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.

Event Schedule Overview


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 separate registration


Day 1

7:00 a.m. - 5:30 p.m.

Registration desk open

 

7:45 a.m. - 9:25 a.m.

 

Individual and Business Updates

 

The latest individual tax law updates, deductions and credits are presented with examples for ease of understanding by tax pros.

Update


Completing Form 1120-S

 

Learn more about the complex Form 1120-S for any size entity, where to locate information and how to complete each section.

Basic


Employee Stock Options

 

Employer stock options are complicated. We'll cut through the alphabet soup and explain how to determine basis and tax impacts.

Intermediate


Hobby Loss Rules and Case Law

 

The rules for reporting the income and expenses for your clients' activities depend on whether it is a hobby or business.

Basic


Nonresident vs. Resident Alien and VISAs 

 

As individuals arrive in the U.S. and look for work, tax issues arise. Practitioners will gain tools to serve this clientele.

Intermediate


9:25 a.m. - 10:30 a.m.

Break and expo hall

 

10:30 a.m. - 12:10 p.m.

 

Virtual Currency

 

Best practices for tax preparers will be discussed for navigating the complexity of virtual currency issues and guidance.

Basic


Roth IRAs and Roth 401(k)s

 

This session will analyze the contribution and distribution rules for Roth IRAs and Roth 401(k)s, and penalties and exceptions.

Intermediate


Resolving Common IRS Notices

 

Learn to recognize and interpret various IRS notices, and how to determine the best option for resolving the back-tax issue.

Basic


Ethics and Due Diligence

 

The role of tax professional is increasingly important and there is significant ethical responsibility in the services you provide.

Overview


12:10 p.m. - 1:50 p.m.

Break and expo hall

 

1:50 p.m. - 3:30 p.m.

 

Individual and Business Updates

 

The latest individual tax law updates, deductions and credits are presented with examples for ease of understanding by tax pros.

Update


Partnership Agreements

 

Partnership agreements can be ambiguous, which leaves it up to the tax professional to interpret the intent of tax provisions.

Intermediate


Schedule D and Form 8949

 

Tell the complete story of your client's capital transactions, securities and basis through preparing Schedule D and Form 8949.

Basic


Delinquent Tax Liability

 

Understand process and procedures used by the IRS to detect and assess non-filers, and explore options to resolve delinquency.

Overview


RMD's After the SECURE Act

 

The SECURE Act changed required minimum distribution rules for IRA account owners and their beneficiaries at inheritance.

Overview


3:50 p.m. - 5:30 p.m.

 

Reconstruction of Entity Basis

 

Examine how basis is established and how it is adjusted annually for the activities of both the individual and the entity.

Intermediate


Divorce and Related Tax Implications

 

Tax professionals assist clients through divorce in many ways, including name change, filing status and claiming dependents.

Basic


Form 2555, Foreign Earned Income

 

Learn to prepare Form 2555 and determine appropriate foreign income exclusion for each taxpayer employed in a foreign country.

Basic


Form 1040-X

 

As the IRS recalculates taxes on unemployment benefits, tax pros need to confirm it was done correctly or file an amended return.

Basic



Day 2

7:00 a.m. - 5:30 p.m.

Registration desk open

 

7:45 a.m. - 9:25 a.m.

 

§751 Hot Assets

 

Examples of hot assets are: accounts receivable, inventory and ordinary income depreciation recapture under §§1245 and 1250.

Intermediate


Completing Form 1120-S

 

Learn more about the complex Form 1120-S for any size entity, where to locate information and how to complete each section.

Basic


Employee Stock Options

 

Employer stock options are complicated. We'll cut through the alphabet soup and explain how to determine basis and tax impacts.

Intermediate


Hobby Loss Rules and Case Law

 

The rules for reporting the income and expenses for your clients' activities depend on whether it is a hobby or business.

Basic


Nonresident vs. Resident Alien and VISAs 

 

As individuals arrive in the U.S. and look for work, tax issues arise. Practitioners will gain tools to serve this clientele.

Intermediate


9:25 a.m. - 10:30 a.m.

Break and expo hall

 

10:30 a.m. - 12:10 p.m.

 

Kiddie Tax

 

Changed by the TCJA and repealed by the SECURE Act, the kiddie tax creates a great deal of confusion for tax preparers.

Basic


Partnership Agreements

 

Partnership agreements can be ambiguous, which leaves it up to the tax professional to interpret the intent of tax provisions.

Intermediate


Schedule D and Form 8949

 

Tell the complete story of your client's capital transactions, securities and basis through preparing Schedule D and Form 8949.

Basic


Delinquent Tax Liability

 

Understand process and procedures used by the IRS to detect and assess non-filers, and explore options to resolve delinquency.

Overview


RMDs After the SECURE Act

 

The SECURE Act changed required minimum distribution rules for IRA account owners and their beneficiaries at inheritance.

Overview


12:10 p.m. - 1:50 p.m.

Break and expo hall

 

1:50 p.m. - 3:30 p.m.

 

§751 Hot Assets

 

Examples of hot assets are: accounts receivable, inventory and ordinary income depreciation recapture under §§1245 and 1250.

Intermediate


Reconstruction of Entity Basis

 

Examine how basis is established and how it is adjusted annually for the activities of both the individual and the entity.

Intermediate


Divorce and Related Tax Implications

 

Tax professionals assist clients through divorce in many ways, including name change, filing status and claiming dependents.

Basic


Form 2555, Foreign Earned Income

 

Learn to prepare Form 2555 and determine appropriate foreign income exclusion for each taxpayer employed in a foreign country.

Basic


Form 1040-X

 

As the IRS recalculates taxes on unemployment benefits, tax pros need to confirm it was done correctly or file an amended return.

Basic


3:50 p.m. - 5:30 p.m.

 

Kiddie Tax

 

Changed by the TCJA and repealed by the SECURE Act, the kiddie tax creates a great deal of confusion for tax preparers.

Basic


Virtual Currency

 

Best practices for tax preparers will be discussed for navigating the complexity of virtual currency issues and guidance.

Basic


Roth IRAs and Roth 401(k)s

 

This session will analyze the contribution and distribution rules for Roth IRAs and Roth 401(k)s, and penalties and exceptions.

Intermediate


Resolving Common IRS Notices

 

Learn to recognize and interpret various IRS notices, and how to determine the best option for resolving the back-tax issue.

Basic


Ethics and Due Diligence

 

The role of tax professional is increasingly important and there is significant ethical responsibility in the services you provide.

Overview




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