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.

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

To download a PDF of the Schedule at a Glance, click here.

Monday, June 19

Start End Event Location
4:30 pm 6:10 pm IRS Pre-seminar Session
IRS Transformation and the Inflation Reduction Act
Derek Ganter, Director, IRS Stakeholder Liaison
 Tuscany Ballroom

Tuesday, June 20

Start End Event Location
7:00 am 8:00 am Continental Breakfast - In person attendees only Expo Hall
8:00 am 9:40 am Concurrent Education Sessions
Tax Credit Bonanza: Inflation Reduction Act 2022
Thomas A. Gorczynski, EA, USTCP
Calculating and Reconstructing the Partner’s Outside Basis
Darryl Brown, Ph.D.
 Tuscany Ballroom
9:40 am 10:00 am Break Expo Hall
10:00 am 11:40 am Concurrent Education Sessions
Understand DeFi and Digital Asset Taxation
Matt Metras, EA
Let’s Play 20 Questions about Trusts!
Claudia Hill, EA, MBA
 Tuscany Ballroom
11:40 am 1:10 pm Lunch On Own
1:10 pm 2:50 pm Concurrent Education Sessions
Making Money the Right Way: Ethics and Fees
Thomas A. Gorczynski, EA, USTCP
Are You Letting Your Clients Leave Money on the Table?
Laura A. Strombom, EA, MBA, USTCP
 Tuscany Ballroom
2:50 pm 3:10 pm Break Expo Hall
3:10 pm 4:50 pm Concurrent Education Sessions
Practical Crypto Applications
Matt Metras, EA
Balance Sheets and Accrual Accounting for Nonaccountants
Darryl Brown, Ph.D.
 Tuscany Ballroom
4:50 pm 5:50 pm Evening Activities – In person attendees only Expo Hall

Wednesday, June 21

Start End Event Location
7:00 am 8:00 am Continental Breakfast - In person attendees only Expo Hall
8:00 am 9:40 am Concurrent Education Sessions
SECURE 2.0 Act of 2022 Overview
Thomas A. Gorczynski, EA, USTCP
Retirement Planning Chess: More Than Just the End Game
Amber Gray-Fenner, EA, NTPI, USTCP
 Tuscany Ballroom
9:40 am 10:00 am Break Expo Hall
10:00 am 11:40 am Concurrent Education Sessions
How to Interview, Sign and Work New Rep Clients
Marc J. Dombrowski, EA
Taxation of Employee Stock Plans
Michael Tullio, EA
 Tuscany Ballroom
11:40 am 1:10 pm Lunch On Own
1:10 pm 2:50 pm Concurrent Education Sessions
Non-Filers: Helping Taxpayers Get into Compliance
Thomas A. Gorczynski, EA, USTCP
Corporate Transparency Act
Jane Ryder, EA, CPA
 Tuscany Ballroom
2:50 pm 3:10 pm Break Expo Hall
3:10 pm 4:50 pm Concurrent Education Sessions
When the RO Says “No!": Appeals Options
Marc J. Dombrowski, EA
Let’s Play 20 Questions about Estate Income Tax Returns
Claudia Hill, EA, MBA
 Tuscany Ballroom
4:50 pm 5:50 pm Evening Activities – In person attendees only Expo Hall

Thursday, June 22

Start End Event Location
7:00 am 8:00 am Continental Breakfast - In person attendees only Expo Hall
8:00 am 9:40 am Concurrent Education Sessions
California Tax Update (part 1 of 2)
Karen Brosi, EA, CFP®
A Lawyer Looks at Tax Professional Ethics
Frank R. Acuña, Esq.
 Tuscany Ballroom
9:40 am 10:00 am Break Expo Hall
10:00 am 11:40 am Concurrent Education Sessions
California Tax Update (part 2 of 2)
Karen Brosi, EA, CFP®
All's Not Fair in Love and Taxes: Innocent Spouse Relief
Amber Gray-Fenner, EA, NTPI, USTCP
 Tuscany Ballroom
11:40 am 1:10 pm Lunch On Own
1:10 pm 2:50 pm Concurrent Education Sessions
K-1 to 1040 plus K-3, Form 7203, Basis & More (part 1 of 2)
Jane Ryder, EA, CPA
Income Tax Nexus for Business Reporting
David M. Woods, EA, USTCP
 Tuscany Ballroom
2:50 pm  3:10 pm Break  Expo Hall
3:10 pm 4:50 pm Concurrent Education Sessions
K-1 to 1040 plus K-3, Form 7203, Basis & More (part 2 of 2)
Jane Ryder, EA, CPA
Real Estate Tax Update
Karen Brosi, EA, CFP®
 Tuscany Ballroom
4:50 pm   Super Seminar Concludes