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Midwest in Motion - Annual Conference

Your guide to the 2014 Midwest in Motion conference.



About Our Courses


  • Expenses vs. Capitalize in a "Betterment" World (UB57Y-T-00026-14-I, 2 Hours Tax CPE)
    Practitioner awareness and implementation of IRS controversial final regulations affecting capitalization and expensing is crucial in a "best practices" environment.  The final regulations, released on September 13, 2013, are mandatory for 2014 returns.  Tax professionals must be prepared to assess each client's situation and make appropriate recommendations which may involve requests for changes in accounting methods and annual elections as attachments on returns.  This course is designed to provide thorough understanding of this regulation  and the methods necessary to bring clients into compliance.
  • K-1 Competencies (UB57Y-T-00028-14-I, 2 Hours Tax CPE) This course will provide new insight into the challenging intricacies involved in working with K-1's from origination to the transfer of data to the individual return.  Partnerships, LLC's, Publicly-traded Partnerships, S- Corporations, Estates and Trusts will be included. 
  • Small Business Retirement Plan Compliance & Employee Benefit Reporting (UB57Y-T-00029-14-I, 2 Hours Tax CPE)  The tax professional is the first person a small business owner will usually consult when setting up an employee benefit plan. IRS compliance for SEP's, SIMPLE's, HSA's or 401(k) plans can be complex.  This course will delve into the common errors that occur in these "boiler plate" plans. It will cover the IRS Employee Plans Compliance Resolution System (EPCRS), mistakes that can be self-corrected, those that can't  and how to handle  threats of  plan disqualification.  The presentation will also cover employer filing requirements including W-2's.
  • All Your Headaches (UB57Y-T-00027-14-I, 2 Hours Tax CPE)  This fast-paced class will cover a potpourri of current items affecting both individual and business tax returns such as Medicare tax on the wealthy, mileage deductions, first-time homebuyer credit recapture, Roth IRS distributions, special rentals, reasonable compensation and education credits.  The topics within this presentation may change as new, hot issue come forth.
  • The IRS and Your Client (UB57Y-T-00001-14-I, 6 Hours Tax CPE) This power-packed course will enhance the skills and expertise of tax professionals representing taxpayers before the IRS.  The presentation will cover:  IRS structure and "who to call when;" A review of examination procedures including payroll issues; Determinations on how to procedurally handle an audit;  Collection as an IRS function with emphasis on retaining taxpayer rights; Appeals; Negotiation techniques and knowing when it might be time to settle.  A final session will review the US Tax Court, how taxpayers can use it, who can practice before it and how its decisions are affecting everyone in the business of tax. 
  • The Price of Integrity?  Circular 230 is the primary guide to the ethical behavior required by practitioners under its jurisdiction.  Practitioners are often faced with challenging ethical issues that may require a difficult decision that might result in the termination of the client relationship.  This course will examine several ethical conflicts and conclude the tax professional's legal responsibility in each situation.


Our Speakers

Vicki L Mulak, EA, CFP

Robert E McKenzieAs principal of American Financial and Tax in Tustin, California, Vicki brings over twenty years experience assisting business owners and individuals in tax planning, return preparation and representation.  She represents the tax practitioner community on the California Employment Development Department’s Small Business Employer’s Advisory Committee and is a featured speaker for NATP, CSEA’s Super Seminar, NAEA affiliates and many other conferences.  She teaches the Corporation portion of the Special Enrollment Exam Prep Course and has been an instructor for the California State University Financial Planning Certificate Program.  She is recipient of CSEA’s prestigious “Thomas P Hess Award” and was honored in 2012 with NAEA's Bill Payne Advocacy Award.

Beanna J Whitlock, EA, CSA

Robert E McKenzieBeanna is known for bringing humor and entertaining stories into her enlightening presentations.  She has been a tax law instructor for over 35 years and is an adjunct professor for Auburn University.  She has testified before Congress, the IRS Treasury and the IRS Oversight Board.  She served on the IRS Information Reporting Program Advisory Council as well as the IRS Commissioner's Advisory Committee.  She was IRS Director of National Public Liaison for Commissioner Mark Everson and is a recipient of the Commissioner's Award for Excellent Service.  Accounting Today honored her as one of the 100 Most Influential in Accounting for an unprecedented seven years. 



Thursday, June 12th - Vicki Mulak, EA, CFP

Friday, June 13th - Beanna J Whitlock, EA, CSA

  • 7:00 - 8:00
Registration & Breakfast Buffet
  • 7:00 - 8:00
Registration & Breakfast Buffet                            
  • 8:00 - 9:50    
Expense vs. Capitalize
  • 8:00 - 9:50
The IRS and Your Client
  • 10:10 - 11:40
K-1 Competencies
  • 10:10 - 11:40
The IRS and Your Client (cont'd)
  • 11:40 - 12:50
  • 11:40 - 12:50
  • 12:50 - 2:30
Small Business Retirement Plans & Employee Benefit Reporting
  • 12:50 - 2:30
The IRS and Your Client (cont'd)
  • 2:50 - 4:30
All Your Headaches
  •  2:50 - 4:30

What Price Integrity? (Ethics)

  Adjourn   Adjourn

ILSEA Annual Meeting & Installation of Officers

A Networking Mixer will immediately follow the state meeting. It provides a chance to relax, catch up with old friends and meet new ones.  Food will be served (cash bar).
Be sure to indicate on the registration form  whether or not you plan to attend the mixer.






Hotel Accommodations

630 679-1600   .    Fax 630 679-1616


Special conference rate of $97* double/king if reservations made by May 21, 2014
*(Use Group Code ILS)
*Special deluxe room & suite rates also available
Make reservations directly with the hotel—do not contact ILSEA for accommodations.


Click here to book your room.


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