Tax Alliance Conference Schedule*
June 12, 13 and 14, 2012
20 Hours CPE (Pending)
2 Hours Ethics for Enrolled Agents (Pending)
MCLE: Pending
*Subject to Change
June 12, 2012 - Bootcamp
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Registration Begins |
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This year we are offering one track for bootcamp, a mock trial. We believe that all tax professionals will benefit by seeing how a United States Tax Court trial is conducted as well as the Appeal conference prior to the trial. |
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| 2:00 - 2:10 | Opening Remarks |
Pat Sykes |
| 2:10 - 3:00 | Conflict of Interest For The Tax Professional |
Kyle Coleman |
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3:00 - 3:30 |
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Elizabeth Copeland |
| 3:30 - 4:00 | Preliminary Decision Letter Protest Preparation |
Elizabeth Copeland |
| 4:00 - 4:20 | Break | |
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4:20 - 4:45 |
Appeal Conference |
Elizabeth Copeland |
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4:45 - 6:00 |
The Mock Trial |
Judge Juan Vasquez, |
| 6:00 - 7:30 | Reception |
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June 13, 2012
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8:00 - 8:15 |
Opening Remarks |
Pat Sykes |
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8:15 - 9:30 |
Update |
Ira Shepard |
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9:30 - 9:50 |
Break |
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9:50 - 11:05 |
National Taxpayer Advocate |
Nina Olson |
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11:05 - 11:55 |
Making a Voluntary Disclosure to the IRS |
Jack Townsend |
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11:55 - 1:20 |
Lunch |
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1:20 - 2:10 |
Lien Basics: What is A Tax Lien, Etc |
Bryan Camp |
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2:10 - 2:30 |
Break |
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2:30 - 3:20 |
What Every Employer Should |
Heather Pesikoff |
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3:20 - 4:10 |
Liens - Alter Ego and Nominee |
Bryan Camp |
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4:10 - 5:00 |
Federal Income Tax Consequences |
Karen Hughes |
June 14, 2012
| 8:00 - 8:50 | Audit Proofing your Travel, Meals and Entertainment Deductions |
LG Brooks |
| 8:50 - 9:40 | LLC Basis and At Risk for the Pro-Active Practitioner |
Clint Davis |
| 9:40 - 10:00 | Break |
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| 10:00 - 10:50 | Criminal Investigation Refund and Preparer Fraud |
Andrea Whelan |
| 10:50 - 11:40 | Protecting Your Client's Rights |
Greta Hicks |
| 11:40 - 12:40 | Lunch |
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| 12:40 - 1:30 | S-Corporations: The Good, The Bad and The Study |
Katy David |
| 1:30 - 2:20 | Office Of Professional Responsibility Update |
Karen Hawkins, Director, OPR |
| 2:20 - 2:35 |
Break | |
| 2:35 - 3:25 | Policing Preparers | IRS PRO |
| 3:25 - 4:15 | Panel - Q & A with OPR & RPO |
Karen Hawkins RPO Representative Larry Jones Patti Logan |