Registered Tax Return Preparer 15 hour CPE requirement
in force for 2012 and beyond by the IRS, and the annual two-hour CPE ethics requirement of the NC State Board of CPA Examiners.
Agricultural Taxation Issues Workshops
Focusing on important tax issues of agriculture
Various convenient dates and locations across the state
NEW!
Partnership/LLC Tax Workshop
A dedicated tax school for partnerships and LLCs taxed as partnerships
September 17-18, 2012 | McKimmon Conference & Training Center, NC State University, Raleigh, NC
NEW!
Registered Tax Return Preparer Exam Prep Course
Take this workshop to prepare yourself for the new RTRP Exam requirement.
September 20, 2012 | McKimmon Conference & Training Center, NC State University, Raleigh, NC
Fiduciary Income Taxation Workshop
Back by Popular Demand!
Learn the differences between individual and fiduciary taxation and how to prepare a basic Form 1041
October 31, 2012 | McKimmon Conference & Training Center, NC State University, Raleigh, NC
Utilizing Tax Laws to Your Advantage
Back by Popular Demand!
Investment and tax planning ideas for CPAs, investors, tax planners, and owners of closely-held businesses
November 13-14, 2012 | McKimmon Conference & Training Center, NC State University, Raleigh, NC
Conducted by: North Carolina State University Department of
Agricultural and Resource Economics, College of Agriculture and
Life Sciences, and the Office of Professional Development
In cooperation with: US Internal Revenue Service, NC Department
of Revenue, and the NC Society of Accountants
The NC State University Office of Professional
Development is registered with the North Carolina
State Board of CPA Examiners as a sponsor of
continuing professional education.
Each of the Intermediate and Advanced Tax Schools Includes 2 Hours of Ethics!
Important Messages
for Intermediate and
Advanced Tax School
Participants
Due to overwhelming
demand in some locations,
you are strongly encouraged
to register in advance.
Because of space limitations,
walk-ins cannot be accepted
if the location you have
chosen has been sold out.
Please call to inquire about
space availability if you have
not pre-registered.
You must attend both days
in the same location—you
cannot attend Day 1 in one
location and Day 2 in another
location.
The Intermediate and
Advanced Income Tax
Schools have been
accepted by the CFP
Board for continuing
education credit.
Ethics
IRS Program
#4552-U-E-00002-12-1
Two hours of ethics
are included with
the Intermediate and
Advanced Income Tax
Schools and qualify for
the annual two-hour CPE
ethic requirement of the
NC State Board of CPA
Examiners and the IRS.
You must remain in the
class you registered
for during both days of
the program, per IRS
requirements.
Both the Intermediate and Advanced Income Tax Schools meet the new IRS Register
Tax Return Preparer 15 hour minimum CPE requirements in force for 2012 and beyond.
The Intermediate Income Tax Schools
Concentrating on Individual and Compliance Tax Issues
And other selected topics of current interest
IRS Program #4552-T-00004-12-1
Check-in: 8:00 am • Program: 8:30 am – 4:45 pm
Recommended 16 hours of CPE credit
Fee: $229 if paid on or before November 16
$279 if paid after November 16
This popular and well-attended session was a big hit in 2011! The Intermediate Income
Tax School will concentrate on individual and compliance tax issues. The session will
be especially helpful if you are a practitioner with as little as two years of experience.
You’ll benefit from an effective combination of lecture, example problems, discussion,
and questions. The two-day format of this course will give you ample opportunity to
explore topics. There are no prerequisites or advanced preparation for this course. See
the 2012 Tax School registration form for dates and locations.
The Advanced Income Tax Schools
Emphasizing Business Taxation
And other selected topics of current interest
IRS Program #4552U-T-00008-12-1
Check-in: 8:00 am • Program: 8:30 am – 4:45 pm
Recommended 16 hours of CPE credit
Fee: $229 if paid on or before November 16
$279 if paid after November 16
If you are a practitioner with several years of experience, this school will help you
to ­­develop and refine your tax preparation skills further—­­­especially those needed
for the effective and accurate completion of business and individual returns. You’ll
benefit from an effective combination of lecture, example problems, discussion, and
questions. There are no prerequisites or advanced preparation for this course. See the
2012 Tax School registration form for dates and locations.
You will receive:
• 2 hours ethics
• 3 hours federal tax update
• 10 hours tax law
• 1 hour state law
“Always a great update. The course prepares you for the
upcoming tax season.”
