WELCOME TO INDIANA NATP

2019 IN NATP CONFERENCE

October 21-22nd, 2019

Save the date for our Indiana NATP annual conference. We will be at The Cardinal Room at the Golf Club of Indiana.

The speaker will be Jaye Tritz.  She  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.

Interested in knowing more about The Cardinal Room? Go to www.thecardinalroom.com

2018 COURSE TOPICS

October 21, 2019 - Jaye Tritz, EA, CFP  - 8 AM to 6:20 PM

Partnerships & S-Corps

Indiana Revenue- Adam Krupp, Commissioner

Federal Tax Update- John Linstead, IRS Sr STKH Liason

Trusts & Form 1041

Due Diligence

Ethics 4:40 PM - 6:20 PM

October 22, 2019 - Jaye Tritz, EA, CFP - 8 AM - 5:00 PM

Sale of Business Assets & Form 4797

Intermediate & Advanced Investments

Employee Stock Options

Non-Profits & Form 990

Sm Employer Health Ins Options

Indiana Dept of Revenue Update

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Day 1:  7 CPE Tax Law Credits, 2 CPE Ethics

Day 2: 7 CPE Tax Law Credits

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