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Monday, November 15, 2021

- EST

Registration Open

- EST

Continental Breakfast and Vendor Display

- EST

NTSP2101. Welcome Remarks & Opening Keynote Presentation

Speakers: Douglas Lindholm, Congressman Thomas Suozzi, Congressman Tom Rice, Kelly Phillips Erb, David Lifson
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NTSP2101A. Bipartisan Tax Policy in a Partisan Era: What Recent Legislation Means for Future Tax Policy

Speakers: Congressman Thomas Suozzi, Congressman Tom Rice
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NTSP2101B. The Future of Work: Employer and Employee Tax Challenges Posed by a “Work from Anywhere” Workforce

Speakers: Douglas Lindholm, Kelly Phillips Erb
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Refreshment Break & Vendor Display

- EST

NTA2102. Current Developments in Accounting for Income Taxes

Speakers: Jack Coman, Ashby Corum
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NTA2103. Avoiding and Defending Against Penalties - Part 1

Speakers: John Marston, Melissa Wiley
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NTA2104. Current Tax Developments for Individuals and Closely Held Businesses

Speakers: David Kirk
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SOP2102. Where, Oh Where Is My Trust Taxed?

Speakers: David Berek, Sandi Thorman
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NTASOPTB01. Transition Break

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NTA2105. Circular 230: a Look Back and a Look Ahead

Speakers: Sharyn Fisk, David Holets
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NTA2106. Avoiding and Defending Against Penalties - Part 2

Speakers: Melissa Wiley
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NTA2107. Key 2021 Rulings: Business Tax Developments

Speakers: Annette Nellen
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SOP2103. Navigating the Charitable Transfer of a Business Interest

Speakers: Andy Barbee, Sandi Thorman
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Luncheon

- EST

NTA2108. Becoming a Digital Asset Expert

Speakers: Kirk Phillips, Amy Miller, Annette Nellen
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NTA2109. Protecting the Security of Tax Client Information

Speakers: Adrian Tillman, Thomas Patterson
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NTA2110. How to Help Small Business Navigate Complexity on Small Tax Budgets

Speakers: Jackie Meyer, Brandon Lagarde
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SOP2104. Enforcement Priorities: High-Income Non-Filers & High Wealth Taxpayers

Speakers: Don Fort, Caroline Ciraolo, Darren Guillot
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NTASOPTB02. Transition Break

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NTA2111. International Tax Update

Speakers: Chaya Siegfried
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NTA2112. Adapting to Wherever, Whenever and Work From Home Environment

Speakers: Sara Bridwell, Jackie Meyer, Chris Wittich
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NTA2113. Choice of Entity - A question of Cash Flows and Exits

Speakers: Shaune Scutellaro
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SOP2105. Mergers and Acquisitions - Making Your Business an Attractive Target

Speakers: Tony Nitti
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NTSSOP21ES02. Exhibitor Showcase - Sage Cloud Accounting and Autoentry: Stay Connected in a Changing World

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Refreshment Break & Vendor Display

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NTSP21LL01. Learning Lab - Crypto and your firm's response sponsored by CPA.com

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NTA2114. Using (Rather Than Losing) Losses for Individual Taxpayers

Speakers: Rob Keller, David Kirk, Tony Nitti
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NTA2115. Working Remotely - Tax Issues for the Employer and the Employee

Speakers: Deborah Walker, Mark Klein, Catherine Stanton
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NTA2116. Global Mobility: Changing Work Locations and Tax Jurisdictions

Speakers: Chaya Siegfried
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SOP2106. Estate Planning Nuggets in a Changing Tax World

Speakers: Martin Shenkman
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Networking Reception

Tuesday, November 16, 2021

- EST

Continental Breakfast and Vendor Display

- EST

Registration Open

- EST

NTSP21201. AICPA Tax Advocacy Update

Speakers: Jan Lewis, Melanie Lauridsen, Ed Karl
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NTSP21202. Sponsored Session: The Emergence of Analytics for Tax Positions

Speakers: Benjamin Alarie
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NTSP21203. Sponsored Session: Nuts & Bolts of Cryptocurrency Taxation

Speakers: Shehan Chandrasekera
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NTSP21204. Sponsored Session: Selling Your Brain NOT Your Time: Subscription Pricing for tax Professionals

Speakers: Ed Kless
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NTASOPTB03. Transition Break

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NTSP2102. IRS Executive Updates

Speakers: The Hon. Charles Rettig, De Lon Harris, Nikole Flax, Ken Corbin, Douglas O'Donnell, Darren Guillot, Erin Collins
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NTSP2102A. IRS Commissioner's Address: The Future State

