about pti meet the pti team ttaaxx ccoon nffe errenccess 2010.pdf · 2010. 8. 7. · hotel - hilton...

REGISTER

TODAY!

THE AMERICAN RECOVERY AND REINVESTMENT ACT OF 2009

EGTRR

AASSIS

TANC

E 2008

TAX

ACT O

FHO

USIN

GTH

E

EMER

GENC

Y

ECON

OMIC

STAB

ILIZA

TION AC

T OF 2008

JGTRRA

THE E

CONO

MIC

STIM

ULUS

ACT O

F 200

8

THE HE

ALTH

CAR

E

AND ED

UCAT

ION

RECO

NCILI

ATIO

N

ACT O

F 201

0

FOOD

, CON

SERV

ATIO

N AN

D EN

ERGY

ACT

OF 2

008

HEROES

OF 2008

TAX ACT

AND RELI

EF

ASSISTANCEEARNIN

G

MORTG

AGE

FORG

IVEN

ESS

RELIE

F ACT

OF 2

007

KATR

INA

EMER

GENC

Y

TAX

RELIE

F

ACT O

F 200

5

TEFRA

HIRI

NG IN

CENT

IVES

TO R

ESTO

RE

EMPL

OYMEN

T

ACT O

F 201

0

MEET THE PTI SPEAKERS

PTI Conference speakers present our diverse subject matter in an informative, entertaining manner. If youare tired of presenters that merely read out of the book, then give us a try. With a combined 132 years oftax practice experience, we truly understand practitioners’ needs when it comes to continuing education.

PRSR

TST

DU

.S. P

OST

AG

E

PAID

PER

MIT

627

MA

NH

AT

TAN

, KS

CCPPEE

CC RREEDD

IITTSS

Prof

essi

onal

Tax

Ins

titu

tes,

Inc

. is

reg

iste

red

wit

h th

e N

atio

nal A

ssoc

iati

on o

f St

ate

Boa

rds

of A

ccou

ntan

cy a

s a

spon

sor

of c

onti

nuin

gpr

ofes

sion

al e

duca

tion

on

the

Nat

iona

l Reg

istr

y of

CPE

Spo

nsor

s. S

tate

boa

rds

of a

ccou

ntan

cy h

ave

final

aut

hori

ty o

n th

e ac

cept

ance

of

indi

vidu

al c

ours

es. C

ompl

aint

s re

gard

ing

spon

sors

may

be

addr

esse

d to

NA

SBA,

150

Fou

rth

Aven

ue N

orth

, Su

ite 7

00, N

ashv

ille,

TN

372

19-2

417.

ww

w.n

asba

.org

PTI h

as e

nter

ed in

to a

n ag

reem

ent

with

the

Offi

ce o

f Dire

ctor

of P

ract

ice,

Inte

rnal

Rev

enue

Ser

vice

, to

mee

t th

e re

quire

men

ts o

f 31

Code

of

Fede

ral R

egul

atio

ns, s

ectio

n 10

.6(g

), co

verin

g m

aint

enan

ce o

f att

enda

nce

reco

rds,

rete

ntio

n of

pro

gram

out

lines

, qua

lific

atio

ns o

f ins

truc

tors

and

leng

th o

f cl

ass

hour

s. T

his

agre

emen

t do

es n

ot c

onst

itute

an

endo

rsem

ent

by t

he D

irect

or o

f Pr

actic

e as

to

the

qual

ity o

f th

e pr

ogra

m o

r its

cont

ribut

ion

to th

e pr

ofes

sion

al c

ompe

tenc

e of

the

enro

lled

indi

vidu

al.

Prof

essi

onal

Tax

Ins

titut

es,

Inc.

has

als

o en

tere

d in

to a

gree

men

ts a

s a

CPE

spon

sor

with

the

Acc

redi

tatio

n Co

unci

l for

Acc

ount

ancy

and

Taxa

tion,

and

the

Inte

rnat

iona

l Boa

rd o

f Sta

ndar

ds a

nd P

ract

ices

for

Cert

ified

Fin

anci

al P

lann

ers,

Inc.

PTI

is re

gist

ered

as

a CP

E sp

onso

r w

ith th

est

ate

boar

ds o

f D

elaw

are,

Illi

nois

, In

dian

a, N

ew J

erse

y, N

ew Y

ork,

Ohi

o, S

outh

Car

olin

a, a

nd T

exas

. With

800

edu

catio

nal m

inut

es o

ver

the

conf

eren

ce p

erio

d, th

e Ta

x In

stitu

te is

reco

mm

ende

d fo

r 16

(CPE

) cre

dit h

ours

in ta

xatio

n. Y

our s

tate

boa

rd o

f acc

ount

ancy

has

the

final

aut

horit

yon

the

acce

ptan

ce o

f ind

ivid

ual c

ours

es.

