| 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. |
S120A 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 |
|
| 12:00 p.m. |
12:50 p.m. |
S225B Common Tax Preparer Spear Phishing Scams (in-person only) |
Terri Malone and Rena Newell
IRS Senior Stakeholder Liaisons |
| 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 Grantor Trusts: GRATs, QPRTs, IDGTs, Oh My! |
Claudia Hill, EA, MBA |
| 5:00 p.m. |
6:00 p.m. |
Prize Drawing, GrEAt Grocery Bag Off and Super Trivia in the
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 California Pass-Though Entity Elective Tax Fundamentals |
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 Navigating the IRS: Tools & Resources for Tax Professionals |
Derek Ganter
Director IRS Stakeholder Liaison |
| 1:00 p.m. |
|
Super Seminar Concludes |
|