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.

 Full education session descriptions including CE credits will be announced and posted in February. In the meantime, download this handy PDF with the schedule and short descriptions of all of the sessions.

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

Tuesday, June 16

Start End Event Location
7:00 am 8:00 am Buffet Breakfast & Big Connections Expo Hall
8:00 am 9:40 am Concurrent Education Sessions
Tax Impact of Gambling: Casual, Online, Pro, and Session
Brad Messner, MBA, EA, PhD, CBSA
One Big Beautiful Bill Act – First Year Mistakes and Fixes
Mark Seid, EA, CPA, USTCP
Non-Filer Essentials: Compliance, Statutes & Strategies
Ruben Valdes, EA, USTCP
 Tuscany Ballroom
9:40 am 10:00 am Refill & Reconnect Beverage Break Expo Hall
10:00 am 11:40 am Concurrent Education Sessions
The IRM and You - An Intimate Look at the IRS Rule Book
Alan Pinck, EA
CA Business Allocation and Apportionment of Income
David Woods, EA, USTCP
Master the Mystery of K-1 Boxes and Codes!
Laura Strombom, EA, MBA, USTCP
 Tuscany Ballroom
11:40 am 1:00 pm Lunch is Served - Laugh & Link Up! Expo Hall
1:00 pm 2:40 pm Concurrent Education Sessions
Retirement Accounts: Differences, Uses, and Tax Planning
Brad Messner, MBA, EA, PhD, CBSA
Build a Custom WISP in 2 Hours
Mark Seid, EA, CPA, USTCP
Tax Planning After the OB3 Act (Part 1 of 2)
Thomas Gorczynski, EA, USTCP
 Tuscany Ballroom
2:40 pm 3:20 pm Snack & Sip Break/CSEA Awards Expo Hall
3:20 pm 5:00 pm Concurrent Education Sessions
Passing the Bucks...Preparing Gift Tax Returns
Claudia Hill, EA, MBA
Selling or Closing a Business Entity
David Woods, EA, USTCP
Tax Planning After the OB3 Act (Part 2 of 2)
Thomas Gorczynski, EA, USTCP
 Tuscany Ballroom
5:00 pm 6:00 pm *TENTATIVE* Sunset Shenanigans Expo Hall

Wednesday, June 17

Start End Event Location
7:00 am 8:00 am Buffet Breakfast & Big Connections Expo Hall
8:00 am 9:40 am Concurrent Education Sessions
California Tax Update (Part 1 of 2)
Karen Brosi, EA, CFP®
Form 5471 Preparation Pen to Paper
David Woods, EA, USTCP
Form 3115 - When and How to Use it
Laura Strombom, EA, MBA, USTCP
 Tuscany Ballroom
9:40 am 10:00 am Refill & Reconnect Beverage Break Expo Hall
10:00 am 11:40 am Concurrent Education Sessions
Unlocking §199A: QBI Deduction Planning
Thomas Gorczynski, EA, USTCP
Tax Quest 2: Return of the Tax Cuts
David Hilliard, EA
California Tax Update (Part 2 of 2)
Karen Brosi, EA, CFP®
 Tuscany Ballroom
11:40 am 1:00 pm Lunch is Served - Laugh & Link Up! Expo Hall
1:00 pm 2:40 pm Concurrent Education Sessions
7 Habits of Highly Ethical Tax Professionals
David Hilliard, EA
Demystifying IRS Transcripts
Marc Dombrowski, EA
Tax Talk Today - Challenging Issues on Extension
Alan Pinck, EA, Moderator (Panelists TBA)
 Tuscany Ballroom
2:40 pm 3:20 pm Power-Up Break/Prize Drawing Expo Hall
3:20 pm 5:00 pm Concurrent Education Sessions
It's Over! Preparing the Final 1040 and First Form 1041
Claudia Hill, EA, MBA
Partnership Section 754 Election
Jane Ryder, EA, CPA
Getting Started with AI for Tax Pros
John Sheeley, EA
 Tuscany Ballroom
5:00 pm 6:00 pm *TENTATIVE* Sunset Shenanigans Expo Hall

Thursday, June 18

Start End Event Location
7:00 am 8:00 am Buffet Breakfast & Big Connections Expo Hall
8:00 am 9:40 am Concurrent Education Sessions
Financial Analysis and Installment Agreements (Part 1 of 2)
Marc Dombrowski, EA
Cutting Edge LLC Strategies
Frank R. Acuña, Esq.
Beyond the Brokerage Statement
Shannon Hall, EA
 Tuscany Ballroom
9:40 am 10:00 am Refill & Reconnect Beverage Break Expo Hall
10:00 am 11:40 am Concurrent Education Sessions
So Long, Farewell, Auf Wiedersehen, Goodbye
Claudia Hill, EA, MBA
Using Agentic AI in the Tax Office
John Sheeley, EA
Financial Analysis and Installment Agreements (Part 2 of 2)
Marc Dombrowski, EA
 Tuscany Ballroom
11:40 am 1:00 pm Lunch is Served - Laugh & Link Up! Expo Hall
1:00 pm 2:40 pm Concurrent Education Sessions
Estate Planning after OBBBA
Frank R. Acuña, Esq.
When S Corps Don't Make Sense
John Sheeley, EA
Pesky PTPs!
Laura Strombom, EA, MBA, USTCP
 Tuscany Ballroom
2:40 pm  3:00 pm Home Stretch Fuel-Up Break  Networking Lounge
3:00 pm 4:40 pm Concurrent Education Sessions
Converting a Partnership to an S Corporation
David Woods, EA, USTCP
CA Business Non-Conformity & New Conformity Bill
Jane Ryder, EA, CPA
From the Bench to Your Desk: Tax Court Cases to Know
Thomas Gorczynski, EA, USTCP, and Shannon Hall, EA
 Tuscany Ballroom
4:40 pm   Super Seminar Concludes