TaxCon sessions will be taught by expert and respected instructors, and filled with timely and critical information. When applicable, the latest legislation and IRS guidance will be included in your materials.
We're still hard at work selecting the perfect courses for you. Schedule subject to change as we finalize the event.
All times listed on the agenda below are in the Central time zone.
Tuesday, Aug. 24
10:00 a.m. – 11:00 a.m. CT
Opening session and keynote speaker
Current legislation affects ITIN exemption rules and many taxpayers with one will be affected when renewing or applying.
Find out the most recent, up-to-the-minute legislative and IRS updates as they become available.
This session provides tips and hints to help your clients establish and operate an S corporation legally and correctly.
1:10 p.m. – 2:10 p.m. CT
Expo hall: Meet with exhibitors & watch demos
Properly report activities from Schedule C, maximize typical deductions and take the QBI, then apply examples to a Schedule C.
We’ll cover the changes that lend themselves to tax planning opportunities, as well as established tax strategies to save clients valuable tax dollars.
Learn reporting requirements for Paycheck Protection Plan loans vs. employee retention credit, economic injury disaster loans.
We'll discuss implications involved by buying, selling, earning, spending, giving, donating and inheriting virtual currency.
Understand home office rules for the self-employed, employees and entity owners, and accountable reimbursement plans for employees.
Wednesday, Aug. 25
As clients' investments become more advanced, we must become adept at the correct tax reporting of different activities.
Review threats of quickly adapting to remote work, including cyber threats and noncompliance with GLBA needs, to offer solutions.
Hear from an experienced tax litigator on tips for defending an IRS exam, avoiding conflicts of interest and preserving rights.
12:00 p.m. – 1:00 p.m. CT
The definition of income-in-respect-of-decedent (IRD) is anything but clear. Explanations and tax examples will be provided.
It is critical for a business to occasionally review the category of its workers to see if they are properly classified.
Learn how to have tax levies released, understand how to discharging and subordinating tax liens, and explain nominee liens and transferee liability.
This is an update on tax legislation, rulings and cases that impact the international tax compliance practitioner.
Learn to identify a remote worker's place of residency, and which states require filing income returns and state income tax.
This session reviews how to navigate and support a client's reasonable cause position when asking for penalty abatement.
Thursday, Aug. 26
This session uses case studies to discover when and where saying no to a client should be an option using tax law as a compass.
Explore differences of inherited property in common law states and community property states, as well as basic reporting rules.
Recent Tax Court cases have had an impact on many taxpayers. Items included are recent news, due diligence and audit issues.
Current S corporation tax issues are covered including QBI, compliance, shareholder reimbursement plans, basis and more.
Review changes to retirement plans and related issues including backdoor Roth, lump-sum distributions and the new five-year window.
Defines the difference between injured and innocent spouses, and gives tools to help clients with spouses who have tax burdens.
This course examines tax ramifications of closing a business, which is an unfortunately popular occurrence due to COVID-19.
Learn about two growing industries, cannabis and virtual currency, and what questions to ask to get the right information.
Learn common tools and tactics to help individual and business owner taxpayers resolve IRS tax debts in complex situations.