Our education sessions focus on practical training for newcomers and veterans alike, with lots of ideas and strategies you can use every day to improve your business, your clients' lives, and advance your career.

The session descriptions, learning objectives, and specific continuing education (CE) details will be posted soon.

All times are Pacific and the schedule is subject to change.


Tuesday, June 21
Start End Event Speaker
7:00 a.m. 8:00 a.m. Continental Breakfast in Expo Hall
8:00 a.m. 9:40 a.m. S110A Everything S Corp! Jane Ryder, EA, CPA
S110B Deductible or Not? Form 1041 Alice Orzechowski, EA, CPA, CMA
9:40 a.m. 10:00 a.m. Beverage Break in Expo Hall
10:00 a.m. 11:40 a.m. S120 A Calculating & Reconstructing S Corporation Shareholder Basis Darryl Brown, Ph.D.
S120B Married Filing Separate in a Community Property State Laura A. Strombom, EA, MBA
11:40 a.m. 1:10 p.m. Lunch on Own
1:10 p.m. 2:50 p.m. S130A Individual Tax Update (Part 1 of 2) Karen Brosi, EA, CFP®
S130B New Planning Tools for Inherited IRAs Frank R. Acuña, Esq.
2:50 p.m. 3:10 p.m. Snack Break in Expo Hall
3:10 p.m. 4:50 p.m. S130A Individual Tax Update (Part 2 of 2) Karen Brosi, EA, CFP®
S140B Real Estate Rentals, Get More Complex All The Time Alan Pinck, EA
5:00 p.m. 6:00 p.m. Welcome Reception in Expo Hall (in-person only)
Wednesday, June 22
Start End Event Speaker
7:00 a.m. 8:00 a.m. Continental Breakfast in Expo Hall
8:00 a.m. 9:40 a.m. S210A California Update: Pass-Through Entity and More (Part 1 of 2) Karen Brosi, EA, CFP®
S210B Reporting Sales of Business and Rental Real Estate Alice Orzechowski, CPA, CMA, EA
9:40 a.m. 10:00 a.m. Beverage Break in Expo Hall
10:00 a.m. 11:40 a.m. S210A California Update: Pass-Through Entity and More (Part 2 of 2) Karen Brosi, EA, CFP®
S220B Compensatory Stock Benefits- Stock Options Jane Ryder, EA, CPA
11:40 a.m. 1:10 p.m. Lunch on Own
1:10 p.m. 2:50 p.m. S230A Ethics, Morals and Taxes: What You Need to Know Alan Pinck, EA
S230B Penalty Abatement for Fun and Profit Mark F. Seid, EA, CPA, USTCP
2:50 p.m. 3:10 p.m. Snack Break in Expo Hall
3:10 p.m. 4:50 p.m. S240A Tax Planning for Sole Proprietorships Thomas A. Gorczynski, EA, USTCP
S240B GRATs, QPRTs, IDGTs, Oh My! Claudia Hill, EA, MBA
5:00 p.m. 6:00 p.m. Prize Drawing in Expo Hall (in-person only)
Thursday, June 23
Start End Event Speaker
7:00 a.m. 8:00 a.m. Continental Breakfast in Expo Hall
8:00 a.m. 9:40 a.m. S310A Fundamentals of the California Pass-Though Entity Tax Thomas A. Gorczynski, EA, USTCP
S310B An Offer You Can't Refuse? IRS Offers in Compromise Joyce Cheng, EA
9:40 a.m. 10:00 a.m. Beverage Break in Expo Hall
10:00 a.m. 11:40 a.m. S320A Ethics and Entity Returns Claudia Hill, EA, MBA
S320B Collection Client Analysis Mark F. Seid, EA, CPA, USTCP
11:40 a.m. 12:00 p.m. Break on Own
12:00 p.m. 12:50 p.m. S330A IRS Next: Enhancing the Tax Professional Experience Derek Ganter, Director IRS Stakeholder Liaison
1:00 p.m. Super Seminar Concludes