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.

2-Day In-Person Members

2-Day In-Person Non-Members

2-Day Virtual Members

2-Day Virtual Non-Members

1-Day In-Person Member

1-Day In-Person Non-Member

1-Day Virtual Member

1-Day Virtual Non-Member

We are thrilled to invite you to the ILSEA Annual 2-Day Midwest In Motion Conference, where leading professionals and experts will gather to explore critical and emerging topics in the legal, financial, and ethical landscape. This year’s conference promises to be engaging, thought-provoking, and a valuable opportunity for professional growth and networking.When: June 12 & 13, 2025 Where: NIU Naperville, 1120 E Diehl Rd, Naperville, IL 60563, USA Time: 8am to 5pm (each day)Program Numbers: UB57Y-E-00216-25-I, UB57Y-E-00216-25-O, UB57Y-T-00217-25-I, UB57Y-T-00217-25-O Speakers: David & Mary Mellem: David and Mary prepare approximately 1,300 tax returns for individuals, corporations, partnerships, estates, and trusts. 2025 represents David’s 47th year and Mary’s 41st year of income tax preparation. They are the partners of Ashwaubenon Tax Professionals.In addition to teaching tax seminars 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 sources including <a style="text-decoration-color:currentcolor;user-select:auto;box-sizing:inherit">www.money.cnn.com</a> and Green Bay area TV stations. Mary has been a guest on Wisconsin Public Radio several times. They have been quoted in various newspapers around the country and have published articles in NATP’s Tax Practitioner Journal and NAEA’s EA Journal. David and Mary have both been guest panelists on the Tax Talk Today show sponsored by NAEA. Mary has also been a guest on the Larry Meiller Show on Wisconsin Public Radio several times over the past three tax seasons to answer call-in questions from the listening audience and is scheduled to appear again this season. They are both members of NATP, NAEA and Fellows of NTPI. They have served on various NAEA committees. David is a past editor of the NAEA EA Journal and has served on the NAEA Education Committee and NAEA Education Foundation. Mary has written the Client Newsletters for the NAEA Journal for several years, and has served on the Public Relations Committee and the NAEA Education Foundation. In-Person Attendance Includes: Breakfast, Lunch, Morning & Midday snacks on both days, and an evening mixer at the end of the first day. <h3>Conference Agenda</h3><h4>Day 1 Topics</h4><ul><li style="box-sizing:inherit">Death: Overview of various topics such as: Decedent Form 1040, Basis and Holding Period of Inherited Property, Income in Respect of a Decedent, Expenses in Respect of a Decedent, Estate Tax Deduction, Sale of Decedent’s Former Residence, Special Issues</li><li style="box-sizing:inherit">Inherited Property: A death is not an easy thing for the survivors to deal with and the tax rules connected to death are somewhat complex. This seminar covers the rules for determining the basis of inherited assets, the special rules for inherited assets related to deaths in the calendar year 2010, and assets that fall into the income in respect of a decedent (IRD) category.</li><li style="box-sizing:inherit">Life & Remainder Interest: Calculation of Values, Basis of interest, Sale before death of donor, Gift/Estate Tax Consequences</li><li style="box-sizing:inherit">Basis Rules for Property Received as Gift, Inheritance, Remainder Interest, Divorce, Etc.: We will examine the basis rules for obtaining property through some of these not-as-common methods.