Your days at National Conference will be filled with timely and pertinent education and our memorable evening events are sure to delight!

We have a lot planned for your week. Schedule subject to change as we finalize the event.

To attend the courses of most interest to you, simply scan your badge during the designated session times. No registration required for individual courses.

Conference attendees will receive access to our mobile app. The app will be available to download at least 1 week prior to the event. App features include customizable agenda and event alerts.

Event Schedule Overview


Sunday, July 21

7:00 a.m. – 6:15 p.m.

Registration desk open – pick-up your materials!

7:30 a.m. – 11:30 a.m.

Chapter Leader sessions

5:00 p.m. – 5:30 p.m.

First-time attendee orientation

5:30 p.m. – 6:30 p.m.

Conference Kickoff


Monday, July 22

6:45 a.m. – 6:00 p.m.

Registration desk open

6:45 a.m.

Continental breakfast

7:00 a.m. – 7:30 a.m.

Annual meeting

7:45 a.m. – 9:40 a.m.

Business Update presented by Larry Gray, CPA

 


10:00 a.m. – 11:40 a.m.

Simplification of the QBI

 

Fully understand the clarifications and guidance since the passage of the QBI deduction law.

Intermediate


Basis Reconstruction – Be a Detective

 

Reconstructing basis in an S corp or partnership to comply with the new Schedule E requirements can be daunting.

Intermediate


199A and Real Estate

 

Determine whether real estate rental activities qualify as a trade or business or meet the safe harbor procedures.

Intermediate


Tax Issues for U.S. Citizens Abroad

 

Assist American clients as they live, travel and work abroad with regards to taxes, including issues with interagency cooperation and tax avoidance schemes.

Intermediate


Centralized Partnership Audit Regime

 

New partnership audit rules may require revising your clients’ annual elections.

Intermediate


The Sale of Real Property – A Solid Foundation

 

Understand the requirements and implications of selling real estate, including moving from §121, the disposition of a life estate and the sale of a home office or rental property.

Intermediate


 

1:00 p.m. – 2:40 p.m.

Business Tax – Part 1

 

Learn about partnerships and S corps, their elections and adjustments, and how the new tax law affects them.

Intermediate


Living Off the Grid: Bring Clients into Compliance

 

Learn how to help serial non-filers get compliant with tips and techniques to recreate good information for past year returns.

Intermediate


Collections for the Everyday Practitioner

 

Some practitioners face the challenges of collection issues. Offer collection services in an everyday practice.

Intermediate


Foreign Earned Income Exclusion

 

Through real-life examples, complete Form 2555 and the foreign earned income exclusion, foreign housing exclusion and foreign housing deduction.

Advanced


Practical Cybersecurity to Protect Client Data

 

The threat of digital asset theft has grown exponentially in 2019. Learn how to best protect your and your clients’ information through practical steps.

Overview


S Corporation Shareholder Basis

 

Examine steps necessary to establish the basis of a shareholder in their stock and loan basis with relationship to stock basis.

Advanced


 

3:00 p.m. – 4:40 p.m.

Business Tax – Part 2

 

Learn about partnerships and S corps, their elections and adjustments, and how the new tax law affects them.

Intermediate


Efficient Estate Planning

 

Many estate plans are set up to avoid probate at any cost. We’ll review common estate plan blunders and discuss how to avoid them.

Advanced


199A and Real Estate

 

Determine whether real estate rental activities qualify as a trade or business or meet the safe harbor procedures.

Intermediate


FATCA Reporting

 

We’ll focus on FBAR reporting versus filing requirements for Form 8938 and the options available to those who have been non-compliant.

Intermediate


Centralized Partnership Audit Regime

 

New partnership audit rules may require revising your clients’ annual elections.

Intermediate


TBA

 

 

 


 

4:55 p.m. – 5:45 p.m.

