NTI 2017 NEW ORLEANS CONFERENCE ROYAL SONESTA NEW ORLEANS OCTOBER 22-27, 2017

2 NTI 2017 CONFERENCE PROGRAM ROYAL SONESTA NEW ORLEANS NEW ORLEANS, LOUISIANA OCTOBER 22-27, 2017 Location:

Airports: Transfers:

Directions: Weather: Area Info:

ROYAL SONESTA NEW ORLEANS 300 Bourbon Street, New Orleans, Louisiana 70130 Phone: (504) 586-0300; Website: www.sonesta.com/us/louisiana/new-orleans/royal-sonesta-new-orleans The closest major airport to New Orleans, Louisiana is Louis Armstrong New Orleans International Airport (MSY.) This airport is 14 miles from the center of New Orleans.. If driving, the parking Garage is located at 700 Conti Street and can be accessed on Conti and Bienville Streets. – Taxis are available outside baggage area and the cost is $36 one-way for 1 to 2 persons and $15 additional per person

www.sonesta.com/us/louisiana/new-orleans/royal-sonesta-new-orleans/getting-here Average high 80° - average low of 59° - Autumn is a wonderful time to visit New Orleans Visit: www.neworleansonline.com

ROYAL SONESTA NEW ORLEANS – 6 days/5 Night Package Take in the heart and soul of Louisiana from one of the finest Bourbon Street New Orleans hotels. Jazzed up and newly reimagined, the AAA Four Diamond-rates Royal Sonesta New Orleans effortlessly combines timeless elegance and southern refinement, setting itself apart from other Frenh Quarter hotels. Traditional gabled windows, rich colors and linens accented with fresh flowers, wrought-iron balconies, and a lush courtyard create and experience unlike any other. The hotel is home to dining and entertainment venues, where you can take in the local flavors from Cajun and Creole. Check-in: 3:00pm Hotel Rating: AAA 4-Diamond

Check-out: 12:00pm (Surcharges may apply for late checkouts) Parking: Valet: $41/night plus tax (subject to change)

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

3 Accommodations: Deluxe Rooms: Newly renovated Deluxe rooms on lower level floors feature custom, contemporary furnishings, 1 king bed with crisp white linens, plush seating area and separate work space. Maximum 4 persons. Note: Surcharge for two-bedded rooms.

Bourbon Balcony King Rooms: Same as Deluxe Rooms except that rooms have balconies on famous Bourbon Street, offering views of the colorful city streets while still affording privacy. Limited Availability.

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

4 Hotel Package includes: 5-nights hotel accommodations including hotel room taxes. Third/fourth Person Charge: Minimum of $40 per person per night. NO REFUNDS FOR EARLY DEPARTURES. HOTEL PACKAGE COST- 6 DAYS/ 5 NIGHTS (Per Person) Double Occupancy Room category Package Cost Deluxe Room Bourbon Balcony King**

$879 $989

** Limited availability.

HOTEL PACKAGE PAYMENT: With reservations: August 22, 2017

$200 per person (see reservation form below) Balance Due

Hotel prices are subject to change prior to making reservation. Hotel Cancellation: Refunds for hotel cancellations will be made, less a $100 per person administrative fee, if cancellation is made in writing on or before August 22, 2017. For cancellations after August 22, 2017, any portion of the hotel package cost not refunded by the hotel to NTI will be deducted from the refund. Any cancellations must be made in writing and emailed to [email protected] or faxed to 888-552-9749. No refunds for early departures. In-Room Amenities: Flat screen TV, complimentary wireless internet, Keurig coffee maker, dual line telephones, robe, iHome clock radio, refrigerator, in-room movies, pillow top mattresses and king size pillows, iron and ironing board, hair dryer and make-up mirrors, and a laptop size electronic safe.

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

5 Hotel Amenities and Services: Services include a Concierge Desk, Room Service and a Safe Deposit Box. Enjoy our newly renovated gym with all new, state-of-the-art LifeFitness cardio machines, built-in televisions, free weights, stretching area and strength machines. The outdoor swimming pool (heated) and Oasis Pool Bar are located on the 3rd floor Terrace area.

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

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Restaurants and Lounges: Restaurant R'evolution a collaboration of award-winning chefs John Folse and Rick Tramonto, offering imaginative reinterpretations of classic Cajun and Creole cuisine for lunch Fridays, dinner nightly, Sunday Jazz Brunch and Bar R'evolution. * Desire Oyster Bar offers casual street-side dining with local fare for breakfast, lunch and dinner daily. Enjoy fresh Gulf oysters chargrilled, on the half shell and more, and classic New Orleans' favorites and libations * .PJ's Coffee Café offers freshly brewed local coffee, lite fare, gifts and sundries. * The Jazz Playhouse presents live jazz nightly, small plates and cocktails.* Le Booze is your streetside whiskey destination serving cocktails & casual fare.

