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 25th 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

preparation began after taking the H&R Block tax course one fall in 1983. A few years hence, and Jim

passed the EA exam, and became an Enrolled Agent in 1986.

While never working for anyone else, initial word-of-mouth growth in clients occurred over the years, but

remained a part-time pursuit until an opportunity to acquire clients from a retiring individual came up in

1998. Naturally, the contact for this opportunity resulted from involvement with the local EA chapter.

This allowed Jim to “retire” from engineering and go full-time into the tax preparation business.

Since that time, Jim has been actively involved in the local EA chapter, and recently on the OSSEA

Board. Jim is the current Secretary of OSSEA and also Education Committee Chair. Previously, Jim was

President of the Enrolled Agents of Greater Cleveland from 2006-2008 and was been on the OSSEA

Board as Cleveland’s Chapter Representative from 2007 - 2013.