NTI 2022 SEA ISLAND CONFERENCE - THE CLOISTER SEA ISLAND, GEORGIA JULY 31- AUGUST 6, 2022
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FULL REFUND OF ALL
HOTEL AND CONFERENCE
FEE CHARGES ON OR
BEFORE JUNE 1, 2022
NTI 2022 SEA ISLAND CONFERENCE
Conference
THE CLOISTER Fee Discount
SEA ISLAND, GEORGIA By February
JULY 31- AUGUST 6, 2022 15, 2022
2
NTI 2022 CONFERENCE PROGRAM
THE CLOISTER
SEA ISLAND, GEORGIA
JULY 31- AUGUST 6, 2022
Location: THE CLOISTER
100 Cloister Drive, Sea Island, GA 31561
Phone: 888-565-2364 Website: www.seaisland.com
Airports: Jacksonville International Airport (JAX) and Savannah International Airport (SAV)
Transfers: Car rental is recommended – One-hour drive from Jacksonville International Airport
and an hour and 15-minute drive from Savannah International Airport.
Directions: Visit: www.mapquest.com
Weather Most summer days will be between 80° and low 90s.° Evening temperatures are
approximately 70°.
Area Info: Visit: www.exploregeorgia.org
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
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The Cloister and Sea Island– 7-Day/6-Night Package
The Cloister is one of the East Coast’s finest resorts. Set on five miles of private beach, it offers in-shore
(creek side) and on-shore fishing, kayaking, tennis, ballroom dancing lessons, skeet shooting school, formal
main dining room, three restaurants, and the elegant Cloister Spa. It is the only resort in the world to have
received four Forbes Five-Star awards for twelve consecutive years.
Since 1928, Sea Island has been known as an exceptional destination, appealing to those who appreciate
gracious service and heartfelt hospitality. Located on the southeastern coast of Georgia, Sea Island features
five miles of private beach, a Beach Club, tennis center, Yacht Club, Shooting School, and children’s
programs, as well as three championship golf courses, including Seaside and Plantation, home of the PGA
Tour’s RSM Classic.
Check-in: 4:00pm Check-out: 12:00 (Surcharges may apply for late check-outs)
Hotel Rating: AAA 5-Diamond and Valet Parking: $25 per night – Self-Parking: $20 per night
Forbes 5-Star (subject to change)
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
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Accommodations:
The Cloister offers several options of luxurious room accommodations with each room finely detailed, spacious,
and welcoming. All rooms offer deep-soaking tub, rain-head shower, robe and slippers, mini fridge, Samsung
sound system, Wi-Fi, in-room dining.
The Cloister Garden Wing: (550 sq. ft.) This finely detailed and welcoming room has one king bed or two queen
beds, and a spacious master bathroom featuring a deep soaking tub and walk-in shower. Each room offers a
private patio or balcony and is situated among the lush captivating gardens and manicured grounds in the Cloister
in the wings of the Main Building. Maximum: 4 persons
Beach Club Ocean View: This spacious 700 square-foot room features two queen beds, and is situated atop or
adjacent to The Cloister Beach Club with a private patio or balcony overlooking three pools and five miles of
private beach and the Atlantic Ocean. The bathroom has a deep soaking tub and walk-in shower. Maximum: 4
persons LIMITED AVAILABILITY.
The Cloister River View One-Bedroom Suite: (950 sq. ft) Located in the Cloister Main Building overlooking
the tidal river and golden marsh, these elegantly detailed suites have a Spanish Mediterranean décor. The master
bedroom features either one king or two queen beds (subject to availability). The suite features a separate living
room with a half bath and sleeper sofa bed. Most suites have balconies. The master bath features a deep soaking
tub and walk-in shower with lustrous wood furnishings, exposed beam ceilings, hardwood floors and handmade
Turkish rugs. Maximum 4 persons. VERY LIMITED AVAILABILITY.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
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CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
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Hotel Package includes: 6-night hotel accommodations including all taxes and room gratuities, and a resort fee.
No charge for Third/Fourth Person. Extra nights and single rates: Please ask for details. NO REFUNDS FOR
EARLY DEPARTURES.
