CAPE COD, MASSACHUSETTS JUNE 24-29, 2005

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1 CAPE COD, MASSACHUSETTS JUNE 24-29, 2005 If you re fond of sand dunes and salty air quaint little villages here and there it s really impossible not to fall in love with Cape Cod. A short walk from the Chatham Bars Inn is a pristine beach illuminated by the beacon of Chatham Lighthouse. Chatham has carefully preserved the flavor of a small New England town with great style. Visit Provincetown, the town of Hyannis (John F. Kennedy s summer home) or take a ferry to Martha s Vineyard or Nantucket. A whale watch or harbor cruise is just a short ride away. Be sure to sample the Cape s lobster and clam chowda.

2 NATIONAL TAX INSTITUTE 2005 CONFERENCE SCHEDULE CHATHAM BARS INN CAPE COD, MASSACHUSETTS JUNE 24-29, 2005 DATE MEETINGS SOCIAL EVENTS/TOURS 6/24 Friday 6/25 Saturday 6/26 Sunday Arrival - no meeting scheduled 7:30am-12:50pm meeting New Developments-Estate, Gift and Retirement Planning Speaker: Gary Sullivan, CPA, CFP, PFS CPE Hours: 6 or 8* 7:30am-12:50pm meeting 2005 Federal Income Tax Update Speaker: Arthur Auerbach, CPA CPE Hours: 6 or 8* Hospitality Desk 6:30-7:00pm: Welcome to Cape Cod Orientation Meeting 6:00-7:00pm: Reception hosted by National Tax Institute 8:30-9:30am Spouse/guest breakfast hosted by National Tax Institute 6/27 Monday 6/28 Tuesday 6/29 Wednesday 2:00-3:45pm Tax Roundtable Speaker: Arthur Auerbach, CPA CPE Hours: 2 Day of Leisure no meeting scheduled 7:30am-12:50pm meeting Selecting/Utilizing an Effective Retirement Plan for a Business Speaker: Arthur Auerbach, CPA CPE Hours: 6 or 8* 7:30am-12:50pm meeting 2005 FASB, SSARS and SAS Update and Other Developments Affecting the Profession Speaker: Steven C. Fustolo, CPA, MBA CPE Hours: 6 or 8-A&A* 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 Register-QAS 50-minute/hour measurement.

3 NATIONAL TAX INSTITUTE 2005 CONFERENCE PROGRAM CHATHAM BARS INN CAPE COD, MASSACHUSETTS JUNE 25-30, 2004 Chatham Bars Inn, Member of the Leading Hotels of the World, is New England s premier oceanfront resort and a renowned Cape Cod landmark. The turn-of-the-century main inn sits gracefully atop a rise overlooking Pleasant Bay and the open Atlantic. From a wicker couch on the front verandah, one can take in a broad stretch of coastline while enjoying a subtle Cape Cod breeze. Hotel Rating: AAA 4-Diamond. ACCOMMODATIONS: Chatham Bars Inn is situated on twenty-five beautifully landscaped acres and offers individually quaintly decorated rooms. Known to have one of the most spectacular vistas in America, all rooms offer hair dryer, cable TV with VCR, computer data port, telephone, iron/ironing board and refrigerator. Run of House: Rooms are located in the main inn or in the Seamist buildings on the ocean-side of the hotel with limited or no-ocean views and offer one king or two queen beds. Maximum 4 persons. Superior Oceanview: Offer ocean views in the bluff cottage buildings on the ocean side of the hotel with either one King or two queen beds. Maximum 4 persons. One-Bedroom Suite: Spacious suites with separate living room featuring hand-painted furnishing, table and chairs, and queen-sized sleep sofa. No view guarantee. Maximum 6 persons. AMENITIES: The Chatham Bars Inn offers a variety of guest services including: coffee, tea and hot chocolate available in the South Lounge both mornings and afternoons, Health and Wellness Center featuring six different massage therapies, fitness center, tennis courts, Olympic-sized outdoor heated swimming with hot tub and water fountain, and Beach Buddies kid s programs for ages DINING: The hotel has an array of dining options. The Main Dining room serves breakfast and dinner. Dinner jackets and reservations are required. The Tavern is casual and offers lunch and a full dinner menu. Both restaurants are family friendly. The Beach House Grill serves breakfast and lunch in a lovely outdoor setting. PARKING: Self-parking and Valet parking are both complimentary. HOTEL PACKAGE COST- 6 DAYS/5 NIGHTS (Per Person) Double Occupancy Room Category Room Cost Tax & Porterage (Per Person) Extra Nights Single Add-on Single Double Run of House $ 840 $ 81 $ 921 $368 $184 Superior Oceanview , One-Bedroom Suite 1, , Hotel package includes: Hotel room cost 5 nights Hotel room tax (9.7%) Third and/or fourth person rate: No charge - $10 per night for a roll-a-way bed NO REFUNDS FOR EARLY DEPARTURES