CFP®

and

Cert

ified

Fin

anci

al P

lann

er®

are

fede

rally

regi

ster

ed s

ervi

ce m

arks

of t

he C

ertif

ied

Fina

ncia

l Pla

nner

Boa

rd o

f Sta

ndar

ds, I

nc.

If yo

u ha

ve q

uest

ions

or n

eed

addi

tiona

l bro

chur

esab

out t

hese

exc

iting

con

fere

nces

ple

ase

cont

act u

s at

: 11--

880000--

777711--

11778844

, or

Pro

fess

iona

l Tax

Inst

itute

s, In

c.,

P.O

. Box

728

, Man

hatt

an, K

S 66

505

Meet the PTI TeamAll PTI conferences are the directresult of a collaborative effort ofCPAs, EAs, attorneys and publicaccountants actively engaged in theareas of income and estate taxa-tion.

All research and writing is per-formed “in house” for ProfessionalTax Institutes, Inc. We sincerelybelieve the “Practitioner toPractitioner” approach is the mosteffective way to provide quality CPE.

Conference MaterialsAll conference attendees willreceive our 2010 workbook jam-packed with reference material,worksheets, client letters, elections,charts and lecture material.

Attendees also receive our laminat-ed “PTI Quick Reference Chart,” aswell as online access to updatedworkbook text & late year lawchanges, tools you will find indis-pensable at your desk.

About PTI

Prof

essi

onal

Tax

Inst

itut

es, I

nc.

P.O

. Box

728

Man

hatt

an, K

S 66

505

SSee

rrvviinn

gg TT

aaxx

PPrroo

ffeessss

iioonn

aallss

ffoorr

3322

YYee

aarrss

..

Stay Connectedwww.ptitax.com

http://twitter.com/PTIspeaker

http://blog.ptitax.com/

Professional Tax Institutes, Inc

SSeerrvviinngg TTaaxx PPrrooffeessssiioonnaallss ffoorr 3322 YYeeaarrss..

2010

® PROFESSIONALTAX INSTITUTES, INC.

TTaaxx CCoonnffeerreenncceessTTaaxx CCoonnffeerreenncceess

VOLUME 32 NUMBER 1

REGISTER

TODAY!

THE AMERICAN RECOVERY AND REINVESTMENT ACT OF 2009

EGTRRAASSISTANCE

2008TA

X ACT OFHOUSING

THE

EMERGENCY

ECONOMIC

STABILI

ZATION

ACTOF

2008 JGTRRA

THE ECONOMIC

STIMULU

S

ACT OF 2008

THE

HEALTH CARE

AND

EDUCATION

RECONCILIATION

ACT OF 2010

FOOD, CONSERVATION AND ENERGY ACT OF 2008

HEROESOF 2008

TAX ACTAND RELIEF

ASSISTANCEEARNIN

G

MORTGAGE

FORGIVENESS

RELIEF ACT OF 2007

KATRINA

EMERGENCY

TAX RELIE

F

ACT OF 2005

TEFRAHIRING IN

CENTIVES

TO RESTORE

EMPLOYMENT

ACT OF 2010

RRAANNDDAALLLL RR.. CCAARRLLSSOONNClay Center, KS

DDAAVVIIDD AA.. KKIISSHHAAMilford, OH

PPAAUULL CC.. BBUUMMGGAARRNNEERRCharlotte, NCSSTTEEPPHHEENN FF.. VVAALLEENNTTIINNEE

Orlando, FL

� Complete and thorough analysis of:• Hiring Incentives to Restore Employment Act of 2010• The Health Care and Education Reconciliation Act of 2010• New legislation yet to come

� In depth tax planning� Estate law changes� Much, much, more!!!

