NTI 2020 CONFERENCE SORRENTO, AMALFI COAST, ITALY - SORRENTO PALACE AUGUST 23-30, 2020
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$200 Conference
Fee Discount
By December 31, 2019
NTI 2020 CONFERENCE
SORRENTO, AMALFI COAST, ITALY
SORRENTO PALACE
AUGUST 23-30, 2020
2
NTI 2020 CONFERENCE PROGRAM
SORRENTO PALACE
SORRENTO, AMALFI COAST, ITALY
AUGUST 23-30, 2020
Location: SORRENTO PALACE
IA S. ANTONIO, 13, SORRENTO, ITALY 80067
Phone: +39-081-8784141
Website: https://www.hiltonsorrentopalace.it
Airports: Naples International Airport (NAP)- 31 miles from the Sorrento Palace.
Transfers: Taxi service is available outside the baggage area at the airport. Sorrento Palace is located
approximately 31 miles from Naples International Airport. If you wish to call ahead, the
staff at the Sorrento Palace hotel would be happy to arrange for a taxi or limousine to pick
you up at Naples Central Station, Naples Piazza Garibaldi. Driving time is approximately
45 minutes.
Passports: All persons traveling between the U.S. and Italy are required to have a VALID U.S.
PASSPORT and have at least six-month’s validity remaining on your passport
whenever you travel abroad. For more information, visit: www.travel.state
Weather In August, the Italian coastal town of Sorrento has warm temperatures and plenty of
sunshine, making it a popular time of year to visit. On average, temperatures in Sorrento
hover around 75 degrees Fahrenheit in the daytime with highs of 84 to 90 degrees
Fahrenheit in the afternoons and lows of 64 degrees Fahrenheit after dark.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
3
SORRENTO PALACE – 8-Day/7-Night Package
Sorrento is a small town wonderfully located over white steep cliffs along the Amalfi Coast,
and offers a fantastic view over the Bay of Naples. It lies on a Tufa terrace along the Coast
of the beautiful Sorrentine Peninsula and is enclosed by impressive rocks of the limestone
mountains.
Sorrento Palace is an exclusive hotel offering views of the Bay of Naples and the city of
Sorrento. The hotel offers an enchanting setting that showcases bright and modern rooms and
suites, outdoor swimming pools, an indoor pool and citrus garden. Settimo Club Lounge features
a terrace and the infinity rooftop pool.
Hotel check-in: 3:00pm Hotel check-out: 11:00am
Self-Parking and Valet: 17 Euros Non-smoking hotel
No pets allowed (service animals only)
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
4
Accommodations:
King Executive Sea View Room:
Providing a stunning views of the Bay of Naples, this bright room measures 484-538 sq. ft. and
features a king bed. The bathroom features a bathtub or a walk-in shower. A fluffy bathrobe and
slippers complete this executive retreat. Admire the stunning view of the Bay of Naples and Sorrento
from the balcony and through floor-to-ceiling windows. The rooms provide WiFi (fee may apply),
LCD TV, mini-fridge and tea and coffee-making facilities, and a safe. Sleeps 2 adults.
ACCESS TO SETTIMO CLUB LOUNGE: The King Executive Sea View Room package does
not include the cost of access to the Settimo Club Lounge. Club access is available for purchase
at a surcharge. See below.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
5
Hotel Package includes:
• 7-night hotel accommodations King Executive Sea View Rooms including hotel value added
tax (VAT) and city taxes
• Daily American buffet breakfast
• One group dinner and welcome reception
• Two group lunches
• Walking tour of Sorrento
NO REFUNDS FOR EARLY DEPARTURES.
Special Upgrade to Settimo Club Lounge Access*
Add: $75 per person per night
PACKAGE COST- 8 DAYS-7 NIGHTS
(Per Person)
Double Occupancy
Room category Package Cost
King Executive Sea View Room Package $2,888
Add-on: Exclusive access to the Settimo Club Lounge:
$75 per person x 7 nights Add per person $525
*Upgrade to Settimo Club Lounge Access: Guests can upgrade to access to the Settimo Club
Lounge, which offers complimentary breakfast, canapes at lunch and in the evening and snacks and
soft drinks throughout the day. Add: $75/per person, per night to package cost.
