Illinois Society of Enrolled Agents

### Context Profile for Illinois Society of Enrolled Agents (ILSEA)

1. **Organization Mission & Cause:**
   - The Illinois Society of Enrolled Agents (ILSEA) is dedicated to promoting the interests of enrolled agents and enhancing their professional development. Their mission is to provide education, advocacy, and networking opportunities for enrolled agents, ensuring they are well-equipped to serve their clients in tax-related matters. The organization emphasizes the importance of ethical practices and compliance within the tax profession.

2. **Type of Activities:**
   - **Conferences:** The ILSEA hosts annual conferences, such as the "ILSEA 2025 Annual 2-Day Midwest In Motion Conference," which focuses on critical topics in the legal, financial, and ethical landscape of tax preparation.
   - **Educational Programs:** They offer seminars and training sessions that cover a variety of tax-related subjects, including ethics, tax implications of digital assets, and estate planning.
   - **Networking Events:** The organization facilitates networking opportunities for enrolled agents to connect with peers and industry leaders.
   - **Advocacy:** ILSEA advocates for the interests of enrolled agents at both state and national levels.

3. **Tone of Voice:**
   - The tone of the ILSEA’s communications is **professional**, **informative**, and **friendly**. The language is clear and direct, aimed at engaging professionals in the tax field. The use of strong headings and bullet points enhances readability and emphasizes key information.

4. **Emoji Usage:**
   - The ILSEA does not appear to use emojis in their communications. Their content maintains a formal and professional tone, which aligns with the nature of their audience and subject matter.

5. **Key Facts:**
   - **Founding Info:** Specific founding details are not provided on the website.
   - **Scale:** The organization has conducted 20 email campaigns and has multiple forms for event registrations.
   - **Impact Metrics:** While specific metrics are not detailed, the organization emphasizes the importance of professional development and compliance in the tax profession.
   - **Volunteer Info:** There is no specific information about volunteer opportunities on the website.

6. **Writing Guidelines:**
   - **Clarity and Conciseness:** Use straightforward language that conveys information clearly. Avoid jargon unless it is commonly understood by the target audience.
   - **Professional Tone:** Maintain a formal yet approachable tone, suitable for a professional audience.
   - **Engagement:** Use engaging headlines and bullet points to break down complex information and enhance readability.
   - **Call to Action:** Encourage participation in events and programs with clear calls to action, emphasizing deadlines and benefits of attendance.

### Summary
The Illinois Society of Enrolled Agents is a professional organization focused on the education and advocacy of enrolled agents. Their communications are professional and informative, aimed at providing valuable resources and networking opportunities. The absence of emojis and the structured format of their content reflect their commitment to professionalism in the tax field. This context profile will assist AI in generating tailored content that aligns with ILSEA's mission and communication style.