—Lori A. Beck-Clement, President and Accountant, Triad Office Solutions, Lexington, NC
Attend the Two-Day Income Tax Schools
and You’ll Receive
versity
ment
NC State Uni essional Develop
Office of Prof7401
Campus Box 27695-7401
Raleigh, NC
•
•
•
•
National Income Tax Workbook
2012 Federal Tax Handbook
A Certificate of Completion
2012 Tax Tips
• A CD version of the National Income Tax
Workbook (free!)
• A high quality tote bag large enough to carry
all of the valuable materials you’ll receive
Enroll Today! Register on-line at ContinuingEducation.ncsu.edu
How You’ll Benefit from the NC State Income Tax Schools
You’ll leave with a comprehensive knowledge of important tax topics such as:
• Business issues
• IRS issues
• New legislation
• Rulings and cases
• Agricultural issues
• Fiduciary Tax Issues
• Individual taxpayer issues
• Retirement
• Business entities
• Tax Practice
• Loss Limitations
• Ethics
• Gifts and inheritances:
estate and gift taxes
• Tax rate and useful tables
About Your Instructional Teams
Intermediate_______________________________________________________________________________
Ernest R. Carraway, Jr., CPA—Partner in the law firm of
Layton & Carraway, PA in Raleigh, NC. He is currently
an instructor at North Carolina State University in the
College of Management where he teaches accounting,
tax, and business law courses.
Curtis Lee—Accountant in Raleigh, NC with 30 years
of experience, specializing in small businesses and
individuals. He is accredited by the Accreditation Council
for Accountancy and Taxation, and is a member of both
the NC Society of Accountants and the National Society
of Accountants.
Michelle Sosnowski, CPA—Accountant with 22 years
of experience in both national and local CPA firms
located in Michigan, Texas, Ohio and North Carolina,
She specializes in small business accounting and tax and
individual income tax preparation and planning. Michelle
is also a Certified QuickBooks Pro Advisor. She is certified
by the North Carolina State Board of CPA Examiners.
Guido van der Hoeven—Extension Specialist in farm
management, taxation, and organizational structures at
NC State University. For the past several years, he has
provided resources and program leadership in the areas
of taxation, agricultural information systems, estate
planning, and farm management.
Advanced _________________________________________________________________________________
Lillian Glover Young, CPA—Accountant with over 29
years of experience with the NC State Income Tax
Schools. She has her own tax practice in Charlotte, NC.
Jim Holmes—Accountant with 42 years in the public
practice of accounting in Burlington, NC. He is enrolled
to practice before the Internal Revenue Service. He is an
Accredited Business Accountant and an Accredited Tax
Accountant. Jim has 17 years’ experience with the NC
State Income Tax Schools.
Agricultural Taxation Issues Workshops
IRS Program #4552U-T-00003-12-1
• 10 convenient locations and dates across North Carolina
• Continued expanded instruction by popular demand!
• Discussion of agricultural and natural resource tax issues
• Take home a valuable workbook with detailed examples and
problems
Combining lecture, example problems, discussion, and questions, these one-day workshops are appropriate for all
levels of experience—from beginner to advanced. There are no prerequisites or advanced preparation for this course.
About your instructors:____________________________________________________________________
Guido van der Hoeven, Extension Specialist, NC State University, Department of Agricultural and Resource Economics
Mark Megalos, Extension Specialist, NC State University, Department of Forestry and Environmental Resources
Check-in: 8:00 am | Program: 8:30 am – 4:45 pm
Fee: Only $139 | Recommended 8 hours of CPE credit
Topics you will cover:______________________________________________________________________
• New law changes as they affect agriculture
• Agricultural tax issues of interest
• Any new law changes to timber
• Other topics of interest
or Call 919.515.2261 or Fax your registration form to 919.515.7614
Tax workshops will be held at:
McKimmon Conference and Training Center, NC State University, Raleigh, NC
NEW!
