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SCHEDULE

PDF Printable 2018 Schedule

Please use this schedule to help plan your day of seminars. Seminar room assignments for each session will be available on site in your registration packet. Note: This information is for planning purposes only.

The Meaning of the Seminar Track Symbols:

(E) Ethics Seminar*
(T) Federal Tax Law*
(U) Federal Tax Law Updates*
(F) Certified Financial Planner Track (TBD)**
Offered one time only Offered ONE TIME only
Offered TWICE on the same day Offered TWICE on the same day

There are no advanced preparation requirements or prerequisite requirements for the seminars listed below. All seminars presented at the tax forums are "group-live."

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.

**Seminars marked (F) were reviewed by the Certified Financial Planner Board and qualify for continuing education credit for certified financial planners.



MONDAY

1:00 pm - 7:00 pm
Registration and Express Check-In

11:30 am - 6:00 pm
Annual Federal Tax Refresher Course
Note: This course is not included in the Nationwide IRS Tax Forum registration fee. Separate registration and additional payment is required.

TUESDAY

7:00 am
Registration Opens

8:00 am - 8:50 am
Security and e-Services – How to Protect Your EFIN, PTIN and CAF Number (T)(F)
The Tax Professional's Guide to Understanding the Importance of Properly Substantiating Business Expense Deductions (T) (F) Offered TWICE on the same day
S Corporation Hot Spots – What You Need to Know in Light of the Tax Cuts and Jobs Act (A) (U) (F)
Tax Professionals – A Compliance Overview (T) (F) Offered TWICE on the same day
What Tax Professionals Should Know about Social Security (T) (F)

9:05 am - 9:55 am
Circular 230: Diligence in Tax Practice (E)(F)
Tax Reform Highlights for Employers (U) (F)
Home Sweet Tax Shelter (U) (F)
Advocating for Your Client in Cases Involving Charitable Contribution Deduction Issues (A)(T) (F) Offered TWICE on the same day
Payroll Pointers for Filers of Forms W-2/W-3 (T) (F)

10:10 am - 11:00 am
Working with Collection - Balance Due Options (A)(T) (F)
Twenty Percent Small Business Deduction: How to Calculate Qualified Business Income (QBI) on the 1040 (A) (U) (F)
Partnership Schedule K-1 – What You Need to Know in Light of The Tax Cuts and Jobs Act (A) (U) (F) Offered TWICE on the same day
Data Compromises – It's Not a Matter of "If" but "When" (T)(F)
Advocating for Your Uniformed Client - Military Tax Issues (A)(T) (F)

11:00 am
Nationwide Tax Forum (NTF) Expo Hall Opening

11:00 am - 1:30 pm
Lunch & Learn at the NTF Expo Hall

1:30 pm - 2:20 pm
Keynote Address (T) Offered one time only

2:45 pm - 3:35 pm
Enhancing the Tax Pro Experience: Navigating the IRS with Communications and Liaison (T)
Tax Reform Highlights for Small Businesses and Pass Through Entities (U) (F)
The Tax Professional's Guide to Understanding the Importance of Properly Substantiating Business Expense Deductions (T) (F) Offered TWICE on the same day
Your Client Owes the IRS—Now What? (T) (F)
Tax Professionals – A Compliance Overview (T) (F) Offered TWICE on the same day

3:50 pm - 4:40 pm
What is Your Authority for That? (A) (E) (F)
Partnership Schedule K-1 – What You Need to Know in Light of The Tax Cuts and Jobs Act (A) (U) (F) Offered TWICE on the same day
Get Ready for the Tax Cuts and Jobs Act New Due Diligence Requirements (U) (F)
Pros and Cons of Full Expensing and Section 179 Under the New Tax Law (U) (F)
Advocating for Your Client in Cases Involving Charitable Contribution Deduction Issues (A)(T) (F) Offered TWICE on the same day


4:45 pm - 6:00 pm
Welcome Reception at the NTF Expo Hall

Wednesday



7:00 am

Registration Opens


8:00 am 8:50 am

Tackling the Tough Issues of the Sole-Proprietorship (U) (F)
Advocating for Your Uniformed Client - Military Tax Issues (A)(T) (F)
Home Sweet Tax Shelter (U) (F)
Working with Collection - Balance Due Options (A) (T) (F)
What Tax Professionals Should Know about Social Security (T) (F)


9:05 am 9:55 am

Tax Reform Highlights for Employers (U) (F)
Get Ready for the Tax Cuts and Jobs Act New Due Diligence Requirements (U) (F)
Pros and Cons of Full Expensing and Section 179 Under the New Tax Law (U) (F)
Nonresident Aliens (NRAs) and U.S. Real Estate Investments (A) (T) (F) Offered TWICE on the same day
Payroll Pointers for Filers of Forms W-2/W-3 (T) (F)


