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21Truckee, California: Historically a logging town, Truckee was also the site for major railroad construction inthe 1860’s. Today, its Old West-style downtown, located along Donner Pass Road, has morphed into an artistichub, with historical sites and appealing boutiques and galleries. Learn about local history at the town’s array ofmuseums, including the Museum of Truckee History, the Truckee Railroad Museum and the small but compellingOld Jail Museum.The town has become something of a “foodie hot spot.” With sophisticated but comfortable mountain cuisineoptions including Stella, Pianeta and Drunken Monkey, a favorite for sushi lovers. Moody’s Bistro Bar & Beatsis Truckee’s nightlife landmark, serving up roadhouse-style food and live jazz inside the 1873 Truckee Hotel.CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 orEMAIL: conferences@nticpe.com

22CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 orEMAIL: conferences@nticpe.com

23CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 orEMAIL: conferences@nticpe.com

24CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 orEMAIL: conferences@nticpe.com

25NTI 2022 CONFERENCE SCHEDULERITZ-CARLTON, LAKE TAHOELAKE TAHOE, CALIFORNIAAUGUST 8-14, 2022DATE8/8MondayMEETINGSArrival - no meeting scheduledSOCIAL EVENTS/TOURS6:30-7:00pm: Hospitality DeskWelcome to Lake TahoeOrientation Meeting8/9Tuesday7:30am-12:50pm meeting:2022 Individual Tax UpdateSpeaker: James D. Brandenburg, CPA, MSTCPE Hours: 6 Group Live – Taxes6:00-7:00 pm: Reception hosted byNTI8/10Wednesday7:30am-12:50pm meeting:Business Tax Developments- 2022Speaker: James D. Brandenburg, CPA, MSTCPE Hours: 6 Group Live – Taxes8/11ThursdayDay of leisure – no meeting scheduled8/12Friday7:30am-12:50pm meeting:Income Tax and Lifetime Planning for Families- Part 1Speaker: Thomas M. Brinker, Jr., CPA, PFS, ChFC, CFE, AEPCPE hours: 6 Group Live – Taxes8/13Saturday7:30am-12:50pm meeting:Income Tax and Lifetime Planning for Families- Part 2Speaker: Thomas M. Brinker, Jr., CPA, PFS, ChFC, CFE, AEPCPE hours: 6 Group Live – Taxes8/14SundayDay of DepartureNote: Continental breakfast will be served in the meeting room starting at 7:00am for participants only. Participants receive 6CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEs purchased) by completingoptional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs (taxation and A&A) andwill be distributed either by an on-line downloadable PDF format or distributed at the conference in manual format, at thecustomer’s option.Summary of CPEs available at this program: Live Group study 24 CPEs; Self-Study 16 CPEs for a total of 40 CPEs.CPE BREAKOUT:Group live CPE (4 days at 6 CPEs per day)Self-study supplementTotal CPEs24 CPE hours16 CPE hours40 CPE hours* Distributed either on-site or in a downloadable PDF formatCALL 888-515-3674 (Extension 1) or FAX 888-552-9749 orEMAIL: conferences@nticpe.com

26Who Should Attend: CPAs and other professionals who deal in taxation.Details on courses: Unless otherwise stated, all courses have the following attributes:Delivery method: The live segments of the program (6 CPE hours per session) are categories as Group Live,while the self-study supplement (2 to 4 CPEs per session) is categorized as QAS Self Study.Program level: UpdatePrerequisites: General understanding of taxation (tax courses)Advance preparation: NoneTOPIC DESCRIPTIONSIncludes 2022 Tax Law Changes, when passed2022 Individual Tax UpdateObjective: To discuss recent developments related to federal income taxation of individuals including newregulations and other changes related to tax reform.This course focuses on recent 2022 tax developments related to individuals, including tax changes included innew IRS regulations and procedures. Topics include: including new IRS regulations and revenue procedures,practice planning areas, pending changes and tax reform, and more. Recommended CPEs: 6 hours. Field ofstudy: TaxesBusiness Tax Developments- 2022Objective: To address recent developments related to the federal income taxation of businesses.This course addresses tax issues related to businesses including key matters involving C corporations, Scorporations, LLCs and partnerships. Topics include: a reassessment the choice of entity, recent regulations andguidance related to pass-through entities, planning for expiring tax provisions, pending changes and tax reforminvolving businesses, and more. Recommended CPEs: 6 hours. Field of study: TaxesIncome Tax and Lifetime Planning for Families- Part 1 and 2Objective: To discuss a variety of unique tax and financial planning issues related to families and their members;including recent tax changes under the Tax Cuts and Jobs Act, CARES Acts, American Rescue Plan Act, andInfrastructure Legislation that affect such planning.This course reviews current legislative tax changes that impact tax planning issues confronted in familycircumstances; such as planning for couples contemplating divorce, nontraditional families and couples, parentsof children caring for those with special needs and the expanded definition of disabilities, as well as uniquefinancial and tax planning issues that pertain to these special circumstances.In addition to reviewing the general framework in individual tax planning for our families, the course will focuson the financial and tax planning issues involving the role of government benefits (Supplemental Security Income,Social Security Disability Income, Medicare, and Medicaid), and both the tax and non-tax issues with regard toABLE accounts and special needs trusts (both first party and third party).Recommended CPEs: 6 hours each day (12 hours total). Field of study: TaxesCALL 888-515-3674 (Extension 1) or FAX 888-552-9749 orEMAIL: conferences@nticpe.com

