No matter where you are in your career, our Tax Forums offer many sessions to help you meet your needs and your clients’ expectations. Our robust courses are led by superior instructors who care about your professional success and your clients’ satisfaction.
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.
Early registration day
11:30 a.m. - 6:00 p.m.
Registration desk open — avoid the rush, pick up your materials!
12:00 p.m. - 5:30 p.m.
AFTR Workshop, requires
7:00 a.m. - 5:30 p.m.
Registration desk open
The latest individual tax law updates, deductions and credits are presented with examples for ease of understanding by tax pros.
Learn more about the complex Form 1120-S for any size entity, where to locate information and how to complete each section.
Employer stock options are complicated. We'll cut through the alphabet soup and explain how to determine basis and tax impacts.
The rules for reporting the income and expenses for your clients' activities depend on whether it is a hobby or business.
As individuals arrive in the U.S. and look for work, tax issues arise. Practitioners will gain tools to serve this clientele.
9:25 a.m. - 10:30 a.m.
Break and expo hall (currently, only in Las Vegas)
Best practices for tax preparers will be discussed for navigating the complexity of virtual currency issues and guidance.
This session will analyze the contribution and distribution rules for Roth IRAs and Roth 401(k)s, and penalties and exceptions.
Learn to recognize and interpret various IRS notices, and how to determine the best option for resolving the back-tax issue.
The role of tax professional is increasingly important and there is significant ethical responsibility in the services you provide.
12:10 p.m. - 1:50 p.m.
Partnership agreements can be ambiguous, which leaves it up to the tax professional to interpret the intent of tax provisions.
Tell the complete story of your client's capital transactions, securities and basis through preparing Schedule D and Form 8949.
Understand process and procedures used by the IRS to detect and assess non-filers, and explore options to resolve delinquency.
The SECURE Act changed required minimum distribution rules for IRA account owners and their beneficiaries at inheritance.
Examine how basis is established and how it is adjusted annually for the activities of both the individual and the entity.
Tax professionals assist clients through divorce in many ways, including name change, filing status and claiming dependents.
Learn to prepare Form 2555 and determine appropriate foreign income exclusion for each taxpayer employed in a foreign country.
As the IRS recalculates taxes on unemployment benefits, tax pros need to confirm it was done correctly or file an amended return.
7:00 a.m. - 5:30 p.m.
Examples of hot assets are: accounts receivable, inventory and ordinary income depreciation recapture under §§1245 and 1250.
Changed by the TCJA and repealed by the SECURE Act, the kiddie tax creates a great deal of confusion for tax preparers.