Nov
12
to Nov 13

4 hour IRC 199A + tax topics with John Sheeley EA/Monroe NJ

NJSEA All Day Educational Seminar

REGISTER HERE

199A (4 CE)

The most talked about section of the TCJA, this session will take a deep dive into the code  section  and regulations issued in August of 2018.  Issues discussed include what income qualifies for the deduciton, limitations on specified services industries, phase-in of W2 and asset testing.   Guidance on treatment of real estate activities will be explained.  The difference in allowed deductions across different entity types will be explained.   This session will conclude with comprehensive examples as well as entity selection under TCJA.

  • TCJA Update (2 CE)

This session looks at the substantial changes to the tax code brought on for 2018 by the Tax Cut and Jobs Act, with respect to individuals and businesses. Discussion will include regulations and other guidance issued through September 30, 2018

  •  Foul-ups, Bleeps and Blunders with  Self-directed IRAs (2 CE)

The internet and program promoters can lead unwary taxpayers down a perilous path.  While a self-directed IRA is legal and can often make sense in a taxpayer’s overall tax and financial plan, it is too easy to make a misstep through a prohibited transaction, which makes the entire IRA taxable, in some cases years before detection (See Peek v. Commissioner for an extreme case).

REGISTER HERE

Please note that while John Sheeley EA is the speaker and content provider for this event, it is sponsored by the New Jersey Society of Enrolled Agents. NJSEA will issue all continuing education.

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Nov
7
to Nov 9

2018 International Tax Program in NYC

  • Downtown Conference Center at Pace University (map)
  • Google Calendar ICS

General information: The event is held at the Downtown Conference Center at Pace University (NEW LOCATION). The tuition includes morning coffee and a boxed lunch. Our course material is a printed, bound book, one issued for each day of attendance. The room opens at 7 am; class runs from 8 am to 5 pm with 50 minutes for lunch. Lunch is on-site and included in the tuition. Total instruction time is 450 minutes, which allows for NINE CE per day for Enrolled Agents and CPAs.

This three day seminar offers the challenging material practitioners are asking for at a reasonable price. Tax Practice Pro has brought you the most knowledgeable speakers in the industry, speaking on their specific specialties. Note that each day can be purchased separately.

REGISTRATION (takes you to Eventrbrite)

Sessions (subject to change)

Wednesday, November 7, 2018 [9 CE] - Marina Hernandez, EA, CFP

1. Reading and Invoking Tax Treaties.

2. Interviewing New and First Time Foreign Clients

3. Common Errors in Preparation of International Returns

4. Foreign nongrantor trust distributions (recognition and tax treatment)

5.Foreign pension reporting on US tax returns.

6.Foreign business repotting on US tax returns.

 

Thursday, November 8, 2018 (9 CE)

Marina Hernandez, EA, CFP

1. Expatriation

2. Comprehensive Case Study

Beth Lougen, EA, ESTCP

3. PFICs: Identification, reporting, elections

4. IRC 965 Repatriation Tax - Years 2 - 8

 

Friday, November 9, 2018

Prof. Elizabeth Colagiovanni, Esq.

1. Subpart F Income

2. Taxckling form 5471

3. Global Intangible Low Tax Income (GILTI)

4. Foreign Partnerships and IRC 962 Elections

5. Comprehensive Case Study: 8865, 5471 Subpart F

Continuing Education: We are an IRS approved provider of continuing education. CTEC credit is available; please tell us this at registration. We are also a NASBA aprroved sponsor of Continuing Education for CPAs.

Tuition

REGISTRATION (takes you to Eventrbrite)

You can attend one day, two days or all three days.

SUPER EARLY BIRD -- All three days for $890, purchase by September 4th, midnight EDT.

Otherwise:

Early Bird, purchase by September 4th, midnight EDT

Day 1 $325.

Day 2 $325

Day 3 $325

Regular price, from September 6th through October 17th, midnight EDT

All threee days for $945

Day 1 $350

Day 2 $350

Day 3 $350

Late registration, October 18th and later:

Day 1 $ 375.00
Day 2 $ 375.00
Day 3 $ 375.00

Room Blocks:

This venue does not have sleeping rooms. Nearby hotels:

Until October 8th - Holiday Inn, Wall Street (51 Nassau Reserve, NYC 10038) $289 Tuesday and Wednesday; $199 Thursday and Friday. Group name is "International Tax Class", (646) 833-1920

QUESTIONS OR NEED HELP? Call us at 800-943-1750.