Self-Rental Limitations

 

Self-rental remains one of the most commonly misunderstood tax issues. Identify allowable self-rental situations and the traps clients often encounter.

Overview


Handling Illegal-Source Income on a Tax Return

 

When preparing a return that has illegal-source income know the specific tax reporting requirements and possible ethical issues.

Advanced


Reverse Circular 230

 

This course will explain the obligations of both the practitioner to the IRS and the IRS to the practitioner under Circular 230, and how to complain when necessary.

Advanced/Ethics


Retirement Plans, Loans and Taxes

 

Future financial planning often involves retirement plans. Help clients use loans from retirement plans and understand the consequences of defaulting on a loan.

Intermediate


Decedent and Estate Tax

 

Define terms associated with the decedent and will review filing dates, §454 savings bonds, medical deductions and separating income between decedent and estate.

Overview


S Corps – Balance Sheet to M-2

 

Demystify the M-2 and retained earnings from the balance sheet.

Intermediate



Tuesday, July 23

11:15 a.m. – 7:00 p.m.

Expo Hall open

6:45 a.m. – 6:00 p.m.

Registration desk open

6:45 a.m.

Continental breakfast

7:45 a.m. – 9:25 a.m.

Individual update and TBA

9:45 a.m. – 11:25 a.m.

General session with special guests, TBA

11:25 a.m. – 12:45 p.m.

Lunch provided

 


12:45 p.m. – 2:25 p.m.

Business Tax – Part 3

 

Learn about partnerships and S corps, their elections and adjustments, and how the new tax law affects them.

Intermediate


Extracting Vital Information

 

The client interview worksheet is vital. Get hands-on help to create your own taxpayer interview worksheet that will save time, money and ethically protect you.

Intermediate


TBA

 

 

 


Domestic Tax Issues for Non-resident Aliens

 

Learn what is needed to address domestic tax issues for nonresident aliens and serve this expanding client base.

Intermediate


Practical Cybersecurity to Protect Client Data

 

The threat of digital asset theft has grown exponentially in 2019. Learn how to best protect your and your clients’ information through practical steps.

Overview


TBA

 

 

 


 

3:00 p.m. – 4:40 p.m.

Business Tax – Part 4

 

Learn about partnerships and S corps, their elections and adjustments, and how the new tax law affects them.

Intermediate


Decipher Citations and References

 

Understand the various sources of substantial authority to help prepare a case to represent a taxpayer before the IRS.

Overview


Payroll Tax Train Wreck

 

Help resolve payroll tax debts for a small business and how to protect individuals from the trust fund recovery penalty.

Intermediate


Form 1116 – Not Just a Line Item Entry

 

With comprehensive examples, analyze tax law with regards to the foreign tax credit and determine the most advantageous way of reporting the taxes paid to another country.

Advanced


TBA

 

 

 


Employee vs. Independent Contractor

 

Explore the basics of classification and present methodologies to determine if a worker is properly classified as an employee or independent contractor.

Advanced


 

4:55 p.m. – 5:45 p.m.

Self-Rental Limitations

 

Self-rental remains one of the most commonly misunderstood tax issues. Identify allowable self-rental situations and the traps clients often encounter.

Overview


Handling Illegal-Source Income on a Tax Return

 

When preparing a return that has illegal-source income know the specific tax reporting requirements and possible ethical issues.

Advanced


Reverse Circular 230

 

This course will explain the obligations of both the practitioner to the IRS and the IRS to the practitioner under Circular 230, and how to complain when necessary.

Advanced/Ethics


Retirement Plans, Loans and Taxes

 

Future financial planning often involves retirement plans. Help clients use loans from retirement plans and understand the consequences of defaulting on a loan.

Intermediate


Decedent and Estate Tax

 

Define terms associated with the decedent and will review filing dates, §454 savings bonds, medical deductions and separating income between decedent and estate.

Overview


S Corps – Balance Sheet to M-2

 

Demystify the M-2 and retained earnings from the balance sheet.

