Education Session Evaluation Links

In order to continually improve and provide you with beneficial experiences, we ask that you complete evaluations for each session you attended. This information is very important to us, and we would appreciate your response.
Date/TimeSession NameSpeaker(s)
Tuesday, June 1
8:00 AM - 10:00 AM
[S100] ARPA and Beyond! American Rescue Plan Act of 2021
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John C. Sheeley, EA
Tuesday, June 1
10:30 AM - 12:30 PM
[S110] OOPS! Correcting Tax Reporting for COVID-19 Benefits
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Jane Ryder, EA, CPA
Tuesday, June 1
1:00 PM - 2:00 PM
[S120] IRS Presentation: National Taxpayer Advocate
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Erin M. Collins
Wednesday, June 2
8:00 AM - 10:00 AM
[S130] Representation Panel: Is Hindsight Really 20/20?
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Claudia A. Hill, EA, Robert E. McKenzie, EA, Esq, Alan L. Pinck, EA
Thursday, June 3
8:00 AM - 10:00 AM
[S150] Life Cycle of a Revocable Living Trust
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Alice Orzechowski, CPA, CMA, EA
Thursday, June 3
10:30 AM - 12:30 PM
[S160] Taxes & Bankruptcy - Oil & Water, or a Real Solution?
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Joyce E. Cheng, EA
Tuesday, June 8
8:00 AM - 10:00 AM
[S200] Demystifying Form 709: The Gift Tax Return
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Monica Haven, EA, JD, LLM
Tuesday, June 8
10:30 AM - 12:30 PM
[S210] Retirement Plan Update
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Lawrence K. Pon, EA, CPA, USTCP, CFP
Wednesday, June 9
8:00 AM - 10:00 AM
[S220] Tax Planning for C Corporations
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Thomas Gorczynski, EA
Wednesday, June 9
10:30 AM - 11:30 AM
[S230] IRS Presentation: Carol A. Campbell, RPO Director
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Carol A. Campbell
Wednesday, June 9
1:00 PM - 3:00 PM
[S140] FATCA Rules for Foreign Retirement Account Reporting
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Monica Haven, EA, JD, LLM
Thursday, June 10
8:00 AM - 10:00 AM
[S240] Tax Court: From Start to Finish
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Thomas Gorczynski, EA
Thursday, June 10
10:30 AM - 12:30 PM
[S250] Collection Appeals: CAP or CDP? Why and When
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Marc J. Dombrowski
Tuesday, June 15
8:00 AM - 10:00 AM
[S300] Real Property Sales: Deciphering Settlement Sheets
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Alice Orzechowski, CPA, CMA, EA
Tuesday, June 15
10:30 AM - 12:30 PM
[S310] Reporting Sales of Rental Property
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Jane Ryder, EA, CPA
Wednesday, June 16
8:00 AM - 10:00 AM
[S320] Data Security - Not Just Another Day at the Breach
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Mark F. Seid, EA, CPA
Wednesday, June 16
10:30 AM - 12:30 PM
[S330] Ethical Considerations in Tax Matters
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Robert E. McKenzie, EA, Esq
Thursday, June 17
8:00 AM - 12:00 PM
[S340] Individual Tax Update
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Karen Brosi, EA, CFP
Tuesday, June 22
8:00 AM - 12:00 PM
[S400] NOLs - Round and Round and Round We Go!
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Mark F. Seid, EA, CPA
Wednesday, June 23
8:00 AM - 10:00 AM
[S410] Non-Filer Representation
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Robert E. McKenzie, EA, Esq
Wednesday, June 23
10:30 AM - 12:30 PM
[S420] 2021 Cryptocurrency Update: The IRS is Closing In
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John C. Sheeley, EA
Thursday, June 24
8:00 AM - 12:00 PM
[S430] California Tax Update
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Karen Brosi, EA, CFP
Tuesday, June 29
8:00 AM - 12:00 PM
[S500] Offers in Compromise: Light at the End of the Tunnel
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Clarice Landreth, EA
Wednesday, June 30
8:00 AM - 10:00 AM
[S510] Ethics and Entity Returns
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Claudia A. Hill, EA
Wednesday, June 30
10:30 AM - 12:30 PM
[S520] Property Tax Strategies After Prop. 19
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Frank R. Acuña, Esq.
Wednesday, June 30
1:00 PM - 2:00 PM
[S530] IRS Presentation: Taxpayer First Act Office
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