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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 s​ubject to ch​ange. All times listed are in the Central time zone. Download printable schedule


Schedule overview


Tuesday, Oct. 20

 

9:00 a.m. – 10:40 a.m. CT

Client Representation Process

 

Develop specific procedures when starting a case that take steps to protect both parties – the tax preparer and the client.

Basic


RMDs Latest Guidance

 

Learn to assist pre-retired, semi-retired and retired clients in applying prior and current retirement law to each situation.

Update


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

 

2:25 p.m. – 4:05 p.m. CT

IRS Notices Overview

 

The IRS follows specific rules when sending a notice. This course reviews all types of notices sent and varying actions to take.

Basic


Liquidating a Corporation

 

Tax consequences for liquidation occur at the corporate and shareholder level. Learn to properly report and analyze effects.

Intermediate


4:35 p.m. – 6:15 p.m. CT

Qualifying Dependent & Tax Credits

 

This course covers the tax credits available to parents and how to determine if a child is a qualifying child or relative.

Basic


Life Estates for Property Transfers

 

This course discusses the tax implications of selling an asset while retaining a life estate, which can help avoid probate.

Intermediate



Wednesday, Oct. 21

 

9:00 a.m. – 10:40 a.m. CT

529 Plans & ABLE Accounts

 

Learn the tax implications involving ABLE accounts and Section 529 plans, and how to properly report the related forms for each.

Basic


Like-Kind Exchanges

 

A like-kind exchange is a complex transaction. Tax pros in this session will learn to properly engage in these transactions.

Intermediate


11:00 a.m. – 12:15 p.m. CT

Expo hall: Meet with exhibitors

 

12:15 p.m. – 1:55 p.m. CT

RMDs Latest Guidance

 

Learn to assist pre-retired, semi-retired and retired clients in applying prior and current retirement law to each situation.

Update


Foreign Tax Credit

 

Learn to calculate the foreign tax credit on Form 1116 for those working abroad and those who pay foreign tax on investments.

Basic


2:25 p.m. – 4:05 p.m. CT

S Corp Shareholder Basis

 

Attend this session to discover how to adjust stock and debt basis through worksheets and applying specific ordering rules.

Basic


Liquidating a Corporation

 

Tax consequences for liquidation occur at the corporate and shareholder level. Learn to properly report and analyze effects.

Intermediate


4:35 p.m. – 6:15 p.m. CT

Sale of a Residence & Form 4797

 

There are special tax requirements for selling a rental or vacation property. Learn the related issues and how to report the sale.

Basic


Like-Kind Exchanges

 

A like-kind exchange is a complex transaction. Tax pros in this session will learn to properly engage in these transactions.

Intermediate


Thursday, Oct. 22

 

9:00 a.m. – 10:40 a.m. CT

Qualifying Dependent & Tax Credits

 

This course covers the tax credits available to parents and how to determine if a child is a qualifying child or relative.

Basic


S Corp Shareholder Basis

 

Attend this session to discover how to adjust stock and debt basis through worksheets and applying specific ordering rules.

Basic


11:15 a.m. – 12:55 p.m. CT

Sale of a Residence & Form 4797

 

There are special tax requirements for selling a rental or vacation property. Learn the related issues and how to report the sale.

Basic


Life Estates for Property Transfers

 

This course discusses the tax implications of selling an asset while retaining a life estate, which can help avoid probate.

Intermediate


1:35 p.m. – 3:15 p.m. CT

Ethics & Due Diligence

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