OUR REFUND, TRANSFER and CANCELLATION POLICY: Full refund, less $25 processing fee, if requested 21 days or more before the event. 50% refund if requested 8-20 days before event. No refund if requested less than 8 days from the event. Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).

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Nov
2
8:00 AM08:00

4 hour IRC 199A WITH JOHN SHEELEY EA -PITTSBURGH AREA

NOTE: John Sheeley EA is the speaker at this event. The issuer of CE and promoter of the event is PSEA.

REGISTER HERE

PENNSYLVANIA SOCIETY OF ENROLLED AGENTS presents

2018 FALL CRANBERRY TAX FORUM

 

AGENDA* 


TIME / TOPIC - PRESENTER


7:30am - 8:00am / Registration and Continental Breakfast


8:00am - 8:10am / Opening Remarks - Barbara Richardson, EA  MBA, 

                                                               PSEA President


8:10am - 9:50am / Section 199A - John Sheeley, EA


9:50am - 10:10am / Break


10:10am - 11:50am / Section 199A (cont') - John Sheeley, EA


11:50am - 1:00pm / Lunch


1:00pm - 2:40pm / Taxpayer Advocate Service - Pittsburgh - Dawn Hoppe

* Schedule subject to change. Links to pdf materials will be provided in advance of the event.


If you require an ADA accommodation, please contact us via email before the day of the event.

This seminar qualifies for:

6 Federal Tax Continuing Education Credits.

The cost is $100.00 NAEA Member / $150.00 Non-Member.  This includes continuing education, continental breakfast and lunch.

All tax professionals are welcome.

Don’t miss this opportunity for networking and grEAt continuing education at a super price!  

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Oct
19
8:00 AM08:00

IRC 199A with John Sheeley EA - Philadelphia area

NOTE: John Sheeley EA is the speaker at this event. The issuer of CE and organizer of the event is the PA Society of Enrolled Agents

Register here

PENNSYLVANIA SOCIETY OF ENROLLED AGENTS presents

2018 FALL FEDERAL, STATE AND LOCAL

TAX FORUM

 

AGENDA* 


TIME / TOPIC - PRESENTER


7:30am - 8:00am / Registration and Continental Breakfast


8:00am - 8:10am / Opening Remarks Barbara Richardson, EA  MBA

                                                               PSEA President


8:10am - 9:00am / PA Tax Update - Frank Tobias, Corporation Tax Manager,

                                                          PA Department of Revenue

9:00am - 9:10am / Break 


9:10am - 10:00am / Local Tax Update - Jim Hunt,

                                                                  Director of Government Relations,                                                                                Berkheimer

10:00am - 10:10am / Break


10:10am - 11:50am / Section 199A - John Sheeley, EA


11:50am - 1:00pm / Lunch


1:00pm - 2:40pm / Section 199A (cont') - John Sheeley, EA

* Schedule subject to change. Links to pdf materials will be provided in advance of the event.


The room rate for Valley Forge Casino is $119 / night.  Anyone wishing to book a room should call the hotel (610) 354-8118 and mention "PSEA".  There is no special code.


If you require an ADA accommodation, please contact us via email before the day of the event.

This seminar qualifies for:

4 Federal CE and 2 NAEA / CPA state and local tax credits.

The cost is $100.00 NAEA Member / $150.00 Non-Member.  This includes continuing education, continental breakfast and lunch.

All tax professionals are welcome.

Don’t miss this opportunity for networking and grEAt continuing education at a super price!  

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Sep
24
to Sep 25

OH Society of Enrolled Agents Annual Conference with John Sheeley EA and Kevin Huston, EA USTCP

You don't need to be a member to attend.  More to follow when the group posts their registration link.

Topics from John Sheeley, EA:

Marijuana (4 CE)

Crypto-currency (2 CE)

Crowdfunding (1 CE),

Examinations of Sharing Economy Returns (1 CE)

More about the event here

REGISTER FOR THE EVENT HERE

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Sep
20
3:30 PM15:30

NY/CT Association of Tax Professionals with John Sheeley EA

NOTE: John Sheeley, EA is the speaker at this event.  However, registration and CE are handled by the sponsor.  This event includes dinner.

Section 199A (the new 20% deduction rule!)
Taxation Issues of the Twenty First Century!

Speaker: John Sheeley, EA

4 Federal CEs (IRS Circular 230) for this session
CPAs, CFPs, and Attorneys may also qualify

Note – This meeting is on a Thursday!

