Big News! The education session line up is official and offers focused and practical training for newcomers and veterans alike, with lots of ideas and strategies you can use every day to improve your business and advance your career.

Expanded session descriptions and continuing education credits will be announced soon. In the meantime, we're providing this sneak peek to give you an overall idea of what's in store.

With three concurrent sessions happening in each time slot, it could be difficult to decide which sessions to attend! But don't worry, your registration includes access to a post-seminar library full of all session handouts, videos, speaker PowerPoints and you will also have access to take any session for self-study.


Tuesday  |  June 11

8:00 - 9:40 am

Leveraging AI in Tax Notice Responses
John Sheeley, EA

Can you - should you - use an AI tool to help with responding to tax notices and preparing other submissions?
8:00 - 9:40 am

Passive Normal Activity
Shannon Hall, EA

Take a deep dive into reporting and tracking passive activities.



8:00 - 9:40 am

A Review of SECURE 2.0
Alice Orzechowski, CPA, CMA, EA

SECURE 2.0 through the years - a comprehensive analysis of the law starting with where we are now, what is changing, and when it is changing.


10:00 - 11:40 am

Exchange This!
Laura Strombom, EA, MBA, USTCP

A practical, hands-on case study in how to properly report 1031 Exchanges with the IRS and CA FTB.

10:00 - 11:40 am

Social Media Tax Trends
Matt Metras, EA

Wait a second … TikTok isn't a substantial authority? A discussion on what's trending and how best to advise your clients while complying with our ethical standards.
10:00 - 11:40 am

Accurate Reporting and Maximum Strategy for Short-Term Rental
Natalie Kolodij, EA, CRETS

All you need to know about the popular yet misunderstood short-term rental tax loophole - passive or not? Schedule E or C?

1:00 - 2:40 pm

Mastering the Tax Research Process: Analyzing Tax Authority
(Part 1 of 2)

Thomas A. Gorczynski, EA, USTCP

Citable sources, reasonable basis and substantial authority, oh my! An in-depth discussion about what is and is not an authoritative source and how to read them, plus a review of tax research standards.
1:00 - 2:40 pm

Business or Hobby?
Alice Orzechowski, CPA, CMA, EA

Are you familiar with the 9 factors the IRS uses to determine if a venture is a business or hobby? The Tax Court sure is! Review the factors as well as some pretty interesting court cases on the topic.


1:00 - 2:40 pm

Employee Stock Options & RSU's
Karen Brosi, EA, CFP®

Bolster your understanding of ESOs and RSUs, taught by the best.






3:20 - 5:00 pm

Mastering the Tax Research Process: Practical Applications 
(Part 2 of 2)

Thomas A. Gorczynski, EA, USTCP

Learn how to effectively use your tax research for your clients' benefit.

3:20 - 5:00 pm

Due Diligence and Unique Dependent Scenarios
Brad Messner, MBA, CBSA, EA

Beyond the traditional nuclear family: who's claiming who, and how do you know they qualify? Also, how to set up due diligence process in your practice and how to prepare for a due diligence audit.
3:20 - 5:00 pm

Business Dispositions - Corporations and Partnerships
Laura Strombom, EA, MBA, USTCP

How to plan for and handle the sale or closure of your client's business.




Wednesday  |  June 12

8:00 - 9:40 am

2023 & New 2024 Individual Tax News 
Jane Ryder, EA, CPA

Find out all about the latest updates for individuals.


8:00 - 9:40 am

Multi-State Tax Issues 
Shannon A. Hall, EA

We'll work our way from coast to coast on a virtual road trip through multi-state filing requirements, unusual state reporting issues, and much more!

8:00 - 9:40 am

Life Cycle of a Revocable Living Trust 
Alice Orzechowski, CPA, CMA, EA

From tax IDs to tax forms, grantors to trustees - everything you need to know about the life cycle of a revocable living trust.


10:00 - 11:40 am

2023 & New 2024 Business Tax Update 
Jane Ryder, EA, CPA

Find out all about the latest updates for businesses.




