PRESENTS

Your instructors, Warren Drake & Ben Tallman make a dynamic team! They will keep you engaged for the entire session – Warren, whom you know, with his years of experience teaching in this industry, and Ben, an Enrolled Agent, a U.S. Tax Court Practioner and nationally-recognized tax instructor who teaches frequently for NAEA, NATP, NTPI and many others. You do not want to miss this! You will leave equipped for a great Tax Season!

Seats are limited, so register soon!

Q: Who Should Attend Day 1 and Day 2?

A: All Users of Drake Software
and All Prospective Users of Drake Software!

DAY 1

Early Registration:*

$199 1st person from your firm

$189 Each additional person

*$219 per person after early-bird deadline

Early Registration must be received at Drake 2 weeks prior to the event.

Includes continental breakfast, breaks, plus lunch!

7:45-8:20 Registration & Continental Breakfast

8:20-8:30

Welcome, Housekeeping and Introductions

8:30-9:20 Session: 1

Escape Danger: OIC
When To and When NOT To file an Offer In Compromise
(Earn 1 CPE hour)

9:20-10:10 Session: 2

Dangerous Liaisons: 
Proper Treatment of Caregivers
(Earn 1 CPE hour)

10:10-10:20

Break

10:20-Noon Session: 3

Danger Zone!  Ethical Dilemmas and Case Studies (Earn 2 CPE hours)

Noon-1:00 Lunch Break featuring a delicious, catered lunch

1:00-2:30 Session: 3

Drake operations, tips, tricks, shortcuts (A Day In The Life . . .) (Earn 4 CPE hours)

2:30-2:45

Break

2:45-5:00 Session: 4

Drake operations, tips, tricks, shortcuts (A Day In The Life . . .) (Continued)

DAY 2

Early Registration:*

$199 1st person from your firm

$189 Each additional person

*$219 per person after early-bird deadline

Early Registration must be received at Drake 2 weeks prior to the event.

Includes continental breakfast, breaks, plus lunch!

7:45-8:20 Registration & Continental Breakfast

8:20-8:30

Welcome, Housekeeping and Introductions

8:30-10:10pm Session: 1

Tax Update – All the New Changes (Earn 2 CPE hours)

10:10-10:20

Break

10:20-Noon Session: 2

Tax Update – All the New Changes (Continued… Earn 2 CPE hours)

Noon-1:00 Lunch Break featuring a delicious, catered lunch

1:00-2:30 Session: 3

What’s New In Drake (Earn 4 CPE hours)

2:30-2:45

Break

2:45-5:00 Session: 4

What’s New In Drake (Continued)

2021 Drake Software Regional Update School

Course Description: Course Description: The Drake Software Regional Update School provides the latest software and industry information while enabling Drake clients to network with other tax professionals. This school has 5 unique courses:

Day 1 – Worker Classification: Getting it Right the 1st Time – 2 CPE credits – Ethics Dilemmas – Regulatory Ethics – 2 CPE credits – Instructor: Andrew Poulos, EA, ABA, ATP; A Day In The Life: Tax Return Production – 4 CPE credits – Instructor: Warren Drake. Upon completion of Day 1, participants will:

• Know the intricacies of how to properly classify workers and make the appropriate recommendations to their clients.
• Gain insight through the discussion of various ethical dilemmas and learn where to access additional resources.
• Be able to utilize Drake data entry techniques for more effective software operation and workflow management.
• Better understand the overall tax preparation process using Drake Software, improving productivity and efficiency.

Day 2: 2017 Federal Tax Law Updates 4 CPE credits – Instructor: Andrew Poulos and Drake Software Updates/Tools – 4 CPE credits Instructor: Warren Drake. Upon completion of Day 2, participants will be able to do the following:

• Identify tax law revisions for the upcoming tax season.
• Recognize and employ new features in Drake Software.
• Understand important software changes and news that affect their practice.
• Discuss practice management topics that apply to the tax preparation profession.

