Ken Wright's Tax Education Inc.

2009 Tax Update: November 20 - December 22

This is an annual federal tax update program that provides a general review of new developments and which includes an ethics portion. It is an intermediate level program for participants with a background in federal taxation who wish to be kept current and who wish to receive ethics credits. There are no prerequisites and no advance preparation is required. The program is a group live lecture. Participants will receive written course materials at check-in for their program location. At the conclusion of the program participants will understand important changes in federal tax law and professional ethics.

Topics will include:

What's New for 2009: latest legislation, regulations, cases, and rulings
Like-Kind Exchanges: what happens when the qualified intermediary goes belly up; increasingly favorable treatment of intangibles; related party issues
Ponzi Losses
IRA Issues in a Bad Economy: distributions, losses, restorative payments
LLCs and Passive Activities: the rules have changed
FBAR (foreign bank and financial account reporting): the penalties are severe and the requirements unclear
Rescission Transactions: undoing tax transactions within the same accounting period
S Corporations and Partnerships: Roth IRAs as shareholders; proposed regulations on changes in partnership interests; exchanging entity debt for capital interest
New cancellation of debt (COD) deferral rules for entities
Planning for Roth Conversions in 2010

Ethics: disclosure penalties; trends in 230 enforcement; current "unstate" of practitioner privilege and work product; SB/SE guides to preparer penalties for employment and excise tax
returns; reportable transactions relief?

Cost is $145/$135 with Early Bird Discount. Registration Forms will be mailed in October.

Missouri Locations

Nov 20	St. Louis - South	Holiday Inn South County Center, 6921 S. Lindbergh 63125 (I-55, Exit 197) (314) 892-3600
Nov 23	North Kansas City	Harrah's Hotel, One Riverboat Dr., 64116, (I-29, Exit 6), (I-435 Exit 55), (816) 472-7777
Nov 24	Columbia	Holiday Inn Select, 2200 I-70 Drive SW, 65302 (I-70, Exit 124) (573) 445-8531
Nov 30	Chesterfield	Doubletree Hotel, 16625 Swingley Ridge Rd., (I-64, Exit 19), 63017 (636) 532-5000
Dec 7	St. Joseph	NEW LOCATION: Stoney Creek Inn, 1201 Woodbine Rd., 64506, (I-29N, Exit 47) Frederick Blvd/MO6, rt on N Woodbine Rd (816)901-9600
Dec 8	Springfield	University Plaza Hotel, 333 John Q. Hammons Parkway 65806 (417) 864-7333
Dec 10	Joplin	Holiday Inn, 3615 Range Line Rd., 64804, (I-44, Exit 8) (417) 782-1000
Dec 21	St. Peters	NEW LOCATION: St. Peters - Garden Plaza Hotel (formerly Holiday Inn Select), 4341 Veterans Memorial Parkway, 63376, I-70 Exit 225 (Cave Springs), Take south side outer road 1 mile west of Exit 225. 63376 (636) 928-1500
Dec 22	Cape Girardeau	NEW LOCATION: Drury Lodge, 104 South Vantage Dr. 63702 (I-55, Exit 96) (573) 334-7151

Illinois Locations

Dec 1	Bloomington	Doubletree Hotel, 10 Brickyard Dr. at Veterans Parkway 61701 (309) 664-6446
Dec 2	Skokie	Holiday Inn North Shore, 5300 W. Touhy Ave. 60007 (I-94, Exit 39, then west) (847) 679-8900
Dec 3	Willowbrook	NEW LOCATION: Holiday Inn, 7800 S Kingery Hwy 60527 (Ill 83) (I-55 exit 274 north) (630) 325-6400.
Dec 4	Rolling Meadows	Holiday Inn, 3405 Algonquin Rd., 60008 (Hwy 53, Exit 62) (847) 259-5000

Arkansas Location

Dec 9

Springdale

Holiday Inn, 1500 So. 48th St., 72762 (I-540, exit 72, one block east and turn south) 479-751-8300

Based on a 50 minute hour, this program qualifies for 8 hours of CPE for accountants and enrolled agents and 8 hours of CLE for Missouri lawyers. Tax Education, Inc. is approved as a continuing legal education sponsor by the Missouri Bar. The Missouri State Board of Accountancy does not require sponsor approval. The Illinois Department of Professional Regulation does not require CPE providers who are registered with NASBA to obtain an Illinois sponsor number. The program does not qualify for Illinois CLE.

Registration & Fees

The program is a live lecture from 8:30 a.m. to 4:40 p.m. Check-in begins at 8:00 a.m. Beverages are available upon arrival and during morning and afternoon breaks. Lunch is on your own from noon to 1:00 p.m.

Space will be reserved only for paid registrations.

Walk-in registrants, Transfers and Substitutes: Walk-in registrations are on a space-available basis. Please call us the day before to see if there is room for you. If you cannot attend the program you registered for, you may send a substitute or attend another location of the same program.

Cancellations: Refunds are made if you cancel any time prior to the day of the program. No refund will be made if you do not notify us before the date of the program, but we will send you copies of the course materials upon request. All cancellation refunds are subject to a $10 administrative fee.

Registration Fee: The fee for the program is $145. There is a $10 discount for early-bird registrations only if your paid registration is postmarked or received 8 or more days before a program.

NOTE: NO CONFIRMATION WILL BE SENT. You will be notified by phone or fax of any schedule changes.

Three Ways to Register:

Click here for a printer-friendly registration form.

Mail: Mail your registration with check or credit card information to Tax Education, Inc., P.O. Box 3920, Chesterfield, MO 63006-3920.

24 hr. Fax: Fax your completed registration with credit card information to (314) 336-1126 (fax only)

24 hr. Toll Free! For registrations only, use VISA or MasterCard and call (877) 596-9498 (voice only)

NOTE: The toll-free number is for registrations only. Call (314) 336-1123 for all other matters, including questions and complaints.

Tax Education, Inc.

PO Box 3920

Chesterfield, MO 63006

314-336-1123 t
314-336-1126 f