Kathy Morgan, EA, USTCP, NTPI Fellow.  Thursday June 25^th  6 hours

Kathy retired after 25 years with H&R Block and started her own practice, Puzzled By Taxes, LLC. She is an accomplished speaker and instructor on a wide variety of tax issues for National and State level organizations, including NAEA, NATP, and WebCE.com. She has been published by several tax research companies, including Parker Tax Publishing and TaxConnections.com.

Kathy lives and practices in the Shreveport, LA area and when not “talking tax” she enjoys spending time with her grandchildren and family, writing and reading.

Kathy Morgan will provide the pieces for each of the following puzzles to land you on terra firma and not leave you in outer space:

• The Life of An Asset:  Soup to nuts
• Tax Research Tips and Techniques for Citations
• Working from Home, This will be a Snap, Right???

Marc Dombrowski, EA, NTPI Fellow.  Friday June 26^th  8 hours

Marc specializes in IRS/State Collections Cases, settlements with the IRS, Tax Lien Releases and Corporate Officer Assessments.  Through his extensive national experience solving a variety of business & personal tax and debt problems, Marc has gained experience in resolutions to fit any situation. “There is no problem, big or small, that cannot be resolved; there is always a light at the end of the tunnel, just take the time to talk to me about it.”

He is a former contributor to CNBC, the NAEA’s EA Journal and the Wall Street Journal.  He is an NTPI Level II, Level III and Graduate Level instructor.  Other speaking engagements include: NAEA affiliate conventions in New York, Florida, Missouri, New Jersey, Utah and Ohio and various local Chapters.

Marc is one of a hand-full of regular experts on NAEA’s web board helping many an EA with representation difficulties.

Marc Dombrowski will shine light on what clients consider “black hole” topics:

• IRS Correspondence-Action and Reaction
• Financial Analysis Handbook & Installment Agreements
• The Practical Side to a CDP hearing

LG Brooks, EA, NTPI Fellow.  Saturday June 27^th  4 hours

LG is an Enrolled Agent and is the Senior Consultant of The Tax Practice, Inc.

He has been in practice full time since 1990. His areas of practice include Tax Representation, Tax Consulting, Tax Preparation, and Pre-Tax Court Litigation Support Services.

LG is a nationally recognized tax resolution expert and speaker.  He teaches NTPI Level II, Level III and Graduate Level courses.  He is a frequent presenter at California’s annual CSEA convention, IRS Annual Tax Forums, and numerous tax and accounting society forums.

LG Brooks will explain the links in the “cosmic web” of:

• Privilege vs. Confidentiality
• Engagement Letters

Saturday June 27^th  4 hours

Practice Management topics where participants can share their best practices and blunders.  Specific topics TBD so check website www.txsea.org for updates.