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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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