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

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CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

8 New Orleans: Live it up. Have fun. Here, you’ll find the history as colorful as the local architecture, and food that is the stuff of legends. It’s a mélange of cultures, cuisines and influences, and the magic is irresistible. Start with a French heritage that infuses their way of life, and then add a dash of Spanish, Haitian and Creole to give it spice and originality. The lively French Quarter serves up an eclectic gumbo of activities – charming bistros, boutiques, antique shops and art galleries, historic sites, sensational live entertainment, and of course, celebrations that are world-famous.

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

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Suggested Activities: French Quarter – Jackson Square – Bourbon Street =- Audubon Zoo – Aquarium of the Americas - The National Work War II Museum – St. Louis Cathedral – Paddle wheeler Creole Queen Cruise – Blaine Kern’s Mardi Gras World.

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

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CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

11 NTI 2017 CONFERENCE SCHEDULE ROYAL SONESTA NEW ORLEANS NEW ORLEANS, LOUISIANA OCTOBER 22-27, 2017 DATE 10/22 Sunday

10/23 Monday

10/24 Tuesday

10/25 Wednesday

MEETINGS

SOCIAL EVENTS/TOURS Arrival - no meeting scheduled 6:00pm- 6:30pm: Hospitality Desk Welcome to New Orleans Orientation Meeting 7:30am-12:50pm meeting 6:00-7:00pm: Reception New Developments: Estate, Gift and Retirement Planning- Hosted by NTI 2017- Part I Speaker: Albert L. Grasso, JD, LLM CPE Hours: 6 Group Live – Taxes 7:30am-12:50pm meeting 9:00-10:00am: 2017 Federal Income Tax Update Spouse/Guest Breakfast Speaker: Larry Johnson, CPA MST hosted by NTI CPE Hours: 6 Group Live –Taxes Day of leisure – no meeting scheduled

10/26 Thursday

7:30am-12:50pm meeting: 2017 Business Tax Developments Speaker: Larry Johnson, CPA, MST CPE Hours: 6 Group Live – Taxes

10/27 Friday

7:30am-12:50pm meeting New Developments: Estate, Gift and Retirement Planning2017- Part II Speaker: Albert L. Grasso, JD, LLM CPE Hours: 6 Group Live – Taxes Recommended day of departure

Note: Continental breakfast will be served in the meeting room starting at 7:00am for participants only. Participants receive 6 CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEs purchased) by completing optional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs (taxation and A&A) and will be distributed either by an on-line downloadable PDF format or distributed at the conference in manual format, at the customer’s option. Summary of CPEs available at this program: Live Group study= 24 CPEs; Self-Study=16 CPEs for a total of 40 CPEs. CPE BREAKOUT: Group live CPE (4 days at 6 CPEs per day) 24 CPE hours Self-study supplement* 16 CPE hours Total CPE 40 CPE hours *Distributed either on site or in a downloadable PDF format

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

12 Who Should Attend: CPAs and other professionals who deal in taxation, accounting and auditing. Details on courses: Unless otherwise stated, all courses have the following attributes: Delivery method: The live segments of the program (6 CPE hours per session) are categories as Group Live, while the self-study supplement (2 to 4 CPEs per session) is categorized as Self Study. Program level: Update Prerequisites: General understanding of taxation (tax courses) and accounting and auditing (accounting and auditing courses) Advance preparation: None TOPIC DESCRIPTIONS

Courses include coverage of the 2017 Tax Act, when passed

New Developments: Estate, Gift and Retirement Planning -2017- Part I and II Objective: To discuss a variety of new developments related to estate, gift, and retirement planning. This course deals with recent 2017 cases and rulings, regulations and other changes related to estate planning including those affecting business valuations, discounts, hot topics, planning strategies, and more. Specific topics vary depending on the status of tax legislation but will include a discussion of pending legislation affecting estate and gift taxation, retirement tax issues, and more. Field of study: Taxes 2017 Federal Income Tax Update Objective: To discuss recent developments related to federal income taxation of individuals. This course focuses on various tax issues related to individual taxation. Topics include the impact of proposed tax legislation including 2017 tax changes related to ObamaCare, changes in tax rates, recent cases, rulings and regulations, practice issues. The course will also address pending tax issues from Washington. Field of study: Taxes 2017 Business Tax Developments Objective: To address recent developments related to the federal income taxation of businesses. This course addresses tax issues related to businesses including key matters involving C corporations, S corporations, LLCs and partnerships. Topics include a review of cases, rulings and regulations as they affect small closely held businesses, the impact of ObamaCare on the taxation of businesses in 2017 and beyond, and more. Field of study: Taxes