Meeting Schedule
2:30 – Board Meeting & Committee Meetings

3:30 – First Session
5:10 – Business Meeting
5:30 – Buffet Dinner
6:30 – Second Session
8:10 – Close

RSVP no later than the Sunday before the meeting
Members: $40.00    Guests: $50.00
RSVP HERE
Additional fees;
Late RSVP add $10.00 to either.   Walk in Fee add $20.00.

 

 

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Sep
18
to Sep 19

NM NATP/John Sheeley Fundraiser for Lisa Sexton EA Scholarship Fund

Scheduled courses - John Sheeley, EA speaker:

 

Day 1:    Basics of Cannabis Taxation (4)    7Q3WU-T-00089-18-I

              Taxation of Passive Cannabis Investments (2) 7Q3WU-T-00090-18-I

Day 2:    Foul Ups, Bleeps and Blunders with S Corps (2)    7Q3WU-T-00091-18-I

              Sch E beyond the basics (2) 7Q3WU-T-00092-18-I

              Basics of International Taxation. (2)  7Q3WU-T-00026-15-I

REGISTER HERE

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Aug
15
8:00 AM08:00

Preparing Tax Returns for the Legal Marijuana Industry - Downstream Casino - Quapaw, OK Aug 15

Oklahoma, the 31st State!

Program qualifies for IRS credit for enrolled agents, NASBA for CPAs and OK and MO MCLE credit.

Ensuring tax professionals possess the tools  to help the industry.

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law.   As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases.  Spend the day with us and acquire the tools you need to protect yourself, your practice and your clients. 

Join us for 9* hours of continuing education taught by enrolled agents, CPAs and attorneys.  

The course is approved for CE by the IRS for enrolled agents, NASBA for CPAs, and the the OK and MO Bars for attorney MCLE.   The course is approved for MCLE in 11 other states; please call if you are an attorney needing MCLE.

Material to be covered includes:

  • Ethical considerations for EAs CPAs and attorneys entering the industry
  • Legal considerations when licensing is valid under state law, but a crime under federal law
  • IRC Section 280E and the intersection with IRC 263A and IRC 471
  • Chief Counsel's Advice 201504011
  • Best practices for legal structure in the industry
  • Form 8300 compliance and how it affects the Cannabis industry
  • Using form 8300 compliance to attract clients
  • New material -- your client as a passive investor
  • A detailed tax return simulation from establishment of the entity through closing.
  • Important changes related to taxation of CBD and Hemp

REGISTER

SLEEPING ROOMS:  Room block code is TAXPPRO. 

Downstream Hotel Casino Resort 918-919-6000

NOTE:  The program runs from 8 am until 5 pm, which allows for 9 CE, lunch and breaks.  The room opens at 7 am for coffee and registration.  Lunch, breaks and beverages are inclued in the registration.  Please let us know in advance of any dietary requests.

QUESTIONS OR NEED HELP?  Call us at 800-943-1750.

OUR REFUND, TRANSFER and CANCELLATION POLICY:  Full refund, less $25 processing fee, if requested 21 days or more before the event.  50% refund if requested 8-20 days before event.   No refund if requested less than 8 days from the event.  Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).

Speakers:

John Sheeley, EA

Goshen, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. A National Tax Practice Institute fellow, John completed his undergraduate education at the State University of New York at Oswego.

John formed his current tax services firm in 2008, with a focus on the tax and representation needs of U.S. citizens living abroad, and non‐resident alien entrepreneurs and entertainers living and working in the United States.   He also prepares the occasional cannabis industry tax return.

John is also the founder of Tax Practice Pro, Inc, a national continuing education provider. His current teaching focus centers on taxation of legal marijuana businesses, problems of S corps, and taxation of non-resident aliens and those living abroad. He can be reached at john@taxpracticepro.com

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Aug
14
8:00 AM08:00

Preparing Tax Returns for the Legal Marijuana Industry - Tulsa, OK

Oklahoma, the 31st State!

Program qualifies for IRS credit for enrolled agents, NASBA for CPAs and OK and MO MCLE credit.

Ensuring tax professionals possess the tools  to help the industry.

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law.   As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases.  Spend the day with us and acquire the tools you need to protect yourself, your practice and your clients. 

Join us for 9* hours of continuing education taught by enrolled agents, CPAs and attorneys.  

The course is approved for CE by the IRS for enrolled agents, NASBA for CPAs, and the the OK and MO Bars for attorney MCLE.   The course is approved for MCLE in 11 other states; please call if you are an attorney needing MCLE.

