Imagine yourself sitting in a park on the Seattle waterfront - the snowy peaks of the

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1 SEATTLE, WASHINGTON SEPTEMBER 15-21, 2006 Imagine yourself sitting in a park on the Seattle waterfront - the snowy peaks of the Olympic Mountains shimmer on the far side of Puget Sound, while the ferryboats come and go across Elliott Bay. Seattle is a city of views, and the must-see vista is the panorama from the top of the Space Needle. The sparkling waters of Elliott Bay, Lake Union, and Lake Washington wrap around this city of glistening skyscrapers, and forests of evergreens crowd the city limits. Surrounding Seattle are the glorious mountains of the Olympic and Cascades ranges. Seattle draws visitors with its blend of urban sophistication, easygoing charm, and access to spectacular outdoor recreation such as boating, beaches, hiking, and biking. Enjoy terrific professional sports teams, a diverse music-club scene, and top-notch ballet, opera, symphony and theater companies. Its restaurants ranging from tiny International District dumpling stands to posh, first-class dining rooms all this and more will keep you sleepless in this trendy city.

2 NATIONAL TAX INSTITUTE 2006 CONFERENCE SCHEDULE SORRENTO HOTEL SEATTLE, WASHINGTON SEPTEMBER 15-21, 2006 DATE MEETINGS SOCIAL EVENTS/TOURS 9/15 Arrival - no meeting scheduled Hospitality Desk Friday 9/16 Saturday 9/17 Sunday Creative Estate Planning Strategies Speaker: Jacqueline A. Patterson, JD, MBT, CPA CPE Hours: 6 or 8* Choose between two concurrent meetings: Old & New Tax Rules for Trusts & Estates Speaker: Jacqueline A. Patterson, JD, MBT, CPA CPE Hours: 6 or 8* or 6:30-7:00pm: Welcome to Seattle Orientation Meeting 6:00-7:00pm: Reception hosted by National Tax Institute 8:30-9:30am: Spouse/guest breakfast hosted by National Tax Institute 9/18 Monday 9/19 Tuesday 9/20 Wednesday 9/21 Thursday Eight Steps to Corporate Financial Success Speaker: Wayne Borkowski, CPA, CMA, CFM CPE Hours: 6 or 8-A&A* Day of leisure no meeting scheduled 2005 FASB, SSARS and SAS Update and Other Developments Affecting the Profession Speaker: Wayne Borkowski, CPA, CMA, CFM CPE Hours: 6 or 8-A&A* 2005 Federal Income Tax Update Speaker: Michael Schlesinger, JD, LLM CPE Hours: 6 or 8* 2:00-3:50pm Tax Roundtable Speaker: Michael Schlesinger, JD, LLM 2006 Business Tax Developments Speaker: Michael Schlesinger, JD, LLM CPE Hours: 6 or 8* Recommended departure after meeting adjourns Scheduled optional tour with other participants Note: * Continental breakfast will be served in the meeting room starting at 7:00am for participants only. Participants receive 6 CPEs for attending each live session and may receive an additional 2 CPEs by completing an optional 2-hour self-study course, which will be distributed at the conference. Self-study is based on NASBA's Registry-QAS 50-minute/hour measurement.

3 NATIONAL TAX INSTITUTE 2006 CONFERENCE PROGRAM SORRENTO HOTEL SEATTLE, WASHINGTON SEPTEMBER 15-21, 2006 Gracing the city with its breathtaking Italianate architecture, the luxurious Sorrento Hotel is a stylish oasis and one of Seattle s most recognizable and cherished landmarks. Overlooking the downtown skyline, Puget Sound and the Olympic Mountains, this deluxe hotel offers rich décor, casual elegance and Mediterranean-inspired cuisine and ambiance. The Sorrento has received such accolades as Travel and Leisure s Top 500 Greatest Hotels in the World as well as Vanity Fair s Boutique Hotel of the Moment. And Seattle City Search s Best Luxury Hotel Hotel Rating: AAA 4-diamond ACCOMMODATIONS: All spacious guest rooms and suites reflect a tasteful blend of historic elegance and modern amenities with include high speed internet access, cordless dual-line telephones with voice mail, direct TV including movie channels, stereo complete with CD player, bath robes, complimentary newspaper, Starbuck s French press coffee and tea service. Deluxe Guestroom: (400 sq. ft.) Offers one king or one-queen bed (limited availability of rooms with two queen beds.) and feature Italian marble baths, desk and chair, full-length mirror and sitting chair. Maximum 4 people. One Bedroom Suite: (460 sq. ft.) Offers one king or one queen bed. (limited availability of rooms with two queen beds.) and feature bathrooms in Italian marble, desk and chair, full-length mirror, sitting area with sofa or love seat partitioned off from sleeping area with French doors. Maximum 4 persons. AMENITIES: The Hotel offers a variety of amenities including a business center, Town car service, 24-hour concierge service, fitness center with Nautilus equipment as well as an off-premise full-service fitness facility (including swimming pool). DINING: The Sorrento offers a variety of dinning options including: One of the Top Restaurants in Seattle, The Hunt Club offers regional Northwest and Mediterranean cuisine. The Fireside Room - features cocktails, a light menu, afternoon tea daily and lively entertainment. Also available 24-hour room service. PARKING: Valet is available for $26.00 per day (price subject to change.) HOTEL PACKAGE COST- 7 DAYS/6 NIGHTS (Per Person) Double Occupancy Extra Nights* (Per Person) Room category Room cost Tax & porterage Single Add-on Single Double Deluxe Guestroom $681 $99 $780 $312 $156 One Bedroom Suite $1039 $151 $1190 $476 $238 Hotel package includes Hotel room cost 5 nights Hotel room tax (15.6%) *subject to change No charge for children 16 years and under if staying in same room as two full-paying adults. Third person rate: $23.12 per night (inclusive of room tax) NO REFUNDS FOR EARLY DEPARTURES

