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Southern Arizona Chapter of Enrolled Agents
2016 ASATS Schedule
Southern Arizona Chapter of Enrolled Agents
presents the 21th year of
Advanced Stand-Alone Tax Seminars
Online
Registration
  Registration
Form

SACEA has been providing very convenient, inexpensive and current CPE for our Enrolled Agents in Southern Arizona since July 1995. The 2016 schedule of ASATS is going to be just what you asked for!! Costs for each seminar are as shown below. These seminars will be held at our regular SACEA meeting place, Knights of Columbus Hall, 601 S. Tucson Blvd. Sign up below.

Date Topic Instructor CPE Credit Description
Thursday,
Oct. 20

2016-1
Client Data ProtectionPatrick Felmming, EA and Jeff Augenstein, EA 4 Need Ethics? 2 hours ethics plus 2 hours tax law credit. Jeff will review, discuss and analyze ethics and determine ethical applications with regards to today’s changing political and professional environment. Patric’s presentation will help us in understanding computer security threats and our increasing responsibilities as tax preparers in protecting tax client data.
Thursday,
Nov. 3

2016-2
The Old Lady in the ShoeLin Leclair, EA4Back by popular demand this fun and entertaining class has been updated to reflect current tax laws. Come learn from Lin as she tells the story about the 'Old Lady Who Lived in a Shoe' and meet the cast of characters including Georgie Porgie, Jack & Jill, Humpty Dumpty, Mother Goose and more. Lin entertainingly ties together dependency, filing status, social security and the various deductions and tax credits available to her many children and estranged family in one comprehensive story. Don’t miss this laugh & learn opportunity"
Tuesday,
Dec. 13

2016-3
The Affordable Care Act -- What's New for 2016 & Tax Planning for 2017 JoAnn Sabbagh, EA4We made it through ACA in 2014. We struggled with it in 2015, but are we ready for what 2016 holds in store for us as tax preparers? JoAnn Sabbagh, EA & former Instructor for Gear Up, will present a comprehensive overview of the ACA changes we all need to be aware of in preparing 2016 tax returns. Learn where we can take our clients word it, and when and what documentation we need to receive from our clients. JoAnn will also delve into some of the more complex scenarios of allocating a “shared responsibility payment” or Premium Assistance Credit among multiple taxpayers and returns. Learn what to do when the IRS begins rejecting “silent returns” in 2017. She will also provide the knowledge we need to know to advise our business clients who may wish to or now be required to provide health insurance for their employees. This has been the most requested topic for SACEA tax classes and we are fortunate to have a qualified instructor to cover this complex topic ... don’t miss it!

Registration:
Register online, or print and mail the registration form with your check (payable to SACEA) to:

New:
Register
Online
    SACEA ASATS
    Attn: George Harris, EA
    3950 N Campbell Ave.
    Tucson, AZ 85716
    Phone: 520-320-1041
Payment must accompany your application (last minute attendees may pay at the door, but an additional $5 charge will apply).

Registration fees:

  • NAEA members: $10/CPE hour ($40/4-hour class)
  • Non-Members: $15/CPE hour ($60/4-hours)
Employees of members pay the member rate. You must include member's name on the registration form. Your payment reserves your place in the class.

Cancellations:
Full refund if cancellation made 5 calendar days prior to class. In lieu of refund, you may elect to have the tuition apply to another class that is being given at a later date. In the event your tuition is forfeited, you will be provided any class materials that are handed out.

The SACEA Board of Directors reserves the right to cancel a seminar for insufficient registrations.

SACEA through the Arizona Society of Enrolled Agents has entered into an agreement with the IRS to meet the requirements of 31 Code of Fed. Regs, Sec 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 OPR as to the quality of the program or its contribution to the professional competence of the enrolled agents.

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