NTI 2019 CONFERENCE BAHA MAR BAHAMIAN RIVIERA, BAHAMAS - Fee Discount By January 31, 2019

Page created by Rachel Smith
 
CONTINUE READING
NTI 2019 CONFERENCE BAHA MAR BAHAMIAN RIVIERA, BAHAMAS - Fee Discount By January 31, 2019
Fee Discount
                           By January 31, 2019

   NTI 2019 CONFERENCE
         BAHA MAR
BAHAMIAN RIVIERA, BAHAMAS

       SLS BAHA MAR

        June 17-23, 2019
NTI 2019 CONFERENCE BAHA MAR BAHAMIAN RIVIERA, BAHAMAS - Fee Discount By January 31, 2019
2

                               NTI 2019 CONFERENCE PROGRAM
                                        SLS BAHA MAR
                                          BAHAMAS
                                        JUNE 17-23, 2019

Location:            SLS Baha Mar
                     One Baha Mar Boulevard, Nassau, The Bahamas
                     Phone: (242) 788-8200
Airports:            Lynden Pindling International Airport (NAS) – formerly known as Nassau International
                     Airport.
Transfers:           Car rentals are not available. Taxis are readily available outside the baggage area –
                     approximately 12 minute drive to SLS Baha Mar-
Passports:           All persons traveling to and from the Bahamas are required to have a VALID U.S.
                     PASSPORT. For more information, visit: www.trave.state
Directions:          www.slshotels.com/bahamar
Weather:             Average Weather in June in Nassau Bahamas. Daily high temperatures increase by 3°F,
                     from 86°F to 89°F, rarely falling below 83°F or exceeding 92°F.
Area Info:           Visit: www.bahamas.com

                               SLS BAHA MAR – 7-Day/6-Night Package

      Welcome to Baha Mar, a luxurious new resort destination perched on the pristine
      white sands of Nassau’s Bahamian Riviera. Within the Baha Mar complex, enjoy more
      than 40 dining and nightlife options that range from “seaside chill” to dancefloor thrills.
      The resort also boasts a Jack Nicklaus–designed golf course, a world-class racquet club, a
      glamorous casino, a full-service ESPA spa, a nature sanctuary, and a kid’s explorers club.
      With a sweeping array of amenities and experiences, every visit is tailored to your idea of
      perfection, whether you’re looking for a luxe romantic getaway or a spectacular
      celebration,

      Combining a luxurious hotel experience with elements of creativity and community, SLS
      Baha Mar is an irresistible Bahamian retreat for the most discerning global traveler.
      Located on Baha Mar Boulevard, SLS Baha Mar features 229 rooms, world-class décor, and
      unforgettable dining and nightlife experiences.

      Check-in: 3:00pm               Check-out: 12:00pm (Surcharges may apply for late checkouts)
      Hotel Rating: 4-Star           Parking – Self-parking complimentary – Valet: $18 nightly
                                     subject to change

                 CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                             EMAIL: conferences@nticpe.com
NTI 2019 CONFERENCE BAHA MAR BAHAMIAN RIVIERA, BAHAMAS - Fee Discount By January 31, 2019
3

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
            EMAIL: conferences@nticpe.com
NTI 2019 CONFERENCE BAHA MAR BAHAMIAN RIVIERA, BAHAMAS - Fee Discount By January 31, 2019
4

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
            EMAIL: conferences@nticpe.com
NTI 2019 CONFERENCE BAHA MAR BAHAMIAN RIVIERA, BAHAMAS - Fee Discount By January 31, 2019
5

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
            EMAIL: conferences@nticpe.com
NTI 2019 CONFERENCE BAHA MAR BAHAMIAN RIVIERA, BAHAMAS - Fee Discount By January 31, 2019
6

Accommodations:

 Superior King Run of House (ROH): 358 sq. ft. – Signature SLS King Bed – Step-out Balcony – 42” HD
 TV – Ciel Reserve amenities – Mini bar curated with SLS Signature Items. Maximum: 2 persons

 Ocean View King: 358 sq. ft. – Signature SLS King Bed – Stunning ocean views – step-out balcony – 42”
 HD TV – Ciel Reserve amenities – Mini bar curated with SLS Signature Items. Maximum: 2 persons
 LIMITED AVAILABILITY

                  CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                              EMAIL: conferences@nticpe.com
NTI 2019 CONFERENCE BAHA MAR BAHAMIAN RIVIERA, BAHAMAS - Fee Discount By January 31, 2019
7

Ocean View Signature Suite: 716 sq. ft. – Signature SLS King Bed – Stunning ocean views – Living room
area with 55 inch HD TV – Designer kitchenette – Set-out balcony – Ciel Reserve Amenities – Mini-bar
curated with SLS Signature items. Maximum – 2 persons. LIMITED AVAILABILITY

               CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                           EMAIL: conferences@nticpe.com
NTI 2019 CONFERENCE BAHA MAR BAHAMIAN RIVIERA, BAHAMAS - Fee Discount By January 31, 2019
8

Hotel Package includes: 6-night hotel accommodations including hotel room taxes and resort fee. Third and
Fourth person rates: Subject to room category.