2009 – 1040 Conference Topics2010 Conference Topics

®

2001100--22001111 11004400 Locations & CalendarFLORIDA

Tampa, FL #15 Nov. 29 & 30, 2010Hotel - Crowne Plaza Tampa East

10221 Princess Palm AvenueTampa, FL 33610

Reserv - Phone (813) 623-6363Rates - $99.00 Single/Double

($110.88 Inclusive)Room Rate Cut-off Date: Nov. 1

Reference PTI when making room reservationsFees - $335.00 received by Nov. 10

$375.00 received after Nov. 10

Ft. Myers, FL #16 Nov. 30 & Dec. 1, 2010Hotel - Hilton Garden Inn Fort Myers

12600 University DriveFort Myers, FL 33907

Reserv - Phone (239) 938-2902Request: Stacey Lohr

Rates - $109.00 Single/DoubleRoom Rate Cut-off Date: N/A



Ft. Lauderdale, FL #17 Dec. 1 & 2, 2010Hotel - Embassy Suites Fort Lauderdale

1100 SE 17th StreetFort Lauderdale, FL 33316


($165.49 Inclusive)Room Rate Cut off Date: Nov. 26


$375.00 received after Nov. 12Guest Parking:Daily: $4/day self OR $7/day valetOvernight: $6.50/day self OR $8/day valet

Miami, FL #18 Dec. 2 & 3, 2010Hotel - Location will be

determined andconfirmed ata later date!

Reserv -Rates -

Room Rate Cut off Date:Reference PTI when making room reservationsFees - $335.00 received by Nov. 13


Orlando, FL #19 Dec. 6 & 7, 2010Hotel - Hilton Orlando/Altamonte Springs

350 S North Lake BlvdAltamonte Springs, FL 32715

Reserv - Phone (407) 830-1985Rates - $104.00 Standard ($116.48 Inclusive)

Room Rate Cut-off Date: Oct. 31Reference PTI when making room reservationsFees - $335.00 received by Nov. 17


GEORGIASavannah, GA #11 Nov. 15 & 16, 2010Hotel - Coastal Georgia Center

305 Fahm StreetSavannah, GA 31401

Phone - Phone (912) 651-2005Conference Registration Fees:Fees - $335.00 received by Oct. 28

$375.00 received after Oct. 28Sleeping Rooms Available at:

Hampton Inn & Suites201 MLK Jr. BlvdSavannah, GA 31401

Phone - Phone (912) 721-1603Rates - $109.00 ($124.17 Inclusive)

Room Rate Cut-off Date: Oct. 15Guest Parking: $8.00 per day, per car - RE: PTI

HAWAIIWaikapu, Maui #21 Jan. 4 & 5, 2011Hotel - Maui Beach Hotel

170 Kaahumanu AvenueKahului, Maui, HI 96732

Phone - (808) 872-9307REGISTRATION OR INFORMATION CONTACT:

Carol S. Uhl140 N Market St Ste 200Wailuku, HI 96793Phone - (808) 242-9100Fax - (808) 244-1375

Hawaii, Hilo #22 Jan. 5 & 6, 2011Hotel - Hilo Hawaiian Hotel

71 Banyan DriveHilo, Hawaii 96720


Valerie PeraltoPO Box 763Hilo, HI 96721Phone - (808) 961 - 3462Fax - (808) 961 - 3571

Honolulu, Oahu #23 Jan. 6 & 7, 2011Hotel - Pagoda Hotel

1525 Rycroft StreetHonolulu, HI 96814


Robert Fukuhara, Jr.1585 Kapiolani Blvd Ste 128Honolulu, HI 96814Phone - (808) 949-2958Fax - (808) 955-2588

IOWACedar Rapids, IA #2 Oct. 27 & 28, 2010Hotel - Clarion Hotel & Convention Center

525 33rd Avenue SWCedar Rapids, IA 52404

Reserv - Phone (319) 366-8671Rates - $85.00 Single / $95.00 Double

Room Rate Cut-off Date: Oct. 12Reference PTI when making room reservationsFees - $310.00 received by Oct. 11

$350.00 received after Oct. 11

INDIANAIndianapolis, IN #3 Oct. 28 & 29, 2010Hotel - Holiday Inn North at the Pyramids

3850 DePauw BlvdIndianapolis, IN 46268


($104.13 Inclusive)Room Rate Cut-off Date: Oct. 6

Reference PTI when making room reservationsFees - $335.00 received by Oct. 16


KANSASManhattan, KS #1 Oct. 25 & 26, 2010Hotel - Clarion Hotel

530 Richards RoadManhattan, KS 66502

Reserv - Phone (785) 539-5311 Rates - $79.00 Single/Double ($90.06 Inclusive)

Room Rate Cut-off Date: Sep. 26Reference PTI when making room reservationsFees - $310.00 received by Oct. 8


