Day 1 - Tuesday, Dec. 2
Preparing for Digital Asset Reporting on Form 1099-DA
1 AFSP, EA, CFP®, CPA, CRTP
Early career
Mid-career and beyond
Taxposium
10:00 a.m. - 10:20 a.m.
Welcome event / Q&A
Get ready for three days of must-attend tax education!
10:30 a.m. - 12:10 p.m.
Highlights of OBBBA Tax Law Changes
Instructors: Tom O’Saben, EA, Ed. M and Misty Erickson, MBA
2 AFSP, EA, CFP®, CPA, CRTP
12:45 p.m. - 1:00 p.m.
Activity
Take a break and enjoy some fun with fellow attendees!
1:00 p.m. - 2:40 p.m.
How Do You Solve a Tax Life Cycle Like Maria’s?
2 AFSP, EA, CFP®, CPA, CRTP
Optimizing Trust Management and Tax Planning
2 AFSP, EA, CFP®, CPA, CRTP
2:40 p.m. - 3:00 p.m.
Follow-up Q&A
Ask the instructor or subject matter expert a question pertaining to the session you just participated in.
3:15 p.m. - 4:05 p.m.
4:05 p.m. - 4:20 p.m.
Follow-up Q&A
Ask the instructor or subject matter expert a question pertaining to the session you just participated in.
Day 2 - Wednesday, Dec. 3
Early career
Mid-career and beyond
Taxposium
10:00 a.m. - 11:40 a.m.
Maximizing Deductions with
Bonus Depreciation and §179
2 AFSP, EA, CFP®, CPA, CRTP
11:40 a.m. - 12:00 p.m.
Follow-up Q&A
Ask the instructor or subject matter expert a question pertaining to the session you just participated in.
12:30 p.m. - 1:15 p.m.
Triple Your Impact: 3 Strategies to Increase Firm Profits
No CPE Provided
StanfordTax Demo: Simplify Tax Season with AI
No CPE Provided
1:25 p.m. - 3:05 p.m.
Mechanics of Partnership Basis Adjustments & Form 7217
2 AFSP, EA, CFP®, CPA, CRTP
3:05 p.m. - 3:25 p.m.
Follow-up Q&A
Ask the instructor or subject matter expert a question pertaining to the session you just participated in.
3:35 p.m. - 4:25 p.m.
Maximizing Benefits from Qualified Small Business Stock
1 AFSP, EA, CFP®, CPA, CRTP
The Importance of Reconstructing and Documenting Basis
1 AFSP, EA, CFP®, CPA, CRTP
4:25 p.m. - 4:35 p.m.
4:45 p.m. - 5:35 p.m.
Follow-up Q&A
Ask the instructor or subject matter expert a question pertaining to the session you just participated in.
Decoding Form 1099-R
Retirement Distributions
1 AFSP, EA, CFP®, CPA, CRTP
5:35 p.m. - 5:45 p.m.
Follow-up Q&A
Ask the instructor or subject matter expert a question pertaining to the session you just participated in.
Day 3 - Thursday, Dec. 4
9:45 a.m. - 10:15 a.m.
Early career
Mid-career and beyond
Taxposium
Welcome / Activity
Welcome back for the final day! Let's get those creative juices flowing.
10:20 a.m. - 12:00 p.m.
Charitable Giving and Trust Planning Ideas
2 AFSP, EA, CFP®, CPA, CRTP
Making Sense of ISOs, NSOs and RSUs
2 AFSP, EA, CFP®, CPA, CRTP
12:00 p.m. - 12:20 p.m.
Follow-up Q&A
Ask the instructor or subject matter expert a question pertaining to the session you just participated in.
12:45 p.m. - 1:35 p.m.
1:35 p.m. - 1:50 p.m.
Understanding Individual Tax Changes Under OBBBA
1 AFSP, EA, CFP®, CPA, CRTP
Follow-up Q&A
Ask the instructor or subject matter expert a question pertaining to the session you just participated in.
2:00 p.m. - 2:45 p.m.
From Free to Fee: The OBBB Method to Sell Premium Tax Advisory
No CPE Provided
Money Talks and So Do IRS Transcripts
No CPE Provided
2:55 p.m. - 4:35 p.m.
Impacts of Using the Married
Filing Separately Status
2 AFSP, EA, CFP®, CPA, CRTP
4:35 p.m. - 4:55 p.m.
Follow-up Q&A
Ask the instructor or subject matter expert a question pertaining to the session you just participated in.
5:00 p.m. - 5:15 p.m.