Resort Fee: Included in the hotel package is a resort fee charged by the hotel for the following services:

   •   Roundtrip transfers to, and from NAS airport
   •   Rental of non-motorized water sports
   •   WiFi in guest room, meeting, and public spaces
   •   2 personal bottles of water in-room daily
   •   Turn-down Service
   •   Onsite Fitness Center Access
   •   Roundtrip porterage
   •   Maid gratuity

               Special Rate for Ocean View King and
                   Ocean View Signature Suites
               HOTEL PACKAGE COST- 7 DAYS/6 NIGHTS
                                              (Per Person)
                                            Double Occupancy
          Room category                      Package Cost
          Signature King run of house (ROH)     $1,232
          Ocean View King**                     $1,432
          Ocean View Signature Suite**          $1,982

        ** limited availability

NO REFUNDS FOR EARLY DEPARTURES.

HOTEL PACKAGE PAYMENT:
     With reservations:                  $200 per person (see reservation form below)
     April 1, 2019                       Balance Due

Hotel prices are subject to change prior to making reservation.

                         SPECIAL UPGRADE PRICE!
                        OV King and OV Signature Suites

   We have a limited number of ocean view king and ocean
   view signature suites at a discounted rate noted above.

                   CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                               EMAIL: conferences@nticpe.com
NTI 2019 CONFERENCE BAHA MAR BAHAMIAN RIVIERA, BAHAMAS - Fee Discount By January 31, 2019
9

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 April 1, 2019. For cancellations after April 1, 2019, 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 conferences@nticpe.com or faxed to 888-552-9749. No refunds for
early departures.

Hotel Amenities and Services: All rooms include SLS signature bedding, Bahamian-designed furniture, walk-
in rainfall shower, wall-mounted HDTVs, full in-room technology connectivity, laptop-compatible safe, plush
SLS signature robes and slippers, custom Ciel Reserve bath amenities, and mini bar curated with SLS Signature
items. Hotel features a luxury pool, and features unlimited access to Royal Blue Golf, winding through a
spectacular landscape of Caribbean pines and mangroves. Royal Blue Baha Mar is the 18-hole Jack Nicklaus
Signature golf course.

                   CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                               EMAIL: conferences@nticpe.com
NTI 2019 CONFERENCE BAHA MAR BAHAMIAN RIVIERA, BAHAMAS - Fee Discount By January 31, 2019
10

Restaurants and Lounges:

•   Katusuya – A Unique sushi restaurant, along with an award-winning mixology program.
•   Cleo Mediterraneo – Mediterranean-inspired cuisine – Enjoy delicious shareable plates, mezzes, flatbreads
    and handcrafted cocktails.
•   Fi’lia – Italian food featuring fresh ingredients from the hearth and the simplicity of handmade artisanal
    breads and pasta.
•   Bond – A luxurious nightclub located inside Baha Mar.
•   Privilege – Upscale adults-only pool party and cabanas at SLS Baha Mar.
•   Bungalow Pool Bar & Grill – Enjoy the service of a dedicated pool concierge and valet while you indulge
    in signature cocktails and light fare.
•   Monkey Bar – Relax in the evening in a sophisticated indoor piazza.
•   Skybar – Skybar boasts one of the finest views in the Bahamas. Its open air, ivy-covered pavilion is
    perched above SLS Baha Mar.

                   CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                               EMAIL: conferences@nticpe.com
11

Nassau, Bahamas:

With the lure of a big city and the ease of tropical utopia, Nassau and Paradise Island are considered by many as,
well, paradise. Nassau, the capital of The Bahamas, is a bustling metropolitan hub full of culture and modern
amenities. The north lies Paradise Island. Its name tells you everything. The island boasts resorts, hotels,
restaurants, shops, nightlife, a golf course, an aquarium, and casino.

