OSSEA 2015 CONVENTION - files. OSSEA 2015 CONVENTION Well that time of year is upon us and we are gearing

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  • OSSEA 2015 CONVENTION

    Well that time of year is upon us and we are gearing up for our annual meeting and

    convention. I am having a hard time grasping that we are getting ready for fall activities.

    It seems we have had our second summer that has been very busy. It will be a nice

    change to spend a few days in the peace and quiet of Mohican State Park.

    We are again heading to one of our state parks. This year we are headed to Mohican

    State Park. The trip to Mohican State Park will not disappoint you. We held a board

    meeting there in May and were all pleased with the facility, the peace and quiet, and the

    beautiful grounds. I think all of you will like what this state park has to offer, mix the

    peace and quiet of the park with quality education and networking with fellow EAs from

    around Ohio and you have the perfect fall get away.

    This year we will hear from Mary Mellem, EA, Amy King, EA and Nichelle Gray. They

    were all with us last year and are returning with a variety of classes. Tuesday you will

    see the split track giving you choices in classes. Also, Jim Adelman EA, a member of

    NAEA Board will join us as our keynote speaker on Sunday evening.

    We start on Sunday afternoon with education and the banquet Sunday evening.

    Monday will be a full day of education with a break after lunch for our annual meeting.

    Monday evening we will have entertainment after dinner. Tuesday brings the split track

    but we will finish up in time for you to get an early start home.

    This year we are using an online registration for the first time. Look for the link on our

    website (OSSEA.org).

    Kay Hill has worked hard to plan a convention that is packed with activities, quality

    education and friends galore! Please make it a point to include this event in your

    schedule for September. I look forward to seeing each of you there and spending some

    time growing together with OSSEA. As always I remind you that an organization is only

    as strong as its members.

    Nancy Remus, EA

    2015-2016 President OSSEA

  • 20th Annual Convention MOHICAN STATE PARK

    September 20-22, 2015

    Sunday, Sept. 20, 2015 – 5 Hrs. CPE

    12:00 – 12:45 pm Registration

    12:45 – 1:00 pm Welcome & Announcements

    1:00 – 2:45 pm “Elections”

    Mary Mellem EA

    2:45 – 3:00 pm Refreshment Break

    3:00 – 4:45 pm “Affordable Care Act”

    Mary Mellem EA

    4:45 – 4:50 pm Stretch Break

    4:50 – 5:45 pm “Life and Remainder Interest Issues”

    Mary Mellem EA

    6:00 – 6:30 pm Reception/Cash Bar

    7:00 – 9:00 pm Banquet/Entertainment

    Keynote Speaker – Jim Adelman, EA (NAEA)

    9:00 – 11:00 pm Hospitality Room

    Monday, Sept. 21, 2015 – 8 Hrs. CPE

    7:00 – 8:00 am Registration/Breakfast

    8:00 – 8:15 am Announcements

    8:15 – 10:00 am “Audit Proofing Business Returns”

    Mary Mellem EA

    10:00 – 10:20 am Refreshment Break

    10:20 – 12:05 pm “ASK” Topics submitted earlier by participants

    Mary Mellem

    12:10 – 1:10 pm Lunch

  • 1:10 – 2:10 pm Annual Meeting

    2:20 – 4:05 pm “STEP IRS Audit Procedures Workshop” (Session 1)

    Amy King, EA

    4:05 – 4:35 pm Exhibitor Break

    4:35 – 6:20 pm “STEP IRS Audit Procedures Workshop” (Session 2)

    Amy King, EA

    7:00 – 9:00 pm Dinner & Evening Entertainment

    9:00 – 11:00 pm Hospitality Room

    Tuesday, Sept. 22, 2015 – 7 Hrs. CPE

    7:00 – 8:00 am Registration/Breakfast

    8:00 – 8:05 am Announcements

    8:05 – 9:50 am “STEP IRS Audit Procedures Workshop” (Session 3)

    Amy King, EA

    9:50 – 10:20 am Exhibitor Break

    Track 1 Track 2

    10:20 – 12:10 pm “Ethics” “PTP’S”

    Amy King, EA Jim Krogstie EA

    12:15 – 1:15 pm Lunch

    1:20 – 2:10 pm “Identity Theft”

    Nichelle Gray, IRS

    2:15 – 4:00 pm "Reasonable Compensation" “Case Studies"

    David Pickett EA Ron Bodey EA

    THANK YOU FOR COMING AND HAVE A SAFE JOURNEY HOME

    PLEASE TURN IN YOUR EVALUATIONS

    AND SIGNED CEU CERTIFICATES BEFORE YOU LEAVE

  • About Our Instructors

    Mary R. Mellem, EA, is a Tax Professional from Green Bay WI who has been in the tax business for 31

    years. She and her husband David operate Ashwaubenon Tax Professionals. In addition to servicing

    1200 tax and accounting clients during the year, their business includes tax consulting for other tax

    professionals as well as teaching. The year 2015 will be Mary’s 25 th year of teaching tax programs

    throughout the country.

