PATRICIA M. ANNINO, JD, LLM
Partner in Rimon's Trust and Estates Group. A nationally recognized authority on estate planning and taxation, Ms. Annino has more than 30 years of experience serving the diverse needs of families, individuals, and owners of closely-held businesses. Ms. Annino's practice includes all aspects of private client work, including estate planning; will and trust planning; incapacity planning; prenuptial and postnuptial agreements; estate litigation; advising executors, trustees and beneficiaries and administration of estates and trusts.
A frequent public speaker, Ms. Annino has presented nationally to high-level donors and trustees of hospitals, museums, and other nonprofits, as well as private banking clients, owners of closely-held businesses, and alumni organizations. She has spoken to various groups about her book, Women and Money: A Practical Guide to Estate Planning, Patricia also writes a monthly column for CPA Insider, a newsletter sent to more than 160,000 CPAs and other wealth managers and advisors.
THOMAS E. BAYER, CPA, CEXP
Partner-in-charge of the Indianapolis office of Sikich specializing in business succession planning, estate planning, tax planning and compliance, and business advisory. He is both a CPA and Certified Exit Planner (CExP), with more than 28 years of experience providing tax and advisory services to commercial clients across various industries.
JAMES D. BRANDENBURG, CPA, MST
Partner with the national CPA firm of Sikich, with extensive experience in corporate and partnership tax law, mergers and acquisitions and tax legislation. Particular expertise working with owners of closely held businesses including tax planning and reporting for manufacturers, distributors and contractors, International tax consulting and compliance, LIFO inventory planning, among others. National speaker on federal tax matters.
STEVEN C. FUSTOLO, CPA, MBA
Partner with the CPA firm of James J. Fox & Company. AICPA author and national columnist for various publications including The Practical Accountant. Outstanding Discussion Leader award recipient. Award-winning author of more than nine books and courses.
LUCIEN P. GAUTHIER, JD, LLM, CPA
CPA and tax attorney in practice, Lucien Gauthier is President of Boston Tax Institute, and a national lecturer on federal taxation, specializing in individual and business tax matters. Mr. Gauthier has represented hundreds of clients at the IRS examination and appeals levels, and acted as an expert witness on federal income tax matters in state court litigation.
In addition, Mr. Gauthier offers tax consulting services to CPAs and other tax professionals and their client in areas that include S and C corporation matters, purchase and sale of businesses, liquidations, cash method of accounting, passive losses, and valuation matters, among others.
Mr. Gauthier is a former Adjunct Assistant Professor, Bentley College Graduate Tax Program, and has been a guest speaker various other professional and business groups including the Boston University Institute on Federal Taxation, Bentley College Institute on Federal Taxation, and Greater Boston Association of Financial Planners, among others.
Mr. Gauthier speaks regularly on federal tax matters including his Current Tax Developments, Strategic Tax Planning involving closely held business and their owners, S corporations, and other federal income tax topics.
LARRY JOHNSON, CPA, MST
National lecturer on taxation to accountants and attorneys. CPA with more than 30 years experience with Sikich, a Top-40 CPA firm including acting as National Director of the Tax Exempt Division. Specializes in tax planning related to complicated business transactions, including tax exempt organizations, and philanthropic planning with high-wealth families. Works in tax representation before the IRS, including victories in United States Tax Court. Founding member of the Community Foundation for the Land of Lincoln.
THOMAS P. LANGDON, JD, LLM, CFA, CFP
Professor of Business Law at the Gabelli School of Business, Roger Williams University, and an adjunct professor of taxation at Georgetown University. Principal in Langdon & Langdon Financial Services, LLC. Nationally recognized author and speaker, and author of several books, as well as dozens of articles.
MICHAEL R. MIRANDA CPA, QKA, AEP
Principal in Miranda CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified and non-qualified plan and welfare benefit plans. A recognized speaker on tax law, employee benefit planning, and estate planning through the country.
ROBERT “CHRIS” PROVINCE, CPA
CPA in private practice for over 30 years and national lecturer on taxation for the accounting and banking industries. Former partner at a national CPA firm and previous adjunct professor of accounting and tax at various universities around the country. Past member of the both the AICPA national committee on S-Corporations and the Qualifications Committee for the California Board of Accountancy.
FLEXIBLE CANCELLATION POLICY - See Conference Dossiers for Details
NTI is a premier provider of continuing professional education (resort CPE) geared toward CPAs, attorneys and other professionals. NTI's mission is to offer the finest state-of-the-art resort CPE conferences, seminars, programs available in the country. NTI (Novel Training Ideas) is a division of Fustolo CPE LLC.
NTI is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NTI NASBA Sponsor Number: 103075
CFPs: Please ask for details.
CLE: Tax courses qualify for CLE in most states. CLE credit is granted on a scale of 60 minutes per hour versus 50 minutes for CPE. Please ask for details.
National Association of State Boards of Accountancy
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CPE credits earned by enrolled agents directly to the IRS in accordance with the IRS requirements for CPE providers. Enrolled agents must provide us with their PTIN number so that we may report CPE directly to the IRS.
IRS Approval information: Provider Number: BTYZG