10:10 am 11:00 am

Circular 230: Diligence in Tax Practice (E) (F)
What Happens in a Collection Appeals Hearing (T) (F)
S Corporation Hot Spots – What You Need to Know in Light of the Tax Cuts and Jobs Act (A) (U) (F)
Data Compromises – It's Not a Matter of "If" but "When" (T)(F)
TIGTA: Helping You and Your Client Steer Clear of the Latest Frauds, Scams and Swindles (T)(F) Offered TWICE on the same day


10:00 am

NTF Expo Hall Opens


11:00 am - 2:30 pm

Lunch & Learn at the NTF Expo Hall


1:00 pm - 1:50 pm

PLENARY SESSION: Highlights of Tax Changes from a Tax Forms Perspective (U) (F) Offered one time only


2:30 pm

NTF Expo Hall Closes


2:15 pm - 3:05 pm

What is Your Authority for That? (A) (E) (F)
Nonresident Aliens (NRAs) and U.S. Real Estate Investments (A) (T) (F) Offered TWICE on the same day
Security and e-Services – How to Protect Your EFIN, PTIN and CAF Number (T)(F)
Advocating in Liability Cases Using IRS Innocent Spouse Provisions (T)(F)
Automated Underreporter (T) (F)


3:20 pm - 4:10 pm

Tax Reform Highlights for Small Businesses and Pass Through Entities (U) (F)
What Happens in an Examination Appeals Hearing (T) (F)
Twenty Percent Small Business Deduction: How to Calculate Qualified Business Income (QBI) on the 1040 (A) (U) (F)
Your Client Owes the IRS—Now What? (T) (F)
TIGTA: Helping You and Your Client Steer Clear of the Latest Frauds, Scams and Swindles (T)(F) Offered TWICE on the same day


4:15 pm - 5:30 pm

NTF Networking Reception

Thursday


7:00 am

Registration Opens


8:00 am - 8:50 am

Tackling the Tough Issues of the Sole-Proprietorship (U) (F)
Automated Underreporter (T) (F)
Collection Issues (A) (T) (F) Offered TWICE on the same day
Bitcoin/Cryptocurrency – An Introduction and the Related Tax Consequences of Buying, Holding and Selling (A) (T) (F) Offered TWICE on the same day


9:05 am - 9:55 am

Cybersecurity for Tax Professionals (T) (F) Offered TWICE on the same day
S Corporation Shareholder Basis (T) (F) Offered TWICE on the same day
Choosing the Right Retirement Plan (T) (F) Offered TWICE on the same day
What Happens in a Collection Appeals Hearing (T) (F)


10:10 am - 11:00 am

Identity Theft Victim Assistance: How It Works for You and Your Client (T) (F) Offered TWICE on the same day
Collection Issues (A) (T) (F) Offered TWICE on the same day
Representing the Taxpayer without Records, How and When Can a Preparer Use Taxpayer Estimates and Reconstructions to Prepare a Return (A) (T)(F)Offered TWICE on the same day
Advocating in Liability Cases Using IRS Innocent Spouse Provisions (T)(F)


11:15 am - 12:05 pm

Passport Certification (A) (T) (F) Offered TWICE on the same day
Choosing the Right Retirement Plan (T) (F) Offered TWICE on the same day
Enhancing the Tax Pro Experience: Navigating the IRS with Communications and Liaison (T)
Tax Practice Quality Review: How to Work a Quality Practice without the Practice Working You (E) Offered TWICE on the same day


12:05 pm - 1:30 pm

Lunch


1:30 pm - 2:20 pm

Cybersecurity for Tax Professionals (T) (F) Offered TWICE on the same day
Bitcoin/Cryptocurrency – An Introduction and the Related Tax Consequences of Buying, Holding and Selling (A) (T) (F) Offered TWICE on the same day
S Corporation Shareholder Basis (T) (F) Offered TWICE on the same day
What Happens in an Examination Appeals Hearing (T) (F)


2:35 pm - 3:25 pm

Representing the Taxpayer without Records, How and When Can a Preparer Use Taxpayer Estimates and Reconstructions to Prepare a Return (A) (T)(F)Offered TWICE on the same day
Identity Theft Victim Assistance: How It Works for You and Your Client (T) (F) Offered TWICE on the same day
Passport Certification (A) (T) (F) Offered TWICE on the same day
Tax Practice Quality Review: How to Work a Quality Practice without the Practice Working You (E) Offered TWICE on the same day

Note: Seating is available on a first-come, first-served basis.