LOUISIANA
Transcription
LOUISIANA
T H E LOUISIANA INDEPENDENT ACCOUNTANT OCTOBER 2015 PRESIDENT’S MESSAGE... Ryan Orgeron Its been a long hot summer but cooler weather is on the way. Along with fall also comes seminar season. I encourage everyone to register early and attend the various seminars that LSIA sponsors. I personally attended the NCPE Corp/Partnership seminar in Metairie, LA and as usual, they did not disappoint me. These seminars are priceless when you consider the amount of information we receive including a binder packed with worksheets, samples and other reference material. If you want to step it up with more information, consider joining the NCPE FELLOWSHIP. More information can be found at ncpefellowship.com. Speaking of seminars, please note that the November 19th and 20th seminar and the December 7th and 8th seminar will NOT be at the Crowne Plaza in Kenner. Both of these seminars have been moved to the Best Western Landmark Hotel in Metairie. Please note the changes in the seminar section of this newsletter. Have you ever considered giving back to LSIA? Do you want to network with your peers? If you do, you should consider joining LSIA as a BOARD MEMBER or chair one of the various committees. It’s not as hard as you think. Just contact any member listed on the back of this newsletter or contact Larry at the seminars and they will point you in the right direction. The board could always use fresh ideas and different points of view on many of the difficult decisions that must be made to have LSIA flourish for many years to come. These positions usually won’t take much of your time and you will make friendships that will be very rewarding to you and your business. Throughout the month of October, the Louisiana Department of Revenue will be putting on their annual Tax Conference for Tax Professionals. If you go to the Department of Revenue’s website under Tax Professionals, you will find ail the dates and locations they will be presenting. By the time you get this newsletter, It should be time to renew your PTIN (Preparer Tax Identification Number) for 2016. Remember that anyone who prepares or assists in preparing federal tax returns for compensation must have a valid PTIN before preparing tax returns. All PTIN’s expire on December 31 and must be renewed annually. I wish you and your family all the best while we prepare for the upcoming tax season. God bless you all! Ryan Orgeron EA Message from NSA State Director.............................pg. • State Director’s Message..........................pg. 3 3 PTIN Renewal............................................................pg. 4 • LDR Memorandum...................................pg. 4 NCPE Fellowship - Consider Joining.......................pg. 5 • Message IRS....................................pg. 5 6 2015 Fallfrom Seminar Agenda........................................pg. 2015-16 Calendar of Events and Member Information SEMINAR INFORMATION For information on THE ACADIANA CHAPTER contact L.J. Olivier at (337) 234-2202 2015/16 NOV. 19 & 20, 2015 1040 Workshop Seminar Metairie, La. Best Western Plus Landmark Hotel - 504-888-9500 •••••••••••••••••••••••• DEC. 7 & 8, 2015 2015 Gear Up 1040 Workshop Seminar Metairie, La. THE BATON ROUGE CHAPTER meets the first Tuesday of every other month. For more information call Marjorie Moore at (225) 654-7024. THE CENLA CHAPTER meets the third Tuesday of every month. For more information about the meetings, please contact Leonard Harris at (318) 445-9207. THE NEW ORLEANS METRO CHAPTER meets the second Monday of every month. For more information about the meetings, please contact Venessa Caldwell at (504) 454-0999. For information on THE SHREVEPORT/BOSSIER CITY CHAPTER, contact Jerry Kutz at (318) 742-8843. HOUMA/THIBODAUX CHAPTER meets at Piccadilly the fourth Monday every other month. Contact Bob Ledet at (985) 859-6748 or Glenda Spoon at (985) 876-4024 Best Western Plus Landmark Hotel - 504-888-9500 Executive Secretary: •••••••••••••••••••••••• JAN. 7 & 8, 2016 1040 Workshop Seminar Baton Rouge, La. Larry Mouton larrym@lsia.com Mailing Address: P. O. Box 60055 Lafayette, LA 70596-0055 Phone: Fax : (337) 993-9707 or 1-800-847-6276 (888) 224-8263 Embassy Suites Hotel - 225-924-6566 “The Louisiana Independent Accountant” is the official publication of LSIA. It is published six times annually. To have an article or information included in a newsletter, it must be received by the 15th of the month before the month of publication. Please send all articles and information to Larry Mouton via email at larrym@lsia.com. from Your NSA STATE DIRECTOR Danette Daigle, EA, ARA The NSA 70th Annual Convention and Expo was held August 19-22 of this year in Vancouver, Canada. As your State Director, I am proud to have participated in representing LSIA. At the annual NSA meeting, new officers and directors were elected. Kathy Hettick from WA was elected as the new NSA President, Alfred Giovetti of MD as 1st Vice-President, Brian Thompson of AR as 2nd