    Prior to working full-time at Ashwaubenon Tax Professionals, Mary was a member of the staff of the

    National Association of Tax Professionals for 13 ½ years. While on staff she served as Education

    Program Supervisor for many years. In this role she was involved in writing and teaching seminars

    throughout the country in all aspects of the tax field from individual issues to entity issues. She was also

    the instructor for the 1040 Video series. Her experience with NATP also included service as part of the

    research department.

    Mary received a Bachelor's Degree in Secondary Education from the University of Wisconsin in the field

    of Mathematics and Economics. In 1990 she earned the Enrolled Agent designation. She is a member of

    NATP and NAEA and a Fellow of NTPI. Mary has written the Client Newsletters for the NAEA Journal

    for several years and served on the Public Relations Committee.

    Nichelle Gray, Senior Tax Specialist, in the Stakeholder Liaison Office of the

    Small Business/Self-Employed Division, Internal Revenue Service in Cleveland, Ohio

    Nichelle supports IRS’ Stakeholder Liaison Field Office in collaboration with tax professional

    organizations, small business groups and industry associations to provide federal tax education and

    information for their members.

    Before reporting to Stakeholder Liaison as a Tax Specialist in November, 2009, Nichelle most recently

    served as a Revenue Agent, in the Examination Office, where she was responsible for auditing tax

    returns.

    Nichelle has been with the IRS for more than 27 years in an effort to support voluntary tax compliance.

    Amy King, EA became an Enrolled Agent in 2004, and opened King Tax Service LLP in Enumclaw, Washington. Currently her firm prepares over 750 individual tax returns and works over fifty audit cases

    a year. King serviced as a Director for the Washington State Society of Enrolled Agents for four years, is

    a nation speaker for audit and tax issues, and was a panelist on Tax Talk Today in June of 2013. When

    not immersed in tax issues, she enjoys the company of her best friend and husband, Joe, and their three

    grown children.

  • Ronald A. Bodey, EA is the owner of Bodey & Associates, a tax and financial planning business located

    in Troy, OH, since 1994. Ron started his career in banking as an internal auditor from 1976 until 1984.

    Was a senior accountant for a local firm from 1985 to 1993. Ron holds a series 6 and 66 investment

    licenses and is a Registered Investment Advisor Agent, currently licensed in 3 states. Ron also holds an

    Ohio insurance license in life, health, disability and long term care. Ron has affiliations with National

    Association of Enrolled Agents (NAEA), Ohio State Society of Enrolled Agents (OSSEA), (currently

    serves as Immediate Past President, Education Chair and Chapter Representative), National Society of

    Accounts (NSA), and the National Federation of Independent Business (NFIB). He has also served on

    public boards and committees in various capacities. He and his wife Brenda have 3 grown children, a

    daughter (deceased) and 2 sons. They reside in Troy.

    David Pickett, EA has been an Enrolled Agent and a member of NAEA since 2007. He attended

    University of Kansas and has a BSIT from Pittsburg State University, Pittsburg Kansas, an MBA from

    National University, and is currently working on a PhD in Taxation. David is the local site coordinator for

    the VITA site. Earlier in his career David was a registered representative and held a CFP designation.

    In 2009 he as one of the top 25 finalist in the Intuit “Accounting and Tax Professionals Competing

    for $20,000 Awards to Grow a Practice or Start a New One”.

    He and his wife Kerry operate Pickett & Pickett Tax and Investments in Orrville Ohio. Their by line is

    the Marriage of Taxes and Investments. They also write a tax and investment column for the local

    newspaper.

    Jim Krogstie, EA is self-employed as an income tax professional, has been full time in tax preparation

    since 1998, and currently lives in Huron Township, between Huron and Sandusky. He graduated from

    Rose-Hulman Institute of Technology with a B.S. Chemical Engineering in 1977. The attraction to tax

    preparati