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Orlando | Agenda
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Tuesday, Oct. 17, 2023
11:00 a.m. - 5:30 p.m.
Registration open
Annual Federal Tax Refresher (AFTR) Workshop - separate registration required
12:00 p.m. - 5:30 p.m.
Wednesday, Oct. 18, 2023
7:00 a.m. - 5:30 p.m.
Registration open
7:00 a.m. - 8:00 a.m.
Coffee and networking
7:00 a.m. - 2:00 p.m.
Expo Hall open
8:00 a.m. - 9:40 a.m.
Individual & Business Tax Updates, followed by an update from the IRS
9:40 a.m. - 10:20 a.m.
Break & Expo Hall
10:20 a.m. - 12:00 p.m.
Helping Clients Use Clean Energy Credits
Deferring Capital
Gains Tax
Analyzing K-1 Codes
Reporting the Sale of an S Corporation
1:30 p.m. - 3:10 p.m.
Understanding State Credits for Pass-Through Entity Taxes
Working with House Flipping Clients
Responding to IRS Collection & Audit Letters
Reporting Shareholder Related Expenses on Form 1120-S
3:40 p.m. - 5:20 p.m.
Reporting K-3 Information on Form 1116
Strategizing for Retirement Plan Options after Age 73
Understanding Trusts & Trust Filings
Correcting Depreciation on Form 3115
3:40 p.m. - 5:20 p.m.
12:00 p.m. - 1:30 p.m.
Lunch on own & Expo Hall
Thursday, Oct. 19, 2023
7:00 a.m. - 5:30 p.m.
Registration open
7:00 a.m. - 8:00 a.m.
Coffee and networking
7:00 a.m. - 2:00 p.m.
Expo Hall open
8:00 a.m. - 9:40 a.m.
Helping Clients Use Clean Energy Credits
Deferring Capital
Gains Tax
Analyzing K-1 Codes
Tax Consequences of Terminating a Partnership
9:40 a.m. - 10:20 a.m.
Understanding State Credits for Pass-Through Entity Taxes
Working with House Flipping Clients
Ethics & Due Diligence
Reporting Shareholder Related Expenses on Form 1120-S
3:40 p.m. - 5:20 p.m.
Reporting K-3 Information on Form 1116
Analyzing Personal Casualty Gains & Losses
Understanding Trusts & Trust Filings
Correcting Depreciation on Form 3115
12:00 p.m. - 1:30 p.m.
10:20 a.m. - 12:00 p.m.
Break & Expo Hall
Lunch on own & Expo Hall
1:30 p.m. - 3:10 p.m.
3:40 p.m. - 5:20 p.m.
Strategizing for Retirement Plan Options after Age 73
Determining EIC Eligibility
Responding to IRS Collection & Audit Letters
Reporting the Sale of an S Corporation
3:40 p.m. - 5:20 p.m.
*Times are subject to change.
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