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.
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
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
This session de-mystifies virtual currency taxation so you can intelligently file for and advise virtual currency taxpayers.
Develop specific procedures when starting a case that take steps to protect both parties – the tax preparer and the client.
This course discusses the tax implications of selling an asset while retaining a life estate, which can help avoid probate.
Learn to calculate the foreign tax credit on Form 1116 for those working abroad and those who pay foreign tax on investments.
Learn to assist pre-retired, semi-retired and retired clients in applying prior and current retirement law to each situation.
Attend this session to discover how to adjust stock and debt basis through worksheets and applying specific ordering rules.
Tax consequences for liquidation occur at the corporate and shareholder level. Learn to properly report and analyze effects.
The IRS follows specific rules when sending a notice. This course reviews all types of notices sent and varying actions to take.
Learn how to complete a Form 3115 to correct missed or inaccurate information. This course also covers using correct class life.
Explore the tax implications of working abroad and understand the forms needed to file the U.S. taxpayer’s return correctly.
With the standard deduction increase, tax pros can help clients with charitable giving by exploring several options in this course.
Tax pros face penalties for not following due diligence requirements. This course reviews the requirements and potential fines.
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.
Successfully navigate a first-time penalty abatement through regulations and case law to support a client’s position.
A like-kind exchange is a complex transaction. Tax pros in this session will learn to properly engage in these transactions.
This course covers the tax credits available to parents and how to determine if a child is a qualifying child or relative.
There are special tax requirements for selling a rental or vacation property. Learn the related issues and how to report the sale.
Learn the tax implications involving ABLE accounts and Section 529 plans, and how to properly report the related forms for each.