Material to be covered includes:

  • Ethical considerations for EAs CPAs and attorneys entering the industry
  • Legal considerations when licensing is valid under state law, but a crime under federal law
  • IRC Section 280E and the intersection with IRC 263A and IRC 471
  • Chief Counsel's Advice 201504011
  • Best practices for legal structure in the industry
  • Form 8300 compliance and how it affects the Cannabis industry
  • Using form 8300 compliance to attract clients
  • New material -- your client as a passive investor
  • A detailed tax return simulation from establishment of the entity through closing.
  • Importantchanges related to taxation of CBD and Hemp

SLEEPING ROOMS:  attendees should call the hotel directly to arrange for sleeping rooms (no room block).

PARKING: Parking is $10 for the day and is NOT included in your fee.

NOTE:  The program runs from 8 am until 5 pm, which allows for 9 CE, lunch and breaks.  The room opens at 7 am for coffee and registration.  Lunch, breaks and beverages are inclued in the registration.  Please let us know in advance of any dietary requests.

QUESTIONS OR NEED HELP?  Call us at 800-943-1750.

OUR REFUND, TRANSFER and CANCELLATION POLICY:  Full refund, less $25 processing fee, if requested 21 days or more before the event.  50% refund if requested 8-20 days before event.   No refund if requested less than 8 days from the event.  Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).

Speakers:

John Sheeley, EA

Goshen, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. A National Tax Practice Institute fellow, John completed his undergraduate education at the State University of New York at Oswego.

John formed his current tax services firm in 2008, with a focus on the tax and representation needs of U.S. citizens living abroad, and non‐resident alien entrepreneurs and entertainers living and working in the United States.   He also prepares the occasional cannabis industry tax return.

John is also the founder of Tax Practice Pro, Inc, a national continuing education provider. His current teaching focus centers on taxation of legal marijuana businesses, problems of S corps, and taxation of non-resident aliens and those living abroad. He can be reached at john@taxpracticepro.com

View Event →
Aug
13
8:00 AM08:00

Preparing Tax Returns for the Legal Marijuana Industry - Oklahoma City, OK

PREPARING TAX RETURNS FOR THE LEGAL MARIJUANA INDUSTRY

Oklahoma, the 31st State!

Program qualifies for IRS credit for enrolled agents, NASBA for CPAs and OK and MO MCLE credit.

Ensuring tax professionals possess the tools  to help the industry.

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law.   As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases.  Spend the day with us and acquire the tools you need to protect yourself, your practice and your clients. 

Join us for 9* hours of continuing education taught by enrolled agents, CPAs and attorneys.  

The course is approved for CE by the IRS for enrolled agents, NASBA for CPAs, and the the OK an MO Bars for attorney MCLE.   The course is approved for MCLE in 11 other states; please call if you are an attorney needing MCLE.

Material to be covered includes:

  • Ethical considerations for EAs CPAs and attorneys entering the industry
  • Legal considerations when licensing is valid under state law, but a crime under federal law
  • IRC Section 280E and the intersection with IRC 263A and IRC 471
  • Chief Counsel's Advice 201504011
  • Best practices for legal structure in the industry
  • Form 8300 compliance and how it affects the Cannabis industry
  • Using form 8300 compliance to attract clients
  • New material -- your client as a passive investor
  • A detailed tax return simulation from establishment of the entity through closing.
  • Importantchanges related to taxation of CBD and Hemp

REGISTER

SLEEPING ROOMS:  attendees should call the hotel directly to arrange for sleeping rooms (no room block).

PARKING: Parking is $10 for the day and is NOT included in your fee.

NOTE:  The program runs from 8 am until 5 pm, which allows for 9 CE, lunch and breaks.  The room opens at 7 am for coffee and registration.  Lunch, breaks and beverages are inclued in the registration.  Please let us know in advance of any dietary requests.

QUESTIONS OR NEED HELP?  Call us at 800-943-1750.

OUR REFUND, TRANSFER and CANCELLATION POLICY:  Full refund, less $25 processing fee, if requested 21 days or more before the event.  50% refund if requested 8-20 days before event.   No refund if requested less than 8 days from the event.  Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).

Speakers:

John Sheeley, EA

Goshen, New York based John Sheeley, EA began his career in the tax industry in 1987, passing the IRS special enrollment exam in 1995. His career includes 13 years as a multi-unit franchisee of a national tax firm and 5 years as a tax manager at a regional CPA firm in New York. A National Tax Practice Institute fellow, John completed his undergraduate education at the State University of New York at Oswego.