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

13 SPEAKER BIOGRAPHIES: Albert L. Grasso, JD, LLM Mr. Grasso, an attorney, is counsel to and former President of the law firm of Chuhak & Tecson, P.C. in Chicago. He started his professional career in Chicago as an associate with the international law firm of Baker & McKenzie. Thereafter, he was a partner with another Chicago law firm until he left to become a founding member of the initial managing partner of Chuhak & Tecson, P.C. His practice is concentrated in tax and benefit planning for businesses (including tax-exempt organizations) and individuals. He previously headed the Tax and co-chaired the ERISA practices of the firm. Mr. Grasso was formerly as Assistant Professor at the Walter E. Heller College of Business Administration of Roosevelt University in Chicago. He taught college and graduate level courses on employee benefits and federal income, estate and gift taxes for individuals, partnerships and corporations. In published surveys of his peers in the legal profession, Mr. Grasso has repeatedly been selected as both a “Leading Lawyer” and an Illinois Super Lawyer.” A member of the American, Illinois, Chicago and District of Columbia Bar Associations, Mr. Grasso is also admitted to practice before the United States Supreme Court, the Court of Appeals for the Seventh Circuit, the United States Tax Court and state and federal courts in Illinois and he District of Columbia. Although he is primarily a business and tax attorney, he has tried, argued or briefed tax, employee benefit and other cases at all court levels, including the U.S. Supreme Court. Also, he has dealt with the Internal Revenue Service and Department of Labor on all aspects of tax and benefit matters at the local, appellate, regional and national levels. He regularly has cases on the Tax Court Trial calendar. Mr. Grasso is the author of numerous books, including “Al Grasso’s Tax Briefs” (four volumes,) “AICPA Experts’ Premier Tax Update,” and “Compensation Issues in Not For Profit Organizations,” “Pension and Deferred Compensation Plans,” “Retirement Planning: A Key to the Future,” “Unrelated Business Income Tax,” and “Compensating Employees of Tax-Exempt Organizations.” He is also co-author of “Partnerships-Taxable Income and Distributive Shares,” “Closely Held Corporations” (two volumes), and other publications. Mr. Grasso was a member of the Advisory Board for the Accountant’s Business Manual and is frequently requested to edit manuscripts prepared by other tax and benefit practitioners.

Larry Johnson, CPA, MST Larry Johnson is a Certified Public Accountant with more than 30 years experience with Sikich, a Top 40 CPA firm. He holds a B.S from Illinois State University and a Masters in Taxation from Fontbonne College in St Louis. Mr. Johnson has served a variety of firm tax department leadership roles, including National Director of the Tax Exempt Division. Mr. Johnson has worked heavily with business clients. He has significant experience in planning related to complicated business transactions, including tax exempt organizations. Larry worked in tax representation before the IRS, including working on teams resulting in victories in United States Tax Court. Mr.Johnson was a founding member of the Community Foundation for the Land of Lincoln. He was a member of the National Committee of Planned Giving, serving on the National Leave A Legacy Board of Directors. He has provided governance and leadership training to nonprofit leaders. He has worked extensively in philanthropic planning with high wealth families, employing a non-traditional values based approach. For the past 17 years, he has been a national lecturer on taxation to accountants and attorneys.

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

14 CPE Pricing:

By December 31, 2016 By January 31, 2017 By May 31, 2017 After May 31, 2017

Up to 24 CPEs

Up to 32 CPEs

Up to 40 CPEs

$1,197 $1,247 $1,297 $1,347

$1,248 $1,298 $1,348 $1,398

$1,299 $1,349 $1,399 $1,499

Cost includes all materials, continental breakfast at each session, (for participants only), and a sunset cocktail reception for you and your family. Group discounts: 10% for 3 or more participants 20% for 5 or more participants Conference Cancellation Policy: Conference fee will be refunded in full only if notice is received in writing at least 60 days prior to the first day of the conference. With respect to a cancellation occurring within 60 days, no refund shall be granted but credit will be given toward a future conference. This policy applies to the conference fee only and not to hotel costs. For more information regarding concerns and administrative policies, please go to our website: www.nticpe.com or contact our office at 888-515-3674 (Extension 1). Licensing Designations: NTI 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 the 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. NTI NASBA Sponsor Number: 103075

QAS Self-Study Requirements: In accordance with the new NASBA Registry - QAS standards, all self-study credit hours are determined based on a 50-minutes-per-CPE-hour measurement and have required feedback questions throughout the course. Credit measurements may vary from state to state. Your State Board of Accountancy makes the final determination of CPE credits. The self-study portion of the courses must be completed within one year of the conference dates.