Note: Hotel package costs are subject to change without notice.
NOTE: We have limited seating availability for the conference. Therefore, participants must
purchase the hotel package above in order to attend the conference. No exceptions please.
HOTEL PACKAGE PAYMENT:
With reservation: $500 per person (see reservation form below)
April 1, 2020 Balance Due in Full
Hotel prices are subject to change prior to making reservations.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
6
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, 2020 For cancellations
after April 1, 2020, 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.
In-Room Amenities: Air conditioning – Balcony – Bidet – Black-out curtains – LCD flat panel TV –
Separate bathtub and shower – Electronic locks – Electronic smoke detector – Safe – Hair dryer – Hi-
speed internet – Mini Bar – Ocean/water views – Telephone
Hotel Amenities and Services: Bicycle rental – Paddle tennis table – Playground – Pool – Solarium
Tennis court - Business center
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EMAIL: conferences@nticpe.com
7
Restaurants and Lounges:
J Contemporary Japanese Restaurant – The stunning terrace will be the setting that features a
contemporary touch of the Japanese flavors.
La Pagoda –After a dip in the pool, refresh with a homemade ice cream or cooling drinks at this open-
air Pagoda bar and restaurant.
Sorrento Lounge – Relax over a cappuccino or cocktail at this informal Sorrento Bar.
Sorrento Restaurant – Boasting superb views of the pool and the Bay of Naples, you can savor
seafood specialties.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
8
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
9
NTI TOURS
NTI will offer a full set of guided tours that can be purchased by
participants.
Tours may include some of the following locations:
• Walking Tour of Sorrento (included in hotel package)
• Tour of the Amalfi Coast
• Tour of the City of Caserta
• Mt. Vesuvius and Pompeii
• Capri and the Blue Grotto
• Ravello
• Tour of a Limoncello factory
NOTE: The optional tour schedule will be issued in early 2020.
SUGGESTED ACTIVITIES:
• Pompeii and the Herculaneum ruins
• Amalfi Coast with the towns of Positano, Ravello and Amalfi
• The charm of Capri
• Naples cultural riches
• The Royal Palace of Caserta
SORRENTO:
Sorrento sits on the Bay of Naples on the Sorrentine Peninsula with views of the Isle of Capri. Serene
Sorrento, an hour south of Naples' urban intensity, is a great home base and the gateway to the much-
drooled-over Amalfi Coast. From the jet-setting island of Capri to the stunning Amalfi towns, from
ancient Pompeii to even more ancient Paestum, this is Italy's coast with the most. Naples is Italy in the
extreme — its best (birthplace of pizza and Sophia Loren) and its worst (home of the Camorra, Naples'
"family" of organized crime).
Sorrento, wedged on a ledge between the mountains and the Mediterranean, is an attractive resort of
20,000 residents. It's as well-located for regional sightseeing as it is a pleasant place to stay and stroll.
The Sorrentines have gone out of their way to create a completely safe and relaxed place for tourists to
spend money. Everyone seems to speak fluent English and work for the Chamber of Commerce.
Spritzed by lemon and olive groves, this gateway to the Amalfi Coast has an unspoiled old quarter, a
lively main shopping street, a spectacular cliff side setting, and easy public transportation.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
10
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com11
AMALFI COAST:
The Amalfi coast is considered one of the most beautiful coastlines in the world, famous for its
picturesque seaside towns, cliffs and beaches. The towns along the Amalfi Coast are known for their
colorful villages and steep and narrow streets, along with historical and artistic value. The area is
known for its lemons which are grown in terraced gardens within the Amalfi Coast, leading to the
production of limoncello liqueur.
