NATP Hawaii Chapter Meetings & Upcoming Events

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1 We are looking for new members. Here are just a few great reasons you should tell them to join. Access to Un- I S S U E 3 O C T O B E R matched Enrichment Nation s leading tax resources with huge collections of resources and products. Stay current with Industry Updates Professional Network with tens of thousands tax professionals I N S I D E T H I S I S S U E : POA Revocation 2 NATP Forum Recap POA Revocation Sample 3 Letter NATP Hawaii Chapter Meetings & Upcoming Events Pumpkins everywhere...that is how you know we ve approached the beginning of the 4th Quarter. Before ya ll know it, it will be Christmas and the start of the New Year. But let s not get ahead of ourselves. Here s what to come for the month of October and November. Enrolled Agent Classes - Part 2 & 3 Classes are currently being held every Tuesdays at 9:30 a.m. and 6:30 p.m. For more information to register, please contact Instructor Hank Erwin at NATP Annual Conference The Annual NATP Hawaii Conference will be held on November 6th, 2013 at the Pacific Beach Hotel. This is an all day conference starting at 8:00am and continuing until 5:00pm. Our Board of Directors secured speakers who will be speaking on important topics. Please see registration form on pg. 4 for more information. NATP 1040 & 1041 Workshops - Honolulu NATP Conference Flyer Tax Book Order Form NATP Hawaii Contact Info, Board members and Facebook The NATP 1040 Workshop will follow the Annual NATP Hawaii Conference which will be held from November 7-9, 2013 (3 days) at the Pacific Beach Hotel. Day 1: The Essential 1040 will cover the relevant tax changes, including both tax provisions taking hold and expiring in 2013, new tax laws, including the Affordable Care Act and a review on Ethics & Circular 230. Day 2: Beyond the 1040 will provide topics that impact many taxpayers such as delinquent taxes as well as covering various complexities with Schedule C and details regarding casualty and disasters. Day 3: Final 1040 & Estate 1041 is an additional class that will go in depth with explaining basic rules for preparing a decedent s final personal income tax return and income tax rules governing a decedent s estate and/or trust. To register, please visit The Tax Book Order Deadline - November 20th, 2013 NATP Hawaii Chapter members get a discounted rate. It will be cheaper ordering through us. See order form on pg. 5.

2 P A G E 2 Revocation of a Power of Attorney By Pat Ernce I have been preparing taxes for many years and have sent in numerous power of attorneys for my clients. Until you cancel that power of attorney you will still receive copies of all correspondence sent to that client by the IRS. So what do you do when these clients have disappeared maybe they moved or died and you no long have them as client and have no communication with them? Revoking Form 2848 Power of Attorney So what do you do when these clients have disappeared maybe they moved or died and you no long have them as client and have no communication with them? You can get a list of all power of attorneys on file with the IRS as part of the Freedom of Information Act. You must send a request to the IRS Disclosure Office. The address for our area is: Internal Revenue Service Discover Scanning Operation Stop 93A PO Box Atlanta, GA Once you receive the list, follow the instructions for form 2848 to revoke the Power of Attorneys you no longer need. If you have the Tax Tools program, it has a form, Representative Statement of Withdrawal, that you can use. There is a charge if you receive over 100 pages but no charge if less than 100 pages. Please see next page for a sample request letter. Recap of NATP Forum in Vegas By Pat Ernce This was the first year that NATP had a Forum in Las Vegas and according to the attendees it was a great success!! Where else can you get 15 CPE credits for $220? The meeting rooms were big enough to accommodate all the attendees and the speakers were great. The only complaint I heard was that several of the subjects should have been 2 hours. I also must congratulate National on their audio-visual presentations. They were the best I have seen in a long time. There were 1,200 attendees this year but only a few from Hawaii. The only downside, as always, is the airfare. But when you consider the cost of the Forum and the low cost of the hotel, it s still a bargain. I hope National will repeat the Forum again next year and that more attendees are from Hawaii. I will keep you posted in our upcoming events, should there be one in the near future.

