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

Here's a sneak peek of what we have planned. Schedule s​ubject to ch​ange as we finalize the event. 

CPE details (including full summaries and objectives) will be added soon!

      

Schedule overview


Sunday, July 26

10:00 a.m. – 6:30 p.m.

Registration desk open – pick up your materials!

10:30 a.m. – 11:30 a.m.

Buying & Selling a Tax Practice: How to get exactly what you want

11:00 a.m. – 1:00 p.m.

Chapter presidents’ lunch

12:30 p.m. – 4:30 p.m.

An In-Depth Look at the Taxation of Virtual Currency Workshop (separate registration required)

1:00 p.m. – 5:00 p.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 27

7:00 a.m. – 5:00 p.m.

Registration desk open

7:00 a.m.

Continental breakfast

7:00 a.m. – 7:30 a.m.

Annual meeting

8:00 a.m. – 9:45 a.m.

Welcome & tax update

10:05 a.m. – 10:55 a.m.

The Future of Tax and Accounting: Cloud Hosting, Advisory Services and More

10:55 a.m. ​ 11:45 a.m.

Sharyn Fisk, Director of OPR

1:00 p.m. – 4:00 p.m.

San Antonio City tour (separate ticket purchase required)

 


1:15 p.m. – 2:55 p.m.

IRS Correspondence, Action & Reaction

 

Review actual collections, audit and appeal letters in detail to learn different IRS abbreviations and how the letters are used.

Intermediate


Assist Clients with FDII and GILTI

 

Learn which clients are impacted by a GILTI subpart F inclusion and FDII, and tax strategies for each through examples with forms.

Intermediate


Installment Sales Reporting

 

Learn what makes an installment sale, comprehend risks and benefits, and identify and report unstated interest on Form 6252.

Intermediate


Opportunity Zones

 

Learn the rules for gain on sale of property, like-kind exchanges and review how to report opportunity zone investments.

Intermediate


When to Fire a Bad Client

 

Client breakups are hard. Learn the right way to end a relationship with a client without risking your professional reputation.

Intermediate


US Citizens Living & Working Abroad

 

Review taxation of foreign earned income, how to benefit from income exclusions, exemptions and credits, and remain compliant.

Intermediate​

 

3:15 p.m. – 4:55 p.m.

Analysis of the Case: Client Options

 

Walk through the process of sorting out clients’ back tax issues and how to determine which of the various options is best.

Intermediate


At Risk & Form 6198

 

Learn how to recognize when clients are at risk, determine at-risk basis, understand at-risk rules and how to complete Form 6198.

Intermediate


Advanced Farm Topics

 

Explore tax strategies for farmers, including payments-in-kind, farm expenses, employing family members and farm averaging.

Advanced


Conflicts of Interest in Ethics

 

We will have an in-depth discussion of the ethics of conflict of interest situations facing tax preparers and ways to solve them.

Intermediate/Ethics


Tax Reporting of Foreign Business

 

Learn how to handle clients who already operate a business outside the U.S., and how to advise clients planning new operations.

Intermediate


RMD, RBD, QCD, QLAC: Retirement Planning

 

Help your clients understand the array of requirements and options for planning retirement distributions in an efficient manner.

Intermediate


5:10 p.m. – 5:40 p.m.

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

6:00 p.m. – 8:30 p.m.

River Walk boat tour, hosted by the NATP Texas chapter (separate ticket purchase required)


Tuesday, July 28

11:30 a.m. – 7:00 p.m.

Expo Hall open

7:30 a.m. – 5:00 p.m.

Registration desk open

7:00 a.m.

Continental breakfast

 


8:00 a.m. – 9:40 a.m.

Criminal 101

 

We will review the various tax crimes, and what the government looks for when determining to prosecute a taxpayer or preparer.

Intermediate


Trade or Business under §199A

 

Understand the difference between a trade and a business under §199A and review necessary requirements for each under the TCJA.

Overview


Understanding Cybersecurity Technologies

 

Understand how general data protection regulations apply to your tax practice and the advantages of having a unified system.

Overview


What Would You Do

 

Learn to apply ethics in real-world tax office situations you encounter in everyday life that push due diligence requirements.

Intermediate/Ethics


Charitable Contributions Under TCJA

 

Explore opportunities to advise clients about supporting their favorite charities while using the tax laws to their advantage.

Intermediate


US Citizens Living & Working Abroad

 

Review taxation of foreign earned income, how to benefit from income exclusions, exemptions and credits, and remain compliant.

Intermediate


 


10:00 a.m. – 11:40 a.m.