Partnership/LLC Tax Workshop
IRS Program #4552 U-T-00006 -12-1
Date: September 17-18, 2012 | Check-in: 8:00 am | Program: 8:30 am - 4:45 pm
Fee: $399 | Recommended 16 hours of CPE credit
This lecture-based, advanced-level course will review
partnership taxation or an LLC taxed as a partnership.
Discussion will cover formation, operation, contributions,
and cash distributions. Recent changes in law or rulings
will be emphasized. Areas of concern dissolution of a
partnership and related choices the partners can make
to reduce taxes. One example is the contribution of
property to the partnership and its subsequent sale. The
focus will be on small businesses although the instructor
may address all types of partnership questions. Primary
materials will be IRS publications, chapters from previous
years’ books, and IRS forms. This will be a good review
of partnership taxation for those who have partnership
returns or for those who want to understand more about
partnerships. You will be working with facts and the tax
consequences for partners and the partnership. There are
no prerequisites or advanced preparation for this course.
About your instructor:_____________________________________________________________________
Carol Gregory Wright, CPA - Previously with the IRS with
a career spanning 36 years from tax auditor to RA, she
taught partnership tax for two years after she retired from
the IRS. In addition to conducting audits, Carol taught
all phases of IRS classes, including yearly continuing
professional education. She developed courses for
NEW!
on-the-job Instructors, as well as technical topics about
partnership, tax shelter, and basic corporate taxation.
Partnership topics are interesting because partners can
get into shifting income and basis without intending to do
so. She currently teaches a two-day partnership class for
practitioners and at Michigan State University’s Income
Tax Schools.
Registered Tax Return Preparer Exam Prep Course
Date: September 20, 2012 | Check-in: 8:00 am | Program: 8:30 am - 4:45 pm
Fee: $349 | Recommended 8 hours of CPE credit
The IRS has implemented the Registered Tax Return
Preparer Examination in an effort to ensure competency
and professional standards in the tax preparation industry.
This exam is now required for tax preparers who are not
Certified Public Accountants (CPAs), Enrolled Agents, or
attorneys before they can be classified as a Registered
Tax Return Preparer (RTRP). There is no limit to the
number of times you can take the IRS exam, but you must
succeed in passing the exam by December 31, 2013. In
addition, you must pay a fee of $116 each time you take
the test. In order to sufficiently prepare yourself to take
the exam and successfully pass on the first go around,
we recommend this lecture-based prep course which is
appropriate for all levels. This course qualifies for 8 credit
hours from NC State University. NC State University is an
approved continuing education provider for the Internal
Revenue Service. There are no prerequisites or advanced
preparation for this course.
About your instructor:_____________________________________________________________________
Guido van der Hoeven—Extension Specialist in farm
management, taxation, and organizational structures at
NC State University. For the past several years, he has
provided resources and program leadership in the areas
of taxation, agricultural information systems, estate
planning, and farm management..
Attend and you will:_______________________________________________________________________
• Experience live instruction in a comfortable setting from
a qualified instructor
• Receive the RTRP Exam Study Guide
• Receive FFA’s material which will cover all topics on the
RTRP exam
• Have access to FFA’s free online test bank containing 700
questions and answers, as well as online practice exams
after the course. Each exam is organized by exam section,
topic and book chapter reference. All questions include a
detailed explanation of the test answer.
Fiduciary Income Taxation Workshop
IRS Program #4552 U-T-00005-12-1
Date: October 31, 2012 | Check-in: 8:00 am | Program: 8:30 am - 4:45 pm
Fee: $349 | Recommended 8 hours of CPE credit
You will leave this practical, lecture-based, advancedlevel workshop with a valuable understanding of the
basic similarities and differences between individual and
fiduciary taxation and the mechanics of how to prepare
a basic Form 1041. Special emphasis will be given to the
important inter-relationship between trust and tax law
for the proper completion of a fiduciary tax return. There
are no prerequisites or advanced preparation for this
workshop.