CPE Facts: These courses deliver CPE in multiple fields of study. See the chart below for specific CPE awarded for each course of this school. CPE is awarded based on your individual professional designation:

• NASBA – (CPAs) receive up to a total of 16 hours of CPE including 8 hours of Specialized Knowledge and Applications (SK & A), 2 hours of Ethics and 6 hours of Taxes.

• IRS – (EAs and PTIN Holders) receive up to a total of 16 hours of CPE including 10 hours of federal tax topics, 2 hours of Ethics, and 4 hours of Tax Update.

*SK&A is the “Specialized Knowledge and Applications” field of study approved by NASBA

Course Level: Update

Latest Revisions: Fall 2021

Course. Expiration: January 15, 2022

Prerequisites: This course is structured for Drake Software users. The only prerequisite is the desire to develop a working knowledge of how to use Drake Software in preparing tax returns. No advanced preparation is necessary.

Course Policies: Refund requests must be sent in writing to Drake Ventures via mail, fax, or e-mail. Refunds will not be granted by phone. Drake will make a full refund for any request received 10 business days or more before the scheduled start of any school. Any cancellation received 5-9 business days prior to start will receive a 50% refund. No refunds on cancellations less than 5 business days prior to the scheduled start of a school. No refunds will be issued for inclement weather unless the school is canceled by Drake. Videos cannot be substituted for a school cancellation. For more information regarding the refund policy, administrative policies, and complaint resolution, please contact our office at (828) 348-1265 or email Schools@Drake.us .

Drake Ventures is an IRS-qualified sponsor of continuing professional education for Enrolled Agents and Registered Tax Return Preparers.

Drake Ventures 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 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.learningmarket.org

Meet Your Instructors:

Warren Drake President of Drake Ventures, Inc.

READ BIO

Warren Drake President of Drake Ventures, Inc.
Lead Program Writer / Instructor

Warren Drake has been in the middle of the tax industry for over 40 years. As a young man starting out in his career, Warren worked in his father’s tax practice where he learned the complexity of the tax code, processing thousands of returns before the advent of computers.

In 1977, Phil Drake (Warren’s brother) started writing code for a tax software program in an attempt to automate the tax business for their father. Warren quickly became involved in writing computer code as well, and at the beginning of the computer age, we find the beginnings of one of the most successful Tax Software companies in the country, Drake Software.

Over the past four decades, Warren has participated in the development of the software and the development of the content for much of the instructional material for Drake Software tax professionals. Warren has been the company’s lead instructor, conducting live classroom training, sales presentations and presiding over the annual Update School to inform Drake Software clients about upcoming changes in the tax software and the Tax code for the coming year.

Warren is a very successful entrepreneur who has taken the same standard of excellence in instruction to his customers. He knows the tax industry and his customers appreciate his tireless dedication to communicating the intricacies of the professional tax practice from substance to practical application.

Warren lives in Franklin, NC with a love for family, music and the mountains. Warren is actively involved in the music business not only as a performer, but in the role as a producer of music and music videos, nurturing talented individuals and groups in their state of the art recording studio.

Ben Tallman EA, USTCP

READ BIO

Ben Tallman EA, USTCP

Ben Tallman is an NTPI Fellow® (class of 2009).  He has a Bachelor of Science Degree in Business Administration. Ben has taught for local, state, and national organizations over the past decade. He has served on the NAEA Education Foundation and is a prior Education Director for GAEA. He has appeared as a panelist on Tax Talk Today and has conducted webinars for NAEA and Drake Education. He is a U.S. Tax Court Practitioner and writes extensively for the EA Journal. He operates a tax practice/representation business in Atlanta and recently celebrated 40 years in business.

2021 Update School Tour

Cities and Dates

These locations are wonderful venues. All of the hotels have rooms just for you at special rates.

Call each hotel directly for room reservations and ask for the Drake Software rate.