NEW JERSEYAtlantic City, NJ #8 Nov. 8 & 9, 2010Hotel - Resorts Atlantic City

1133 BoardwalkAtlantic City, NJ 08401-7329

Reserv - Phone (800) 322-1399Rates - $75.00 Randovo Tower or $55.00 Ocean

Tower ($90.50 or $67.70 Inclusive)Room Rate Cut-off Date: Oct. 4

[RE: Code (VTAX) when making reservations]Fees - $335.00 received by Oct. 22


WEST VIRGINIACharleston, WV #9 Nov. 10 & 11, 2010Hotel - Marriott Charleston Town Center

200 Lee Street EastCharleston, WV 25301

Reserv - Phone (304) 345-6500Rates - $165.00 Run of House




SOUTH CAROLINAGreenville, SC #12 Nov. 16 & 17, 2010Hotel - Greenville Golf Resort & CC

670 Verdae BlvdGreenville, SC 29607-4016

Reserv - Phone (864) 676-9090Rates - $99.00 Single or $109.00 Double



Myrtle Beach, SC #14 Nov. 18 & 19, 2009Hotel - Ocean Reef

7100 N Ocean BoulevardMyrtle Beach, SC 29572

Reserv - Phone (800) 542-0048Rates - $50.47 Ocean Front Standard Rm

Room Rate Cut-off Date: Oct. 16Reference PTI when making room reservationsFees - $335.00 received by Nov. 2


TENNESSEENashville, TN #20 Dec. 7 & 8, 2010Hotel - Embassy Suites Hotel

10 Century BoulevardNashville, TN 37214Phone (615) 871-0033 or (800) 362-2779

Rates - $109 King Non Smoking ($128.12 Incl.)Room Rate Cut-off Date: Oct. 11

Reference "PTI" when making room reservationsFees - $335.00 received by Nov. 18


OHIOToledo, OH #4 Nov. 1 & 2, 2010Hotel - Holiday Inn (French Quarter)

10630 Fremont Pike, Route 20Perrysburg, OH 43551

Reserv - Phone (419) 874-3111Rates - $99.00 Single/Double/Triple/Quad




Sandusky, OH #5 Nov. 2 & 3, 2010Hotel - Kalahari Resorts

7000 Kalahari DriveSandusky, OH 44870

Reserv - Phone (419) 433-7200Rates - $74.00 Single/Double ($84.51 Inclusive)



Hudson, OH #6 Nov. 3 & 4, 2010Hotel - Clarion Inn & Conference Center

240 E. Hines Hill RoadHudson, OH 44236

Reserv - Phone (330) 653-9191Rates - $79.00 Single/Double ($90.85 Inclusive)



Cincinnati, OH #7 Nov. 4 & 5, 2010Hotel - Holiday Inn Hotel I-275 North Cincinnati

3855 Hauck RoadCincinnati, OH 45241

Reserv - Phone (513) 563-8330 Rates - $75.00 Single/Double ($87.00 Inclusive)



NORTH CAROLINAGreensboro, NC #10 Nov. 11 & 12, 2010Hotel - Sheraton Greensboro at Four Seasons

3121 High Point RoadGreensboro, NC 27407

Reserv - Phone (336) 292-9161Rates - $125.00 Single/Double/Triple/Quad



Charlotte, NC #13 Nov. 17 & 18, 2010Hotel - Doubletree Hotel Charlotte Airport

2600 Yorkmont RoadCharlotte, NC 28208


Room Rate Cut-off Date: Nov. 1Reference PTI when making room reservationsFees - $335.00 received by Oct. 30


ATTENTIONHotel sleeping rooms rates are ONLY guaranteedtill the date listed. We suggest you make yourhotel reservations as soon as possible to guaran-tee the availability of the posted rate.

Please check the PTI website for a list of hotelsand updates on hotels secured near the locationof your choice.

WHO MAY ENROLL

Enrollment is open to all CFPs,attorneys, accountants, CPAs,enrolled agents, CLUs and trust officers, regardless of years in practice or experience level.

Registration InformationINFORMATION FOR REGISTRANTS

Fees are refunded (less a $50 service fee per registration) if notificationis received at least 7 business days prior to the conference. 50% isrefundable thereafter. If you fail to attend (no show) and do not notify usin advance, the full fee is due. Substitutions may be made if we are noti-fied in advance.

The content of the 1040 continuing education conferences includesaccounting and taxation issues. The conferences do not require prereq-uisites or advance preparation and are prepared for attendees withintermediate to advanced technical skills. The teaching method used inthe courses is the “lecture & case studies” format. The two day 16-hourcourse is intended to expand the attendee’s knowledge in the areas oftaxation and accounting.