4 TRAVEL INFORMATION CHATHAM BARS INN SHORE ROAD CHATHAM, MASSACHUSETTS PHONE: (508) AIRPORT: Boston s Logan International Airport is approximately 90 miles from the hotel. Cape Air ( ) provides year-round, non-stop service to Hyannis (19 miles from Chatham) from both Boston (30-minute flight) and Providence (35-minute flight). AIRFARE: Please call The Malmberg Travel Group ( ) for assistance with flight information. TRANSFERS: Bus service directly from Boston Logan International Airport to Hyannis is provided by Plymouth & Brockton Bus Line ( ). Taxi service is available from Hyannis to Chatham ( or ) CAR RENTALS: Both Logan and Hyannis Airports offer rental cars. Please call the Malmberg Travel Group ( ) for further assistance or phone Avis ( ) and refer to AWD #J DIRECTIONS: From the Boston area (The drive from Boston to Chatham Bars Inn is approximately 2hrs.) Take Route 93 South to Route 3 to the Sagamore Bridge. Cross the Sagamore Bridge (Cape Cod Canal) on to Route 6 (the Mid Cape Highway). Follow directions From All Areas From the New York City area Take Route I-95 through Southeastern Connecticut Picking up Route I-95 East in Providence, Rhode Island to Route 25 South in Wareham, Mass. (Highway signs will indicate Route 25 and 495 will run concurrently). Follow Route 25 crossing the Cape Cod Canal over the Bourne Bridge. Proceed three quarters around the rotary, following the signs to Hyannis and Route 6 (the Mid Cape Highway). Follow directions From All Areas ***FROM ALL AREAS*** Now proceed to Route 6 East to Exit 11 marked for Route 137 Chatham. Turn left onto Route 137 and proceed south for 3 miles to the Route 28 intersection. Turn left onto Route 28 and proceed to the small rotary (3 miles). Continue straight through the rotary onto Main Street, Chatham, passing the Chatham Hardware Store on the left. Take the next left onto Seaview Street. The entrance to Chatham Bars Inn is just beyond the golf course on the right. Enter at the Lobby Level Entrance sign on the right. TIME ZONE: Eastern Standard Time. CLIMATE: June temperatures range from an average high of 80 to an average low of 55 degrees Fahrenheit in the evenings. DRESS CODE: Smart casual wear is recommended. A dinner jacket is required in the hotel s main dining room; however, not required in the other two hotel restaurants. HOTEL CHECK-IN: 4:00pm HOTEL CHECK-OUT: 11:00am* *Arrangements for late checkout may be requested directly with the front desk (surcharges may apply.) For further information please visit Chatham Chamber of Commerce

5 NATIONAL TAX INSTITUTE 2005 CONFERENCE PROGRAM CHATHAM BARS INN, CAPE COD, MASSACHUSSETTS OPTIONAL EVENTS AND ACTIVITIES JUNE 24-29, /24 FRI 6:30-7:00pm Welcome to Cape Cod Orientation Meeting -Meet your hosts and preview the activities available in the area. Location will be posted upon your arrival. 6/25 SAT 2:00-4:00pm 6:00-7:00pm Guided Bike Tour The best way to explore the back-roads of Chatham is by bicycle. Enjoy a self-guided tour of some of Chatham s most picturesque settings including Stage Harbor, Morris Island, and the lighthouse overlook. Cost: Adult - $12.00 per person for two hours or $15 per person for 4 hours. Arrangements for bike rentals (along with maps) can be made through the concierge desk. 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. 6/26 SUN 8:30-9:30am 6:30-9:30pm 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 Meeting or upon arrival. Elegant Dinner Train - Capture the romance of a by-gone era and enjoy a five-course gourmet meal served on crisp white linen by a friendly staff as the sunsets on old Cape Cod. Cost: Adult - $63.00 per person, includes tax and gratuity. Transportation to Hyannis on your own See attached registration form. Sign up by May 24 Adult only dinner train (16 years or older.) 6/27 MON Day of Leisure Day in Nantucket Don t miss the chance to visit this quaint island and walk its cobble-stoned streets and view its delightful old restored homes the town has more buildings on the National Register of Historic Places than Boston. Freedom Cruise Line in Harwich port ( ) is only a ten-minute drive from the hotel and offers free parking. The ferry will get you to Nantucket in less than 90 minutes. 6/28 TUE 4:30-8:00pm Dolphin Fleet of Provincetown Whale Watch Thar she blows! Highlight your Cape Cod vacation with an unforgettable whale watch cruise out to Stellwagon Bank, the summer feeding ground for the finback, humpback, pilot, minke, and northern right whale. Transportation on your own (Provincetown is a 30-minute drive.) Cost: Adult - $25.00 Children 12yrs. and under - $21.00 Children 4yrs. and under Free. See attached registration form. Sign-up by May 24. 6/29 WED Recommended day of departure Note: Participants must sign up for the above tours by May 24. Tour costs are subject to change and based on a minimum of participants. Don t miss out on this fun excursion!