In-Person Member

In-Person Nonmember

Virtual Member

Virtual Nonmember

You’re Invited! The Illinois Society of Enrolled Agents is pleased to invite you to an engaging and informative seminar designed to enhance your knowledge and provide practical strategies for the upcoming tax season. Join us for a day packed with valuable insights, expert guidance, and professional development. This is a hybrid event!!  Keep in mind if you join us in person the attendance fee includes breakfast, lunch, snacks and networking and conversation with your peers!! We would love to meet you in person! Event Details:<ul><li style="box-sizing:inherit">Date: January 15, 2025</li><li style="box-sizing:inherit">Time: 8:00 am to 5:00 pm</li><li style="box-sizing:inherit">Location: NIU Naperville, 1120 E Diehl Rd, Naperville, IL 60563, USA</li><li style="box-sizing:inherit">Speaker: Jared Foos, EA: Jared Foos, EA is an NATP tax instructor who began his professional tax career in 2010, as an administration assistant. In 2018, Jared obtained his Enrolled Agent accreditation, purchased Foos-Garvin Accounting, and began his career as a national continuing education instructor. Jared has taught nationally and locally for the National Association of Tax Professionals (NATP) and Professional Tax Professionals of Ohio (PTP). Jared’s expertise includes assisting business clients create and manage their tax entity. Since 2010, Jared has trained under Ethics instructor Melinda Garvin. Thus, Jared is well versed in circular 230, code section 7216, and the Grahm Leech Bliley Act. Since purchasing Foos-Garvin in 2018, Jared has added additional offices in Delaware, Ohio and Cincinnati, Ohio.</li><li style="box-sizing:inherit">Program Numbers: UB57Y-U-00214-25-I , UB57Y-U-00214-25-O , UB57Y-T-00215-25-I , UB57Y-T-00215-25-O </li></ul><hr /><h3>Seminar Agenda</h3><h4>Session 1: NIIT – Knowing When to Check Your Software (100 minutes)</h4>In this session, we will analyze three unique cases to determine if all or any are subject to the Net Investment Income Tax (NIIT). Gain a deeper understanding of who is subject to NIIT, how it is calculated, and ensure you are equipped to provide accurate guidance to your clients.Objectives:<ul><li style="box-sizing:inherit">Determine what types of income are subject to NIIT.</li><li style="box-sizing:inherit">Examine what types of income are not subject to NIIT.</li><li style="box-sizing:inherit">Evaluate how to calculate NIIT.</li></ul><hr /><h4>Session 2: Roth Conversions Post 65 (100 minutes)</h4>Taxpayers over 65 face unique tax planning challenges, particularly when it comes to Roth conversions. This session will focus on educating tax professionals on the potential tax implications, benefits, and pitfalls of Roth conversions to better communicate and plan with clients.Objectives:<ul><li style="box-sizing:inherit">Discuss the tax implications of a Roth conversion.</li><li style="box-sizing:inherit">Identify potential benefits of Roth conversions.</li><li style="box-sizing:inherit">Illuminate potential pitfalls of Roth conversions.</li><li style="box-sizing:inherit">Build communication and planning tools to educate taxpayers.</li></ul><hr /><h4>Session 3: Federal Updates (100 minutes)</h4>Stay informed with the latest updates for the upcoming filing season. This session will cover new laws, updated forms, and proposed regulations, ensuring you are prepared for the good, the bad, and the unexpected changes ahead.Objectives:<ul><li style="box-sizing:inherit">Illuminate laws going into effect for the upcoming filing season.</li><li style="box-sizing:inherit">Compare new and updated forms.</li><li style="box-sizing:inherit">Discuss new and proposed regulations and their potential impact on taxpayers.</li></ul><hr /><h4>Session 4: Planning the Eulogy of TCJA? (100 minutes)</h4>With the Tax Cuts and Jobs Act (TCJA) potentially nearing its sunset, this session will explore its contents, implications for taxpayers, and strategies to prepare clients for potential extensions or the expiration of key provisions.Objectives:<ul><li style="box-sizing:inherit">Discuss the contents of TCJA.</li><li style="box-sizing:inherit">Identify potential planning components affecting the majority of taxpayers.</li><li style="box-sizing:inherit">Develop communication tools for working with taxpayers and financial advisors.</li></ul><hr />Why Attend?<ul><li style="box-sizing:inherit">Gain critical updates and actionable insights on key tax topics.</li><li style="box-sizing:inherit">Enhance your professional skills to better serve your clients.</li><li style="box-sizing:inherit">Network with peers and industry experts.</li></ul><hr />Reserve Your Spot Today! Don't miss this opportunity to strengthen your expertise and stay ahead in your practice.We look forward to seeing you there!

Hi <span data-custom-variable="{{firstname}}" fr-original-class="fr-deletable styled-tag-chip" fr-original-style style="background-color:rgb(248, 248, 255);border:1px solid rgb(191, 191, 255);border-radius:4px;color:rgb(42, 42, 196);padding:1px 8px;font-size:11px;display:inline-block;margin:0px;overflow-wrap:anywhere;user-select:none;box-sizing:inherit">First name , Thank you for registering for our 2025 Federal Updates & More Seminar and allowing us to support your career growth.  If you would like to contribute further to ILSEA, contact us to become a board or committee member or talk to your friends about ILSEA and encourage them to become members!  If you know any tax professional that wants to become an Enrolled Agent, we are launching our live EA review in May 2025! Sawsan Abubaker, ILSEA Presidentabubaker@intfinancials.com

