​​​​​​​​​​​​​​​​​​​​​​​​​​Kansas Chapter Education

Kansas Practitioner Symposium - Not IRS Symposium

This event will offer the following education:

• Dirty Dozen and Tax Updates
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  Dirty Dozen Tax Scams for 2025: this session will provide an overview of the Dirty Dozen campaign list of 12 scams and schemes that threaten both taxpayers and tax pros. Suggested steps to protect your clients and yourself and business will be explored Tax Update: This session will explore inflation adjustments for 2025 as well as 2024 IRS filing season statistics. Presented by Mary Giesler, EA (MPG Accounting).
• Bridging the gap between Tax Accountants and Financial Planners
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  This session will cover what tax planning professions should be thinking about when asked about Social Security Planning, Roth Conversions, Capital Gains Distributions, Donor Advised Funds, and Market Volatility. The goal is to help tax and estate planning professionals to deliver comprehensive financial plans and strategies for their clients. Presented by Kyle Johnson, RICP (Senior Wealth Advisor, Link Wealth Strategies).
• The New Tax Frontier: Cybersecurity, Cloud, & AI Insights
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  This presentation helps tax professionals stay ahead of the curve by exploring the rapidly evolving landscape of cybersecurity threats, cloud adoption, and artificial intelligence (AI) in the tax industry. Attendees will gain practical actionable knowledge on: the latest IRS-targeted scams, ransomware, and phishing schemes - and how to defend against them; Compliance requirements from IRS Publication 4557, including multi-factor authentication, encryption, and written security plans; The benefits and risks of using cloud-based tax software, including vendor selection and e-file data security; How AI is transforming tax work - from document automation to fraud detection- and where caution is needed; Risk management strategies, including incident response plans, cyber insurance, and the zero trust security model. This session is designed to provide real-world insights, interactive scenarios, and take-home checklists so tax professionals can confidently protect client data, meet compliance requirements and integrate emerging technologies into their practices. Presented by Hondo Tamez (Associate Profession/Chair of Information Technology, Johnson Community College).
• Prevent, Protect, and Be Proactive- Cyber Security Threats
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  This comprehensive session is designed to empower tax professionals with the essential knowledge and skills necessary to effectively identify and mitigate common cybersecurity threats and vulnerabilities within their organizations. Participants will be introduced to the current cybersecurity landscape and gain valuable insights into projected future trends. During this session, attendees will understand cyber attackers' tactics to infiltrate systems and execute data breaches. By the session's conclusion, participants will emerge with enhanced confidence in navigating potential data breach scenarios. They will also gain practical knowledge on developing a Written Informatin Security Program (WISP) and an effective response plan, equipping them to proactively defend their companies against cyber threats and potential data breaches. This session promises to be a crucial opportunity for tax professionals to deepen their expertise in cybersecurity risk management and emerge better prepared to safeguard sensitive data within their professional environments. Presented by Sam Ferguson.
• Ethics
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  Each year, taxpayers’ actions or changes in tax law present tax professionals with ethical dilemmas. To remind tax professionals of their responsibilities, IRS publication Circular 230, Regulations Governing Practice before the Internal Revenue Service, was developed to provide the necessary standards and guidance to assist when challenging ethical situations arise. This course reinforces the tax professional’s ethical responsibilities by summarizing key points of Circular 230, identifying common tax preparer penalties and reviewing due diligence requirements when preparing Form 8867, Paid Preparer’s Due Diligence Checklist. Presented by Tim Graham Jr, EA (R and J Salina Tax Service Inc).