November

Toledo, OH

Fri. / Sat. - Nov. 12 & 13

Holiday Inn & Suites Toledo Southwest - Perrysburg

27355 Carronade Drive
Perrysburg, Ohio 43551
ihg.com
(567) 331-8900

Cleveland, OH

Mon. / Tues. - Nov. 15 & 16

Holiday Inn Cleveland-S Independence

6001 Rockside Rd
Independence, Ohio 44131
ihg.com
(216) 524-8050

Columbus, OH

Wed. / Thurs. - Nov. 17 & 18

Crowne Plaza Columbus North- Worthington

6500 Doubletree Avenue
Columbus, Ohio 43229
ihg.com
(614) 885-1885

Cincinnati, OH

Fri. / Sat. - Nov. 19 & 20

Radisson Hotel Cincinnati Riverfront

668 W 5th St
Covington, KY 41011
RadissonHotels.com
(859) 491-1200

Nashville, TN

Mon. / Tues. - Nov. 16 & 17

TBA

Doubletree Hotel

1850 Old Fort Parkway
Murfreesboro, TN 37129
DoubleTree3.Hilton.com
(615) 895-5555

Memphis, TN

Wed. / Thurs. - Nov. 18 & 19

Holiday Inn Memphis-Univ Of Memphis

3700 Central Avenue
Memphis, TN 38111
ihg.com
(901) 678-8200

December

We're working on these locations... Check back soon!

Nashville, TN

Mon. / Tues. - Nov. 16 & 17

TBA

Doubletree Hotel

1850 Old Fort Parkway
Murfreesboro, TN 37129
DoubleTree3.Hilton.com
(615) 895-5555

Memphis, TN

Wed. / Thurs. - Nov. 18 & 19

TBA

Holiday Inn Memphis-Univ Of Memphis

3700 Central Avenue
Memphis, TN 38111
ihg.com
(901) 678-8200

Orlando, FL

Fri. / Sat. - Dec. 4 & 5

TBA

Holiday Inn and Suites - Across from Universal Orlando

5905 Kirkman Rd
Orlando, FL, 32819
GuestReservations.com
(866) 238-4218

Atlanta, GA (area)

Tues. / Wed. - Jan. 5 & 6

TBA

Hilton Garden Inn - Peachtree City

2010 North Commerce Drive
Peachtree City, GA 30269
Hilton.com
(678) 827-8400

Pigeon Forge, TN

Fri. / Sat. - Dec. 18 & 19

TBA

Evergreen Smoky Mountain Lodge & Convention Center

4010 Parkway
Pigeon Forge, TN 37863
PigeonForge.com
(865) 453-1823

Beaumont, TX

Wed. / Thurs. - Dec. 9 & 10

Holiday Inn & Suites Beaumont Plaza

3950 I-10 South & Walden Rd
Beaumont, TX 77705
IHG.com
(409) 842-5995

January (2021)

Hilton Head Island, SC

Mon. / Tues. - Nov. 30 & Dec. 1

Beach House Resort

1 South Forest Beach Drive
Hilton Head, SC 29928
BeachHouseHHI.com
(855) 474-2882

Jacksonville, FL (area)

Wed. / Thurs. - Dec. 2 & 3

Holiday Inn St Augustine - World Golf

475 Commerce Lake Drive
Saint Augustine, FL 32095
HolidayInn.com
(904) 940-9500

Dallas, TX (area)

Fri. / Sat. - Dec. 11 & 12

Holiday Inn Tyler - Conference Center

5701 South Broadway
Tyler, TX 75703
IHG.com
(903) 561-5800

Louisville, KY

Wed. & Thurs. - Dec. 11 & 12

Crowne Plaza Louisville Airport & Expo Center

830 Phillips Lane
Louisville, KY 40209
ihg.com
(502) 367-2251

Mobile, AL

Mon. / Tues. - Dec. 7 & 8

Holiday Inn Mobile West

5465 Hwy 90 W
Mobile, AL 36619
HolidayInn.com
(251) 666-5600

Chattanooga, TN

Fri. & Sat. - Nov. 15 & 16

The Chattanoogan Hotel

1201 Broad Street
Chattanooga, TN 37402
ChattanooganHotel.com
(423) 756-3400

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