Resort Fee: Included in the hotel package is a resort fee that includes Wi-Fi in guest rooms and lobby, local calls,
unlimited access to the Fitness Center and Sea Island Beach Club, shuttle transportation between The Cloister,
The Lodge and Retreat, in-room Nespresso hot beverage program, complimentary use of BMW Courtesy Car
(based on availability), beach chairs, towels and umbrellas, morning coffee and pastries, afternoon tea and cookies,
in-room evening bottled water and ice delivery, and access to PressReader app offering over 4,000 newspaper and
magazine titles.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
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SPECIAL UPGRADE PRICE
Ocean View Beach Club and
Cloister River View One-Bedroom Suites
LIMITED AVAILABILITY
HOTEL PACKAGE COST- 7 DAYS-6 NIGHTS
(Per Person)
Double Occupancy
Room category Package Cost
The Cloister Garden Wing $2,232
Beach Club Ocean View - LIMITED AVAILABILITY $2,722
Cloister River View One- Bedroom Suite - LIMITED AVAILABILITY $3,232
Note: Hotel package costs are subject to change without notice.
FULL REFUND OF ALL HOTEL AND CONFERENCE FEE
CHARGES ON OR BEFORE JUNE 1, 2022
HOTEL PACKAGE PAYMENT:
With reservation: $300 per person (see reservation form below)
June 1, 2022 Balance Due
Hotel Cancellation: Refunds for hotel cancellations will be made, IN FULL, if cancellation is made in writing
on or before June 1, 2022. For cancellations after June 1, 2022, any portion of the hotel package cost not refunded
by the hotel to NTI will be deducted from the refund. Any cancellations must be made in writing and emailed to
conferences@nticpe.com or faxed to 888-552-9749.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
8
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
9
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com
10
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com11
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com12
Hotel Amenities and Services: The resort offers numerous services and activities: Biking, Boating, Falconry,
Fishing, Horseback riding, History programs, Hunting and Shooting, Nature Activities, Beach Club, Shops,
Tennis, Water sports, Children and Teen programs, Spa, Fitness Center, and Salon
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com13
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com14
Restaurants and Lounges: Georgian Room – a Forbes Five-Star restaurant (Jacket, collared shirt, slacks are
required for gentlemen and boys over eight); Colt & Alison – A classic American steakhouse (Jacket, collared
shirt, slacks are required for gentlemen and boys over eight); Tavola – Italian flair and warm Southern charm;
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com15
River Bar – Love for French and European style cooking, with a modern, creative touch that meet today’s desire
for lighter, healthier food (Collared shirt after 5pm); Oak Room – Relaxed tavern setting featuring Southern
favorites and signatures dishes; Southern Tide - Oceanside overlooking the dunes of Sea Island Beach featuring
fresh coastal seafood with a modern, Southern approach; David Love Grill – Laid back dining and features the
Sunday Southern Buffet; Pool House at the Lodge - Breakfast and Grab n’ Go offerings.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com16
Sea Island: Sea Island is the most beautiful and charming island located on the coast of southeastern Georgia.
Before even crossing the bridge onto the island, you will fall in love with this area of the country. As soon as you
cross onto Sea Island, you will be spoiled by nearly every member of the Sea Island team. You will feel like
royalty from the moment you step on the island to the minute you leave. If there is anything you need, the Sea
Island staff will happily “make it happen.”
Whether you are taking time off to simply sit back and relax or you are looking for a more upbeat, active vacation,
Sea Island truly has an activity for everyone. With three golf courses, five miles of private beach, several pools
throughout the property, fitness center, tennis center, yacht club, shooting school, and so much more, there are
endless ways to spend your day at Sea Island.
The Sea Island Beach Club could almost be a resort entirely of its own. With five miles of private beach, three
sprawling pools, numerous watersports, poolside service, and three dining options, it is a beachside heaven.
Whether you prefer lounging by the pool, long walks on the beach, or devouring the freshest seafood, the Beach
Club is the place for you.
The resort boasts more than a dozen dining options throughout the property ranging from casual to fine dining.
