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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.

SESSION 1

May 26-27,2021

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. 

Topics: TBA

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.

SESSION 2

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

Topics: TBA 

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.


Nominating Committee Report for the 2021-2022 Governance Year

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 acct1040@bellsouth.net.


Charlotte Chapter 

Need info: Kim Anderson, EA at kim@ambassadorsbts.com


Piedmont Chapter

Need info: Nancy Colvin, EA at necolvin@triad.rr.com


Triangle/Raleigh Chapter

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.tax@gmail.com


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NCSEA serves Enrolled Agents, America’s Tax Experts in North Carolina

The North Carolina Society of Enrolled Agents (NCSEA) button-findeancis 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 button-findeanationalmembers 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

Askew Foundation offers scholarships for NCSEA and NAEA Continuing Education Events.


Get Involved In Your Chapter    Read MORE

1040 formNetwork with your colleagues and peers in your local geographical area. Click on the chapter name for information. NCSEA local chapters include:

Contact Candace Cansler for further information:   Administrator@NCSEAonline.org