This year’s education sessions offer focused and practical training for newcomers and veterans alike, with lots of ideas and strategies you can use every day to improve your business and advance your career. With three concurrent sessions happening in each time slot, it might be difficult to decide which one to attend! No need to worry, though, because you won’t have to miss a thing. 

All registrations for Super Seminar include the following: 

  • An online library with easy point-and-click access to videos and handouts for every session
  • Access to free on-demand versions for extra CE (test included)

Browse the short descriptions below, then follow each link for more details, including CE offered for each session. Please note that all sessions are two hours, except California Tax Update, which is four.

Per CTEC policy, credit will be awarded only when an attendee completes the entire session; partial credit is not available for CTEC continuing education. In order to earn CTEC credit for the California Tax Update session, you must attend all 4 hours. For those attending in-person, sign-in will be required after the afternoon break. Virtual attendees will need to respond to 3 polls during each of the 4 hours.

Download Full Session Descriptions
Download Schedule at a Glance
Session Details

Tuesday, June 11 | 8:00 a.m. - 9:40 a.m.

Session A: Leveraging AI in Tax Notice Responses
John Sheeley, EA

Can you - should you - use an AI tool to help with responding to tax notices and preparing other submissions?


Session B: Passive Normal Activity
Shannon A. Hall, EA

Take a deep dive into reporting and tracking passive activities.


Session C: A Review of SECURE 2.0
Alice Orzechowski, CPA, CMA, EA

SECURE 2.0 through the years - a comprehensive analysis of the law starting with where we are now, what is changing, and when it is changing.


Tuesday, June 11 | 10:00 a.m. - 11:40 a.m.

Session A: Exchange This
Laura A. Strombom, EA, MBA, USTCP

A practical, hands-on case study in how to properly report 1031 Exchanges with the IRS and CA FTB.


Session B: Social Media Tax Trends
Matt Metras, EA

Wait a second...TikTok isn't a substantial authority? A discussion on what's trending and how best to advise your clients while complying with our ethical standards.


Session C: Accurate Reporting and Maximum Strategy Short-Term Rental
Natalie R. Kolodij, EA

All you need to know about the popular yet misunderstood short-term rental tax loophole - passive or not? Schedule E or C?


Tuesday, June 11 | 1:00 p.m. - 2:40 p.m.

Session A: Mastering the Tax Research Process: Analyzing Tax Authority
Thomas A. Gorczynski, EA, USTCP

Citable sources, reasonable basis and substantial authority, oh my! An in-depth discussion about what is and is not an authoritative source and how to read them, plus a review of tax research standards.


Session B: Business or Hobby
Alice Orzechowski, CPA, CMA, EA

Are you familiar with the 9 factors the IRS uses to determine if a venture is a business or hobby? The Tax Court sure is! Review the factors as well as some pretty interesting court cases on the topic.


Session C: Employee Stock Options
Karen Brosi, EA, CFP®

Bolster your understanding of ESOs and RSUs, taught by the best.


Tuesday, June 11 | 3:20 p.m. - 5:00 p.m.

Session A: Mastering the Tax Research Process: Practical Applications
Thomas A. Gorczynski, EA, USTCP

Learn how to effectively use your tax research for your clients' benefit.


Session B: Due Diligence and Unique Dependent Scenarios
Brad D. Messner, MBA, EA, PhD, CBSA

Beyond the traditional nuclear family: who''s claiming who, and how do you know they qualify? Also, how to set up due diligence process in your practice and how to prepare for a due diligence audit.


Session C: Business Dispositions: Corporations and Partnerships
Laura A. Strombom, EA, MBA, USTCP

How to plan for and handle the sale or closure of your client's business.


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