There are a total of 13 towns along the Amalfi Coast, many know for either their beaches, spectacular
view, or famous landmarks.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com12
Positano: is the famous cliffside town on the Amalfi Coast known for its dramatic cliffs, coastal
scenery and steep and narrow streets. It is one of the most popular towns on the Amalfi Coast and
famous for its pebble beaches and colorful houses, with the Spiaggia Grande Beach at the base of the
town.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com13
Ravello: is unique to the Amalfi Coast because it sits highest above the coastline, offering breathtaking
view of the sea below. This town is considered much quieter and less crowded than many of the other
Amalfi towns. Sights in Ravello include Villa Rufolo, Villa Cimbrone, Cathedral of Ravello, and the
Church of San Giovanni del Toro.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com14
Town of Amalfi: The town of Amalfi is one of the UNESCO World Heritage Sites, situated at the foot
of Monte Cerreto, surrounded by steep cliffs and spectacular coastline. Main site include the Cathedral
of Sant’ Andrea, the Campanile (the bell tower), the Piazza Duomo, Cloister of Paradise (an open-air
museum featuring Roman and medieval pillars).
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com15
Atrani: is located near the town of Amalfi in the Province of Salerno in the Campania Region
of Italy. Main sights in Atrani include Church of San Sanvatore de’ Birecto (10th century),
Collegiate Church of St. Mary Magdalene, Torre dello Ziro. There is also a scenic walking
trail from Atrain to Ravello.
Town of Minori: is located between Maiori and Ravello is also included in the UNESCO
World Heritage Sites. Main sights in Minori include Basilica di Santa Trofimena, Roman
Villa (dating back to the 1st century), and Saint Nicola Convent (dating back to the 11th
century).
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EMAIL: conferences@nticpe.com16
Praiano: the summer home for the doges from the Duchy of Amalfi, Praiano is located between
Amalfi and Positano. The town is located on the side of a steep cliff and has several churches worth
seeing, including the Chiesa di San Giovanni, with the pipe organ; the Chiesa SS Annunziata, which is
located on a beach; and the Chiesa S Maria ad Castra, with its stunning views.
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EMAIL: conferences@nticpe.com17
Capri: A 30-minute ferry ride from Sorrento is the magical island of Capri, surrounded by
turquoise water. Capri is reachable only by boat and offers hidden caves, the famous blue
grotto, charming villages, and stunning ocean views.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com18
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com19
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com20
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com21
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com22
Caserta, Italy: Combining the influences of Versailles, Rome, and Tuscany, the Caserta Royal Palace
and Park, north of Naples, was designed according to the wishes of Charles of Bourbon III by Luigi
Vanvitelli, one of the greatest Italian architects of the 18th century. Caserta is considered a triumph of
Italian Baroque, and ahead of its time. Expanding across 11 acres, the garden's pools, fountains and
cascades are aligned through a 'telescope effect', extending as far as the eye can see.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com23
Pompeii: Largely preserved under the ash, the excavated city of Pompeii offers a unique snapshot of
Roman life, frozen at the moment it was buried and providing an extraordinary detailed insight not the
everyday life of its inhabitants. Pompeii is a UNESCO World Heritage Site and is one of the most
popular tourist attractions in Italy.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com24
NTI 2020 CONFERENCE SCHEDULE
SORRENTO PALACE
SORRENTO, AMALFI COAST, ITALY
AUGUST 23-30, 2020
DATE MEETINGS SOCIAL EVENTS/TOURS
08/23 Arrival - no meeting scheduled 6:30-7:00pm: Hospitality Desk
Sunday Welcome to Sorrento
Orientation Meeting
08/24 Day of Leisure Morning Tour: Walking tour of
Monday Sorrento*
7:30-8:00 pm: Welcome
Reception followed by 8:00pm
dinner at the Sorrento Palace
Hotel-hosted by NTI *
08/25 7:00am: Breakfast in hotel's main dining room for participants Group lunch*
Tuesday 7:30am-12:50pm meeting:
2020 Estate, Gift, Benefits and Retirement Planning Update- Afternoon tour TBD**
Part 1
Speaker: Albert L. Grasso, JD, LLM
CPE hours: 6 Group Live – Taxes
08/26 7:00am: Breakfast in hotel's main dining room for participants Afternoon at leisure