Resolving Non-Filer Engagements

 

This course will explain how to resolve a non-filer case from the initial engagement to the post-submission considerations.

Intermediate


Dealing with IRS Appeals

 

Understand the role of appeals, learn to explain the process to your clients and how to resolve a case before and during an appeal.

Intermediate


Transforming Client Success

 

Data shows that business owners are more successful when they work with a trusted advisor. Learn how you can offer more to clients immediately.

Intermediate


Interstate Sales Taxes After Wayfair

 

Review the history of interstate selling through the commerce clause of the Constitution and the North Dakota v. Wayfair decision.

Intermediate


How SECURE is Your Retirement?

 

In this session, we will provide an in-depth analysis of the SECURE Act and its effects on both retirement and estate planning.

Intermediate


Losses in the Era of TCJA

 

Net operating losses, excess business losses and passive activity losses will be reviewed, and changes discussed in detail.

Intermediate


11:40 a.m. – 1:00 p.m.

Lunch provided

1:00 p.m. – 5:00 p.m.

UNESCO Missions tour (separate ticket purchase required)

 


1:00 p.m. – 2:40 p.m.

Offer in Compromises and Installment Agreements

 

Learn the different types of installment agreements available with the IRS and how to explain the different costs to clients.

Intermediate


AML, Representation & Cannabis

 

Learn how the Bank Secrecy Act and anti-money laundering laws intersect with taxation and reporting of marijuana businesses.

Intermediate


Business Incorporation Strategies

 

Learn strategies to help clients incorporating a business safeguard themselves from exposure and protect their personal assets.

Intermediate


§199A Deduction for Rentals

 

This course will discuss the intersection between §199A and rental activities, which is still misunderstood by many tax preparers.

Intermediate


FATCA – Beyond the Basics

 

Depending on investment companies, a U.S. citizen abroad may need to file complex Forms 8261 and 3520 under FATCA requirements.

Advanced


Ins and Outs of §529 Plans

 

This session is a thorough review of a §529 plan including contribution, titling, beneficiaries and distributions.

Intermediate


 

3:15 p.m. – 4:55 p.m.

Penalty Abatement Techniques

 

Understand overall reasonable cause penalty abatement policies and know when a client can apply for first-time abatement.

Intermediate


Best Practices for Defending an IRS Exam

 

From the notice of exam to the closing letter, this course reviews every step of an IRS exam and how to prepare for what's ahead.

Intermediate


Assist Clients with FDII and GILTI

 

Learn which clients are impacted by a GILTI subpart F inclusion and FDII, and tax strategies for each through examples with forms.

Intermediate


Taxation of Virtual Currency

 

Learn tax aspects of activities related to virtual currency, as well as initial coin offerings, airdrops and forked currency.

Intermediate


Cultural Disconnection with Non-US Citizens

 

Learn differences in working with non-U.S. and immigrant clients, due diligence requirements and how to complete accurate returns.

Overview


Form 3115 Change in Accounting Method

 

Learn how to correct a situation where a client doesn't take allowed or allowable depreciation without impacting prior years.

Intermediate


5:15 p.m. – 7:00 p.m.

Charity Event


Wednesday, July 29

9:30 a.m. – 3:45 p.m.

Expo Hall open

7:30 a.m. – 5:30 p.m.

Registration desk open

7:00 a.m.

Continental breakfast

 


8:00 a.m. – 9:40 a.m.

§199A Deduction for Rentals

 

This course will discuss the intersection between §199A and rental activities, which is still misunderstood by many tax preparers.

Intermediate


RMD, RBD, QCD, QLAC: Retirement Planning

 

Help you clients understand the array of requirements and options for planning retirement distributions in an efficient manner.

Intermediate


FATCA – Beyond the Basics

 

Depending on investment companies, a U.S. citizen abroad may need to file complex Forms 8261 and 3520 under FATCA requirements.

Advanced


At Risk & Form 6198

 

Learn how to recognize when clients are at risk, determine at-risk basis, understand at-risk rules and how to complete Form 6198.

Intermediate


Losses in the Era of TCJA

 

Net operating losses, excess business losses and passive activity losses will be reviewed, and changes discussed in detail.

Intermediate


Opportunity Zones

 

Learn the rules for gain on sale of property, like-kind exchanges and review how to report opportunity zone investments.

Intermediate


Circular 230 Under TCJA

 

Presented in Spanish, learn what tools are acceptable under Circular 230 for sharing client information with outside sources and conflicts of interest.

Intermediate


 

10:20 a.m. – 12:00 p.m.

Succession Planning for Small Business

 

This course will give practical ideas for tax pros to help clients with family businesses in succession and estate planning.