32nd Annual ConferencePTI Conference Registration

(Additional discount for ALL online registrations)

AATTTTEENNTTIIOONN:: FFoorr mmoorree iinnffoorrmmaattiioonn rreeggaarrddiinngg aaddmmiinniissttrraattiivvee ppoolliicciieess ssuucchh aass ccoommppllaaiinnttss aanndd rreeffuunnddss,, pplleeaassee ccoonnttaacctt oouurr ooffffiiccee aatt 880000--777711--11778844..

Full Name: ____________________________________________________________________________

Firm Name: ____________________________________________________________________________

Mailing Address: ________________________________________________________________________

City:__________________________ State/Province: ________ Zip/Postal Code: ______________

Telephone: ( ) ____________________________ Fax: ( )______________________________

Email: ________________________________________________________________________________

ADDITIONAL ATTENDEES: ________________________________________________________________

______________________________________________________________________________________

______________________________________________________________________________________

Please register me/us for the Conference in:

Location: ______________________________________________________________________________

Number of registrations: ________ @ Fee of: $ ____________ each = $ ______________________

Less EEaarrllyy BBiirrdd ddiissccoouunntt ooff $$2200 each (rreecceeiivveedd aanndd ppaaiidd by July 31st, 2010)

Number of registrations: ____________ @ ($20) = ____________________________

Less FFoouurr oorr MMoorree ddiissccoouunntt: Four or more people attending from any one firm will qualify for a reductionin registration of $$2200..0000 eeaacchh.

Number of registrations: ____________ @ ($20) = ____________________________

GGRRAANNDD TTOOTTAALL = $ __________________________

Preferred method of Payment:� Check enclosed to cover the full fee

MMaakkee cchheecckkss ppaayyaabbllee ttoo:: PPTTII,, IInncc..

Charge to: � VISA � MASTERCARD Total $ ______________________________

Account number exp

Cardholder (print) ________________________________________________________________________

Authorized signature: ____________________________________________________________________

Mail to: PPrrooffeessssiioonnaall TTaaxx IInnssttiittuutteess,, IInncc..PPOO BBooxx 772288MMaannhhaattttaann,, KKSS 6666550055--00772288

Phone — Call us today at: 1-800-771-1784or (785) 537-1121

FAX — FAX the completed registration form to: 1-785-539-4609

Internet — Access our website at: www.ptitax.com

Mail — Mail the completed registration form to:Professional Tax Institutes, Inc.P.O. Box 728 • Manhattan, KS 66505

®

toPRACTITIONER

PRACTITIONER

SSuunnddaayy MMoonnddaayy TTuueessddaayy WWeeddnneessddaayy TThhuurrssddaayy FFrriiddaayy SSaattuurrddaayy

Oct. 24, 2010 Oct. 25 Oct. 26 Oct. 27 Oct. 28 Oct. 29 Oct. 30

Oct. 31 Nov. 1 Nov. 2 Nov. 3 Nov. 4 Nov. 5 Nov. 6

Nov. 7 Nov. 8 Nov. 9 Nov. 10 Nov. 11 Nov. 12 Nov. 13

Nov. 14 Nov. 15 Nov. 16 Nov. 17 Nov. 18 Nov. 19 Nov. 20

Nov. 28 Nov. 29 Nov. 30 Dec. 1 Dec. 2 Dec. 3 Dec. 4

Dec. 5 Dec. 6 Dec. 7 Dec. 8 Dec. 9 Dec. 10 Dec. 11

Jan. 2, 2011 Jan. 3 Jan. 4 Jan. 5 Jan. 6 Jan. 7 Jan. 8

Manhattan, KS (PTI)

Toledo, OH (OSSEA)

Savannah, GA (GAEA Coastal Chpt)

Hudson, OH (OSSEA)

Cincinnati, OH (OSSEA)

Atlantic City, NJ (PTI) Charleston, WV (WVPAA)

Myrtle Beach, SC (NCSA)Greenville, SC (PTI)

Sandusky, OH (OSSEA)

Indianapolis, IN (PTI)

Tampa, FL (FSA)

Nashville, TN (PTI)

Ft. Myers, FL (FSA)

Ft. Lauderdale, FL (FSA)

Miami, FL (FSA)

Waikapu, Maui (HAPA) Honolulu, Oahu (HAPA)

Hawaii, Hilo (HAPA)

Greensboro, NC (NCSA)

Orlando, FL (FSA)

Cedar Rapids, IA (AAI)

Charlotte, NC (NCSA)

about pti meet the pti team ttaaxx ccoon nffe errenccess 2010.pdf · 2010. 8. 7. · hotel - hilton...

Documents