4 TRAVEL INFORMATION SORRENTO HOTEL 900 MADISON STREET (AT TERRY) SEATTLE, WASHNGTON PHONE: (206) AIRPORT: Seattle-Tacoma International Airport is approximately (10) miles from downtown Seattle which depending on the traffic is a (20-30) minute drive. AIRFARES: Please call The Malmberg Travel Group ( ) for airfare quotes and assistance with flight information. TRANSFERS: The Downtown Airporter is the least expensive transportation between the Seattle- Tacoma (SeaTac) International Airport and The Sorrento Hotel. A trip to downtown Seattle from the airport on public transportation takes (30-40) minutes. The Downtown Airporter costs $12.75 one way or roundtrip $22.00 as compared with Shuttle Vans from $27.00 one way; Town Cars from $30.00 one way and Taxi Cabs from $35.00 one way. For reservations please contact (800) CAR RENTAL: The Malmberg Travel Group ( ) will be able to further assist you with car rental information or phone Avis ( ) and mention AWD #J DIRECTIONS: To the Sorrento Hotel from Sea-Tac International Airport: From Interstate 5 Northbound, take Exit #164 A Follow 1.5 Miles to Madison Street Turn Right onto Madison Street Drive Three Blocks up the Hill Turn left onto Terry Avenue The Sorrento is the First Driveway on the Left For driving directions from your home, we suggest you visit CLIMATE: Expect beautiful September days from a high of 70 and in the evening a low of 50. PARKING: Valet parking is $26.00 per day. (Prices subject to change) DRESS CODE: Casual attire is recommended. Sweaters or light jackets are suggested for evenings or boat excursions. Good walking shoes and sunscreen are also recommended. HOTEL CHECK-IN: 4:00pm HOTEL CHECK-OUT: 12:00pm* *Arrangements for late checkout may be requested with the front desk (surcharges may apply.) For Further Information please visit or call The Seattle Chamber of Commerce at (206)

5 NATIONAL TAX INSTITUTE 2006 CONFERENCE PROGRAM SORRENTO HOTEL SEATTLE, WASHINGTON OPTIONAL EVENTS AND ACTIVITIES SEPTEMBER 15-21, /15 FRI 6:30-7:00pm Welcome to Seattle Orientation Meeting -Meet your hosts and preview the activities available in the area. Location will be posted upon your arrival. 9/16 SAT 6:00-7:00pm Cocktail Reception - Come and meet fellow participants, spouses, guests and families at this event, hosted by NTI. Casual attire is recommended. Children are welcome. Cost: Compliments of National Tax Institute - Sign-up at Orientation meeting or upon arrival. 9/17 SUN 8:30-9:30am 9:30am 3:30-6:00pm Spouse/Guest Breakfast - Meet other spouses and guests at the continental breakfast, hosted by NTI. Meet others who share your same interests such as walking, shopping, tennis, golf, sightseeing, etc. A representative will be on hand to answer any questions and assist you in making the most of your free time. Children are welcome. Cost: Compliments of National Tax Institute - Sign-up at Orientation/Arrival. A Walking Tour of Pike s Market and the Waterfront Join other spouse/guests for a walking orientation tour of the waterfront and the Pike Place Market. Cost: Compliments of National Tax Institute - Sign-up at Orientation/Arrival Argosy Locks Cruise This popular cruise connects the salt water of Puget Sound and the fresh water of Lake Union via the Hiram Chittenden Locks. Enjoy live narration of Seattle s history, while viewing the historic waterfront. View the spectacular city skyline, the majestic Cascade and Olympic mountain ranges and the Sleepless in Seattle houseboat community. The overland loop is connected via Gray Line of Seattle motor coach. Transportation included. Cost: $36.36/Adult - $11.13/Children (4-11years old); under age 4 are 9/18 MON Day of Leisure 8:00am-6:00pm Complimentary - Sign-up by August 15 See attached registration form. Mount Rainier Tour - Of all the mountains that surround Seattle, Mount Rainier (14,410 ) stands boldest. Enjoy a scenic coach ride to Mount Rainier National Park. In the park, linger at scenic lookout points and gaze at the natural wonders crashing waterfalls, diverse plant life, and the snowcapped summit. Return to Seattle via a different route with even more spectacular scenery. Pick-up/drop-off from the Sorrento Hotel. Cost: $65.00/Adult - $33.00/Children (0-11 years old)...sign-up by August 15 See attached registration form. 9/19 TUE 4:30-8:30pm Evening at Tillicum Village This 4-hour adventure begins with a cruise on Puget Sound to Tillicum Village on Blake Island. Upon arrival make your way up the path strewn with clamshells bleached by the sun. Before entering the longhouse, enjoy an appetizer of clams and nectar. Inside the longhouse, watch how whole Chinook salmon are cooked over an alder-wood fire on cedar stakes in the traditional Northwest Coast Indian Style. After a full course meal, enjoy Dance on the Wind a spellbinding stage presentation before cruising back to Seattle. Transportation included. Cost: $69.00/Adults - $25.00/Children (5-12 years old) Complimentary for Children (0-5 years old). Sign-up by August 15 See attached registration form. Price includes the cost of dinner. 9/20 WED Enjoy the city of Seattle at your leisure! 9/21 THU Recommended day of departure.