Vice-President and Curtis Lee of NC as Secretary-Treasurer. Congratulations to all of the new officers. NSA gave out awards honoring both individuals and societies for their services during the year. Among the many awards given, The Accountant of the Year award went to Joseph Santoro of NH and the Affiliated State Organization (ASO) of the Year award went to NC Society of Accountants. The Best ASO Website went to the Public Accountants Society of CO. The next NSA convention will be held in August of 2016 in Tampa Florida. This is not too far for our Louisiana members to travel so I encourage you to consider attending next year. It may be next year, but it’s not too early to begin planning if you want to attend. Please contact me if you are interested in helping us represent our state on the national level in 2016. If you were not able to attend any of this year’s IRS Nationwide Tax Forums and would have liked to, there is good news! You still have the opportunity to view the seminars. You can register online and view the seminar and obtain CPE for a fee, or you can choose to audit the seminar for free. For more information on the individual tax forums, please go to www.irstaxforumsonline.com. We are in the midst of our seminar season and I want to remind everyone to register for the SBET reimbursement 30 days before each seminar to meet one of the requirements to receive a reimbursement of your educational expenses. I hope you are taking advantage of this wonderful program. Please visit our website at www.lsia.com for more information. I trust you have finished all of your extensions and spending good quality time with your loved ones. Tax season is only a few weeks away. Let’s spend this time catching up, getting ahead and getting educated so that we will be ready for 2016. “There are obviously two educations. One should teach us how to make a living and the other how to live.” -James Truslow Adams Danette L. Daigle PTIN Number You can renew your PTIN number starting On Nov. 1, 2015 CE (CPE) CPA's & EA's and all other credential holders check what credits you need and your reporting period You may want to make sure you have enough credits Check out the LSIA seminars on our website at www.lsia.com Officers, Directors, and Committee Members President Ryan P Orgeron, RTRP 403 Hickory St Thibodaux, La. 70301 Ph 984-445-0484 Fax 985-446-3700 rporgeron@yahoo.com District 3 Director Vanessa Caldwell 5024 Ithaca Street Metairie, La. 70006 Ph. 504-454-0999 Fax 504-454-0999 Vcaldwell10@cox.net NSA State Director Danette Daigle, EA, ARA, Notary 8414 Bluebonnet Blvd Ste 210 Baton Rouge, La 70810 Ph 225-763-9996 Fax 888-783-6306 danettedaigle@aol.com 1st Vice President Jerry Kutz, RTRP 215 Bobbie St. Ste 200 Bossier City, La. 71112 Ph. 318-742-8843 Fax 318-747-2780 jerrkutz@bellsouth.net District 4 Director Carol R. Estorge, EA 628 Camforth Drive Baton Rouge, La. 70810 Ph 225-757-5542 Fax 225-757-5543 carol628@cox.net Gvt. Relations & Taxation Lenny Alphonso, EA, ATA Ph. 985-377-7111 Fax 985-871-0014 lenny@alphonsoassociates.com 2nd Vice President Lynn Alphonso Reichert 1560 Girod St. Mandeville, La. 70448 Ph. 985-377-7115 Fax 888-361-6533 lynn@alphonsoassociates.com District 5 Director Karen Hooks, EA 802 W. Texas Leesville, La. Ph. 337-238-1511 brucestax@bellsouth.net Treasurer Ashlie Becnel, Becnel,RTRP RTRP Ashlie 4617 Hwy 308 Dr. 160 Samantha Napoleonville, 70390 Thibodaux, La.La. 70301 Ph. Ph. 985-513-0084 985-513-0084 avbecnel@aol.com Secretary Chrystal R Adams, EA 360 Martin Lacombe Dr Ste 200 Marksville, La. 71351 Ph. 318-253-5660 Fax 318-253-8681 chrystal@albertleger.com Counsel to the Board Robert "Bob" Ledet, EA, ATA 403 Lafourche Dr Thibodaux, La. 70301 Ph 985-859-6748 Fax 985-446-2317 bobacct@charter.net District 1 Director L.J. Olivier, RTRP 216 Medford Dr Lafayette, La. 70507 Ph 337-234-2202 l.olivier@juno.com District 2 Director Ashlie Becnel, Becnel,RTRP RTRP Ashlie 4617 Hwy 308 Dr. 160 Samantha Napoleonville, 70390 Thibodaux, La.La. 70301 Ph. Ph. 985-513-0084 985-513-0084 District 6 Director Leonard Harris, ABA 25 Heyman Lane Alexandria, La. 71303 Ph 318-445-9207 Fax 318-445-9207 lmharris@suddenlinkmail.com District 7 Director Position Open Membership Position Open Nominations Karen Hooks, EA 802 W. Texas Ph. 337-238-1511 Fax 337-392-2106 brucestax@bellsouth.net Audit Position Open District 8 Director Open Executive Secretary Larry J. Mouton, EA, ABA, Notary 403 Idlewood Blvd. Lafayette, La. 70506 Ph. 984-3838 Fax 337-984-3836 larrym@lsia.com Past President Danette Daigle, EA, ARA, Notary 8414 Bluebonnet Blvd. Ste. 210 Baton Rouge, La. 70810 Ph. 225-763-9996 Fax 888-783-6306 danettedaigle@aol.com Charter-By-Laws Felix Guillot, EA, ABA, ATA P. O. Box 12005 Alexandria, La. 71315 Ph 318-445-5564 felixguillot@yahoo.com Grievance Hilma Stolf, EA 600 Bonnabel Blvd Metairie, La. 70005 Ph 504-834-1615 Fax 504-834-1612 hilma@stolfandassociates.com Legal/Legislative Norm Kostik, ABA 3515 N Arnoult Road Metairie, La. 70002 Ph 504-455-3300