Advanced


Taxation of Virtual Currency

 

Learn tax aspects of activities related to virtual currency, as well as initial coin offerings, airdrops and forked currency.

Intermediate


What Would You Do

 

Learn to apply ethics in real-world tax office situations you encounter in everyday life that push due diligence requirements.

Intermediate/Ethics


How SECURE is Your Retirement?

 

In this session, we will provide an in-depth analysis of the SECURE Act and its effects on both retirement and estate planning.

Intermediate


Tax Issues for Immigrants & Aliens

 

Learn to determine residency under green card and substantial presence tests, as well make appropriate entries on Form 1040-NR.

Intermediate


Interstate Sales Taxes After Wayfair

 

Review the history of interstate selling through the commerce clause of the Constitution and the North Dakota v. Wayfair decision.

Intermediate


TCJA Affecting Taxpayers with ITINs

 

Presented in Spanish, learn to identify if a person can qualify for an ITIN and what tax law changes, including the TCJA, affect taxpayers with ITINs.

Intermediate


12:00 p.m. – 1:30 p.m.

Lunch provided

 


1:30 p.m. – 3:10 p.m.

Best Practices for Defending an IRS Exam

 

From the notice of exam to the closing letter, this course reviews every step of an IRS exam and how to prepare for what's ahead.

Intermediate


Ins and Outs of §529 Plans

 

This session is a thorough review of a §529 plan including contribution, titling, beneficiaries and distributions.

Intermediate


Trade or Business under §199A

 

Understand the difference between a trade and a business under §199A and review necessary requirements for each under the TCJA.

Overview


Tackling the Consolidated 1099

 

Learn how to correctly report interest income, tax-exempt income, adjustments on Schedule D, bond premium and sale of PTPs.

Intermediate


When to Fire a Bad Client

 

Client breakups are hard. Learn the right way to end a relationship with a client without risking your professional reputation.

Intermediate


Form 3115 Change in Accounting Method

 

Learn how to correct a situation where a client doesn't take allowed or allowable depreciation without impacting prior years.

Intermediate


Basis

 

Presented in Spanish, understand valuation, property and equity, as well as how it's calculated.

Intermediate


 

3:40 p.m. – 5:20 p.m.

Tax Issues for Immigrants & Aliens

 

Learn to determine residency under green card and substantial presence tests, as well make appropriate entries on Form 1040-NR.

Intermediate


Installment Sales Reporting

 

Learn what makes an installment sale, comprehend risks and benefits, and identify and report unstated interest on Form 6252.

Intermediate


Charitable Contributions Under TCJA

 

Explore opportunities to advise clients about supporting their favorite charities while using the tax laws to their advantage.

Intermediate


Tax Reporting of Foreign Business

 

Learn how to handle clients who already operate a business outside the U.S., and how to advise clients planning new operations.

Intermediate


Cultural Disconnection with Non-US Citizens

 

Learn differences in working with non-U.S. and immigrant clients, due diligence requirements and how to complete accurate returns.

Overview


Advanced Farm Topics

 

Explore tax strategies for farmers, including payments-in-kind, farm expenses, employing family members and farm averaging.

Advanced


Foreign Income

 

Presented in Spanish, learn about foreign earned income for tax purposes.

Intermediate


6:00 p.m. – 9:00 p.m.

Fiesta at Sunset Station – Celebrate the tax profession at the historic Sunset Station with a fiesta! The night will be filled with a taste of what San Antonio has to offer inside the historic Southern Pacific Railroad depot terminal. Enjoy Texan cuisine and entertainment (with a few surprises!) inside a venue located in the heart of downtown. We’ll provide transportation to and from this event.


Thursday, July 30

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.

Cybersecurity and Protecting Digital Assets – Part 1

 

Understand the terminology, how it applies to the tax preparation industry and what is needed to protect client data.

Intermediate


Conflicts of Interest in Ethics

 

We will have an in-depth discussion of the ethics of conflict of interest situations facing tax preparers and ways to solve them.

Intermediate/Ethics


IRS Stakeholder Liaison

 

 

Update


 

10:30 a.m. – 12:10 p.m.

Cybersecurity and Protecting Digital Assets – Part 2

 

Write a plan to protect your client data and establish a process to maintain and validate the plan on a regular basis.

Intermediate


Tackling the Consolidated 1099

 

Learn how to correctly report interest income, tax-exempt income, adjustments on Schedule D, bond premium and sale of PTPs.

Intermediate


Succession Planning for Small Business

 

This course will give practical ideas for tax pros to help clients with family businesses in succession and estate planning.

Advanced


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