Wednesday 7:30am-12:50pm meeting:
Individual Tax Update - 2020
Speaker: Christopher W. Hesse, CPA
CPE Hours: 6 Group Live – Taxes
08/27 Day of leisure – no meeting scheduled Full day tour TBD**
Thursday
08/28 7:00am: Breakfast in hotel's main dining room for participants Group lunch*
Friday 7:30am-12:50pm meeting:
2020 Estate, Gift, Benefits and Retirement Planning Update- Afternoon tour TBD**
Part 2
Speaker: Albert L. Grasso, JD, LLM
CPE hours: 6 Group Live – Taxes
08/29 7:00am: Breakfast in hotel's main dining room for participants Afternoon at leisure
Saturday 7:30am-12:50pm meeting:
Business Tax Developments -2020
Speaker: Christopher W. Hesse, CPA
CPE Hours: 6 Group Live – Taxes
08/30
Sunday Recommended day of departure
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com25
* Included in hotel package
** Will be offered as part of optional tour package- details and prices will be issued in early 2020.
Note: Breakfast will be served in the hotel's main dining room starting at 7:00am for participants.
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
by an on-line PDF downloadable format. Self-study materials will not be distributed at the conference. 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 by an on-line PDF downloadable format
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com26
Who Should Attend: CPAs and other professionals who deal in taxation.
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 (tax courses)
Advance preparation: None
TOPIC DESCRIPTIONS
Individual Tax Update - 2020
Objective: To discuss recent developments related to federal income taxation of individuals including new
regulations and other changes related to tax reform.
This course focuses on recent 2020 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
2020 including new IRS regulations and revenue procedures issued that address specific sections of TCJA,
problem areas, pending additional changes, and more. Recommended CPEs: 6 hours. Field of study: Taxes
Business Tax Developments- 2020
Objective: To address recent developments related to the federal income taxation of businesses including all
new regulations related to tax reform.
This course addresses those changes and newly issued IRS regulations and other guidance. 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
2020 Estate, Gift, Benefits and Retirement Planning Update
Objective: To discuss a variety of new developments related to estate, gift, employment benefits and retirement
planning.
This course deals with the 2020 estate, gift, benefits and retirement planning, including new regulations and
other continued guidance related to the TCJA changes. Topics include taking advantage of the new higher estate
tax exemption, focusing on income tax basis in an estate planning, state estate issues, planning for benefits in
light of tax reform, changes made to retirement plans and IRAs, overall estate and gift tax planning in the new
tax environment, retirement planning, and more. Recommended CPEs: 6 hours per day. Field of study: Taxes
ACCOUNTING AND AUDITING CPE If you need accounting and auditing credits, we offer numerous self-
study courses that qualify for accounting and auditing credit hours.
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EMAIL: conferences@nticpe.com27
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 and 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 head 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 the 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.
Christopher W. Hesse, CPA
Mr. Hesse is a principal in the National Tax Office of CliftonLarsonAllen LLP (CLA) focusing on domestic
federal income tax issues with an emphasis on S corporation taxation and tax reform changes. He has 40 years
of tax experience in public accounting and more than 35 years of speaking and training experience. His career
includes leading a 200-person tax practice, extensive writing and analysis services, instructing at numerous
seminars and conferences throughout the country, and testifying before Congressional and legislative
committees on tax policy matters. Mr. Hesse currently serves as the vice-chair of the AICPA Tax Executive
Committee, scheduled to become the chair in May, 2019. He is a former chair of the AICPA S C corporation
technical resource panel and former member of the AICPA Accounting Methods and Periods technical resource
panel. In addition to his duties with the AICPA Tax Executive Committee, he is on the AICPA National Tax
Conference planning committee, instructing breakout sessions on Section 199A and other developments from
the Tax Cuts and Jobs Act. His involvement with the AICPA provides a rare perspective into tax policy matters.