Intermediate


5:45 p.m. – 7:00 p.m.

Charity Event


Wednesday, July 24

9:15 a.m. – 3:30 p.m.

Expo Hall open

6:45 a.m. – 5:15 p.m.

Registration desk open

6:45 a.m.

Continental breakfast

 


7:45 a.m. – 9:25 a.m.

Business Tax – Part 5

 

Review QBI from the standpoint of the entity, switching entities and which is best for each client.

Intermediate


Brain Versus Tax Law

 

With case studies and discussion, learn to clearly define tax law regarding filing status.

Intermediate


2019: A Circular 230 Space Odyssey

 

Using Circular 230, learn how to safely share client’s information and react to conflicts of interest.

Intermediate/Ethics


Domestic Tax Issues for Non-resident Aliens

 

Learn what is needed to address domestic tax issues for nonresident aliens and serve this expanding client base.

Intermediate


S Corporation Shareholder Basis

 

Examine steps necessary to establish the basis of a shareholder in their stock and loan basis with relationship to stock basis.

Advanced


TBA

 

 

 


Tax Update

 

In Spanish, review and discuss the most important tax reform changes.

Update


 

10:05 a.m. – 11:45 a.m.

Business Tax – Part 6

 

Review QBI case studies, decisions related to various entities and the tax consequences of entity change.

Intermediate


Decipher Citations and References

 

Understand the various sources of substantial authority to help prepare a case to represent a taxpayer before the IRS.

Overview


TBA

 

 

 


Form 1116 – Not Just a Line Item Entry

 

With comprehensive examples, analyze tax law with regards to the foreign tax credit and determine the most advantageous way of reporting the taxes paid to another country.

Advanced


Due Diligence: It's Not Just EITC Anymore!

 

A detailed dive into due diligence with case studies, learning how to prepare for an audit.

Intermediate/Ethics


Selling all of the Parts of a Business

 

Realize the various types of assets included in an ongoing business and selling them to a new owner to continue the business.

Intermediate


Qualified Business Income

 

In Spanish, learn all technical aspects of the qualified business income (QBI) deduction.

Intermediate


11:45 a.m. – 1:15 p.m.

Lunch provided

 


1:15 p.m. – 2:55 p.m.

Business Tax – Part 7

 

Discuss which entity is best for each client and illustrate changing tax laws to minimize deductions.

Intermediate


Efficient Estate Planning

 

Many estate plans are set up to avoid probate at any cost. We’ll review common estate plan blunders and discuss how to avoid them.

Advanced


Collections for the Everyday Practitioner

 

Some practitioners face the challenges of collection issues. Offer collection services in an everyday practice.

Intermediate


Tax Issues for U.S. Citizens Abroad

 

Assist American clients as they live, travel and work abroad with regards to taxes, including issues with interagency cooperation and tax avoidance schemes.

Intermediate


Understanding Unique Issues for Clergy

 

Review the unique items that affect clergy and how to handle their tax returns for full benefit.

Intermediate


Statutes of Limitations

 

Using scenarios, compute the relevant statute end date for assessment, collection and refunds.

Intermediate


Ethics and Circular 230

 

In Spanish, learn the ethical dilemmas, especially with changes in tax law.

Ethics


 

3:25 p.m. – 5:05 p.m.

Business Tax – Part 8

 

Illustrate changing tax laws to minimize deductions for partners, shareholders and self-employed taxpayers.

Intermediate


Real-Life Estate Planning: Help Clients at the End

 

With the new estate tax exemption, many think estate planning is gone. We’ll address the impacts of inherited retirement accounts and other estate planning issues.

Intermediate


The Sale of Real Property – A Solid Foundation

 

Understand the requirements and implications of selling real estate, including moving from §121, the disposition of a life estate and the sale of a home office or rental property.