3 I S S U E 3 P A G E 3 Sample CAF Client Listing Request Letter <Date> Internal Revenue Service Discover Scanning Operation Stop 93A PO Box Atlanta, GA Dear Disclosure Manager: This is a request under the Freedom of Information Act. I request that a copy of the CAF Representative/Client Listing be provided to me. I do not wish to inspect the documents first. In order to determine my status for applicability of fees, you should know that I am an Other requester seeking information for non-commercial or personal use. I am a tax professional and my CAF number is XXXXX. (This is not your enrolled Agent Number). I m including a photocopy of my driver s license, a notarized statement of a sworn statement, as defined in the FOIA Guide To Establish Proof of Identity and Right to Access as proof of identity. Please send listing as a paper document. I am wiling to pay copying fees for this request up to a maximum of $XX (fill in amount). If you estimate that the fees will exceed this limit, please contact me prior to completing my request. (There is no charge for the first 100 pages and $.20 per page thereafter). (and/or) Please send listing on CD as a text file using Windows Notepad. Thank you for your consideration of this request. Sincerely, <Signature>

4 ISSUE 3 PAGE 4 NATIONAL ASSOCIATION OF TAX PROFESSIONALS HAWAII CHAPTER ANNUAL CONFERENCE At the Pacific Beach Hotel from 8:00am to 5:00pm November 6, 2013 EARN CPE Credits (Based on a 50 minute hour) CPAs -8 CPE EAs-7 CPE Gayvial James Susan Forbes Rebecca Nadler Mike Garcia Senator Sam Slom Jeff White Jerry Hiromoto Fred Pablo Taxpayer Advocate 1031 Exchanges IRS Compliance FBAR Issues How Taxes Change The State of Hawaii Aging & Elder Issues What is happening at the IRS Hawaii Updates Lunch Included Price After Oct 31 Do you want a vegetarian meal? Members $90 $105 Non-members $100 $115 Make checks payable & mail to: NATP -HAWAII 1128 Pueo ST, Honolulu, HI phone Name: PTIN phone

5 I S S U E 3 P A G E 5 DEADLINE FOR ORDERS - NOVEMBER 20, 2013 Qty Price Cost Deluxe Edition $ Edition $46 Small Business Edition $46 All States Edition $75 Planning Strategies $46 What's New In Depth $46 Depreciation $46 Health Care Reform $46 Pocket Calendars (30 pk) $42 Donation tracker (30 pk) $42 Fast Tax Facts 1040 & Small Busienss $14 Starting a Business $14 Military $14 Foreclosures & Repossessions $14 Company Name: MAIL TO: Name: Hawaii NATP Address: 573 Uluhaku St. City, State, Zip: Kailua, HI

6 Your NATP Chapter Board Members NATP Hawaii Chapter c/o Hank Erwin 1128 Pueo Street Honolulu, HI Phone: Fax: President: Pat Ernce, EA (Founder) Vice President: Hank Erwin, EA Secretary: Margaret (Peg) Sawyer Treasurer: Joanne Chang, EA Kathy Mannoia (Founder) Maui Janet Reyes, CPA Oahu Sandy Salamoni-Lane, EA Big Island Henry Simmons, EA Big Island Paul Caster, EA Oahu Charmaine Apa, EA Oahu Sue Sowders, CPA Oahu Timothy Scanson, EA Oahu Stay Connected through Facebook If you haven t already done so, join our Facebook Group. This is another way to stay connected with NATP-Hawaii Chapter s news, meetings, events and NATP members. If you currently have a Facebook account, just type NATP-Hawaii in the search bar (top left). You should see two choices, one for group and one for a page. Choose the group. Then simply check like on the page and it will be added to the places you want to get to quickly. Meeting dates and times will be posted on here. You are wel- come to post any comment you have just like all Facebook activity. If you are not a Facebook user, and wish to join, just type Facebook in your browser and go to facebook.com to establish your account. There are various settings for privacy, etc., but are too numerous to list here. If you want or need help, please call Paul Caster at and he will give you a quick tutorial. The Power of FaceBook Get Connected!

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