Suggested Activities:

Exuma Cays Land and Sea Park – Port Lucaya Marketplace – Pink Sand at Harbour Island – Dean’s Blue Hole
– Wyannie Malone Historical Museum – Blue Lagoon Island – Ardastra Gardens Zoo and Conservation Centre.

                   CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                               EMAIL: conferences@nticpe.com
12

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
            EMAIL: conferences@nticpe.com
13

CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
            EMAIL: conferences@nticpe.com
14

                                       NTI 2019 CONFERENCE SCHEDULE
                                                 SLS BAHA MAR
                                                 THE BAHAMAS
                                                JUNE 17-23, 2019

DATE            MEETINGS                                                            SOCIAL EVENTS/TOURS
6/17            Arrival - no meeting scheduled                                      6:00- 6:30pm: Hospitality
Monday                                                                              Desk
                                                                                    Welcome to Baha Mar
                                                                                    Orientation Meeting
6/18            7:30am-12:50pm meeting:                                             6:00-7:00pm: Reception
Tuesday         Tax and Financial and Lifetime Planning for Families- Part I        Hosted by NTI
                Speaker: Thomas M. Brinker, Jr., CPA/PFS, ChFC, CFE, AEP
                CPE Hours: 6 Group Live – Taxes

6/19            7:30am-12:50pm meeting:                                             9:00-10:00am:
Wednesday       Tax and Financial and Lifetime Planning for Families- Part 2        Spouse/Guest Breakfast
                Speaker: Thomas M. Brinker, Jr., CPA/PFS, ChFC, CFE, AEP            hosted by NTI
                CPE Hours: 6 Group Live – Taxes

6/20
Thursday        Day of leisure – no meeting scheduled

6/21            7:30am-12:50pm meeting:
Friday          Individual Tax Update After Tax Reform-2019
                Speaker: Thomas P. Langdon, JD, LLM, CFA, CFP
                CPE Hours: 6 Group Live – Taxes

6/22            7:30am-12:50pm meeting:
Saturday        Business Tax Developments After Tax Reform-2019
                Speaker: Thomas P. Langdon, JD, LLM, CFA, CFP
                CPE Hours: 6 Group Live – Taxes

6/23
Sunday          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: conferences@nticpe.com
15

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 QAS Self Study.
    Program level: Update
    Prerequisites: General understanding of taxation, accounting and auditing
    Advance preparation: None

                                         TOPIC DESCRIPTIONS:

Tax and Financial and Lifetime Planning for Families- Part 1 and 2

Objective: To discuss a variety of unique tax and financial planning issues related to families and their members
and include recent tax changes under the Tax Cuts and Jobs Act that affect such planning.

This course reviews the tax planning issues (including up-to-date tax changes) confronted in family
circumstances; such as planning for couples contemplating divorce, nontraditional families and couples, parents
of children with special needs, and unique financial and tax planning issues that pertain to these special
circumstances.

The course also addresses the various statutory and court-determined requirements that must be met for what
constitutes a "dependent," a medical expense deduction, impairment-related work expenses, and the child and
dependent care credit. In addition, other credits are reviewed, including the adoption credit, and the earned
income tax credit. Furthermore, the sessions will focus on some financing nuances associated with the medical
expense deduction (i.e. retirement planning distributions and home equity loans), the tax benefit rule, and the
interaction of the medical expense and home equity deductions, as well as other financing techniques, with the
Alternative Minimum Tax. As the definition of "family" expands, CPAs and other financial advisers need to
understand the income tax and financial planning opportunities available in assisting families as they plan for
their unique situation.

In addition to reviewing the general framework in individual tax planning for our families, the course will focus
on the financial and tax planning issues involving housing options for adults with disabilities, the role of
government benefits (Supplemental Security Income, Social Security Disability Income, Medicare, and
Medicaid), and both the tax and non-tax issues with regard to special needs trusts. The Unearned Income
Medicare Contributions Tax will also be reviewed and its impact on the administration of special needs trusts.
Our session will conclude with a comprehensive case study containing many of the tax and financial planning
issues addressed in both seminars and how we as planners need to identify, address, and resolve the issues.
Recommended CPEs: 6 hours each day (12 hours total). Field of study: Taxes

Individual Tax Update After Tax Reform-2019 (including post-implementation issues related to the Tax
Cuts and Jobs Act)

Objective: To discuss recent developments related to federal income taxation of individuals including post-
implementation issues with the Tax Cuts and Jobs Act.