27ACCOUNTING AND AUDITING CPE: If you need accounting and auditing credits, we offer numerousself-study courses that qualify for accounting and auditing credit hours.SPEAKER BIOGRAPHIESJames D. Brandenburg, CPA, MSTPartner with the national CPA firm of Sikich, with extensive experience and knowledge in corporate andpartnership tax law, mergers and acquisitions and tax legislation. Mr. Brandenburg has particular expertiseworking with owners of closely held businesses to identify tax planning opportunities and assist them inimplementing these strategies including tax planning and reporting for manufacturers, distributors and contractors,International tax consulting and compliance, LIFO inventory planning, analysis and implementation, Interestcharge DISCs planning, analysis and reporting, and Foreign bank and investment account reporting andcompliance, among others.Thomas M. Brinker, Jr., CPA, PFS, ChFC, CFE, AEPThomas M. Brinker, Jr. is Professor of Accounting at Arcadia University in Glenside, Pennsylvania. He alsoserves as Executive Director for the MBA program and is Director of the American College 's Center for SpecialNeeds Planning in King of Prussia, PA. He graduated cum laude from Saint Joseph’s University in Accountancy,and holds masters degrees in Taxation and Accounting from Widener University. In addition to earning his J.D.,Professor Brinker earned an LL.M. in International Taxation from Regent University School of Law, where hereceived the distinction of “Outstanding Graduate” in his class. He presents nationally and internationally onvarious tax topics, and has published dozens of articles in numerous journals, including The Journalof Accountancy, The Journal of International Taxation, The Tax Adviser, The CPA Journal, The Journal ofPractical Estate Planning, and The Journal of Financial Services Professionals. Professor Brinker has receivedawards for teaching excellence, including the Professor of the Year Award, the PICPA Educator of the YearAward and the Lindback Foundation Award for Distinguished Teaching, and lectures primarily in the financialaccounting and individual tax areas. Prior to co-founding his CPA firm, Mr. Brinker was a member of both theaudit and tax departments of Coopers & Lybrand and Arthur Young & Company. He is currently a tax consultantto local CPA and law firms in the Philadelphia area. His practice concentrates in tax planning and compliance forindividuals and their businesses as well as tax planning for families caring for those with special needs.CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 orEMAIL: conferences@nticpe.com

28Conference FeeDiscountBy June 30, 2022CPE Pricing:By June 30, 2022After June 30, 2022Up to24 CPEsUp to32 CPEsUp to40 CPEs 1,797 1,897 1,848 1,948 1,889 1,989Cost includes all materials, continental breakfast at each session, (for participants only), and a sunset cocktailreception for you and your family.Group discounts: 10% for 3 or more participants20% for 5 or more participantsConference Cancellation Policy: Conference fee will be refunded in full if notice is received in writing on orbefore June 1, 2022. With respect to a cancellation occurring after June 1, 2022, no refund shall be granted butcredit will be given toward a future conference. This policy applies to the conference fee only and not to hotelcosts.For more information regarding concerns and administrative policies, please go to our website: www.nticpe.comor contact our office at 888-515-3674 (Extension 1).CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 orEMAIL: conferences@nticpe.com

29Licensing Designations:NTI is registered with the National Association of State Boards ofAccountancy (NASBA), as a sponsor of continuing professionaleducation on the National Registry of CPE Sponsors. State boardsof accountancy have the final authority on the acceptance ofindividual courses for CPE credit. Complaints regardingregistered sponsors may be submitted to the National Registry ofCPE Sponsors through its website: www.nasbaregistry.org. NTINASBA Sponsor Number: 103075QAS Self-Study Requirements: In accordance with the new NASBA Registry - QAS standards, all self-studycredit hours are determined based on a 50-minutes-per-CPE-hour measurement and have required feedbackquestions throughout the course. Credit measurements may vary from state to state. Your State Board ofAccountancy makes the final determination of CPE credits. The self-study portion of the courses must becompleted within one year of the conference dates.Enrolled Agents: NTI has entered into an agreement with the Office of Professional Responsibility, InternalRevenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), coveringmaintenance of attendance records, retention of program outlines, qualifications of instructors, and length of classhours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to thequality of the program or its contribution to the professional competence of the enrolled individual.CPE credits earned by enrolled agents directly to the IRS in accordance with the IRS requirements for CPEproviders. Enrolled agents must provide us with their PTIN number so that we may report CPE directly to theIRS.IRS Approval information: Provider Number: BTYZGCFPs: NTI is registered with the Certified Financial Planner Board of Standards, Inc.CLE: Tax courses qualify for CLE in most states. CLE credit is granted on a scale of 60 minutes per hourversus 50 minutes for CPE. Please ask for details.CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 orEMAIL: conferences@nticpe.com

