The Lloyd Institute
 
EDUCATION FOR CHARITY
 
 Presents
The Sixth Annual
National Benefits Conference
 
Friday, June 18th, 2010
 
7:30 A.M. – Registration and
Continental Breakfast
 
Conference - 7:55 A.M. – 1:30 P.M.
 
New Location!
Two Gateway Center
4th Floor Conference Room
603 Stanwix Street
Pittsburgh, PA 15222
 

 Registration will begin at 7:30 a.m. 
A continental breakfast will be served before the Conference begins. 
A buffet lunch will be provided.
 
One Hundred percent of the Registration Fees will be donated to charitable projects as allocated by the Participants. 
The total cost for the Conference is underwritten by the generous support of
Conference sponsors: Buck Consultants, LLC, Dreyfus Retirement Services and Williams Coulson.
 
 
 

 
                          Schedule of Events
 
  7:30 -- 7:55        Breakfast  
 
  7:55 -- 8:00        Opening Remarks
                             Michael E. Lloyd, Esq.
                            
  8:00 -- 9:00        Health Care Reform – Key Tax Issues
                             Peter M. McCormick, Esq.
                             Norman W. Kerr
                             Buck Consultants, LLC
                             Pittsburgh, PA
                            
  9:00 -- 9:35        Roth IRA Conversions
                             Joan K. Crain, CFP, CTFA, CISP
                             BNY Mellon Wealth Management
 
  9:35 - - 10:10     DOL Participant Investment Advice Regulations
                             F. Jefferson Bragdon, Esq.
                             Williams Coulson
                             Pittsburgh, PA
 
 10:10 – 10:45     Correcting 409A Problems in Deferred Compensation
                             Diane Nowak, CPA
                             Gwen Montgomery, Esq.
                             Deloitte Tax, LLP
                             Cleveland, OH
 
10:45 – 11:00      Break
                           
11:00 --11:35      IRS Correction Programs
                            Gavin B. Chafin, BS
                            Internal Revenue Service
                            Pittsburgh, PA
 
11:35  -- 12:10    IRS Determination Letter Program Update
                            Ryan P. McDonald, Esq.
                            Internal Revenue Service
                            Cincinnati, OH
 
 12:10 – 12:30   Lunch – Employee Benefits Professional Of the Year Award
 
 12:30 --  1:30    Ethics of IRS Practice
                            Michael E. Lloyd, Esq.
                            Williams Coulson
                            Pittsburgh, PA
 
 _____________________________________________________________________________________________
 
   The Conference is or will be approved for continuing education credit for Pennsylvania -
 
¨       Attorneys,
¨       CPAs,
¨       Certified Financial Planners,
¨       ASPPA
 
The Lloyd Institute is a Pennsylvania Corporation that is tax-exempt as described under Section 501(c)(3) of the Internal Revenue Code.  The Institute was founded by Michael and Janet Lloyd to serve two purposes.  The Institute provides continuing education classes and seminars on tax-related and Employee Benefit matters for attorneys, accountants, financial professionals and TPA’s.  All fees paid by attendees for training classes and seminars are donated to charities. 
 
              *Note that a form to allocate the course fee among the designated charities will be provided at the Conference.*
 
________________________________________________________________________________________


Registration
 
 
Please register early – space is limited!
 
 
NAME  ___________________________________________________________________
(please print)
 
COMPANY NAME  __________________________________________________________
 
ADDRESS_________________________________________________________________
 
 
CITY   _____________________       STATE   __________          ZIP   ________________
 
 
PHONE  _______________________________________________
 
 
EMAIL ADDRESS:   ______________________________________________________
 
CONTINUING EDUCATION CREDITS:
 
CLE_____________             CPA __________                     
 
CFP ____________              ASPPA________
 
 
Course fee is $120.00
    Two or more from the same business entity pay $100.00 each
    ASPPA members pay only $100.00 each
 
 
 
MAKE CHECKS PAYABLE TO "LLOYD INSTITUTE."  YOU MAY ALSO PAY AT THE DOOR.
 
PLEASE MAIL, FAX OR EMAIL YOUR REGISTRATION TO:          
 
                                                                   WILLIAMS COULSON
                                                                      ATTN: Jodi Bowlus    
                                                             One Gateway Center – 16th Flr.   
                                                             420 Fort Duquesne Boulevard 
                                                                     Pittsburgh, PA  15222
 
                                                                     FAX (412)281-6622
                                                                     jbowlus@williamscoulson.com
 
 
 
 
 
 
 
 
 
 
 

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