Intermediate


Foreign Earned Income Exclusion

 

Through real-life examples, complete Form 2555 and the foreign earned income exclusion, foreign housing exclusion and foreign housing deduction.

Advanced


TBA

 

 

 


Business Tax Planning – An Offer You Can't Refuse

 

Using case studies, learn the pros and cons of entity choices utilizing the §199A deduction and how to get the maximum benefit.

Intermediate


Correcting Depreciation

 

In Spanish, understand when and how to make any changes to a depreciation. (Hour 1)

Intermediate


IRS Representation

 

In Spanish, learn the whole process of the IRS representation, from getting your EA to representing a client. (Hour 2)

Intermediate


5:15 p.m. – 5:45 p.m.

Becoming a Candidate for the National Board of Directors Q & A


Thursday, July 25

7:30 a.m. – 3:30 p.m.

Registration desk open

7:30 a.m.

Continental breakfast

 


8:30 a.m. – 10:10 a.m.

Statutes of Limitations

 

Using scenarios, compute the relevant statute end date for assessment, collection and refunds.

Intermediate


Extracting Vital Information

 

The client interview worksheet is vital. Get hands-on help to create your own taxpayer interview worksheet that will save time, money and ethically protect you.

Intermediate


Selling all of the Parts of a Business

 

Realize the various types of assets included in an ongoing business and selling them to a new owner to continue the business.

Intermediate


Business Tax Planning – An Offer You Can't Refuse

 

Using case studies, learn the pros and cons of entity choices utilizing the §199A deduction and how to get the maximum benefit.

Intermediate


TBA

 

 

 


Due Diligence: It's Not Just EITC Anymore!

 

A detailed dive into due diligence with case studies, learning how to prepare for an audit.

Intermediate/Ethics


 

10:30 a.m. – 12:10 p.m.

Simplification of the QBI

 

Fully understand the clarifications and guidance since the passage of the QBI deduction law.

Intermediate


Employee vs. Independent Contractor

 

Explore the basics of classification and present methodologies to determine if a worker is properly classified as an employee or independent contractor.

Advanced


FATCA Reporting

 

We’ll focus on FBAR reporting verse filing requirements for Form 8938 and the options available to those who have been non-compliant.

Intermediate


Payroll Tax Train Wreck

 

Help resolve payroll tax debts for a small business and how to protect individuals from the trust fund recovery penalty.

Intermediate


Basis Reconstruction – Be a Detective

 

Reconstructing basis in an S corp or partnership to comply with the new Schedule E requirements can be daunting.

Intermediate


IRS Emerging Issues

 

IRS Stakeholder Liaisons from the Communications & Liaison Division will discuss IRS program updates impacting tax professionals.

Update


 

1:30 p.m. – 3:10 p.m.

Brain Versus Tax Law

 

With case studies and discussion, learn to clearly define tax law regarding filing status.

Intermediate


Real-Life Estate Planning: Help Clients at the End

 

With the new estate tax exemption, many think estate planning is gone. We’ll address the impacts of inherited retirement accounts and other estate planning issues.

Intermediate


2019: A Circular 230 Space Odyssey

 

Using Circular 230, learn how to safely share client’s information and react to conflicts of interest.

Intermediate/Ethics


Understanding Unique Issues for Clergy

 

Review the unique items that affect clergy and how to handle their tax returns for full benefit.

Intermediate


Living Off the Grid: Bring Clients into Compliance

 

Learn how to help serial non-filers to get compliant with tips and techniques to recreate good information for past year returns.

Intermediate


IRS Emerging Issues

 

IRS Stakeholder Liaisons from the Communications & Liaison Division will discuss IRS program updates impacting tax professionals.

Update


6:00 p.m. – 10:00 p.m.

Closing event – End your time in glamourous Chicago with a prohibition style party at our very own speakeasy in the Grand Ballroom. This closing event will feature jazz tunes from the Gatsby Gang and heavy hors d’oeuvres.

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