When

Friday, January 5, 2024 from 8:00 AM to 4:30 PM CST
Add to Calendar 

Where

Radisson Hotel and Conference Center 
625 W Rolling Meadows Drive
Fond du Lac, WI 54937
 

 
Driving Directions 

Contact

Megan Steinfeld, EA 
Wisconsin Society of Enrolled Agents 
wseainfo@gmail.com 
 

WSEA January Tax Update Seminar 

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.