Our education sessions focus on practical training for newcomers and veterans alike, with lots of ideas and strategies you can use every day to improve your business, your clients' lives, and advance your career.

All times are Pacific, and the schedule is subject to change.

Monday, June 10, 2024

Start End Event Location
3:00 pm 7:00 pm Check in/Registration & Information
Badge Pickup (in person)
Hotel Lobby

Tuesday, June 11, 2024

Start End Event Location
7:00 am 8:00 am Networking Breakfast (included in the in-person registration) Expo Hall
7:00 am 4:40 pm Check in/Registration & Information Grand Ballroom Foyer
8:00 am 9:40 am Concurrent Education Sessions
Leveraging AI in Tax Notice Responses
Passive Normal Activity
A Review of SECURE 2.0
 
9:40 am 10:00 am Networking Beverage Break (included in the in-person registration) Expo Hall
10:00 am 11:40 am Concurrent Education Sessions
Exchange This!
Social Media Tax Trends  
Accurate Reporting and Maximum Strategy for Short-Term Rental              
 
11:40 am 1:00 pm Networking Lunch (included in the in-person registration) Expo Hall
1:00 pm 2:40 pm Concurrent Education Sessions
Mastering the Tax Research Process: Analyzing Tax Authority (Part 1 of 2)  
Business or Hobby?
Employee Stock Options & RSU's
 
2:40 pm 3:20 pm Networking Afternoon Social & CSEA Awards (included in the in-person registration) Expo Hall
3:20 pm 5:00 pm Concurrent Education Sessions
Mastering the Tax Research Process: Practical Applications (Part 2 of 2)
Due Diligence and Unique Dependent Scenarios
Business Dispostions - Corporations and Partnerships
 
5:00 pm
Conclusion of Day One

Wednesday, June 12, 2024

Start End Event Location
7:00 am 8:00 am Networking Breakfast (included in the in-person registration) Expo Hall
7:00 am 4:40 pm Check in/Registration & Information Grand Ballroom Foyer
8:00 am 9:40 am Concurrent Education Sessions
2023 & New 2024 Individual Tax News
Multi-State Tax Issues
Life Cycle of a Revocable Living Trust
 
9:40 am 10:00 am Networking Beverage Break (included in the in-person registration) Expo Hall
10:00 am 11:40 am Concurrent Education Sessions
2023 & New 2024 Business Tax Update
The Gig is Up: Handling Income in Unique Industries
20 More Questions About Trusts & Estates
 
11:40 am 1:00 pm Networking Lunch (included in the in-person registration) Expo Hall
1:00 pm 2:40 pm Concurrent Education Sessions
California Tax Update (Part 1 of 2)
Tax Stuff You Thought You Knew
Employee Retention Credit Update
 
2:40 pm 3:20 pm Networking Afternoon Social & Prize Drawing (included in the in-person registration) Expo Hall
3:20 pm 5:00 pm Concurrent Education Sessions
California Tax Update (Part 2 of 2)
121 Exclusion: So Much More Than the 2/5-year Rule
Weird Science: Ethics & the Misuse of AI in the Tax Practice
 
5:00 pm
Conclusion of Day Two

Thursday, June 13, 2024

Start End Event Location
7:00 am 8:00 am Networking Breakfast (included in the in-person registration) Expo Hall
8:00 am 9:40 am Concurrent Education Sessions
Hot Tax Topics Q&A Panel
ITINs - Individual Taxpayer Identification Numbers
Successful Schedule C Audits
 
9:40 am 10:00 am Networking Beverage Break (included in the in-person registration) Expo Hall
10:00 am 11:40 am Concurrent Education Sessions
Preparing Problem Tax Returns
Special Purpose Trusts: Qualified Personal Residence Trusts & Special Needs Trusts
Partnership and S-corp Basis
 
11:40 am
Super Seminar Concludes