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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.

Schedule overview

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

 

11:10 a.m. – 1:10 p.m. CT

Taxpayers with ITINs in the COVID-19 Era

 

Current legislation affects ITIN exemption rules and many taxpayers with one will be affected when renewing or applying.

Intermediate


Business and Individual Updates

 

Find out the most recent, up-to-the-minute legislative and IRS updates as they become available.

Update


Coaching the New S Corporation Owner

 

This session provides tips and hints to help your clients establish and operate an S corporation legally and correctly.

Intermediate


1:10 p.m. – 2:10 p.m. CT

Expo hall: Meet with exhibitors & watch demos

 

2:10 p.m. – 3:20 p.m. CT

Maximizing Schedule C Deductions

 

Properly report activities from Schedule C, maximize typical deductions and take the QBI, then apply examples to a Schedule C.

Basic


Business and Individual Updates (cont.)

 

Find out the most recent, up-to-the-minute legislative and IRS updates as they become available.

Update


Tax Planning Strategies for Families with Children

 

We’ll cover the changes that lend themselves to tax planning opportunities, as well as established tax strategies to save clients valuable tax dollars.

Intermediate


 

3:30 p.m. – 5:30 p.m. CT

PPP Reporting Requirements

 

Learn reporting requirements for Paycheck Protection Plan loans vs. employee retention credit, economic injury disaster loans.

Intermediate


Virtual Currency Tax Implications

 

We'll discuss implications involved by buying, selling, earning, spending, giving, donating and inheriting virtual currency.

Intermediate


Working from Home – Tax Implications

 

Understand home office rules for the self-employed, employees and entity owners, and accountable reimbursement plans for employees.

Intermediate



Wednesday, Aug. 25

 

10:00 a.m. – 12:00 p.m. CT

Advanced Investment Concepts

 

As clients' investments become more advanced, we must become adept at the correct tax reporting of different activities.

Intermediate


Cybersecurity – Ensuring Security Compliance

 

Review threats of quickly adapting to remote work, including cyber threats and noncompliance with GLBA needs, to offer solutions.

Intermediate


Best Practices for Defending IRS Exams

 

Hear from an experienced tax litigator on tips for defending an IRS exam, avoiding conflicts of interest and preserving rights.

Intermediate


12:00 p.m. – 1:00 p.m. CT

Expo hall: Meet with exhibitors & watch demos

 

1:00 p.m. – 3:00 p.m. CT

What is IRD?

 

The definition of income-in-respect-of-decedent (IRD) is anything but clear. Explanations and tax examples will be provided.

Intermediate


Employee vs. Independent Contractor with VCSP

 

It is critical for a business to occasionally review the category of its workers to see if they are properly classified.

Intermediate


Tax Liens and Tax Levies

 

Learn how to have tax levies released, understand how to discharging and subordinating tax liens, and explain nominee liens and transferee liability.

Intermediate

 

3:10 p.m. – 5:10 p.m. CT

International Tax Compliance Update

 

This is an update on tax legislation, rulings and cases that impact the international tax compliance practitioner.

Update


Remote Workers and Multi-State Returns

 

Learn to identify a remote worker's place of residency, and which states require filing income returns and state income tax.

Intermediate


IRS Penalty Abatement – Reasonable Cause

 

This session reviews how to navigate and support a client's reasonable cause position when asking for penalty abatement.

Intermediate



Thursday, Aug. 26

 

10:00 a.m. – 12:00 p.m. CT

Ethics – Saying No to a Client

 

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.

Basic


Basis of Inherited Property

 

Explore differences of inherited property in common law states and community property states, as well as basic reporting rules.

Intermediate


Recent Court Cases of Interest

 

Recent Tax Court cases have had an impact on many taxpayers. Items included are recent news, due diligence and audit issues.

Overview


12:00 p.m. – 1:00 p.m. CT

Expo hall: Meet with exhibitors & watch demos

 

1:00 p.m. – 3:00 p.m. CT

Everything S Corp

 

Current S corporation tax issues are covered including QBI, compliance, shareholder reimbursement plans, basis and more.

Intermediate


Current Retirement Changes

 

Review changes to retirement plans and related issues including backdoor Roth, lump-sum distributions and the new five-year window.

Overview


Injured and Innocent Spouse

 

Defines the difference between injured and innocent spouses, and gives tools to help clients with spouses who have tax burdens.

Overview


 

3:10 p.m. – 5:10 p.m. CT

Business Closures

 

This course examines tax ramifications of closing a business, which is an unfortunately popular occurrence due to COVID-19.

Intermediate


Virtual Currency, Cannabis and Compliance Reporting

 

Learn about two growing industries, cannabis and virtual currency, and what questions to ask to get the right information.

Intermediate


Assisting Clients with Significant Tax Debt

 

Learn common tools and tactics to help individual and business owner taxpayers resolve IRS tax debts in complex situations.

Overview


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