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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. Below are the topics covered at this year's events.

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

Depends on location

Case Consultation with the Taxpayer Advocate Service

9:15 a.m. – 2:00 p.m.

Expo Hall open

7:45 a.m. – 9:25 a.m.

Individual and Business Updates

10:25 a.m. – 12:05 p.m.

IRS Data Security, Data Breach and the Aftermath and Emerging Issues

 


1:45 p.m. – 3:25 p.m.

Virtual Currency

 

This session de-mystifies virtual currency taxation so you can intelligently file for and advise virtual currency taxpayers.

Basic


Client Representation Process

 

Develop specific procedures when starting a case that take steps to protect both parties – the tax preparer and the client.

Basic


Life Estates for Property Transfers

 

This course discusses the tax implications of selling an asset while retaining a life estate, which can help avoid probate.

Intermediate


Foreign Tax Credit

 

Learn to calculate the foreign tax credit on Form 1116 for those working abroad and those who pay foreign tax on investments.

Basic


RMDs Under TCJA

 

Learn to assist pre-retired, semi-retired and retired clients in applying prior and current retirement law to each situation.

Intermediate


S Corp Shareholder Basis

 

Attend this session to discover how to adjust stock and debt basis through worksheets and applying specific ordering rules.

Basic


 

3:35 p.m. – 5:15 p.m.

Liquidating a C Corporation

 

Tax consequences for liquidation occur at the corporate and shareholder level. Learn to properly report and analyze effects.

Basic


IRS Notices Overview

 

The IRS follows specific rules when sending a notice. This course reviews all types of notices sent and varying actions to take.

Basic


Missed Depreciation and Form 3115

 

Learn how to complete a Form 3115 to correct missed or inaccurate information. This course also covers using correct class life.

Basic


U.S. Citizens Working Abroad

 

Explore the tax implications of working abroad and understand the forms needed to file the U.S. taxpayer’s return correctly.

Intermediate


Charitable Giving Options

 

With the standard deduction increase, tax pros can help clients with charitable giving by exploring several options in this course.

Intermediate


Circular 230 Requirements

 

Tax pros face penalties for not following due diligence requirements. This course reviews the requirements and potential fines.

Basic/Ethics



Day 2

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

Registration desk open

Depends on location

Case Consultation with the Taxpayer Advocate Service

9:15 a.m. – 2:00 p.m.

Expo Hall open

 


7:45 a.m. – 9:25 a.m.

Form W-4 and Payroll Issues

 

Since 2017, there’s been a new Form W-4 each year. This course reviews the 2020 form and how to complete it for various taxpayers.

Intermediate


Penalty Abatement

 

Successfully navigate a first-time penalty abatement through regulations and case law to support a client’s position.

Intermediate


Like-Kind Exchanges

 

A like-kind exchange is a complex transaction. Tax pros in this session will learn to properly engage in these transactions.

Intermediate


Qualifying Dependent and Tax Credits

 

This course covers the tax credits available to parents and how to determine if a child is a qualifying child or relative.

Basic


Sale of a Residence and Form 4797

 

There are special tax requirements for selling a rental or vacation property. Learn the related issues and how to report the sale.

Basic


529 Plans and ABLE Accounts

 

Learn the tax implications involving ABLE accounts and Section 529 plans, and how to properly report the related forms for each.

Basic


 

10:25 a.m. – 12:05 p.m.

Virtual Currency

 

This session de-mystifies virtual currency taxation so you can intelligently file for and advise virtual currency taxpayers.

Basic


Client Representation Process

 

Develop specific procedures when starting a case that take steps to protect both parties – the tax preparer and the client.

Basic


Life Estates for Property Transfers

 

This course discusses the tax implications of selling an asset while retaining a life estate, which can help avoid probate.

Intermediate


Foreign Tax Credit

 

Learn to calculate the foreign tax credit on Form 1116 for those working abroad and those who pay foreign tax on investments.

Basic


RMDs Under TCJA

 

Learn to assist pre-retired, semi-retired and retired clients in applying prior and current retirement law to each situation.

Intermediate


S Corp Shareholder Basis

 

Attend this session to discover how to adjust stock and debt basis through worksheets and applying specific ordering rules.

Basic


 

1:45 p.m. – 3:25 p.m.

Liquidating a C Corporation

 

Tax consequences for liquidation occur at the corporate and shareholder level. Learn to properly report and analyze effects.

Basic


IRS Notices Overview

 

The IRS follows specific rules when sending a notice. This course reviews all types of notices sent and varying actions to take.

Basic


Missed Depreciation and Form 3115

 

Learn how to complete a Form 3115 to correct missed or inaccurate information. This course also covers using correct class life.

Basic


U.S. Citizens Working Abroad

 

Explore the tax implications of working abroad and understand the forms needed to file the U.S. taxpayer’s return correctly.

Intermediate


Charitable Giving Options

 

With the standard deduction increase, tax pros can help clients with charitable giving by exploring several options in this course.

Intermediate


Circular 230 Requirements

 

Tax pros face penalties for not following due diligence requirements. This course reviews the requirements and potential fines.

Basic/Ethics


 

3:35 p.m. – 5:15 p.m.

Form W-4 and Payroll Issues

 

Since 2017, there’s been a new Form W-4 each year. This course reviews the 2020 form and how to complete it for various taxpayers.

Intermediate


Penalty Abatement

 

Successfully navigate a first-time penalty abatement through regulations and case law to support a client’s position.

Intermediate


Like-Kind Exchanges

 

A like-kind exchange is a complex transaction. Tax pros in this session will learn to properly engage in these transactions.

Intermediate


Qualifying Dependent and Tax Credits

 

This course covers the tax credits available to parents and how to determine if a child is a qualifying child or relative.

Basic


Sale of a Residence and Form 4797

 

There are special tax requirements for selling a rental or vacation property. Learn the related issues and how to report the sale.

Basic


529 Plans and ABLE Accounts

 

Learn the tax implications involving ABLE accounts and Section 529 plans, and how to properly report the related forms for each.

Basic


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