Tax Forums Schedule

Day 1

7:45 a.m. – 8:35 a.m.

Current Developments Individual

Gray
Update

Current Developments Business

O’Rourke
Update

S Corporation Compensation

Lawshé
Intermediate

Identity Theft

Keane
Basic

Kiddie Tax

Tritz
Intermediate

Schedule M-1

Morse
Basic
9:20 a.m. – 11:00 a.m.

Responding to IRS Notices

Gray
Basic

Farming

O’Rourke
Basic

Entity Comparison

Lawshé
Intermediate

Real World Ethics

Keane
Basic

The Final 1040

Tritz
Intermediate

Partner Basis

Morse
Intermediate
11:15 a.m. – 12:05 p.m.

Current Developments Individual

Gray
Update

Current Developments Business

O’Rourke
Update

S Corporation Compensation

Lawshé
Intermediate

Identity Theft

Keane
Basic

Kiddie Tax

Tritz
Intermediate

Schedule M-1

Morse
Basic
1:35 p.m. – 3:15 p.m.

Repair Regulations

Gray
Intermediate

Shareholder Basis

O’Rourke
Intermediate

Options for Paying IRS Debt

Lawshé
Basic

Rental Property Taxation

Keane
Basic

Schedule C and EITC

Tritz
Basic

Home Office

Morse
Basic
4:00 p.m. – 5:40 p.m.

Update on ACA

Gray
Update

Form 3115

O’Rourke
Intermediate

Working Abroad and Form 2555

Lawshé
Basic

Substantiation: Travel and
Charitable Deductions

Keane
Intermediate

Form 1041, Schedule B

Tritz
Intermediate

Schedule A

Morse
Basic

Day 2

7:45 a.m. – 9:25 a.m.

Responding to IRS Notices

Gray
Basic

Form 3115

O’Rourke
Intermediate

Entity Comparison

Lawshé
Intermediate

Rental Property Taxation

Keane
Basic

Schedule C and EITC

Tritz
Basic

Schedule A

Morse
Basic
10:10 a.m. – 11:50 a.m.

Update on ACA

Gray
Update

Farming

O’Rourke
Basic

Options for Paying IRS Debt

Lawshé
Basic

Substantiation: Travel and
Charitable Deductions

Keane
Intermediate

The Final 1040

Tritz
Intermediate

Home Office

Morse
Basic
1:20 p.m. – 3:00 p.m.

Repair Regulations

Gray
Intermediate

Shareholder Basis

O’Rourke
Intermediate

Working Abroad and Form 2555

Lawshé
Basic

Real World Ethics

Keane
Basic

Form 1041, Schedule B

Tritz
Intermediate

Partner Basis

Morse
Intermediate
3:45 p.m. – 4:35 p.m.

Current Developments Individual

Gray
Update

Current Developments Business

O’Rourke
Update

Shareholder Reasonable Compensation

Lawshé
Intermediate

Identity Theft

Keane
Basic

Kiddie Tax

Tritz
Intermediate

Schedule M-1

Morse
Basic