Conference Schedule

Tax Alliance Conference Schedule*

June 11, 12 and 13, 2013

20 Hours CPE 
2 Hours Ethics for Enrolled Agents & Registered Return Preparers (Subject to approval by OPR) 

MCLE:  Pending

*Subject to Change

June 11, 2013 - Bootcamp

    Registration begins at 1:00 PM

PREPARATION/SUBSTANTIVE LAW
    

 2:00 - 2:10
Opening Remarks 
Richard Logan
2:10 - 3:00
            What To Be Aware Of When Preparing
The Partnership Return
Clint Davis

3:00 - 3:50

The Basics of Subchapter S Corporation Basis

Jim Smith

 3:50 - 4:10
Break
  
 4:10 - 5:00
            The Real World of Financial Statements
 and Tax Returns
 
Pat Sykes 

5:00 - 5:50

What To Do When You
Don't Know What To Do

LG Brooks

6:00 - 7:30

Reception

 

REPRESENTATION/CONTROVERSY

 2:00 - 2:10

                          Opening Remarks                          

 Patti Logan

 2:10 - 3:50

Nuts and Bolts of the OIC

 Patti Logan

 3:50 - 4:10

Break 

 

4:10 - 5:00 

Nuts and Bolts of the OIC (Continued) 

 Patti Logan

5:00 - 5:50 

Panel Discussion - IRS Collection Issues

 Larry Jones
Patti Logan
David Ronquillo

6:00 - 7:30 

 Reception

 


June 12, 2013

8:00 - 8:15 

Opening Remarks 

Richard Logan

 8:15 - 9:30

Update 

 Ira Shepard

9:30 - 9:50 

 Break

 

9:50 - 11:05 

Taxpayer Advocate

Michael McDermott 

11:05 - 11:55 

What To Do When The Special Agent Arrives

Josh Ungerman

11:55 - 1:20 

Lunch 

 

 1:20 - 2:35

Identity Theft

Brooke Tetzlaff
Bill Beckham 

2:35 - 2:55

Break

 

 2:55- 4:10

Affordable Care Act Tax provisions - Opening of the Health
Insurance Market Place - an Overview

Laurel Cummings 

4:10 - 5:00 

IRS Alphabet Soup:  Practical and Precedential Value of AODs, I.R.B.s; TAMS and Other Guidance

Tina Green
Nikki Laing

June 13, 2013

8:00 - 8:50 


            OPR Update of Due Diligence

Karen Hawkins
8:50 - 9:40 
Ethics Q & A

Karen Hawkins
Larry Jones
9:40 - 10:00 
Break
 
10:00 - 10:50
           
Community Property Laws and Tax Issues

Elizabeth Copeland
 10:50 - 11:40
            Deducting Repairs and Maintenance Expense
vs. Capitalization

Blaise C. Bender
11:40 - 12:40 
Lunch

 
12:40 - 1:30
            At Risk - What Is It?
           
Clint Davis
1:30 - 2:20
            Summer 2013 Collection Update
           
David Ronquillo
2:20 - 2:35 
Break
           
 
2:35 - 3:25

    What You Need to Know About International
Tax Issues (aka Alphabet Soup and the IRS)

Steve Miller
3:25 - 4:15

      Things You Need to Know About LLC's
(But Were Afraid to Ask)

Dan Baucum

 

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