What’s a vacation without a little shopping? Sea Island has many shops of its own on the property, but a favorite
store in the area is the Tibi Outlet on neighboring St. Simons Island.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com17
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com18
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com19
NTI 2022 CONFERENCE SCHEDULE
THE CLOISTER
SEA ISLAND, GEORGIA
JULY 31- AUGUST 6, 2022
DATE MEETINGS SOCIAL EVENTS/TOURS
7/31 Arrival - no meeting scheduled 6:30-7:00pm: Hospitality Desk-
Sunday Welcome to The Cloister
Orientation Meeting
8/01 7:30am-12:50pm meeting: 6:00-7:00 pm: Reception hosted by
Monday 2022 Individual Tax Update NTI
Speaker: Larry Johnson, CPA, MST
CPE Hours: 6 Group Live – Taxes
8/02 7:30am-12:50pm meeting:
Tuesday Business Tax Developments- 2022
Speaker: Larry Johnson, CPA, MST
CPE Hours: 6 Group Live – Taxes
8/03
Wednesday Day of leisure – no meeting scheduled
8/04 7:30am-12:50pm meeting:
Thursday Income Tax and Lifetime Planning for Families- Part 1
Speaker: Thomas M. Brinker, Jr., CPA, PFS, ChFC, CFE, AEP
CPE hours: 6 Group Live – Taxes
8/05 7:30am-12:50pm meeting:
Friday Income Tax and Lifetime Planning for Families- Part 2
Speaker: Thomas M. Brinker, Jr., CPA, PFS, ChFC, CFE, AEP
CPE hours: 6 Group Live – Taxes
8/06 Day of Departure
Saturday
Note: Continental breakfast will be served in the meeting room starting at 7:00am for participants only. Participants receive 6
CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEs purchased) by completing
optional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs (taxation and A&A) and
will be distributed either by an on-line downloadable PDF format or distributed at the conference in manual format, at the
customer’s option.
Summary of CPEs available at this program: Live Group study= 24 CPEs; Self-Study=16 CPEs for a total of 40 CPEs.
CPE BREAKOUT:
Group live CPE (4 days at 6 CPEs per day) 24 CPE hours
Self-study supplement 16 CPE hours
Total CPEs 40 CPE hours
* Distributed either on-site or in a downloadable PDF format
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com20
Who Should Attend: CPAs and other professionals who deal in taxation.
Details on courses: Unless otherwise stated, all courses have the following attributes:
Delivery method: The live segments of the program (6 CPE hours per session) are categories as Group Live,
while the self-study supplement (2 to 4 CPEs per session) is categorized as QAS Self Study.
Program level: Update
Prerequisites: General understanding of taxation (tax courses)
Advance preparation: None
TOPIC DESCRIPTIONS
Includes 2022 Tax Law Changes, when passed
2022 Individual Tax Update
Objective: To discuss recent developments related to federal income taxation of individuals including new
regulations and other changes related to tax reform.
This course focuses on recent 2022 tax developments related to individuals, including tax changes included in
new IRS regulations and procedures. Topics include: including new IRS regulations and revenue procedures,
practice planning areas, pending changes and tax reform, and more. Recommended CPE: 6 hours. Field of study:
Taxes
Business Tax Developments- 2022
Objective: To address recent developments related to the federal income taxation of businesses.
This course addresses tax issues related to businesses including key matters involving C corporations, S
corporations, LLCs and partnerships. Topics include: a reassessment the choice of entity, recent regulations and
guidance related to pass-through entities, planning for expiring tax provisions, pending changes and tax reform
involving businesses, and more. Recommended CPE: 6 hours. Field of study: Taxes
Income Tax and Lifetime Planning for Families- Part 1 and 2
Objective: To discuss a variety of unique tax and financial planning issues related to families and their members;
including recent tax changes under the Tax Cuts and Jobs Act, CARES Acts, American Rescue Plan Act, and
Infrastructure Legislation that affect such planning.
This course reviews current legislative tax changes that impact tax planning issues confronted in family
circumstances; such as planning for couples contemplating divorce, nontraditional families and couples, parents
of children caring for those with special needs and the expanded definition of disabilities, as well as unique
financial and tax planning issues that pertain to these special circumstances.
In addition to reviewing the general framework in individual tax planning for our families, the course will focus
on the financial and tax planning issues involving the role of government benefits (Supplemental Security Income,
Social Security Disability Income, Medicare, and Medicaid), and both the tax and non-tax issues with regard to
ABLE accounts and special needs trusts (both first party and third party).
Recommended CPEs: 6 hours each day (12 hours total). Field of study: Taxes
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com21
ACCOUNTING AND AUDITING CPE: If you need accounting and auditing credits, we offer numerous
self-study courses that qualify for accounting and auditing credit hours.
SPEAKER BIOGRAPHIES
Larry Johnson, CPA, MST
Larry Johnson is a Certified Public Accountant with more than 30 years experience with Sikich, a Top 40 CPA
firm. He holds a B.S from Illinois State University and a Masters in Taxation from Fontbonne College in St. Louis.
Mr. Johnson has served a variety of firm tax department leadership roles, including National Director of the Tax
Exempt Division. Mr. Johnson has worked heavily with business clients. He has significant experience in planning
related to complicated business transactions, including tax exempt organizations. Larry worked in tax
representation before the IRS, including working on teams resulting in victories in United States Tax Court. Mr.
