Schedule and Sessions



This year’s 39 carefully curated education sessions are designed to complement all tax professionals at any stage in their career. Education sessions are color-coded by track, making finding the content that means the most to you and your staff a breeze.

To view each day’s education sessions and events, click the arrow () to the far right to expand/collapse the sections (the first day is already open).

You can also download a PDF of the schedule and sessions.

Detailed descriptions about each education session can be viewed by clicking on the session title. 

  7:00 am   8:00 am   9:00 am   10:00 am   11:00 am   12:00 pm   1:00 pm   2:00 pm   3:00 pm   4:00 pm   5:00 pm
 Networking Breakfast
7:00 - 8:00 am
   Networking Break
9:40-10:10 
   Grab n' Go Lunch Sales
11:50 am - 1:20 pm
   Networking Break
3:00 - 3:30
   Welcome Reception
5:15 - 6:15 pm
                           
  S1: 2018 Federal Update for Individuals
8:00 - 11:50 am
 Opening Keynote
12:00 - 12:50 pm
   S5: Taking Full Advantage of Tax Attributes at Death
1:20 - 3:00 pm
   S9: Getting the 1031 into the 1040
3:30 - 5:10 pm
 
                           
  S2: Introduction to LLCs
8:00 - 11:50 am

    S6 Is Valuation Discounting Dead? Family Limited Partnerships and LLCs
1:20 - 3:00 pm 
   S10: Should Your LLC Have a Corporate Election?
3:30 - 5:10 pm
 
                           
   S3: Introduction to Representation
8:00 - 11:50 am
     S7: Statutes of Limitations
1:20 - 3:00 pm
   S11: Reasonable Cause for Abating Unreasonable Penalties
3:30 - 5:10 pm
 
                           
   S4: Examination Bootcamp
8:00 - 11:50 am
    S8: Do You Have the Required Ethics in Your Tax Practice?
1:20 - 3:00 pm
  S12: Can You Recognize Fraud?
3:30 - 5:10 pm 
 



  7:00 am   8:00 am   9:00 am   10:00 am   11:00 am   12:00 pm   1:00 pm   2:00 pm   3:00 pm   4:00 pm   5:00 pm
 Networking Breakfast
7:00 - 8:00 am
   Networking Break
9:40-10:10
   Grab n' Go Lunch Sales
11:50 am - 1:20 pm
   Networking Break
3:00 - 3:30
   Prize Drawing Reception
5:15 - 6:15 pm
                           
  S13: California Tax Update
8:00 - 11:50 am 
      S19: California Real Property Tax
1:20 - 3:00 pm
  S23: Americans Abroad
3:30 - 5:10 pm 
 
                           
  S14: Appalling Audit - Let’s Go to Appeals
8:00 - 11:50 am 
      S20: Tax Implications of a Member Leaving an LLC
1:20 - 3:00 pm

  S24: Inside Basis, Outside Basis - Does it Really Matter?
3:30 - 5:10 pm  
 
                           
    S15: SMLLCs and Nothing but SMLLCs
8:00 - 9:40 am
    S17: Entity Classification: Rules and Elections
10:10 - 11:50 am
    S21: The Mechanics of a Portability Election
1:20 - 3:00 pm 
  S25: Representing Clients in a Cash-intensive Business
3:30 - 5:10 pm  
 
                           
  S16: Gambling and Taxes: The Price of Winning
8:00 - 9:40 am 
    S18: I Need to Read a Tax Treaty? Now What?
10:10 - 11:50 am

    S22: How to Submit a Successful Offer in Compromise
1:20 - 3:00 pm
  S26: Collection Method Alternatives
3:30 - 5:10 pm  
 




  7:00 am   8:00 am   9:00 am   10:00 am   11:00 am   12:00 pm   1:00 pm   2:00 pm   3:00 pm   4:00 pm   5:00 pm
 Networking Breakfast
7:00 - 8:00 am
   Networking Break
9:40-10:10
Expo Hall Closes
at 10:10 am 
 Grab n' Go Lunch Sales
11:50 am - 1:20 pm
(Grand Salon)
   Networking Break
3:00 - 3:30
 
                           
  S27: Business Credits & Deductions
8:00 - 11:50 am 
    S33: Employee Stock Options - A Complete Guide
1:20 - 5:10 pm 
 
                           
  S28: Cancellation of Debt
8:00 - 11:50 am
      S34: Ethics Jeopardy
1:20 - 3:00 pm
    S37: Net Operating Losses
3:30 - 5:10 pm
 
                           
  S29: Rentals...Simple! Right?  
8:00 - 9:40 am
    S31: Establishing a Tax Exempt Organization>
10:10 - 11:50 am
    S35: 754 Elections: Theory and Practice
1:20 - 3:00 pm
 
  S38: Winding Down the LLC
3:30 - 5:10 pm

 
                           
    S30: Tax Collection and California Community Property;
8:00 - 9:40 am

    S32: Trust Fund Recovery Penalty
10:10 - 11:50 am

    S36: Trust Fund Recovery Penalty and Form 843
1:20 - 3:00 pm 
    S39: Bankruptcy Tax
3:30 - 5:10 pm