January 6, 2022 at 5:00 pm Board meeting
January 7, 2022
8 Hours of Continuing Education
TAX UPDATE
In-Person or Virtual
David Mellem, EA & Mary Mellem, EA are the partners of Ashwaubenon Tax Professionals
in the Green Bay WI area. They prepare about 1,200 tax returns for individuals, corporations,
partnerships, estates, and trusts. 2020 represents David’s 44th year & Mary’s 38th year of income tax preparation.
In addition to teaching tax seminars on the National speaking circuit and preparing tax returns, David and Mary provide research/consulting services for Federal tax matters and ghost write full or partial tax returns when fellow tax professionals get stumped. David and Mary are tax references for many journalists including cnnmoney.com and wallstreetjournalonline.com. They have been quoted in various newspapers around
the country and have published articles in NATP’s Tax Practitioner Journal and NAEA’s EAJournal. David has been a guest panelist on the Tax Talk Today show sponsored by NAEA. They are both members of NATP,
NAEA and Fellows of NTPI. David is the past editor of the NAEA EAJournal and Mary has written the Client Newsletter for the NAEA EAJournal.
WHO SHOULD ATTEND? Enrolled Agents, CPAs, Attorneys, Financial Advisors, and other PTIN
professionals
Cost: WSEA or NAEA Members
*Member Nonmember
In Person......................... ................. $150.00 ............ $200.00
Virtual.................................................$150.00..............$200.00
*Includes Member’s staff person/s when registering at the same time.
**Materials will be virtual this year and emailed in advance if you wish to print them for the seminar
Check in: 7:30 am
Seminar from 8:00 am to 4:20 pm
Hotel Retlaw Reservations 920-204-0400 Room Rate -- $126 for 2 full size beds by December 27, 2021