Johnson was a founding member of the Community Foundation for the Land of Lincoln. He was a member of the
National Committee of Planned Giving, serving on the National Leave A Legacy Board of Directors. He has
provided governance and leadership training to nonprofit leaders. He has worked extensively in philanthropic
planning with high-wealth families, employing a non-traditional values-based approach. For the past 17 years, he
has been a national lecturer on taxation to accountants and attorneys.
Thomas M. Brinker, Jr., CPA, PFS, ChFC, CFE, AEP
Thomas M. Brinker, Jr. is Professor of Accounting at Arcadia University in Glenside, Pennsylvania. He also
serves as Executive Director for the MBA program and is Director of the American College 's Center for Special
Needs Planning in King of Prussia, PA. He graduated cum laude from Saint Joseph’s University in Accountancy,
and holds masters degrees in Taxation and Accounting from Widener University. In addition to earning his J.D.,
Professor Brinker earned an LL.M. in International Taxation from Regent University School of Law, where he
received the distinction of “Outstanding Graduate” in his class. He presents nationally and internationally on
various tax topics, and has published dozens of articles in numerous journals, including The Journal
of Accountancy, The Journal of International Taxation, The Tax Adviser, The CPA Journal, The Journal of
Practical Estate Planning, and The Journal of Financial Services Professionals. Professor Brinker has received
awards for teaching excellence, including the Professor of the Year Award, the PICPA Educator of the Year
Award and the Lindback Foundation Award for Distinguished Teaching, and lectures primarily in the financial
accounting and individual tax areas. Prior to co-founding his CPA firm, Mr. Brinker was a member of both the
audit and tax departments of Coopers & Lybrand and Arthur Young & Company. He is currently a tax consultant
to local CPA and law firms in the Philadelphia area. His practice concentrates in tax planning and compliance for
individuals and their businesses as well as tax planning for families caring for those with special needs.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com22
Conference Fee
Discount
CPE Pricing:
By February 15, 2022
Up to Up to Up to
24 CPEs 32 CPEs 40 CPEs
By February 15, 2022 $1,697 $1,748 $1,789
By June 30, 2022 $1,797 $1,848 $1,889
After June 30, 2022 $1,897 $1,948 $1,989
Cost includes all materials, continental breakfast at each session, (for participants only), and a sunset cocktail
reception for you and your family.
Group discounts: 10% for 3 or more participants
20% for 5 or more participants
Conference Cancellation Policy: Conference fee will be refunded in full if notice is received in writing on or
before June 1, 2022. With respect to a cancellation occurring after June 1, 2022, no refund shall be granted but
credit will be given toward a future conference. This policy applies to the conference fee only and not to hotel
costs.
For more information regarding concerns and administrative policies, please go to our website: www.nticpe.com
or contact our office at 888-515-3674 (Extension 1).
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com23
Licensing Designations:
NTI is registered with the National Association of State Boards of
Accountancy (NASBA), as a sponsor of continuing professional
education on the National Registry of CPE Sponsors. State boards
of accountancy have the final authority on the acceptance of
individual courses for CPE credit. Complaints regarding
registered sponsors may be submitted to the National Registry of
CPE Sponsors through its website: www.nasbaregistry.org. NTI
NASBA Sponsor Number: 103075
QAS Self-Study Requirements: In accordance with the new NASBA Registry - QAS standards, all self-study
credit hours are determined based on a 50-minutes-per-CPE-hour measurement and have required feedback
questions throughout the course. Credit measurements may vary from state to state. Your State Board of
Accountancy makes the final determination of CPE credits. The self-study portion of the courses must be
completed within one year of the conference dates.
Enrolled Agents: NTI has entered into an agreement with the Office of Professional Responsibility, Internal
Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering
maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class
hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the
quality of the program or its contribution to the professional competence of the enrolled individual.
CPE credits earned by enrolled agents directly to the IRS in accordance with the IRS requirements for CPE
providers. Enrolled agents must provide us with their PTIN number so that we may report CPE directly to the
IRS.
IRS Approval information: Provider Number: BTYZG
CFPs: NTI is registered with the Certified Financial Planner Board of Standards, Inc.
CLE: Tax courses qualify for CLE in most states. CLE credit is granted on a scale of 60 minutes per hour
versus 50 minutes for CPE. Please ask for details.