Speakers: The Hon. Charles Rettig
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NTSP2102B. Executive Leadership Address: Insights From Today's IRS Leadership

Speakers: Drita Tonuzi, De Lon Harris, Nikole Flax, Ken Corbin, Douglas O'Donnell, Darren Guillot
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NTSP2102C. National Taxpayer Advocate

Speakers: Erin Collins
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NTASOP21ES03. Exhibitor Showcase - How Accounting Technology Broke Public Accounting

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NTSP21LL02. Learning Lab - How Accounting Technology broke Public Accounting sponsored by BaCo Tech

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Refreshment Break & Vendor Display

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NTA2120. Identifying and Targeting Tax Shelters: Microcaptives, Conservation Easements and Beyond

Speakers: Scott Ballint, Carolyn Schenck, Chris Rizek, Melissa Wiley
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NTA2121. Passthrough Arrangements: Partnership Tune-up Update

Speakers: Matthew Busta, Sarah Allen-Anthony
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NTA2122. COVID Pandemic Tax Relief - Where Are We Now?

Speakers: Deborah Walker
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SOP2108. Retirement Transition: Crucial Decisions That Matter Most

Speakers: Theodore Sarenski
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Luncheon

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NTA2123. Tax Planning Opportunities for Real Estate and Partnerships

Speakers: Brian O'Connor, Paul Wilner
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NTA2124. BBA Partnership Update: AARs, Exams, and Coming Developments

Speakers: Maria Dolan, John Carbone, Sarah Allen-Anthony, Rochelle Hodes
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NTA2125. Disaster Filing Deadlines and Casualty Losses

Speakers: Brandon Lagarde, Gerard Schreiber
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SOP2109. Planning to Obtain an Increased Cost Basis at Death

Speakers: Jeremiah Doyle
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NTASOP21ES04. Exhibitor Showcase

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Refreshment Break & Vendor Display

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NTA2126. Equity Compensation Practices, Pitfalls and Federal Income Taxation

Speakers: Dana Fried
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NTA2127. Deconstructing the K1 (inc. K2 and K3)

Speakers: Brian Lovett
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NTA2128. Should Everyone be an Employee? Policy for the Modern Workforce

Speakers: Annette Nellen
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SOP2110. Planning for Distributions from IRAs

Speakers: Steven Siegel
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NTASOPTB04. Transition Break

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NTSP21205. Best Ideas from the Conference: Yours and Ours

Speakers: Melissa Wiley, Shaune Scutellaro, Rob Keller, Martin Finn, Annette Nellen, Brandon Lagarde, Sandi Thorman, David Lifson

Wednesday, November 17, 2021

- EST

PFS2101. PFS2101 Welcome Remarks & Update from the IRS

Speakers: Robert Malone
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PFS2102. Transactions with disqualified persons in the family office setting

Speakers: Eric Johnson, Jane Searing
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Lunch Break - Grab a bite and Rejoin us at 1:45pm (ET)

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PFS2103. The future of work is a hybrid environment. Are you ready?

Speakers: Crystal Sewell, Kate Forsyth
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PFS2104. Troublesome Taxable Expenditure (Section 4945) Issues

Speakers: Jody Blazek, Jeffrey Haskell
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PFS21ES02. Exhibitor Showcase

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Refreshment Break & Vendor Display

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PFS2105. Evaluating Sustainability - Shaping Expectations in the Wake of a Pandemic

Speakers: Dwight Koda, Candice Meth
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PFS2106. Results of Performing a Cybersecurity Assessment on an Organization

Speakers: Wendye Mingo, Michael Davenport

Thursday, November 18, 2021

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PFS2107. ROUNDTABLE DISCUSSION: Complex Tax Reporting Issues for Private Foundations

Speakers: Frank Smith, Jennifer Harris, Jody Blazek, Jane Searing
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PFS2108. What's Next for Philanthropy

Speakers: Gabriel Kasper, Jane Searing
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PFS21ES03. Exhibitor Showcase

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Refreshment Break & Vendor Display

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PFS2109. Panel: How Private Foundations adapt, grow, and thrive

Speakers: Christi Annin, Beth deHamel, Sunil Garga
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Lunch - grab a bite and rejoin us at 1:35pm (ET)

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PFS2110. Risk and Insurance Climate in 2022: Trends, Pitfalls, and Lifelines

Speakers: McKenzie Chalmers, Jamie Gershon
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PFS2111. Accounting Standards Update - Impact of Current and Future Changes

Speakers: Candice Meth, Jennifer Deger
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PFS21ES04. Exhibitor Showcase

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Refreshment Break & Vendor Display

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PFS2112. Striking a Balance

Speakers: Mai-Anh Tran, Sally Bednar