Attend and you will receive:_______________________________________________________________
• Study materials
• A certificate of attendance
About your instructor:_____________________________________________________________________
Robert E. Barnhill, III, CPA,PFS, CFP, JD - An adjunct
professor at Texas Tech University who maintains a
private practice focusing on wealth accumulation and
transfer. Throughout the year, he conducts a variety of
continuing education courses for various state societies
and constantly receives high marks in both knowledge
and presentation skill. He has served as the International
President of Toastmasters, and is a lively and entertaining
speaker. He has published articles on several estate and
financial planning topics.
Utilizing Tax Laws to Your Advantage
Date: November 13-14, 2012 | Check-in: 8:00 am | Program: 8:30 am - 4:45 pm
Fee: $399 | Recommended 16 hours of CPE credit
This lecture-based, advanced-level program will expose
you to a broad range of topics, providing you with valuable
knowledge of the tax laws that govern you, making you
aware of opportunities that are available under these
rules, while assisting you in developing a list of important
items you will want to discuss with your advisors or clients.
Any tax professional who wants to apply the current tax
reform and investment concepts and practices to improve
and enhance their professional skills will benefit. You’ll
benefit from different experts, each uniquely qualified
in his/her specialized area. There are no prerequisites or
advanced preparation for this course.
What others have said about our Tax Schools and Workshops:
“This course is a phenomenal value! As a
CPA I am required to get 40 hours of
CPE every year and this has become my
first choice to fulfill that requirement. I
appreciate the broad spectrum of topics
covered and the great resources including the
knowledge and expertise of the instructors
who always seem willing to help out
with your individual tax questions and
complexities.”
If you are a person with a disability and desire any
assistive devices, services or other accommodations to
participate in any of these programs, please contact us
during business hours (8 am to 5 pm Eastern) to discuss
accommodations at least 2 weeks prior to the course:
919.515.2261 or ContinuingEducation@ncsu.edu
Guarantee of Satisfaction
—Charity Miller, CPA, LC&K Consultants, Inc., Boone, NC
We realize how valuable your time and money are and
that you and your organization expect to get a return on
your investment. We promise that you will be completely
satisfied with your learning experience or we will make it
right—guaranteed!
NC State University Office of Professional Development is registered with the North Carolina State Board of CPA Examiners as a sponsor of continuing
professional education. Complaints or comments regarding registered sponsors may be addressed to the North Carolina State Board of CPA Examiners,
PO Box 12827, Raleigh, NC 27605-2827.
2012 Tax School Registration Form
Indicate your choice of level, school and location by checking the appropriate box.
Income Tax Schools
Fee: $229 if paid on or before November 16
OPD-ARTAX-N
$279 if paid after November 16
Intermediate
November 26-27, 2012
a Asheville (017)
New Location!
Four Points by Sheraton,
Asheville Downtown
Asheville, NC
828.253.1851
a Fayetteville (023)
Holiday Inn Fayetteville I-95
Fayetteville, NC 910.323.1600
Advanced
November 26-27, 2012
a Fayetteville (024)
Holiday Inn Fayetteville I-95
Fayetteville, NC 910.323.1600
November 28-29, 2012
a Charlotte (022)
December 3-4, 2012
a Greenville (020)
December 5-6, 2012
a Wilmington (021)
November 28-29, 2012
a Charlotte (025)
December 3-4, 2012
a Raleigh (018)
December 5-6, 2012
a Greensboro (026)
Cabarrus Arena & Convention
Center
Charlotte, NC 704.920.3976
a Winston-Salem (013)
New Location!
