January 4th, 2024
Board Meeting 5pm in Boardroom 2
All members welcomed to attend
January 5th, 2024
Tax Update Seminar in Foyer 1
8 Hours Continuing Education
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. 2023 represents David’s 47th year & Mary’s 41st 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 sent by email in advance
Check in: 7:30 am
Seminar from 8:00 am to 4:20 pm
Seminar mateials will be emailed in advance of the workshop. No print materials will be provided.
Radisson Reservations: 920-923-1440 x 0 and mention WSEA group rate.
Room Rate -- $109 for 2 Queen beds.