</li><li style="box-sizing:inherit">Lawsuits: There are always two sides to a lawsuit. What are the tax effects on the person filing the lawsuit and the object of the lawsuit? There may be taxable income from the settlement. When it is taxable and when not will be discussed. On both sides, there may be legal expenses which may or may not be deductible. Find out what the rules are in this program.</li><li style="box-sizing:inherit">Ethics (1 hour): This topic discusses the issues of Circular 230 as it applies to the tax practice. Specific sections of Circular 230 are targeted as well as recent cases involving those sections. The goal of this class is to provide the attendee with information to make correct choices to be in compliance with Circular 230.</li></ul><h4>Day 2 Topics</h4><ul><li style="box-sizing:inherit">Crypto: This program will expose the tax consequences of the digital asset world. How is it handled, what is it, and who is likely to have it. What has prompted the question that is front and center on the tax return and how should it be answered.</li><li style="box-sizing:inherit">Gig Economy: Car services such as Uber/Lyft/Etc., Vacation home rental such as through Airbnb type, This program was formerly known as “Sharing Economy”</li><li style="box-sizing:inherit">Elections: Covers a brief overview of the particular election and the procedures to make and/or revoke the election. This topic includes many elections many taxpayers don’t think about as well as elections we know are elections, such as: Accrual method of reporting interest from US Savings Bonds, Mark-to-market election for traders, Out of installment reporting, Out of treating interest when “secured by personal residence” (allowing tracing), Treating distributions from an estate or trust in first 65 days as if in prior year, Depreciation Regulation Elections</li><li style="box-sizing:inherit">Closing a Business: When a business closes what happens to the business assets? Who needs to be informed that the business closes? When does this happen? What are the tax consequences of disposing of the assets?</li><li style="box-sizing:inherit">Ethics (1 hour): This topic discusses the issues of Circular 230 as it applies to the tax practice. Specific sections of Circular 230 are targeted as well as recent cases involving those sections. The goal of this class is to provide the attendee with information to make correct choices to be in compliance with Circular 230.</li></ul><h3>Why Attend?</h3><ul><li style="box-sizing:inherit">Gain expert insights into a diverse array of topics relevant to today’s professionals.</li><li style="box-sizing:inherit">Fulfill mandatory ethics requirements with two hours of dedicated ethics training.</li><li style="box-sizing:inherit">Network with peers and industry leaders from across the Midwest.</li><li style="box-sizing:inherit">Earn Continuing Education (CE) credits to further your professional development.</li></ul>Registration Details: Reserve your spot by June 05, 2025 to secure your place to avoid disappointment.We look forward to welcoming you to our 2025 Annual Midwest In Motion Conference and sharing two days of impactful learning and networking.If you have any questions, comments or concerns please feel free to reach out to our President at 708-369-0564 or abubaker@intfinancials.com

