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Online Resources

Click Support.DrakeSoftware.com – for product documentation, software updates, plus access to these online tools:

  • Knowledge Base – Constantly updated and enhanced with troubleshooting help and business strategies and software issues, to the latest tax news. Moderated by Drake employees.
  • State information – Information on reject codes, e-file mandates, addresses, and e-filing explanations and instructions.
  • Viewable EF Database – Real-time status of e-filed returns. Rejected and accepted returns, checks that are available for printing, and multiple reports.
  • Broadcast email – news about Drake updates and happenings in the tax industry.

 

Check back soon!

We're working on the upcoming 2018 Update School Schedule.

Q: Who Should Attend

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

Your instructors, Warren Drake & Kevin Huston, EA, are a dynamic team with over 50 combined years teaching in the income tax and software industries!  They teach all across the nation and are amazing at keeping you engaged for the entire session. You will leave equipped with tools you need for a great Tax Season!

Time is ticking away, so register soon!

Days
Hours
Minutes
Seconds

Q: Who Should Attend

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

DAY 1

Early Registration:*

$179 1st person from your firm

$169 Each additional person

*$199 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!

7:45-8:30 Registration & Continental Breakfast

8:30-10:10 Session: 1

Ethics Jeopardy (Earn 2 CPE hours)

Instructor: Kevin Huston

A game-show-style session on Ethics and Circular 230.

10:20-Noon Session: 2

A Decedent’s 1040:
Filing the Final Return
(Earn 2 CPE hours)

Instructor: Kevin Huston

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

1:00-5:00 Session: 3

Tax Return Production (Earn 2 CPE hours)

Instructor: Warren Drake

Topics:
Navigation / Data Entry / Printing Options
e-File / Tips & Tricks / Data Entry Shortcuts
Going Mouseless: Maximized Productivity
Keyboard Shortcuts / Macros

DAY 2

Early Registration:*

$179 1st person from your firm

$169 Each additional person

*$199 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!

7:45-8:30 Registration & Continental Breakfast

All The Rest! 8:30-5:00pm (Earn up to 8CPE Hours)

8:30-Noon Session: 1

Tax Update (Earn 4 CPE hours)

Instructor: Kevin Huston

Variety of topics, including form changes, law updates and key court decisions that might affect your clients

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

1:00-5:00 Session: 2

Drake Software Update & Tools (Earn 4 CPE hours)

Instructor: Warren Drake

Topics:
IRS Security Summit Update / Software Changes / Setup / Options
Paperless? / eSignature Options / Portals

2018 Drake Software Regional Update School

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 – Ethics Jeopardy – Regulatory Ethics – 2 CPE credits – A Decedent’s 1040: Filing the Final Return – 2 CPE credits – Instructor: Kevin Huston, EA USTCP; A Day In The Life: Tax Return Production – 4 CPE credits – Instructor: Warren Drake. Upon completion of Day 1, participants will:

• Gain insight through the discussion of various ethical dilemmas and learn where to access additional resources.
• Know the intricacies of preparing and filing a decedent’s final tax return.
• 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: Kevin Huston 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 2018

Course. Expiration: January 15, 2019

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) 349-9669 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 Our 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 35 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 35 years, 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.

As the exclusive dealer for Drake Software in TN, KY and OH, 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 his wife Ronda. They share a love for family, music and the mountains. Warren and Ronda are actively involved in the music business not only as performers, but in the role as producers of music videos, nurturing talented individuals and groups in their state of the art recording studio.

Kevin Huston EA, USTCP

READ BIO

Kevin Huston, EA USTCP, MBA, ChFC, CLU
Program Writer / Instructor

Kevin C. Huston is a nationally known tax instructor and President of the Asheville, North Carolina tax preparation and tax problem resolution firm Blue Ridge Tax Advisors, Inc. Huston earned his Bachelor of Science degree in Management from Oakland University in Rochester, Michigan, and his Master of Business Administration (MBA) degree in International Business from Georgia State University in Atlanta. Huston has also earned the financial planning designations Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College in Bryn Mawr, Pennsylvania.

Huston is an Enrolled Agent (EA); a Graduate Fellow of the National Tax Practice Institute (NTPI) of the National Association of Enrolled Agents; and a United States Tax Court Practitioner (USTCP). A USTCP is a non-attorney admitted to practice before the United States Tax Court. Since the inception of the U.S. Tax Court, fewer than 300 tax professionals have earned this prestigious designation.

Huston speaks regularly for various national and state tax associations. He is a member of the National Association of Enrolled Agents.

2018 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

Columbus, OH

Mon. & Tues. - Nov. 6 & 7

Crowne Plaza Columbus North-Worthington

6500 Doubletree Ave
Columbus, OH 43229
CPColumbusNorth.com
(614) 885-1885

Toledo, OH

Wed. & Thurs. - Nov. 8 & 9

Holiday Inn French Quarter

10630 Fremont Pike
Perrysburg, OH 43551
HIFQ.com
(419) 874-3111

Cincinnati, OH

Fri. & Sat. - Nov. 10 & 11

Radisson Hotel Cincinnati Riverfront

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

Cleveland, OH

Mon. & Tues. - Nov. 13 & 14

Holiday Inn Cleveland South

6001 Rockside Rd
Independence, OH 44131
HIRockside.com
(216) 524-8050

Nashville, TN

Thurs. & Fri. - Nov. 16 & 17

Nashville Airport Hotel
"a Hilton affiliate"

2200 Elm Hill Pike
Nashville, TN 37214
Hilton.com
(615) 883-9770

Saint Louis, MO

Mon. & Tues. - Nov. 27 & 28

Holiday Inn St. Louis SW

10709 Watson Rd
Saint Louis, MO 63127
HIRoute66.com
(314) 821-6600

Branson, MO

Wed. & Thurs. - Nov. 29 & 30

Chateau on the Lake

415 N State Hwy 265
Branson, MO 65616
ChateauOnTheLake.com
(417) 334-1161

December

Kansas City, MO

Fri. & Sat. - Dec. 1 & 2

Adam's Mark KC Coco Key Water Resort

9103 E 39th St
Kansas City, MO 64133
CocoKeyKansasCity.com
(816) 737-0200

Wichita, KS

Mon. & Tues. - Dec. 4 & 5

Holiday Inn Wichita East 1-35

549 S Rock Rd
Wichita, KS 67207
IHG.com
(316) 686-7131

Oklahoma City, OK

Wed. & Thurs. - Dec. 6 & 7

Holiday Inn Hotel & Suites
OKC North

6200 N Robinson Dr
Oklahoma City, OK 73118
IHG.com
(405) 286-4777

Tulsa, OK

Fri. & Sat. - Dec. 8 & 9

Crowne Plaza Tulsa - Southern Hills

7902 S Lewis Ave
Tulsa, OK 74136
IHG.com
(918) 492-7256

Little Rock, AR

Mon. & Tues. - Dec. 11 & 12

Holiday Inn Airport Conference Center

3201 Bankhead Dr
Little Rock, AR 72206
IHG.com
(501) 490-1000

Memphis, TN

Wed. & Thurs. - Dec. 13 & 14

Crowne Plaza Memphis East

2625 Thousand Oak
Memphis, TN 38118
IHG.com
(901) 362-6200

Pigeon Forge, TN

Mon. & Tues. - Dec. 18 & 19

Smoky Mountain
Convention Center

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

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