Virtual Tax Forum sessions will be taught by expert and respected instructors, and filled with timely and critical information. When applicable, the latest COVID-19 information and other recent legislation will be included in your materials.
Schedule subject to change. All times listed are in the Central time zone.
Download printable schedule
Tuesday, Oct. 20
Develop specific procedures when starting a case that take steps to protect both parties – the tax preparer and the client.
Learn to assist pre-retired, semi-retired and retired clients in applying prior and current retirement law to each situation.
11:00 a.m. – 12:15 p.m. CT
Expo hall: Meet with exhibitors
12:15 p.m. – 1:55 p.m. CT
Individual & Business Updates
The IRS follows specific rules when sending a notice. This course reviews all types of notices sent and varying actions to take.
Tax consequences for liquidation occur at the corporate and shareholder level. Learn to properly report and analyze effects.
This course covers the tax credits available to parents and how to determine if a child is a qualifying child or relative.
This course discusses the tax implications of selling an asset while retaining a life estate, which can help avoid probate.
Wednesday, Oct. 21
Learn the tax implications involving ABLE accounts and Section 529 plans, and how to properly report the related forms for each.
A like-kind exchange is a complex transaction. Tax pros in this session will learn to properly engage in these transactions.
Learn to calculate the foreign tax credit on Form 1116 for those working abroad and those who pay foreign tax on investments.
Attend this session to discover how to adjust stock and debt basis through worksheets and applying specific ordering rules.
There are special tax requirements for selling a rental or vacation property. Learn the related issues and how to report the sale.
Thursday, Oct. 22
1:35 p.m. – 3:15 p.m. CT
Ethics & Due Diligence