John formed his current tax services firm in 2008, with a focus on the tax and representation needs of U.S. citizens living abroad, and non‐resident alien entrepreneurs and entertainers living and working in the United States.   He also prepares the occasional cannabis industry tax return.

John is also the founder of Tax Practice Pro, Inc, a national continuing education provider. His current teaching focus centers on taxation of legal marijuana businesses, problems of S corps, and taxation of non-resident aliens and those living abroad. He can be reached at john@taxpracticepro.com

View Event →
Jul
27
8:00 AM08:00

2018 Intermediate and Advanced Issues in Cannabis Tax Preparation, Planning and Defense Denver CO

Earn up to 9 hours of IRS CE, CTEC CE, or CO MCLE

Ensuring tax professionals posses the tools 

to help the industry.

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law. As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases. Spend the day with us and acquire the tools you need to protect yourself, your practice and your clients.

Join us for 9 hours of continuing education taught by enrolled agents, CPAs and attorneys.   Material to be covered includes:

  • Update on IRS cannabis examinations, from practitioners involved in representing dispensaries and grows
  • Taxation of CBD oil and hemp - the Farm Bill protections, aplication of IRC 280E and more
  • Taxation of anciallary cannabos industries
  • And more --- agenda will expand as speakers confirm

 On-site registration and starts at 7 am.  Class starts at 8 am sharp and ends promptly at 5 pm. Lunch on site is  included.

REGISTER

Credit is available for IRS, CTEC and NASBA

Continuing Education:

 

 

Tax Practice Pro Inc  is recognized and approved by the Internal Revenue Service Return Preparer Office (RPO) as a qualified sponsor of continuing education programs. 

 

Tax Practice Pro, Inc has been approved by the California Tax Education Council to offer continuing education courses that count as credit towardsthe annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirementsto register as a tax preparermay be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832), or on the Internet at www.ctec.org

 

National Association of State Boards of Accountancy (NASBA) Sponsor Identification Number: 137387 Tax Practice Pro  Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

 


OUR REFUND, TRANSFER and CANCELLATION POLICY:  Full refund, less $25 processing fee, if requested 21 days or more before the event.  50% refund if requested 8-20 days before event.   No refund if requested less than 8 days from the event.  Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).

View Event →
Jul
26
8:00 AM08:00

Preparing Tax Returns for the Legal Marijuana Industry Denver

Ensuring tax professionals possess the tools  to help the industry.

The legal marijuana industry finds itself in a very unique tax limbo - while the sale of marijuana is legal (but regulated) in many states, marijuana remains a Schedule I narcotic under federal law.   As such, the preparation of tax returns for industry businesses is governed by Internal Revenue Code Section 280E and a number of court cases.  Spend the day with us and acquire the tools you need to protect yourself, your practice and your clients. 

Join us for 9* hours of continuing education taught by enrolled agents, CPAs and attorneys.   Material to be covered includes:

  • Ethical considerations for EAs CPAs and attorneys entering the industry
  • Legal considerations when licensing is valid under state law, but a crime under federal law
  • IRC Section 280E and the intersection with IRC 263A and IRC 471
  • Chief Counsel's Advice 201504011
  • Best practices for legal structure in the industry
  • Form 8300 compliance and how it affects the Cannabis industry
  • Using form 8300 compliance to attract clients
  • And more!

REGISTER HERE

NOTE: There is a 2nd day of advance material on cannabis taxation, in the same location, on July 27th

NOTE:  The program runs from 8 am until 5 pm, which allows for 9 CE, lunch and breaks.  The room opens at 7 am for breakfast and registration.

NOTE: All of our events include breakfast, lunch and breaks.

QUESTIONS OR NEED HELP?  Call us at 800-943-1750.

OUR REFUND, TRANSFER and CANCELLATION POLICY:  Full refund, less $25 processing fee, if requested 21 days or more before the event.  50% refund if requested 8-20 days before event.   No refund if requested less than 8 days from the event.  Requests must be in writing and sent to john@taxpracticepro.com. We can honor a transfer to the same course at another venue. The following fees apply: $25 if the transfer is requested 21 days or more prior to the event you are registered for. A 50% fee is applied if you request the transfer 8-20 days before the event you are registered for. No transfers can be accommodated with less than 8 days of notice from the event you are registered for (effective 11/21/2015).

View Event →