6 Note: Participants must sign up for the above tours by August 15, Tour costs are subject to change and based on a minimum of participants. Don t miss out on these fun excursions!

7 ADDITIONAL ACTIVITIES AT YOUR LEISURE The concierge service at the Sorrento Hotel can assist you with arranging your week-long itinerary: The GoSeattle Card is the perfect way to save on your Seattle Vacation. Get unlimited general admission to over 30 attractions and tours. For more information visit Seattle Aquarium In addition to having many interesting exhibits, the aquarium offers whale watching cruises around the San Juan Islands. Seattle Art Museum This post-modern structure houses an impressive and eclectic collection. Pioneer Square - Pioneer Square Park, topped by an ornate pergola, is the site of the city s oldest settlement. Enjoy a historic walking area in the town center. Space Needle Climb 520ft. to the observation deck of Seattle s signature building, for spectacular views of the city and its surrounding area. For food and fantastic sights, check out SkyCity, the tower s rotating restaurant that makes one complete orbit per hour. Experience Music Project Museum A museum offering fun and informational exhibits to inspire musical creativity in even the most tone-deaf music lover. Woodland Park Zoo Visitors can see how animals live and survive in the wild at the Woodland Park Zoo, a 92-acre botanical garden that harbors more than 300 animal species and 1,000 plant species from around the world. Voted one of the ten best zoos in the U.S. The Children s Museum Kids will want to stay the whole day at this special museum where young ones can visit a tailor shop in Ghana, travel around the Philippines on a tricycle or enjoy some sushi in Japan. Nordic Heritage Museum A tribute to those northern European cultures Swedish, Norwegian, Finnish, Dutch, and Icelandic that comprised many of Seattle s early immigrants. Discovery Park You can get happily lost among the thickets, nature trails, beaches and bluffs of this 534-acre park. Pacific Science Center This educational non-profit foundation features a Volcano Watch exhibit, Starlab Planetarium, a playground and an IMAX theater. Seattle s Museum of History & Industry presents an exhibition of more than 150 memorable images taken by CBS photographers between 1928 and America Through The CBS Eye captures the performers and personalities that the pioneering Columbia Broadcasting System brought into the American home, first via radio, and later via television. Open daily from 10:00am-5:00pm. Victoria for the day from Seattle The city of Victoria boasts Butchart Gardens, Double Decker buses, the domed Parliament Building, the Royal British Columbia Museum and high tea. You ll have several hours to stroll the inner harbor and downtown Victoria. Optional sightseeing and overnight accommodations are available upon request. This non-narrated excursion includes roundtrip transportation from Seattle to Victoria, B.C. via high-speed Victoria Clipper catamaran. Call or go to: for more information. For further information please visit: or or Contact Seattle s Convention & Visitor s Bureau: (206)

8 NATIONAL TAX INSTITUTE TOUR/ACTIVITIES REGISTRATION FORM SEATTLE, WASHINGTON SEPTEMBER 15-21, 2006 Name: Address: City/town: State: Zip: Telephone: Fax: Names: Argosy Locks Cruise Sunday, September 17, :30-6:00pm Type Price Total Adult $36.36 Children (4-11yrs.) $11.13 Children (0-4yrs.) Free Mount Rainier Tour Monday, September 18, :00am-6:00pm Type Price Total Adult $65.00 Children (0-11yrs.) $33.00 Evening at Tillicum Village Tuesday, September 19, :30-8:00pm Type Price Total Adult $69.00 Children (5-12yrs.) $25.00 Children (0-5yrs.) Free TOTAL- ALL TOURS Credit card (MC/visa) $ Exp date: Signature: All reservations due by August 15 and tours may sell out before that time. After August 15, activities are subject to availability. Cancellations after August 15 are subject to forfeiture of payments based on tour operator s cancellation clause. Please fax or mail to: CPE Meetings 87 Terrace Hall Avenue Burlington, MA FAX #