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
Hotel Accommodations
Hampton Inn Whitestown
6005 S. Main St
Whitestown, IN 46075
Phone: 317-768-2330
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Group rate: $109+taxes/night until September 20th
Code: NATP

LUNCH MENU
MONDAY, OCTOBER 21ST
TUESDAY, OCTOBER 22ND
2018 INDIANA NATP BOARD MEMBERS
Kim Storen, Barb Anderson, JoAnn Edwards, Matt Hochstetler, Lauren McHugh, Prudence Evans, Bethany Taylor, Cal Kuphall, Jessie Williams, Michelle Barker, George Smith (not present: Carey Davis)
National NATP website: www.natptax.com