Thank you for making the 2021 Drake Software Update School such a success. We look forward to seeing everyone next year!!
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
Avoiding 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)
2023 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: 2023 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 2023
Course. Expiration: January 15, 2024
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
Memphis, TN
Mon. / Tues. - Nov. 29 & 30
Holiday Inn and Suites Memphis Southeast - Germantown
7730 Centennial Drive
Memphis, TN 38125
ihg.com
(901) 730-0015
Nashville, TN
Thurs. / Fri. - Dec. 2 & 3
Doubletree Hotel
1850 Old Fort Parkway
Murfreesboro, TN 37129
DoubleTree3.Hilton.com
(615) 895-5555
Orlando, FL
Mon. / Tues. - Dec. 6 & 7
Holiday Inn and Suites - Across from Universal Orlando
5905 Kirkman Rd
Orlando, FL, 32819
GuestReservations.com
(866) 238-4218
Atlanta, GA (area)
Thurs. / Fri. - Dec. 9 & 10
Hilton Garden Inn - Peachtree City
2010 North Commerce Drive
Peachtree City, Georgia 30269
Hilton.com
(678) 827-8400
Pigeon Forge, TN
Mon. / Tues. - Dec. 20 & 21
The Ramsey
3230 Parkway
Pigeon Forge, TN 37868
MyRamseyHotel.com
(865) 428-2700
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