Welcome to the North Carolina Society of Enrolled Agents
THE ANNUAL CAROLINA CONNECTION 2021 CONVENTION and CE SEMINAR
SAVE THE DATES
Due to COVID-19 Concerns
The 16th Annual Carolina Connection
will be Virtual Presentations Only
(Attendee training provided)
The sessions will be offered via webinar in two separate tracks: a Representation Track and a Tax Track. As the sessions are offered on different dates, the attendee has the option of registering for either or both sessions (tracks) or can choose specific days of either Track. Registration information will be available soon. Tentatively each track offers up to 12 hours of CE.
Day #1 May 26, 2021, 9 a.m.-Noon (3 hours) and 1 p.m.- 4 p.m. (3 hours) and
Day #2 May 27, 2021, 9 a.m.- Noon (3 hours) and 1 p.m- 4 p.m. (3 hours)
Representation Track with Frank Agostino, Esq.
Frank Agostino is the founder and president of Agostino & Associates; P.C. Prior to entering private practice, Mr. Agostino was an attorney with the Internal Revenue Service’s District Counsel in Springfield, Illinois and Newark, New Jersey. He also served as a Special Assistant United States Attorney, where he prosecuted primarily criminal tax cases. As an adjunct professor, Mr. Agostino taught tax controversy at Seton Hall University W. Paul Stillman School of Business and Rutgers School of Law. He also served as the co-director of the Rutgers Federal Tax Law Clinic.
Mr. Agostino is a frequent speaker and author on tax controversy and litigation matters. He serves on the Advisory Board of the Journal of Tax Practice and Procedure. Mr. Agostino is actively involved with the American Bar Association and the New York County Lawyers’ Association. Mr. Agostino is also the President of Taxpayers Assistance Corp., which provides tax and legal advice to low income taxpayers in the NY/NJ area.
June 7-8, 2021
Day #1 June 7, 2021, 9 a.m.-Noon (3 hours) and 1 p.m- 4 p.m. (3 hours) and
Day #2 June 8, 2021, 9 a.m.-Noon (3 hours) and 1 p.m-4 p.m. (3 hours)
Tax Track with David L. Mellem, EA & Mary R Mellem, EA
David L. Mellem, EA & Mary R. Mellem, EA are the partners of Ashwaubenon Tax Professionals in the Green Bay WI area. They prepare about 1,200 tax returns for individuals, corporations, partnerships, estates, and trusts. 2020 represents David’s 42nd year & Mary’s 36th year of income tax preparation.
In addition to teaching tax seminars on the National speaking circuit and preparing tax returns, David and Mary provide research/consulting services for Federal taxmatters and ghost write full or partial taxreturns when fellow tax professionals get stumped.
David and Mary are tax references for many journalists including cnnmoney.com and wallstreetjournalonline.com. They have been quoted in various newspapers around the country and have published articles in NATP’s Tax Practitioner Journal and NAEA’s EAJournal. David has been a guest panelist on the Tax Talk Today show sponsored by NAEA.
Both are members of NATP, NAEA and Fellows of NTPI. David is the past editor of the NAEA EA Journal and Mary has written the Client Newsletter for the NAEA EAJournal.
This event will be hosted via ZOOM meetings. The NCSEA education committee has secured the services of a professional audiovisual (AV) company in order to ensure the first NCSEA Virtual Event is a great success!
The AV provider will deliver a customized training and best practice video for attendees. This information will be sent to attendees one week prior to the event.
Please visit www.ncseaonline.com for updated information, complete course descriptions, and speaker biographies. Topics, speakers, and times are subject to change without notice.
The election of Officers and Directors will occur at our Annual Meeting which will be held virtually in May or June of 2021.
We have received no nomination for the position of President. Members wishing to nominate a member for the position can contact George Caesar at firstname.lastname@example.org.
Need info: Kim Anderson, EA at email@example.com
Need info: Nancy Colvin, EA at firstname.lastname@example.org
Our meetings are the third Friday of each month via ZOOM with an invitation to all of the NCSEA membership. Contact is Mele Perrego – 919-550-1777 Mele.email@example.com
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NCSEA serves Enrolled Agents, America’s Tax Experts in North Carolina
The North Carolina Society of Enrolled Agents (NCSEA) is the only professional association representing Enrolled Agents (EAs) in North Carolina. Enrolled Agents (EAs) are America’s Tax Experts. EAs are the only federally licensed tax practitioners who specialize in tax preparation and also have unlimited rights to represent the taxpayer before the IRS.
This website is the information and resource center for NCSEA members and NCSEA associates. NCSEA is an affiliate of the National Association of Enrolled Agents (NAEA). We encourage all tax practitioners to consider the benefits of joining and applying for membership. For other visitors, we invite you to browse our consumers or media pages.
News and Benefits
Nominations open for the Thurman E. Askew Enrolled Agent Memorial Award: Click here for information
Get Involved In Your Chapter Read MORE
Network with your colleagues and peers in your local geographical area. Click on the chapter name for information. NCSEA local chapters include:
- Piedmont Plateau Chapter contact Nancy Colvin, EA at firstname.lastname@example.org
- Triangle/Raleigh Chapter
- Charlotte Chapter contact Kim Anderson, EA at email@example.com
- Coastal Plains
Contact Candace Cansler for further information: Administrator@NCSEAonline.org