6 ADDITIONAL ACTIVITIES AT YOUR LEISURE The concierge service at the Chatham Bars Inn can assist you with arranging your week-long itinerary: Visit Martha s Vineyard/Nantucket The Steamship Authority ( ) provides frequent passenger and vehicle transportation to Martha s Vineyard and Nantucket. Hy-Line Cruises from Hyannis will also take you to Nantucket or Martha s Vineyard. Chatham Light - Shore Road. The famous lighthouse at the top of the Cape s elbow overlooks the dramatic break in the southernmost point of Nauset Spit. The Coast Guard Station with its bright red roofs is one of the most photographed on the Cape. Cape Cod Canal Cruise, Onset ( ). A great opportunity to see wildlife, beautiful estates, lighthouses, and windmills. Monomoy National Wildlife Refuge - On Monomoy Island, where deer, seals and many species of birds roam free. Tours: Mass. Audubon Society at or Museum of Natural History at Moby Dick Farms enjoy over 1000 acres of unspoiled countryside from horsedrawn hayride or horseback. Deep Sea Fishing - not just for the halibut Reel Lucky, Chatham Yacht Basin ( ) Golden Eagle, Harwich Port ( ) The Yankee, Harwich Port ( ) and Capeshores Charters, Chatham Fish Pier ( ) Cape Cod Duckmobile, Hyannis ( ) Explore the land and sea all in one. Try this amphibious vehicle tour. Quack it s great fun for the entire family. The Goose Hummock offers a variety of activities from canoeing, kayaking, fly-fishing, off-road bike trips and more. John F. Kennedy Museum From his childhood to his presidency, JFK was drawn to Hyannis port for recreation and relaxation with his family. The museum ( ) features photographs, a video, and exhibits. Heritage Plantation Award winning grounds and a 1912 vintage carousel as well as classic cars from Model T s to President Taft s White Steamer, the first official White House automobile and a Military museum make this a nice stop in the beautiful community of Sandwich Golf The following golf courses are located within 20 minutes of Chatham Bars Inn: Chatham Seaside Links a 9-hole golf course, first come, first serve basis Captain s Golf Course, Brewster 36-hole course Ocean Edge Golf Club, Brewster 18-hole course Cranberry Valley Golf, Harwich 18-hole course For further information please contact the Chatham Chamber of Commerce or

7 NATIONAL TAX INSTITUTE TOUR/ACTIVITIES REGISTRATION FORM CAPE COD, MASSACHUSETTS JUNE 24-29, 2005 Name: Address: City/town: State: Zip: Telephone: Fax: Name: Elegant Dinner Train Sunday, June 26 6:30-9:30pm Type Price Total Adults-16 yrs. or $63.00 older Not recommended for children 15 yrs. and under. N/A N/A_ Whale Watch Tuesday, June 28 4:30-8:00pm Type Price Total Adults $25.00 Child (under 13 yrs.) Child 4 yrs. or under Free TOTAL- ALL TOURS Credit card (MC/visa) $ Exp date: Signature: All reservations due by May 24 and tours may sell out before that date. After May 25, activities are subject to availability. Cancellations after May 25 are subject to forfeiture of payments based on tour operator s cancellation clause. Tour prices are subject to change. Please fax or mail to: CPE Meetings 87 Terrace Hall Avenue Burlington, MA FAX #

From the magnificent rockbound coast, soaring granite cliffs and tree- lined streets

ACADIA NATIONAL PARK BAR HARBOR, MAINE JULY 17-23, 2005 From the magnificent rockbound coast, soaring granite cliffs and tree- lined streets leading into this Maine village - to the sweeping vistas from