10:00 - 11:40 am

The Gig is Up: Handling Income in Unique Industries 
Matt Metras, EA and Brad Messner, EA

When does a side gig qualify as a business? If you've got social media influencers, brand ambassadors, OnlyFans content creators, crypto investors or online gamblers for clients, this is the session for you!

10:00 - 11:40 am

20 More Questions about Trusts & Estates
Claudia Hill, EA, MBA

Trusts and estates may use the same tax forms and share other qualities, but they are different animals. Come learn what sets each of them apart.



1:00 - 2:40 pm

California Tax Update
(Part 1 of 2)

Karen Brosi, EA, CFP®

Everything you need to know about what's new for 2024 at the CA FTB, EDD & CDFTA.




1:00 - 2:40 pm

Tax Stuff You Thought You Knew
Ryan Reichert, EA, CFP®

Forget the basics. Let's talk about those interesting details in recent tax laws that may been skipped over before. WARNING: Attending this session may increase your likelihood of amending more returns than you’d care to admit.

1:00 - 2:40 pm

Employee Retention Credit Update
Lawrence Pon, EA, CPA, USTCP, CFP®

The latest details on ERC audits, withdrawals, and settlement options now that IRS has set its sights on fraudulent ERC claims.





3:20 - 5:00 pm

California Tax Update
(Part 2 of 2)

Karen Brosi, EA, CFP®

Get a head start on what's new & hip at the FTB, EDD & CDFTA for 2024.



3:20 - 5:00 pm

121 Exclusion: So Much More Than the 2/5-year Rule
Natalie Kolodij, EA, CRETS

Think you know all of the ins and outs of Sec. 121? Think again! There are some unique situations that many tax pros will come across in their practice and this course will help you recognize them.

3:20 - 5:00 pm

Weird Science: Ethics & the Misuse of AI in the Tax Practice 
John Sheeley, EA

Responsible computing - when is it okay to use AI in the tax world and when is it not?





Thursday  |  June 13

8:00 - 9:40 am

Hot Tax Topics Q&A Panel
Thomas A. Gorczynski, EA, USTCP; Natalie Kolodij, EA, CRETS; Brad Messner, MBA, CBSA, EA; and Matt Metras, EA

A powerful expert panel covering hot topics such as digital assets, real estate, security & technology & tax planning.

8:00 - 9:40 am

ITINs - Individual Taxpayer Identification Numbers
Lawrence Pon, EA, CPA, USTCP, CFP®

ITINS - who needs them, how do they get them, and how you can help your clients.



8:00 - 9:40 am

Successful Schedule C Audits
Jane Ryder EA, CPA

Everything you need to know about how to handle a Schedule C audit - from documentation to interacting with the auditor to audit reconsiderations and appeals.



10:00 - 11:40 am

Preparing Problem Tax Returns
Thomas A. Gorczynski, EA, USTCP

Just because a client's return isn't perfect, doesn't mean you must disengage. How to handle those problem returns while maintaining a commitment to accuracy and ethics.
10:00 - 11:40 am

Special Purpose Trusts: Qualified Personal Residence Trusts & Special Needs Trusts
Claudia Hill, EA, MBA

What makes special needs trusts so special anyway? How to identify these trusts, what makes them so unique, and the special compliance rules that they must follow.

10:00 - 11:40 am

Partnership and S Corp Basis
Ryan Reichert, EA, CFP®

Learn how to easily calculate partnership and S Corp basis for your individual clients.




Post Seminar Live Webinars  |  July 10 and July 11

July 10 | 10:00 - 11:40 am

Tax Deferral: Installment Sales and Planning Opportunities
Darryl Brown, EA, Ph.D.

Pen-to-paper approach to Sec 453 & Form 6252 + special topics like how to apply Sec 453 as an exit strategy for partners & S Corp owners.
July 11 | 10:00 - 11:40 am

Schedule D - The Good, The Bad and the Downright Ugly
Alice Orzechowski, CPA, CMA, EA

Incorrect basis? Wash sale? Sec 1244 stock? 1099-K or 1099-S? Limited Partnership interest? Personal bad debts? Worthless stock? No problem! We'll show you how to how to report ALL of these correctly.