Winston-Salem Marriott
Winston-Salem, NC 336.725.3500
Cabarrus Arena & Convention
Center
Charlotte, NC 704.920.3976
Agricultural Taxation Issues Workshops
City Bistro
Greenville, NC 252.355.8300
a Raleigh (019)
McKimmon Conference &
Training Center
NC State University,
Raleigh, NC
919.515.2261
McKimmon Conference &
Training Center
NC State University
Raleigh, NC 919.515.2261
OPD-ARFTI -N
a October 30, 2012 (011)
a November 5, 2012 (018)
a October 25, 2012 (012)
a October 31, 2012 (016)
a November 6, 2012 (019)
a October 29, 2012 (013)
a November 1, 2012 (015)
Guilford County Extension
Center Greensboro, NC
Cunningham Research Center
Kinston, NC
Bob Martin Agricultural Center
Williamston, NC
Duplin County Extension Office
Kenansville, NC
Priority
Code
F 1 2 1 3 WB
Wilson County Agricultural Center
Wilson, NC
Union County Extension Office
Monroe, NC
Iredell County Extension Center
Statesville, NC
ote: For fastest service, please enter the priority code from your mailing
N
label. Enter this code even if label is addressed to someone else. Thank you!
mm/dd
First Name Middle Initial Last Name
Greensboro Coliseum Complex
Greensboro, NC 336.373.7400
Fee: $139
a October 24, 2012 (017)
Robeson County Extension Center
Lumberton, NC
Holiday Inn Resort
Wrightsville Beach, NC
910.256.2231
a Greensboro (014)
Greensboro Coliseum Complex
Greensboro, NC 336.373.7400
Date of Birth*
ovember 7, 2012 (020)
aN
estern Mountain Extension
W
and Research Center
Fletcher, NC
ecember 11, 2012 (014)
aD
Moore County Extension Center
Carthage, NC
Registration and Payment
The easiest way to guarantee your place is to pay with a credit
card. Payment must accompany registration, and be received
by the first day of the program. Faxed registrations without a
credit card # or a purchase order will not be accepted.
Badge Name_______________________________________________________________________________________
Payer: a Company a Self
Payment Method:
a American Express a VISA a MasterCard
Corporate Card? a Yes a No
Firm/Org__________________________________________________________________________________________
Card Account #________________________________________
Title_______________________________________________________________________________________________
Work Address______________________________________________________________________________________
City___________________________________________________ State___________________ Zip_________________
Email______________________________________________________________________________________________
Work Phone________________________________________________________________________________________
Fax________________________________________________________________________________________________
Name, Phone & Email of Manager Approving Your Training________________________________________________
________________________________________________________________________________________
*In lieu of SSN, your date of birth is required as a personal identifier for internal record keeping by this university.
Please duplicate this form for multiple registrations. You may want to make a copy for your records.
a Diners Club
Expiration Date_______________Security Code_____________
Amount______________________________________________
Cardholder Name______________________________________
Cardholder Signature___________________________________
(Required) (Seal)
a Check Enclosed (U.S. banks only) (Do not fax.)
(Payable to NC State University)
Please write the name(s) of participant(s) on the face of the check(s).
a If you wish to pay by purchase order, please fax or mail
your purchase order to 919.515.7614 along with this
registration form.
a IDT (NC State University employees only)
Project (FAS) #_________________________________________
2012 Tax Workshops Registration Form
2012 Tax Workshops
Partnership/LLC Tax Workshop
a September 17-18, 2012
$399
OPD-ARPLLC-N-001
F
iduciary Income Taxation Workshop
a October 31, 2012
$349
OPD-ARFIT-N-001
Registered Tax Return Preparer Exam
Prep Course
a S
eptember 20, 2012
$349
Utilizing Tax Laws to Your Advantage
a N
ovember 13-14, 2012
$399
OPD-ARTLAWS-N-001
OPD-ARRTRP-N-001
Priority
Code
F 1 2 1 3 WB
ote: For fastest service, please enter the priority code from your mailing
N
label. Enter this code even if label is addressed to someone else. Thank you!
mm/dd
First Name Middle Initial Last Name
Date of Birth*
Registration and Payment
The easiest way to guarantee your place is to pay with a credit
card. Payment must accompany registration, and be received
by the first day of the program. Faxed registrations without a
credit card # or a purchase order will not be accepted.