This course focuses on recent 2019 tax developments related to individuals, including new IRS regulations and
procedures pertaining to implementation of the Tax Cuts and Jobs Act. Topics include new developments in
2019 including new IRS regulations and revenue procedures issued that address specific sections of TCJA,

                   CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                               EMAIL: conferences@nticpe.com
16

problem areas during 2018 implementation, pending additional changes, planning strategies to address state
and local taxes, interest expense, and more. Recommended CPEs: 6 hours. Field of study: Taxes

Business Tax Developments After Tax Reform-2019 (including post-implementation issues related to the
Tax Cuts and Jobs Act)

Objective: To address recent developments related to the federal income taxation of businesses including post-
implementation issues with the Tax Cuts and Jobs Act.

In year 2018, companies and businesses implemented significant changes to the taxation of businesses due
primarily to the Tax Cuts and Jobs Act. This course addresses those changes and newly issued IRS regulations
and other guidance affecting the post-implementation period.

Topics include: evaluating the choice of entity (C versus S) decision in light of the new Section 199A 20%
deduction, the special small business elections for cash basis of accounting, planning under the expensing rules
using bonus and Section 179 depreciation, addressing changes to like-kind exchanges, changes to net operating
losses, anti-abuse provisions, guidance on defining deductible meals and entertaining, and more. Recommended
CPEs: 6 hours. Field of study: Taxes

                                         SPEAKER BIOGRAPHIES

Thomas M. Brinker, Jr., CPA, PFS, ChFC, CFE, AEP

Thomas M. Brinker, Jr. is Professor of Accounting at Arcadia University in Glenside, Pennsylvania. He also
serves as Executive Director for the MBA program. He graduated cum laude from Saint Joseph’s University in
Accountancy, and holds masters degrees in Taxation and Accounting from Widener University. In addition to
earning his J.D., Professor Brinker earned an LL.M. in International Taxation from Regent University School of
Law, where he received the distinction of “Outstanding Graduate” in his class. He presents nationally and
internationally on various tax topics, and has published dozens of articles in numerous journals, including The
Journal of Accountancy, The Journal of International Taxation, The Tax Adviser, The CPA Journal, The
Journal of Practical Estate Planning, and The Journal of Financial Services Professionals.

Professor Brinker has received awards for teaching excellence, including the PICPA Educator of the Year
Award and the Lindback Foundation Award for Distinguished Teaching, and lectures primarily in the financial
accounting and individual tax areas. Prior to co-founding his CPA firm, Mr. Brinker was a member of both the
audit and tax departments of Coopers & Lybrand and Arthur Young & Company. He is currently a tax
consultant to local CPA and law firms in the Philadelphia area. His practice concentrates in tax planning and
compliance for individuals and their businesses as well as tax planning for families caring for those with special
needs children.

Thomas P. Langdon, JD, LLM, CFA, CFP

Thomas P. Langdon is a professor of Business Law at the Gabelli School of Business, Roger Williams
University, and an adjunct professor of taxation at Georgetown University. He is a principal in Langdon &
Langdon Financial Services, LLC, a Connecticut based tax planning and preparation firm, and is an attorney
admitted to the Connecticut, Pennsylvania, and U.S. Tax Court Bar. He received a BS in finance and an MBA
from the University of Connecticut, an MS in Financial Services from The American College, a Juris Doctor
(JD) from Western New England College School of Law, and a Master of Laws (LL.M.) in Taxation from
Villanova University School of Law. Thomas also holds several designations, including, among others:
Chartered Financial Analyst (CFA), CERTIFIED FINANCIAL PLANNER™ (CFP®), Accredited Estate

                   CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                               EMAIL: conferences@nticpe.com
17

Planner (AEP), Chartered Advisor in Philanthropy (CAP), and Chartered Life Underwriter (CLU). He is also a
Fellow of the Life Management Institute.

Prior to joining the Gabelli School of Business at Roger Williams University, Mr. Langdon held positions as
professor of Taxation at The American College, asset/liability manager for The Travelers Insurance Company
Asset Management and Pension Services division, and student law clerk in The United States Federal District
Court.

A nationally recognized author of speaker, Thomas has addressed many professional organizations, including
the International Association for Financial Planning, The Financial Planning Association (FPA), The Society of
Financial Services Professionals, The National Association of Health Underwriters, The National Association of
Estate Planners and Councils, and numerous Estate Planning Councils, Bar Associations, CPA Societies,
Financial Planning Associations, and local chapters of the Society of Financial Service Professionals (formerly
the American Society of CLU and ChFC.

