PDFPrintable 2024 Seminar Schedule

Schedule

(T) Federal Tax Law
(U) Federal Tax Law Update
(E) Ethics Seminar
(A) Advanced Seminar
(1) Offered one time only
(2) Offered two times on one day only

There are no advanced preparation requirements or prerequisite requirements for the seminars listed below.


ATTENTION:
*Please follow the notations (T) , (U) and (E) for seminars that qualify for continuing education credit for enrolled agents, certified public accountants and Annual Filing Season Program participants.

Tuesday
Day 1
Time Topic CE Category Type Course Number
8:00am - 8:50am Steering Clear of Mistakes - A Review of Refundable Credits Eligibility Rules (T) 34
8:00am - 8:50am Tax Professional's Guide to Understanding the Importance of Properly Substantiating Business Expense Deductions (2) (T) 36
8:00am - 8:50am Cybersecurity for Tax Professionals (2) (T) 12
8:00am - 8:50am Tax Return Examinations Happen; Can You Represent Your Client? (T) 38
8:00am - 8:50am Taxation of U.S. Citizens and Resident Aliens (Green Card Holders) Living Abroad (T) 39
 
9:05am - 9:55am Tax Law Changes for TY2024 (U) 35
9:05am - 9:55am Disasters and the Secure 2.0 (U) 14
9:05am - 9:55am Criminal Investigation’s Role in Understanding Refund Fraud (T) 11
9:05am - 9:55am Statutes - Protecting Your Clients’ Rights and Making Sure the Assessment Periods are Calculated Correctly (T) 33
9:05am - 9:55am Discussion of International Tax Forms with Emphasis on FATCA/FBAR Reporting Requirements (T) 15
 
10:10am - 11:00am Circular 230 and the Lifecyle of a Practitioner Practicing Before the IRS (E) 8
10:10am - 11:00am Digital Assets: What Tax Pros Should Know (2) (T) 13
10:10am - 11:00am Cybersecurity for Tax Professionals (2) (T) 12
10:10am - 11:00am Managing the IRS Examination (T) 26
10:10am - 11:00am Tax-Exempt Organizations, Charities and Nonprofits Update (1) (T) 40
Lunch/NTF Expo
1:30pm - 2:20pm Keynote Address (1) 24
 
2:45pm - 3:35pm Digital Assets: What Tax Pros Should Know (2) (T) 13
2:45pm - 3:35pm Tax Pros and Security: Real-life Threats and Steps to Protect Your Business (T) 37
2:45pm - 3:35pm 1099-K, 1099-C and 1099-A Reporting for 2024 (U) 1
2:45pm - 3:35pm International Tax Essentials: Reporting Global Income in the United States (T) 21
2:45pm - 3:35pm Choosing a Retirement Plan in a SECURE 2.0 World (U) 7
 
3:50pm - 4:40pm Circular 230: Professional Responsibility in Today’s Tax Practice (E) (A) 9
3:50pm - 4:40pm Tax Professional's Guide to Understanding the Importance of Properly Substantiating Business Expense Deductions (2) (T) 36
3:50pm - 4:40pm IRS Security Summit and the Written Information Security Plan (T) 22
3:50pm - 4:40pm New Online Features for Tax Pros: Do Business Faster and Easier with IRS Online (T) 29
3:50pm - 4:40pm How Federal and State Tax Agencies Work Together to Create a Seamless Experience (T) 19
Wednesday
Day 2
Time Topic CE Category Type Course Number
8:00am - 8:50am New Clean Vehicle Credits Resulting from the Enactment of the Inflation Reduction Act of 2022 for Section 30D and Section 25E (T) 28
8:00am - 8:50am New Online Features for Tax Pros: Do Business Faster and Easier with IRS Online (T) 29
8:00am - 8:50am Disasters and the Secure 2.0 (U) 14
8:00am - 8:50am Managing the IRS Examination (T) 26
8:00am - 8:50am Discussion of International Tax Forms with Emphasis on FATCA/FBAR Reporting Requirements (T) 15
 
9:05am - 9:55am E-Services and You (2) (T) 16
9:05am - 9:55am Choosing a Retirement Plan in a SECURE 2.0 World (U) 7
9:05am - 9:55am Basis of an Entity – S Corporation vs. Partnership, including LLCs (T) 5
9:05am - 9:55am Criminal Investigation’s Role in Understanding Refund Fraud (T) 11
9:05am - 9:55am How Federal and State Tax Agencies Work Together to Create a Seamless Experience (T) 19
 
10:10am - 11:00am Circular 230 and the Lifecyle of a Practitioner Practicing before the IRS (E) 8
10:10am - 11:00am Taxation of U.S. Citizens and Resident Aliens (Green Card Holders) Living Abroad (T) 39
10:10am - 11:00am Tax Return Examinations Happen; Can You Represent Your Client? (T) 38
10:10am - 11:00am 1099-K, 1099-C and 1099-A Reporting for 2024 (U) 1
10:10am - 11:00am Enhancing Equal Access (T) 18
Lunch/NTF Expo
1:00pm - 1:50pm PLENARY SESSION: (1)
NOTE: The number of rooms broadcasting the session will be determined by attendance and will vary at each location.		 (T) 23
 
