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Monday, October 31, 2022

7:30 AM – 9:00 AM EDT

Continental Breakfast and Vendor Display

8:00 AM – 6:15 PM EDT

Registration Open

9:00 AM – 10:00 AM EDT

NTSP2201. Welcome Remarks & Opening Keynote Presentation: Is the 21st Century IRS Ready to Really Stand Up?

Speakers: Charles Rossotti, David Lifson, Fred Goldberg
10:00 AM – 10:30 AM EDT

Refreshment Break & Vendor Display

10:30 AM – 11:45 AM EDT

NTA2202. Practical - Process for Adjusting Partnership Returns Under Bipartisan Budget Act of 2015 (BBA)

Speakers: Brian Myers, Rochelle Hodes
10:30 AM – 11:45 AM EDT

NTA2203. How to Prepare Your Client for Due Diligence: M&A Checklist

Speakers: Samuel Williams, Shaune Scutellaro, Rob Keller
10:30 AM – 11:45 AM EDT

NTA2204. Tax Planning Opportunities for Real Estate and Partnerships

Speakers: Brian O'Connor, Paul Wilner
10:30 AM – 11:45 AM EDT

SOP2202. IRA Update/Distribution Planning

Speakers: Theodore Sarenski
12:10 PM – 1:10 PM EDT

Luncheon

12:45 PM – 1:35 PM EDT

NTA2205. Business Tax Update: Key 2022 Rulings

Speakers: Annette Nellen
12:45 PM – 1:35 PM EDT

NTA2206. Planning with Stock Options & Partnership Profit Interests

Speakers: Jeffrey Martin, Karen Field
12:45 PM – 1:35 PM EDT

NTA2207. Digital Asset Taxation - Current Challenges, Developments and Regulation

Speakers: Kirk Phillips, Melanie Lauridsen
12:45 PM – 1:35 PM EDT

SOP2203. The State of Estate Planning: 2025 Is Around the Corner

Speakers: Justin Miller
1:50 PM – 2:40 PM EDT

NTA2208. Key 2022 Tax Developments for Individuals

Speakers: Annette Nellen
1:50 PM – 2:40 PM EDT

NTA2209. Today’s International Strategies: Opportunities and Traps

Speakers: David Sites, Joseph Calianno
1:50 PM – 2:40 PM EDT

NTA2210. Crystal Ball Gazing: Current and Future Legislative Update - What Should You Be Telling Your Clients?

Speakers: Janice Mays
1:50 PM – 2:40 PM EDT

SOP2204. Overview of Current Elder Planning Topics

Speakers: Martin Finn
2:40 PM – 3:10 PM EDT

Refreshment Break & Vendor Display

3:10 PM – 4:00 PM EDT

NTA2211. It's Not Too Late to Plan for Tax Season

Speakers: Brandon Lagarde, April Walker, Daniel Moore
3:10 PM – 4:00 PM EDT

NTA2212. K-2 and K-3 Filings

Speakers: David Sites, Tim Chan
3:10 PM – 4:00 PM EDT

NTA2213. Does Your Family Need an Office: Legal and Tax Structures in Organizing or Restructuring a Family Office

Speakers: Thomas Tillery
3:10 PM – 4:00 PM EDT

SOP2205. Retirement Planning for Small Business Owners

Speakers: Theodore Sarenski
4:15 PM – 5:05 PM EDT

NTA2214. How to Protect Your Clients from Themselves: "I Heard About This Tax Deduction on Social Media"

Speakers: Brandon Lagarde, April Walker, Daniel Moore
4:15 PM – 5:05 PM EDT

NTA2215. U.S. Person's Disclosure Dilemmas

Speakers: Rosy Lor
4:15 PM – 5:05 PM EDT

NTA2216. Living with the New Professional Standards from the AICPA and the IRS: SSTS and Circular 230