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com24
How to Register: THE CLOISTER, JULY 31- AUGUST 6, 2022
CALL 888-515-3674 (Extension 1), fax to 888-552-9749 (or email conferences@nticpe.com) and register by credit or
debit card (MC/VISA) or check. Please return this form to the address at the bottom of the page.
REGISTRATION FORM
First and last name Spouse/companion’s name(s)
Address
City/Town State Zip Code
Telephone Facsimile Email address
CONFERENCE INFORMATION
Check one: By Feb 15, By June 30, After June 30,
2022 2022 2022 Cost includes all materials,
continental breakfast at each
_____ 40 CPEs $1,789 $1,889 $1,989 session, (for participants only), a
_____ 32 CPEs $1,748 $1,848 $1,948 cocktail reception for you and
_____ 24 CPEs $1,697 $1,797 $1,897 spouse/guest.
Days you are attending: (check all that apply):
Please Date Topic
check
______ 8-01-22 2022 Individual Tax Update (6 CPEs- Group Live-Taxes)
______ 8-02-22 Business Tax Developments - 2022 (6 CPEs- Group Live-Taxes)
______ 8-04-22 Income Tax and Lifetime Planning for Families- Part 1 (6 CPEs- Group Live- Taxes)
______ 8-05-22 Income Tax and Lifetime Planning for Families- Part 2 (6 CPEs- Group Live- Taxes)
HOTEL INFORMATION
(7 days/6 nights)
Please fill in: (Nights of July 31- August 5, 2022) (Per Person)
(departure on August 6, 2022) Please Double Occupancy
check
Arrival date: _________________ Room category Package Cost
The Cloister Garden Wing _____ $2,232
Departure date: _________________ Beach Club Ocean View _____ $2,722
Cloister River View One-Bedroom Suite _____ $3,232
Note: Hotel package costs are subject to change without notice.
Cost of extra nights and additional persons: Please call for details.
Hotel package payment: $300 per person due with this reservation:
Balance due: June 1, 2022
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
EMAIL: conferences@nticpe.com25
REGISTRATION FORM (CONTINUED)
PAYMENT: COST:
______Pay by check Conference fee $__________
(mail check to address below)
Hotel deposit # people _____ x $300 = $__________
______Charge my credit card
TOTAL AMOUNT $__________
[Balance of hotel package due June 1, 2022]
____ MC
____ VISA
Card number Exp date Code
I am a: ____ CPA ____ Atty
State(s) for which CPE is required: ____________________ ____ PA ____ Other
____ CFP
____ EA (PTIN ______)
I work in: _____ Public accounting _____ Industry _____ Other _______________
SELF-STUDY PACKET:
Participants receive 6 CPEs for attending each live session and can receive additional CPEs (equal to the number of CPEs
purchased) by completing optional self-study courses. Self-study materials will be available in modules of 2 CPEs and 4 CPEs
(taxation and A&A). Summary of CPEs available at this program: Live Group study= 24 CPEs; Self-Study= 16 CPEs for a total
of 40 CPEs.
Please tell us how you would like to receive your self-study materials: (CHECK ONE)
_____ On-line access to self-study courses in a downloadable PDF format
_____ Distribute self-study courses to you on-site at the conference
FULL REFUND OF ALL CHARGES ON OR BEFORE JUNE 1, 2022
Hotel Cancellation: Refunds for hotel cancellations will be made, IN FULL, if cancellation is made in writing on or before
June 1, 2022. For cancellations after June 1, 2022 any portion of the hotel package cost not refunded by the hotel to NTI will be
deducted from the refund. Any cancellations must be made in writing and emailed to conferences@nticpe.com or faxed to 888-
552-9749. No refunds for early departures.
Conference Cancellation Policy: Conference fee will be refunded in full if notice is received in writing on or before June 1,
2022. With respect to a cancellation occurring after June 1, 2022, no refund shall be granted but credit will be given toward a
future conference. This policy applies to the conference fee only and not to hotel costs.
.
On June 1, 2022, I authorize NTI to charge my credit card noted above for the balance of the hotel package.
Signed: ______________________________________
CALL 888-515-3674 (Extension 1), fax to 888-552-9749 (or email conferences@nticpe.com) and register by
credit or debit card (MC/Visa)
Please: Fax this form to 888-552-9749, or
Email this form to: conferences@nticpe.com, or
Mail this form to:
NTI Conferences, PO Box 375, Burlington, MA 01803
For more information, please visit our website at: www.nticpe.com. 1-10-22
CALL 888-515-3674 (Extension 1) or FAX 888-552-9749 or
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