30How to Register: RITZ-CARLTON, LAKE TAHOE, AUG 8-14, 2022CALL 888-515-3674 (Extension 1), fax to 888-552-9749 (or email conferences@nticpe.com) and register by credit ordebit card (MC/VISA) or check. Please return this form to the address at the bottom of the page.REGISTRATION FORMSpouse/companion’s name(s)First and last nameAddressCity/TownStateZip CodeTelephoneFacsimileEmail addressCONFERENCE INFORMATIONCheck one:By June 30,202240 CPEs32 CPEs24 CPEs 1,889 1,848 1,797After June 30,2022 1,989 1,948 1,897Cost includes all materials,continental breakfast at eachsession, (for participants only), acocktail reception for you andspouse/guest.Days you are attending: (check all that 13-222022 Individual Tax Update (6 CPEs-Group Live-Taxes)Business Tax Developments - 2022 (6 CPEs-Group Live-Taxes)Income Tax and Lifetime Planning for Families- Part 1 (6 CPEs- Group Live- Taxes)Income Tax and Lifetime Planning for Families- Part 2 (6 CPEs- Group Live- Taxes)HOTEL INFORMATIONPlease fill in:Arrival date:(Nights of August 8-13, 2022)(departure on August 14, 2022)Departure date:PleasecheckRoom categoryKing Run of houseMountain View KingClub Run of House (limited)One-Bedroom Suite (limited)(7 days/6 nights)(Per Person)Double OccupancyPackage Cost 1,984 2,159 2,938 3,260Note: Hotel package costs are subject to change without notice.Cost of extra nights and additional persons: Please call for details.Hotel package payment: 300 per person due with this reservation:Balance due: June 1, 2022CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 orEMAIL: conferences@nticpe.com

31REGISTRATION FORM (CONTINUED)PAYMENT:Pay by check(mail check to address below)COST:Conference fee Hotel deposit # people x 300 Charge my credit cardTOTAL AMOUNT [Balance of hotel package due June 1, 2022]MCVISACard numberExp dateI am a:State(s) for which CPE is required:CodeCPA AttyPAOtherCFPEA (PTIN )I work in: Public accounting Industry OtherSELF-STUDY PACKET:Participants receive 6 CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEspurchased) by completing optional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs(taxation and A&A). Summary of CPEs available at this program: Live Group study 24 CPEs; Self-Study 16 CPEs for a totalof 40 CPEs.Please tell us how you would like to receive your self-study materials: (CHECK ONE)On-line access to self-study courses in a downloadable PDF formatDistribute self-study courses to you on-site at the conferenceFULL REFUND OF ALL CHARGES ON OR BEFORE JUNE 1, 2022Hotel Cancellation: Refunds for hotel cancellations will be made, IN FULL, if cancellation is made in writing on or beforeJune 1, 2022. For cancellations after June 1, 2022 any portion of the hotel package cost not refunded by the hotel to NTI will bededucted from the refund. Any cancellations must be made in writing and emailed to conferences@nticpe.com or faxed to 888552-9749. No refunds for early departures.Conference Cancellation Policy: Conference fee will be refunded in full if notice is received in writing on or before June 1,2022. With respect to a cancellation occurring after June 1, 2022, no refund shall be granted but credit will be given toward afuture conference. This policy applies to the conference fee only and not to hotel costs.On June 1, 2022, I authorize NTI to charge my credit card noted above for the balance of the hotel package.Signed:CALL 888-515-3674 (Extension 1), fax to 888-552-9749 (or email conferences@nticpe.com) and register bycredit or debit card (MC/Visa)Please: Fax this form to 888-552-9749, orEmail this form to: conferences@nticpe.com, orMail this form to:NTI Conferences, PO Box 375, Burlington, MA 01803For more information, please visit our website at: www.nticpe.com.CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 orEMAIL: conferences@nticpe.comrev 3-9-22

The Ritz-Carlton, Lake Tahoe hotel features a 17,000-square-foot spa and fitness center with 17 treatment rooms, ladies' and gentlemen's lounge areas with sauna, steam and whirlpool. Two outdoor swimming pools allow guests the option of swimming laps or relaxing slope side by the pool. The fitness center, with state-of-the-art weight