2:15pm - 3:05pm Tax Law Changes for TY2024 (U) 35
2:15pm - 3:05pm Mastering IRS Authorizations with Forms 2848 and 8821 (T) 27
2:15pm - 3:05pm Tax Pros and Security: Real-life Threats and Steps to Protect Your Business (T) 37
2:15pm - 3:05pm Statutes - Protecting Your Clients’ Rights and Making Sure the Assessment Periods are Calculated Correctly (T) 33
2:15pm - 3:05pm The Taxpayer Experience with IRS Independent Office of Appeals (T) 41
 
3:20pm - 4:10pm Circular 230: Professional Responsibility in Today’s Tax Practice (E) (A) 9
3:20pm - 4:10pm E-Services and You (2) (T) 16
3:20pm - 4:10pm International Tax Essentials: Reporting Global Income in the United States (T) 21
3:20pm - 4:10pm IRS Security Summit and the Written Information Security Plan (T) 22
3:20pm - 4:10pm Retirement Plans and IRAs: Distribution and Repayment Options Under SECURE 2.0 (U) 32
Thursday
Day 3
Time Topic CE Category Type Course Number
8:00am - 8:50am New Clean Vehicle Credits Resulting from the Enactment of the Inflation Reduction Act of 2022 for Section 30D and Section 25E (T) 28
8:00am - 8:50am Let’s Chat about What You Need to Know about Transcripts and How We Might Improve Them (2) (T) 25
8:00am - 8:50am Best Practices for Responding to IRS Collection Notices (2) (T) 6
8:00am - 8:50am Basis of an Entity – S Corporation vs. Partnership, including LLCs (T) 5
8:00am - 8:50am What Taxpayers Need to Know about Disaster Tax Relief (2) (T) 43
8:00am - 8:50am Lo Que Puede Esperar en Una Reunión con Agentes de Impuestos (1) (Presented in Spanish) (T) 44-S
 
9:05am - 9:55am The ABCs of Due Diligence (2) (T) 2
9:05am - 9:55am Retirement Plans and IRAs: Distribution and Repayment Options Under SECURE 2.0 (U) 32
9:05am - 9:55am Abusive Tax Schemes and Fraud (2) (T) 3
9:05am - 9:55am Enhancing Equal Access (T) 18
9:05am - 9:55am Residential Energy and Clean Vehicle Credits (2) (U) 31
9:05am - 9:55am Cómo Entender y Revisar Avisos do Cobro (1) (Presented in Spanish) (T) 42-S
 
10:10am - 11:00am Independent Contractor Vs. Employee Update (2) (T) 20
10:10am - 11:00am Partnerships and Non-resident Alien Withholding (2) (T) 30
10:10am - 11:00am Best Practices for Responding to IRS Collection Notices (2) (T) 6
10:10am - 11:00am Communicating With Your Client – The Importance of Engagement Letters for Small Firm Practitioners (2) (E) 10
10:10am - 11:00am What to Expect When Meeting with Revenue Agents (2) (T) 44
10:10am - 11:00am Circular 230 y el Ciclo de Vida de un Profesional Que Ejerce Ante el IRS (1) (Presented in Spanish) (E) 8-S
 
11:15am - 12:05pm Employee Retention Credit Positions and Audits (2) (U) 17
11:15am - 12:05pm Bark and Bite: How the IRS Watchdog Protects You from Fraud and Scams (1) (T) 4
11:15am - 12:05pm Mastering IRS Authorizations with Forms 2848 and 8821 (T) 27
11:15am - 12:05pm The Taxpayer Experience with IRS Independent Office of Appeals (T) 41
11:15am - 12:05pm Understanding and Reviewing Collection Notices (2) (T) 42
11:15am - 12:05pm Cómo Evitar los Errores – Una Revisión de las Reglas de Elegibilidad para los Créditos Reembolsables  (1) (Presented in Spanish) (T) 34-S
Lunch
1:30pm - 2:20pm Steering Clear of Mistakes - A Review of Refundable Credits Eligibility Rules (T) 34
1:30pm - 2:20pm What Taxpayers Need to Know about Disaster Tax Relief (2) (T) 43
1:30pm - 2:20pm Independent Contractor Vs. Employee Update (2) (T) 20
1:30pm - 2:20pm Communicating With Your Client – The Importance of Engagement Letters for Small Firm Practitioners (2) (E) 10
1:30pm - 2:20pm State presentations (TBC - if applicable)
1:30pm - 2:20pm Cambios en la Ley Tributaria para el Año Tributario 2024 (1) (Presented in Spanish) (U) 35-S
 
2:35pm - 3:25pm Abusive Tax Schemes and Fraud (2) (T) 3
2:35pm - 3:25pm Residential Energy and Clean Vehicle Credits (2) (U) 31
2:35pm - 3:25pm Employee Retention Credit Positions and Audits (2) (U) 17
2:35pm - 3:25pm Partnerships and Non-resident Alien Withholding (2) (T) 30
2:35pm - 3:25pm State presentations (TBC - if applicable)
2:35pm - 3:25pm Dominar las Autorizaciones del IRS con los Formularios 2848 y 8821 (1) (Presented in Spanish) (T) 27-S
 
3:40pm - 4:30 The ABCs of Due Diligence (2) (T) 2
3:40pm - 4:30 Let’s Chat about What You Need to Know about Transcripts and How We Might Improve Them (2) (T) 25
3:40pm - 4:30 Understanding and Reviewing Collection Notices (2) (T) 42
3:40pm - 4:30 What to Expect When Meeting with Revenue Agents (2) (T) 44
3:40pm - 4:30 State presentations (TBC - if applicable)