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

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Enrolled Agents: NTI has entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual. CPE credits earned by enrolled agents directly to the IRS in accordance with the IRS requirements for CPE providers. Enrolled agents must provide us with their PTIN number so that we may report CPE directly to the IRS. IRS Approval information: Provider Number: BTYZG CFPs: NTI is registered with the Certified Financial Planner Board of Standards, Inc. CLE: Tax courses qualify for CLE in most states. CLE credit is granted on a scale of 60 minutes per hour versus 50 minutes for CPE. Please ask for details.

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

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How to Register: NEW ORLEANS CALL 888-515-3674 (Extension 1), fax to 888-552-9749 (or email [email protected]) and register by credit or debit card (MC/VISA) or check. Please return this form to the address at the bottom of the page.

REGISTRATION FORM First and last name

Spouse/companion’s name(s)

Address

City/Town

State

Zip Code

Telephone

Facsimile

Email address

CONFERENCE INFORMATION Check one:

By Dec 31, 2016

By Jan 31, 2017

$1,299 $1,248 $1,197

$1,349 $1,298 $1,247

_____ 40 CPEs _____ 32 CPEs _____ 24 CPEs

By May 31, 2017 $1,399 $1,348 $1,297

After May 31, 2017 $1,449 $1,398 $1,347

Cost includes all materials, continental breakfast at each session, (for participants only), a sunset cocktail reception for you and spouse/guest.

Days you are attending: (check all that apply): Please Date Topic check ______ ______ ______ ______

10-23-17 10-24-17 10-26-17 10-27-17

New Develop- Estate, Gift and Retire. Planning-2017- Part I (6 CPEs – Group Live-Taxes) 2017 Federal Income Tax Update (6 CPEs – Group Live-Taxes) 2017 Business Tax Developments (6 CPEs – Group Live-Taxes) New Develop- Estate, Gift and Retire. Planning-2017- Part II (6 CPEs – Group Live-Taxes)

HOTEL INFORMATION Please fill in: Arrival date: _____________ Departure date: ___________

(Nights of October 22-26, 2017) (departure on October 27, 2017 Room Category Deluxe Room Bourbon Balcony King**

(6 days/5 nights) (Per Person) Double Occupancy Package Cost $879 $989

** Limited availability Cost of extra nights and additional persons: Please call for details. Hotel package payment: $200 per person due with this reservation: Balance due: August 22. 2017

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]

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REGISTRATION FORM (CONTINUED) PAYMENT: ______Pay by check (mail check to address below)

COST: Conference fee

$__________

Hotel deposit # people _____ x $200

=

$__________

______Charge my credit card TOTAL AMOUNT $__________ [Balance of hotel package due August 22, 2017] ____ MC ____ VISA Card number

State(s) for which CPE is required: ____________________

Exp date

I am a (an):

I work in: _____ Public accounting _____ Industry _____ Other _____________

Code

____ CPA ____ Atty ____ PA ____ Other ____ CFP ____ EA (PTIN ______)

SELF-STUDY PACKET: Participants receive 6 CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEs purchased) by completing optional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs (taxation and A&A). Summary of CPEs available at this program: Live Group study= 24 CPEs; Self-Study= 16 CPEs for a total of 40 CPEs. Please tell us how you would like to receive your self-study materials: (CHECK ONE) _____ On-line access to self-study courses in a downloadable PDF format _____ Distribute self-study courses to you on-site at the conference Hotel Cancellation: Refunds for hotel cancellations will be made, less a $100 per person administrative fee, if cancellation is made in writing on or before August 22, 2017 For cancellations after August 22, 2017, any portion of the hotel package cost not refunded by the hotel to NTI will be deducted from the refund. Any cancellations must be made in writing and emailed to [email protected] or faxed to 888-552-9749. No refunds for early departures. Conference Cancellation Policy: Conference fee will be refunded in full only if notice is received in writing at least 60 days prior to the first day of the conference. With respect to a cancellation occurring within 60 days, no refund shall be granted but credit will be given toward a future conference. This policy applies to the conference fee only and not to hotel costs. On August 22, 2016, I authorize NTI to charge my credit card noted above for the balance of the hotel package. Signed: ______________________________________

CALL 888-515-3674 (Extension 1), fax to 888-552-9749 (or email [email protected]) and register by credit or debit card (MC/Visa) Please: Fax this form to 888-552-9749, or Email this form to: [email protected], or Mail this form to: NTI Conferences, P.O. Box 375, Burlington, MA 01803 For more information, please visit our website at: www.nticpe.com.

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or EMAIL: [email protected]