Speakers: Timothy McCormally, David Holets
4:15 PM – 5:05 PM EDT

SOP2206. State of Charitable Giving: From Basics to Billionaires

Speakers: Jeremiah Doyle
5:05 PM – 6:05 PM EDT

Reception

Tuesday, November 1, 2022

7:30 AM – 9:00 AM EDT

Continental Breakfast and Vendor Display

7:30 AM – 6:00 PM EDT

Registration Open

8:00 AM – 8:50 AM EDT

NTSP22SS01. Supporting AICPA Members through Tax Advocacy and in their Tax Practices

Speakers: Jan Lewis, Melanie Lauridsen, Ed Karl
8:00 AM – 8:50 AM EDT

NTSP22SS02. Inflation Reduction Act of 2022: Corporate AMT

Speakers: Susan Massey, Ben Willis
8:00 AM – 8:50 AM EDT

NTSP22SS03. Powering Prosperity with Tax Advisory (Sponsored by Intuit)

Speakers: Jim Buffington
9:00 AM – 11:10 AM EDT

NTSP2202. Sid Kess Award, Morning Announcements and IRS and Treasury Update

Speakers: Amalia Colbert - Invited, James Lee - Invited, Edward Killen - Invited, Kenneth Corbin - Invited, Nikole Flax - Invited, Daniel Moore, Douglas O'Donnell - Invited, Erin Collins - Invited, David Lifson
9:05 AM – 9:30 AM EDT

NTSP2202A. IRS Acting Commissioner's Address - Invited

Speakers: Douglas O'Donnell - Invited
9:30 AM – 10:20 AM EDT

NTSP2202B. Executive Leadership Address: Insights From Today's IRS Leadership - Invited

Speakers: Amalia Colbert - Invited, James Lee - Invited, Edward Killen - Invited, Kenneth Corbin - Invited, Nikole Flax - Invited, Douglas O'Donnell - Invited
10:20 AM – 11:10 AM EDT

NTSP2202C. National Taxpayer Advocate - Invited

Speakers: Erin Collins - Invited
11:10 AM – 11:40 AM EDT

Refreshment Break & Vendor Display

11:40 AM – 12:30 PM EDT

NTA2217. IRS Examination Priorities

Speakers: Maha Williams, Tom Greenaway, Holly Paz
11:40 AM – 12:30 PM EDT

NTA2218. Dealing with the Client Receipt of Multiple State K-1s

Speakers: Brian Myers
11:40 AM – 12:30 PM EDT

NTA2219. Corporate Transparency Act (CTA) is Around the Corner - Are You and Your Clients Ready?

Speakers: Melissa Wiley
11:40 AM – 12:30 PM EDT

SOP2207. Post-Mortem & Disclaimer Planning

Speakers: Steven Siegel
12:30 PM – 1:45 PM EDT

Luncheon

1:45 PM – 3:00 PM EDT

NTA2220. Work from Anywhere, Business Obligations & Opportunities: Employees and Clients Throughout the US

Speakers: Megan Kueck, Deb Walker, Mark Klein
1:45 PM – 3:00 PM EDT

NTA2221. Pass-through Entity Tax (PTET): Current Challenges and What's Next

Speakers: David Kirk
1:45 PM – 3:00 PM EDT

NTA2222. Choice of Entity: One Size Doesn't Fit All

Speakers: Shaune Scutellaro, Tony Nitti
1:45 PM – 3:00 PM EDT

SOP2208. The Income Taxation of Trusts and Estates

Speakers: Justin Miller
3:00 PM – 3:30 PM EDT

Refreshment Break & Vendor Display

3:30 PM – 4:45 PM EDT

NTA2223. Reasonable Cause in Current Times: Helping Clients with IRS Penalty Abatement

Speakers: Mary Slonina, Melissa Wiley
3:30 PM – 4:45 PM EDT

NTA2225. Section 1202 Qualified Small Business Stock: Requirements and Traps for the Unwary

Speakers: Tony Nitti
3:30 PM – 4:45 PM EDT

SOP2209. Planning with a Surviving Spouse

Speakers: Theodore Sarenski, Steven Siegel
4:55 PM – 5:45 PM EDT

NTSP2203. Panel Discussion: Best Ideas from the Conference: Yours and Ours

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