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Wednesday, December 21, 2011

TAX TIME for SENIORS - educational webinar

Registration is now open for January's educational webinar, TAX TIME for SENIORS, presented by Beanna Whitlock of Whitlock Tax Service, LLC. Tax season is just around the corner and Beanna will present on the problematic areas of tax filing for Seniors, including:

• How to discover the magic of "bunching" deductions to save your Seniors tax dollars.
• Be mindful of not leaving Senior tax dollars on the table and discover an effective IRA planning strategy.
• Learn how to insure that your Senior taxpayers pay the lowest legal amount of tax.
• And more

Beanna Whitlock is an Enrolled Agent in private practice as Whitlock Tax Service, LLC located in San Antonio, TX.

A tax law instructor for more than 30 years with emphasis on Limited Liability Company and Ethics and Professional Conduct presentations. Beanna has taught tax professionals across the country and is an adjunct professor for Auburn University. She is a faculty member of the Society of Certified Senior Advisors, CSA and the National Center for Professional Education. She is the Executive Director of the ncpefellowship, a web based organization providing educational resources and practice management tools at www.ncpefellowship.com.

She has testified before Congress, Treasury and the IRS Oversight Board. She has served on the IRS Information Reporting Program Advisory Council as well as the IRS Commissioner’s Advisory Committee (CAG). She served as the IRS Director of National Public Liaison for Commissioner Mark Everson and is a recipient of the Commissioner’s Award for Excellence of Service.

She has been honored by Accounting Today as one of the 100 Most Influential in Accounting for an unprecedented 7 years.

Known for her fierce defense of the tax professional community, Beanna is frequently consulted by accounting and tax publications regarding issues concerning the tax professional community.

Register Now!


Date: January 19th, 2012

Time: 11:00am (PST); 12:00 (MST); 1:00 (CST); 2:00 (EST)

Cost: Free for CSAs; $49 public Register Now!