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 event and supporting our cause. Your registration greatly helps our mission. 🚀 If you would like to contribute further, contact us to become a volunteer, or talk to your friends about our cause! Sawsan Abubakerabubaker@intfinancials.com

We are thrilled to invite you to the ILSEA Annual 2-Day Midwest In Motion Conference, where leading professionals and experts will gather to explore critical and emerging topics in the legal, financial, and ethical landscape. This year’s conference promises to be engaging, thought-provoking, and a valuable opportunity for professional growth and networking.When: June 12 &amp; 13, 2025 Where: NIU Naperville, 1120 E Diehl Rd, Naperville, IL 60563, USA Time: 8am to 5pm (each day)Program Numbers: UB57Y-E-00216-25-I, UB57Y-E-00216-25-O, UB57Y-T-00217-25-I, UB57Y-T-00217-25-O Speakers: David &amp; Mary Mellem: David and Mary prepare approximately 1,300 tax returns for individuals, corporations, partnerships, estates, and trusts. 2025 represents David’s 47th year and Mary’s 41st year of income tax preparation. They are the partners of Ashwaubenon Tax Professionals.In addition to teaching tax seminars 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 sources including <a>www.money.cnn.com</a> and Green Bay area TV stations. Mary has been a guest on Wisconsin Public Radio several times. They have been quoted in various newspapers around the country and have published articles in NATP’s Tax Practitioner Journal and NAEA’s EA Journal. David and Mary have both been guest panelists on the Tax Talk Today show sponsored by NAEA. Mary has also been a guest on the Larry Meiller Show on Wisconsin Public Radio several times over the past three tax seasons to answer call-in questions from the listening audience and is scheduled to appear again this season. They are both members of NATP, NAEA and Fellows of NTPI. They have served on various NAEA committees. David is a past editor of the NAEA EA Journal and has served on the NAEA Education Committee and NAEA Education Foundation. Mary has written the Client Newsletters for the NAEA Journal for several years, and has served on the Public Relations Committee and the NAEA Education Foundation. In-Person Attendance Includes: Breakfast, Lunch, Morning &amp; Midday snacks on both days, and an evening mixer at the end of the first day. Conference AgendaDay 1 Topics<ul><li>Death: Overview of various topics such as: Decedent Form 1040, Basis and Holding Period of Inherited Property, Income in Respect of a Decedent, Expenses in Respect of a Decedent, Estate Tax Deduction, Sale of Decedent’s Former Residence, Special Issues</li><li>Inherited Property: A death is not an easy thing for the survivors to deal with and the tax rules connected to death are somewhat complex. This seminar covers the rules for determining the basis of inherited assets, the special rules for inherited assets related to deaths in the calendar year 2010, and assets that fall into the income in respect of a decedent (IRD) category.</li><li>Life &amp; Remainder Interest: Calculation of Values, Basis of interest, Sale before death of donor, Gift/Estate Tax Consequences</li><li>Basis Rules for Property Received as Gift, Inheritance, Remainder Interest, Divorce, Etc.: We will examine the basis rules for obtaining property through some of these not-as-common methods.</li><li>Lawsuits: There are always two sides to a lawsuit. What are the tax effects on the person filing the lawsuit and the object of the lawsuit? There may be taxable income from the settlement. When it is taxable and when not will be discussed. On both sides, there may be legal expenses which may or may not be deductible. Find out what the rules are in this program.</li><li>Ethics (1 hour): This topic discusses the issues of Circular 230 as it applies to the tax practice. Specific sections of Circular 230 are targeted as well as recent cases involving those sections. The goal of this class is to provide the attendee with information to make correct choices to be in compliance with Circular 230.</li></ul>Day 2 Topics<ul><li>Crypto: This program will expose the tax consequences of the digital asset world. How is it handled, what is it, and who is likely to have it. What has prompted the question that is front and center on the tax return and how should it be answered.</li><li>Gig Economy: Car services such as Uber/Lyft/Etc., Vacation home rental such as through Airbnb type, This program was formerly known as “Sharing Economy”</li><li>Elections: Covers a brief overview of the particular election and the procedures to make and/or revoke the election. This topic includes many elections many taxpayers don’t think about as well as elections we know are elections, such as: Accrual method of reporting interest from US Savings Bonds, Mark-to-market election for traders, Out of installment reporting, Out of treating interest when “secured by personal residence” (allowing tracing), Treating distributions from an estate or trust in first 65 days as if in prior year, Depreciation Regulation Elections</li><li>Closing a Business: When a business closes what happens to the business assets? Who needs to be informed that the business closes? When does this happen? What are the tax consequences of disposing of the assets?</li><li>Ethics (1 hour): This topic discusses the issues of Circular 230 as it applies to the tax practice. Specific sections of Circular 230 are targeted as well as recent cases involving those sections. The goal of this class is to provide the attendee with information to make correct choices to be in compliance with Circular 230.</li></ul>Why Attend?<ul><li>Gain expert insights into a diverse array of topics relevant to today’s professionals.</li><li>Fulfill mandatory ethics requirements with two hours of dedicated ethics training.</li><li>Network with peers and industry leaders from across the Midwest.</li><li>Earn Continuing Education (CE) credits to further your professional development.</li></ul>Registration Details: Reserve your spot by June 05, 2025 to secure your place to avoid disappointment.We look forward to welcoming you to our 2025 Annual Midwest In Motion Conference and sharing two days of impactful learning and networking.If you have any questions, comments or concerns please feel free to reach out to our President at 708-369-0564 or abubaker@intfinancials.com

Illinois Society of Enrolled Agents

ILSEA 2025 Annual 2-Day Midwest In Motion Conference!

1120 E Diehl Rd

2-Day In-Person Members

US$430

2-Day In-Person Non-Members

US$480

2-Day Virtual Members

US$400

2-Day Virtual Non-Members

US$450

1-Day In-Person Member

US$330

1-Day In-Person Non-Member

US$380

1-Day Virtual Member

US$300

1-Day Virtual Non-Member

US$350