Seminars at the Convention

All classes are available a la carte for your convenience!

If you would like to attend select seminars in-person, click the "Live Seminar" buttons to register. 

If you would like to register for an event virtually, click the "Webinar" buttons to register.

Unconvering Your Full Potential with John Kennedy

Monday, May 23

3 pm - 5 pm

Our biases and behaviors affect our business, and our life, more than we think they do. John Kennedy will highlight the process of critical thinking, allowing you to sharpen your problem-solving skills. You'll leave the presentation rethinking your approach to business and life — we invite you to remove the limiting beliefs that hold you back from your full potential. (2 CPE)

Live Seminar (In Person)

TaxSpeaker Inside Out Basis: S Corporations & Partnerships

Tuesday, May 24
8 am - 10 am

Upon completion of this course, you will have a greater understanding of outside tax basis as compared to at-risk basis and how the differences affect a tax return. The course then undertakes a detailed analyses of S Corp basis rules: increases, decreases, debt, losses in excess of basis and suspended basis loss, and includes special discussion of the effects of PPP loan forgiveness. The S Corp chapter concludes with blank, user-friendly basis calculation schedules. The LLC/partnership basis chapter analyzes the differences in partnership vs. S Corp basis, including debt basis and types of debt as well as the special 754 step up basis rules. (2 CPE)


TaxSpeaker Medicare

Tuesday, May 24
10:30 am - 11:30 am

Upon completion of this course, you will be able to identify the necessary qualifications of individuals for Medicare benefits, as well as determine when taxpayers should sign up for them. You will recognize the qualifications for Medicare Advantage Plans, and be able to have the discussion ‘When is Medicare Advantage not appropriate?’ Participants will have a greater understanding of the enrollment process, as it relates to enrollment time periods, penalties, and interactions with other insurance. You will receive an explanation of the Medigap Supplement Policies and Medicaid, in addition to being able to discuss the premiums, deductibles, and copays for Medicare Plans A, B, and D. This course will give you a basic understanding of the 4 types of Medicare plans, including eligibility, cost per type for 2021, explanation of coverage, preventative services, source of funds, high income penalties, and much more! (1 CPE)


TaxSpeaker Business Pension Plans

Tuesday, May 24
1 pm - 4 pm 

Upon completion of this course, you will be able to determine how to handle qualified domestic relations order distributions and identify the five rules for withdrawals from qualified plans, as well as the characteristics for Profit-Sharing Plans. You will receive an overview of various retirement plans and their top-heavy rules, rollovers, vesting, and Safe Harbors. In addition, you will be able to define Money Purchase Plan and SEP-IRAs as well as identify the properties of SIMPLE plans and determine who should benefit from SIMPLE plans. Participants will gain an understanding of defined contribution plans, including such topics as profit sharing, money purchase, and single, solo, or Roth 401k’s. The course will cover comparison tables, new pension plan credits, defined benefit plans, creditor protection, and rollovers as business startups (ROBS). (3 CPE)

TaxSpeaker Best of Tax Planning and Retirement Ideas for Individuals

Thursday, May 26
8 am - 4:15 pm 

Give the very best accounting care to your individual clients with TaxSpeaker’s course on the Best of Tax Planning and Retirement Ideas for Individuals! This course is designed to guide practitioners through dozens of old and new planning concepts and equip you with tools to help clients through unusual income years, long-term guidance for small businesses and high or low-income individuals. This rare instruction allows optimal tax and retirement planning rather than mere tax compliance. Whether you are a seasoned accountant looking for professional development or new to the tax preparation business, our instructors meet you where you are to fully benefit your clients, as well as yourself. We’ve included key updates from 2022 Congressional and IRS changes, too! Overall, this course comprises three sub-topics: planning ideas for the W-2 taxpayer, planning for the small business owner, and planning for everyone. Each unit includes 15-30 planning tools, checklists, and example guidance illustrating the rules and tools needed to utilize the idea presented. (8 CPE)

Correcting 1099's for a Variety of Forms

Friday, May 27
8 am - 10:00 am 

Have you ever wondered how to correct a 1099-INT that arrives in your name only and other taxpayers need to report their share of the income? How do you deal with a 1098 where the interest needs to be reported by two different taxpayers? Did you know that there are several different types of errors that can be on the 1099 series? The type of error determines how to correct the form. What happens when a person is really an employee and receives a 1099-NEC? These questions and many others concerning the errors on 1099s or on employee classification will be discussed in this informative seminar. (2 CPE)

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