The registration fee for 16 hours, THAT IS RIGHT… 16 HOURS of CPE and your meals listed in the adgenda, will be $375.00 with a $25.00 discount for NAEA and MOSEA members.  Registration is open now!   This is an unbeatable price folks!   Don’t delay!

Click on this link to register: 



Let us introduce, our presenter:  Mrs. Kathy Morgan, E.A., NTPI Fellow and USTCP.

Kathy recently retired after 25 years with H&R Block and started her own practice, Puzzled By Taxes, LLC. She teaches tax CPE for National and State level organizations, including NATP, NAEA, and Webce.com, around the country.

Her prior careers as a USAF military police officer and as a police communications officer for the Bossier City Police give her a wide variety of experience that translate into tax issues. She proudly holds the titles of Enrolled Agent, Fellow NTPI, and United States Tax Court Practitioner.

She has been published by several tax research companies, including Parker Tax Publishing, The EA Journal and TaxConnections.com. She is an accomplished speaker and instructor on a wide variety of tax issues.

Kathy lives and practices in the Shreveport Louisiana area and when not “talking tax” she enjoys spending time with her grandchildren and family, writing and reading.


Wednesday, July 22, 2020
6:00 – 6:30 pm Registration
6:30 – 6:35 Opening Remarks and introduction of speaker
6:35 – 8:15 Notice of Deficiency: It’s NOT the End of the World!
8:15 – 10:00 Social gathering/open bar

Thursday, July 23, 2020
7:30 – 8:00 am Registration / Breakfast
8:00 – 8:05 am Opening Remarks and announcement’s
8:05 – 9:45 am Tax court cases of Interest
9:45 – 10:00 am Break
10:00 – 11:40 am Working from Home, this will be a Snap, Right?
11:40 – 1:00 pm Lunch
1:00 – 2:40 pm Over the Road Transportation Workers
2:40 – 3:00 pm Break
3:00 – 5:30 pm Cancellation of Debt

Evening    Dinner/Annual meeting

Friday, July 24, 2020
7:30 – 8:00 am Breakfast
8:00 – 10:30 am 2019 Tax Update with an Emphasis on Covid-19 issues
10:30 – 11:00 am Break
11:00 –12:50 pm Conflicts of Interest: Getting Caught in the Middle