Date: Friday, October 28th 7:00 AM – 8:00 PM EST
Speakers: Various
Price:
NAEA Member: $325 by September 30th | $275 after September 30th
Non-NAEA Member: $425 by September 30th | $475 after September 30th
October 27 Day Pass: $225 prior to September 30th | $250 after September 30th
October 28 Day Pass: $225 prior to September 30th $250 after September 30th
CE: 12
Thursday, October 27 ,2022: 7-8 a.m. Registration – Session begins at 8:00 a.m.
- Cost Segregation and Depreciation – Mike Hammel, MAcc, explores advantages of Cost Segregation and the impact on taxpayers’ profitability due to accelerated depreciation deductions and lower taxes. (2 hours)
- Recent Court Cases – Keith A. Wood, Attorney, CPA presents recent court cases and the implications for tax preparation and positions taken on tax returns. (1 hour)
- ROTH Conversion Strategies – Ben Tallman, EA, USTCP discusses ROTH conversions and strategies to maximize tax savings now and in future years. (1 hour)
- Cryptocurrency – Matt Metras, EA, will join us virtually to take a dive into all things crypto and the tax issues surrounding Cryptocurrency. (2 hours)
- Tax Update – Ben Tallman, EA, USTCP provides a look at tax law changes for 2022. (2 hours)
Friday, October 28, 2022: 7-8 a.m. Registration – Session begins at 8:00 am.
- IRS Taxpayer Advocate Service and IRS Appeals – IRS Representatives from the Taxpayer Advocate Service and the Stakeholder Liaison office cover the latest IRS developments including K1-K2 issues, ID.me, collections and tax updates. (2 hours)
- Representation (Interactive Study) – Ben Tallman, EA, USTCP, leads these dynamic group case studies on representation before the IRS. (2 hours)
- Update from NC Department of Revenue – NCDOR Representatives share with us the latest developments in individual income tax, sales tax, collections, and exams at the state level. (2 hours NAEA CE only)
- Ethics – Ben Tallman, EA, USTCP, discusses practitioner’s ethical duties under Circular 230. (2 hours)
This seminar is offered live and virtually. When you register, you will need to indicate your choice of attendance.