In addition, Mr. Hesse is an author and instructor of CLA’s Tax Advisors Update, an annual compilation of
court cases, rulings and other authorities created by practitioners for practitioners. In addition, Mr. Hesse is an
author and instructor of CLA’s Farm Tax Seminar, providing guidance on the unique accounting methods and
planning opportunities available for agricultural producers.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com28
$200 Conference
Fee Discount
By December 31, 2019
CPE Pricing:
Up to Up to Up to
24 CPEs 32 CPEs 40 CPEs
By December 31, 2019 $1,497 $1,548 $1,599
By January 31, 2020 $1,697 $1,748 $1,699
By May 31, 2020 $1,797 $1,848 $1,799
After May 31, 2020 $1,897 $1,948 $1,999
Conference fees above include $100 Italy surcharge.
Cost includes all materials to be distributed on site.
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 final authority on the
acceptance of individual courses for CPE credit. Complaints regarding registered
sponsors may be addressed to the National Registry of CPE Sponsors through its
website: www.learningmarket.org. NTI NASBA Sponsor Number: 103075
NASBA Requirements: In accordance with the new NASBA Registry 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
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com29
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.
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EMAIL: conferences@nticpe.com30
How to Register: SORRENTO, ITALY
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 Dec 31, By January By May 31, After May 31,
2019 31, 2020 2020 2020 Cost includes all materials
Conference fees include $100
_____ 40 CPEs $1,599 $1,799 $1,899 $1,999 Italy conference surcharge.
_____ 32 CPEs $1,548 $1,748 $1,848 $1,948
_____ 24 CPEs $1,497 $1,697 $1,797 $1,897
Days you are attending: (check all that apply):
Please
check Date Topic
______ 08-25-20 2020 Estate, Gift, Benefits and Retirement Planning Update-Parts 1 (6 CPEs-Group Live-Taxes)
______ 08-26-20 Individual Tax Update -2020 (6 CPEs-Group Live-Taxes)
______ 08-28-20 2020 Estate, Gift, Benefits and Retirement Planning Update-Parts 2 (6 CPEs-Group Live-Taxes)
______ 08-29-20 Business Tax Developments - 2020 (6 CPEs-Group Live-Taxes)
HOTEL INFORMATION
(Nights of August 23-29, 2020) (8 days/7 nights)
(departure on August 30, 2020) (Per Person)
Double Occupancy
Please fill in Please
Room category check Package Cost
Arrival date: ______________
King Executive Sea View Room ____ $2,888
Departure date: _________________
Add-on: Exclusive access to
Cost of extra nights and additional Settimo Club Lounge ____ Add $525/ person
persons: Please call for details.
Note: Hotel package costs are subject to change without notice.
Hotel package payment: $500 per person due with this reservation: Balance due:
April 1, 2020.
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EMAIL: conferences@nticpe.com31
REGISTRATION FORM (CONTINUED)
PAYMENT: COST:
______Pay by check Conference fee $__________
(mail check to address below)
Hotel deposit # people _____ x $500 = $__________
______Charge my credit card:
TOTAL AMOUNT $__________
[Balance of hotel package due April 1, 2020]
____ MC
____ VISA
Card number Exp date Code
I am a (an): ____ CPA ____ Atty
State(s) for which CPE is required: ____________________ ____ 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 PDF format
_____ Mail self-study courses to you prior to the conference
NOTE: SELF-STUDY MATERIALS WILL NOT BE DISTRIBUTED 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, 2020. After April 1, 2020, no refunds for hotel cancellations. No exceptions. 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 within 60 days prior
to the first day of the conference. With respect to a cancellation occurring 60 days or less, 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, 2020, 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.comYou can also read