Badge Name_______________________________________________________________________________________
Payer: a Company a Self
Payment Method:
a American Express a VISA a MasterCard
Corporate Card? a Yes a No
Firm/Org__________________________________________________________________________________________
Card Account #________________________________________
Title_______________________________________________________________________________________________
Work Address______________________________________________________________________________________
City___________________________________________________ State___________________ Zip_________________
Email______________________________________________________________________________________________
Work Phone________________________________________________________________________________________
Fax________________________________________________________________________________________________
Name & Email of Manager Approving Your Training_______________________________________________________
________________________________________________________________________________________
*In lieu of SSN, your date of birth is required as a personal identifier for internal record keeping by this university.
Please duplicate this form for multiple registrations. You may want to make a copy for your records.
a Diners Club
Expiration Date_______________Security Code_____________
Amount______________________________________________
Cardholder Name______________________________________
Cardholder Signature___________________________________
(Required) (Seal)
a Check Enclosed (U.S. banks only) (Do not fax.)
(Payable to NC State University)
Please write the name(s) of participant(s) on the face of the check(s).
a If you wish to pay by purchase order, please fax or mail
your purchase order to 919.515.7614 along with this
registration form.
a IDT (NC State University employees only)
Project (FAS) #_________________________________________
Enroll Now!
On-line at ContinuingEducation.ncsu.edu
Call 919.515.2261
Fax 919.515.7614
Complete and mail the registration form to:
Registration Coordinator
NC State University
Office of Professional Development
Campus Box 7401
Raleigh, NC 27695-7401
For more information email us at
ContinuingE@ncsu.edu
The 2012 Tax Short Course Series
for Tax Practitioners and Other Professionals
Featuring:
The 63rd Annual
Intermediate and Advanced
Income Tax Schools
Comprehensive two-day seminars
highlighting filing for 2012 for
practitioners who need to develop
and refine their tax preparation skills
Non-profit
Organization
U.S. Postage
Office of Professional Development
Box 7401
Raleigh, NC 27695-7401
PAID
North Carolina
State University
Agricultural Taxation Issues
Workshops
Focusing on important tax issues
of agriculture
Partnership/LLC Tax Workshop
A dedicated tax school for partnerships
and LLCs taxed as partnerships
Registered Tax Return Preparer
Exam Prep Course
Fiduciary Income Taxation
Workshop
Learn the differences between
individual and fiduciary taxation and
how to prepare a basic Form 1041
Utilizing Tax Laws to Your
Advantage
Investment and tax planning ideas
for CPAs, investors, tax planners, and
owners of closely-held businesses
F1213
If you receive more than
one brochure, please
pass the extra along to
an associate. If addressee
is no longer employed,
please forward to his/
her replacement. Call
919.515.2261 to update
your record.
The 2012 Tax Short Course Series
for Tax Practitioners and Other Professionals
Featuring: The 63rd Annual
Intermediate and Advanced Income Tax Schools
Including 2 hours of Ethics! Save $50 when you pay on or before November 16!
Provider #4522U
Various convenient dates and locations across the state
Agricultural Taxation Issues Workshop
Various convenient dates and locations across the state
Partnership/LLC Tax Workshops
September 17-18, 2012
McKimmon Conference & Training Center, NC State University, Raleigh, NC
Registered Tax Return Preparer Exam Prep Course
September 20, 2012
McKimmon Conference & Training Center, NC State University, Raleigh, NC
Fiduciary Income Taxation Workshop
October 31, 2012
McKimmon Conference & Training Center, NC State University, Raleigh, NC
Utilizing Tax Laws to Your Advantage
November 13-14, 2012
McKimmon Conference & Training Center, NC State University, Raleigh, NC
NC State University Office
of Professional Development is
registered with the North Carolina
State Board of CPA Examiners
as a sponsor of continuing
professional education.