You’re Invited! The Illinois Society of Enrolled Agents is pleased to invite you to an engaging and informative seminar designed to enhance your knowledge and provide practical strategies for the upcoming tax season. Join us for a day packed with valuable insights, expert guidance, and professional development. This is a hybrid event!!  Keep in mind if you join us in person the attendance fee includes breakfast, lunch, snacks and networking and conversation with your peers!! We would love to meet you in person! Event Details:<ul><li>Date: January 15, 2025</li><li>Time: 8:00 am to 5:00 pm</li><li>Location: NIU Naperville, 1120 E Diehl Rd, Naperville, IL 60563, USA</li><li>Speaker: Jared Foos, EA: Jared Foos, EA is an NATP tax instructor who began his professional tax career in 2010, as an administration assistant. In 2018, Jared obtained his Enrolled Agent accreditation, purchased Foos-Garvin Accounting, and began his career as a national continuing education instructor. Jared has taught nationally and locally for the National Association of Tax Professionals (NATP) and Professional Tax Professionals of Ohio (PTP). Jared’s expertise includes assisting business clients create and manage their tax entity. Since 2010, Jared has trained under Ethics instructor Melinda Garvin. Thus, Jared is well versed in circular 230, code section 7216, and the Grahm Leech Bliley Act. Since purchasing Foos-Garvin in 2018, Jared has added additional offices in Delaware, Ohio and Cincinnati, Ohio.</li><li>Program Numbers: UB57Y-U-00214-25-I , UB57Y-U-00214-25-O , UB57Y-T-00215-25-I , UB57Y-T-00215-25-O </li></ul><hr />Seminar AgendaSession 1: NIIT – Knowing When to Check Your Software (100 minutes)In this session, we will analyze three unique cases to determine if all or any are subject to the Net Investment Income Tax (NIIT). Gain a deeper understanding of who is subject to NIIT, how it is calculated, and ensure you are equipped to provide accurate guidance to your clients.Objectives:<ul><li>Determine what types of income are subject to NIIT.</li><li>Examine what types of income are not subject to NIIT.</li><li>Evaluate how to calculate NIIT.</li></ul><hr />Session 2: Roth Conversions Post 65 (100 minutes)Taxpayers over 65 face unique tax planning challenges, particularly when it comes to Roth conversions. This session will focus on educating tax professionals on the potential tax implications, benefits, and pitfalls of Roth conversions to better communicate and plan with clients.Objectives:<ul><li>Discuss the tax implications of a Roth conversion.</li><li>Identify potential benefits of Roth conversions.</li><li>Illuminate potential pitfalls of Roth conversions.</li><li>Build communication and planning tools to educate taxpayers.</li></ul><hr />Session 3: Federal Updates (100 minutes)Stay informed with the latest updates for the upcoming filing season. This session will cover new laws, updated forms, and proposed regulations, ensuring you are prepared for the good, the bad, and the unexpected changes ahead.Objectives:<ul><li>Illuminate laws going into effect for the upcoming filing season.</li><li>Compare new and updated forms.</li><li>Discuss new and proposed regulations and their potential impact on taxpayers.</li></ul><hr />Session 4: Planning the Eulogy of TCJA? (100 minutes)With the Tax Cuts and Jobs Act (TCJA) potentially nearing its sunset, this session will explore its contents, implications for taxpayers, and strategies to prepare clients for potential extensions or the expiration of key provisions.Objectives:<ul><li>Discuss the contents of TCJA.</li><li>Identify potential planning components affecting the majority of taxpayers.</li><li>Develop communication tools for working with taxpayers and financial advisors.</li></ul><hr />Why Attend?<ul><li>Gain critical updates and actionable insights on key tax topics.</li><li>Enhance your professional skills to better serve your clients.</li><li>Network with peers and industry experts.</li></ul><hr />Reserve Your Spot Today! Don't miss this opportunity to strengthen your expertise and stay ahead in your practice.We look forward to seeing you there!

Illinois Society of Enrolled Agents

2025 Federal Updates & More Seminar

1120 E Diehl Rd

In-Person Member

$220

In-Person Nonmember

$250

Virtual Member

$200

Virtual Nonmember

$230