Mr. Langdon has written or co-authored several books, as well as dozens of articles that have appeared in such
publications as Financial and Estate Planning Quarterly, Probate and Property. The Probate Practice Reporter,
The American Bar Association Small Firm Digest, The Ohio CPA Journal, The Journal of International
Taxation, Financial Services Review, The Journal of Financial Planning, The Journal of the Society of Financial
Services Professionals, The National Association of Estate Planners and Councils Newsletter, and Best’s
Review. He has been widely quoted in the business press and has received various awards from the American
Bar Association and the Certified Financial Planner Board of Standards for articles he has written.

Thomas’ leadership positions include service on the Board of Financial Service Professionals Business and
Compensation Planning Section; and Education Committee member of the Financial Analysts of Philadelphia.
His community service leadership positions include secretary of the State of Connecticut Task Force on
Superfund (CERCLA) Reform; chairman of the Southington (CT) Public Library Board of Trustees; chairman
of the Barnes Museum Board of Trustees; and a member of the Southington (CT) Town Council.

                   CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                               EMAIL: conferences@nticpe.com
18

                                                                           Fee Discount
                                                                          By January 31, 2019

CPE Pricing:

                                                            Up to              Up to              Up to
                                                           24 CPEs            32 CPEs            40 CPEs

      By January 31, 2019                                     $1,497             $1,548            $1,599
      By May 31, 2019                                         $1,597             $1,648            $1,699
      After May 31, 2019                                      $1,697             $1,748            $1,799

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).

                    CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                                EMAIL: conferences@nticpe.com
19

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.

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: conferences@nticpe.com
20

             How to Register: BAHA MAR, BAHAMAS, JUNE 17-23, 2019
CALL 888-515-3674 (Extension 1), fax to 888-552-9749 (or email conferences@nticpe.com) 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 Jan 31,      By May 31,      After May 31,
                                                  2019             2019             2019              Cost includes all materials,
                                                                                                      continental breakfast at each
             _____ 40 CPEs                           $1,599       $1,699            $1,799            session, (for participants only), a
                __ 32 CPEs                           $1,548       $1,648            $1,748            sunset cocktail reception for you
             _____ 24 CPEs                           $1,497       $1,597            $1,697            and your spouse/guest.

 Days you are attending: (check all that apply):

 Please check      Date       Topic
 ______            06-18-19   Tax and Financial and Lifetime Planning for Families- Part 1 (6 CPEs-Taxes)
 ______            06-19-19   Tax and Financial and Lifetime Planning for Families- Part 2 (6 CPEs- Taxes)
 ______            06-21-19   Individual Tax Update After Tax Reform-2019 (6 CPEs- Taxes)
 ______            06-22-19   Business Tax Developments After Tax Reform-2019 (6 CPEs- Taxes)

                                              HOTEL INFORMATION
                                                                                                                (7 days/6 nights)
                                          (Nights of JUNE 17-22, 2019)                       Please               (Per Person)
                                           Departure on JUNE 23, 2019                        check             Double Occupancy
 Please fill in:                             Room Category                                                        Package Cost
                                             Signature King ROH                                ____                 $1,232
                                             Ocean View King                                   ____                 $1,432
                                             Ocean View Signature Suite                        ____                 $1,982
 Arrival date:   _________________
 Departure date: _________________            Cost of extra nights and additional persons: Please call for details.

                                              Hotel package payment: $200 per person due with this reservation: Balance due:
                                              April 1, 2019

                         CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
                                     EMAIL: conferences@nticpe.com
21

                         REGISTRATION FORM (CONTINUED)
PAYMENT:                                            COST:
______Pay by check                                  Conference fee                                               $__________
      (mail check to address below)
                                                    Hotel deposit # people _____ x $200        =                 $__________
______Charge my credit card
                                                    TOTAL AMOUNT                                                 $__________

                                                                      [Balance of hotel package due April 1, 2019)
   ____ MC
   ____ VISA
                           Card number                                                 Exp date                      Code

State(s) for which CPE is required: ____________________                               I am a (an):      ____ CPA ____ Atty
                                                                                                         ____ PA    ____ Other
                                                                                                         ____ CFP
I work in: _____ Public accounting _____ Industry _____ Other _____________                              ____ 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 April 1, 2019 For cancellations after April 1, 2019 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
conferences@nticpe.com 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 April 1, 2019, 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 conferences@nticpe.com) and register by
   credit or debit card (MC/Visa)

   Please: Fax this form to 888-552-9749, or
           Email this form to: conferences@nticpe.com, 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: conferences@nticpe.com
You can also read