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Monday, November 13, 2023

7:00 AM – 9:00 AM EST

Continental Breakfast and Vendor Display

9:00 AM – 10:25 AM EST

NTSP2301. Conference Welcome | Keynote Presentation: Are you Future Ready? ChatGPT, Generative AI and the World of Tax

Speakers: Eric Lopresti, Jason Staats, Erik Asgeirsson, David Lifson
10:25 AM – 10:55 AM EST

Refreshment Break & Vendor Display

10:55 AM – 12:10 PM EST

NTA2302. Current Tax Developments for Individuals

Speakers: Annette Nellen
10:55 AM – 12:10 PM EST

NTA2303. Partnership Tax Saving Strategies

Speakers: Brandon Lagarde, Brian Lovett
10:55 AM – 12:10 PM EST

NTA2304. Cybersecurity and Your Role as a Tax Professional

Speakers: Bill Odom
10:55 AM – 12:10 PM EST

SOP2302. Post-Mortem Income Tax Planning: What Do You Need to Know and Do When a Client Dies?

Speakers: Jeremiah Doyle
12:10 PM – 1:25 PM EST

Luncheon

1:25 PM – 2:40 PM EST

NTA2305. Current Tax Developments for Business

Speakers: Annette Nellen
1:25 PM – 2:40 PM EST

NTA2306. Charging Forward with the New Energy Credits

Speakers: Kimberly Wojcik, Christian Wood
1:25 PM – 2:40 PM EST

SOP2303. Current Developments in Trusts and Estates

Speakers: Jeremiah Doyle
2:40 PM – 3:10 PM EST

Refreshment Break & Vendor Display

3:10 PM – 4:00 PM EST

NTA2308. Current Developments in State Income Taxation: Individual and Business

Speakers: Jamie Yesnowitz
3:10 PM – 4:00 PM EST

NTA2309. Navigating S Corporation Eligibility Concerns: Options for Addressing Common Problems

Speakers: Alta Li, Jeremy Brown, Rob Keller, Tony Nitti
3:10 PM – 4:00 PM EST

NTA2310. Living with New Rules: SSTS and Circular 230

Speakers: Timothy McCormally, David Holets
3:10 PM – 4:00 PM EST

SOP2304. How to Have an Estate Planning Conversation with your Client (Individuals and Businesses)

Speakers: Lisa Featherngill, Sandi Thorman
4:20 PM – 5:35 PM EST

NTA2311. Real Estate Developments

Speakers: Brian Lovett
4:20 PM – 5:35 PM EST

NTA2312. Balancing R&D Capitalization with Credits

Speakers: Travis Butler, Shaune Scutellaro
4:20 PM – 5:35 PM EST

NTA2313. When to Call a Lawyer Before you Need a Lawyer: Privilege, Practice and Procedure

Speakers: Caroline Ciraolo
4:20 PM – 5:35 PM EST

SOP2305. Incorporating Personal Financial Planning into Tax Compliance Practices

Speakers: Pamela Ladd, Christopher Benson
5:35 PM – 6:35 PM EST

Reception

Tuesday, November 14, 2023

7:00 AM – 9:00 AM EST

Continental Breakfast and Vendor Display

8:00 AM – 8:50 AM EST

NTA2307. Creating Mental Wealth

Speakers: Sherry James
8:00 AM – 8:50 AM EST

NTSP23SS01. AICPA Tax Division Update

Speakers: Eva Simpson, Eileen Sherr, Blake Vickers
8:00 AM – 8:50 AM EST

NTSP23SS02. The Rise of Generative AI for Tax Research: Sponsored by Blue J Legal

Speakers: Susan Massey, Benjamin Alarie
8:00 AM – 8:50 AM EST

NTSP23SS03. Leveraging the power of STEM to solve for the Accountant Shortage

Speakers: Chandrashekar Nagarajan
9:10 AM – 11:20 AM EST

NTSP2302. Morning Announcements and IRS Update

Speakers: Danny Werfel, David Padrino, Guy Ficco - Invited, Amalia Colbert - Invited, Edward Killen - Invited, Erin Collins - Invited, David Lifson, Holly Paz - Invited
11:20 AM – 11:50 AM EST

Refreshment Break & Vendor Display

11:50 AM – 12:40 PM EST

NTA2314. Corporate Transparency Act: T-Minus Seven Weeks to Launch!

Speakers: Melissa Wiley
11:50 AM – 12:40 PM EST

NTA2315. Don’t Get Blindsided: Pillar 2 Could Become Your Client's Next Nightmare

Speakers: Elizabeth Stevens, Blake Vickers
11:50 AM – 12:40 PM EST

NTA2316. Staffing Challenges: Using Onshore and Offshore Resources

Speakers: Dan Wise, Kenneth Omoruyi, Felicia Farrar
11:50 AM – 12:40 PM EST

SOP2306. Advanced Planning Strategies for Health Savings Accounts

Speakers: Kelley Long
12:40 PM – 1:40 PM EST

Luncheon

1:40 PM – 2:55 PM EST

NTA2317. The Top Tax Cases of All Time

Speakers: Damien Martin, Tony Nitti
1:40 PM – 2:55 PM EST

NTA2318. Catching up on Controversy: Post-filing Representation in a BBA Audit

Speakers: Maria Dolan, Clifford Scherwinski - Invited, Rochelle Hodes
1:40 PM – 2:55 PM EST

NTA2319. State of the Accounting Industry – Current Trends and Opportunities in CPA Firm M&A and Private Equity

Speakers: Wade Holmes, Allan Koltin
1:40 PM – 2:55 PM EST

SOP2307. Secure 2.0: Planning Opportunities for Individuals & Businesses

Speakers: Sandi Thorman, Daniel Moore
2:55 PM – 3:15 PM EST

Refreshment Break & Vendor Display

3:15 PM – 4:05 PM EST

NTA2320. S Corporations: Red Flags in the Basis Calculation

Speakers: Kristin Hill, Rob Keller
3:15 PM – 4:05 PM EST

NTA2321. Navigating Foreign Information Reporting: FBAR, Form 8938, and Other International Forms

Speakers: Rosy Lor, Melissa Wiley
3:15 PM – 4:05 PM EST

NTA2322. The Intersection of Tax and ESG

Speakers: April Little, Priscilla Bullock
3:15 PM – 4:05 PM EST

SOP2308. Puerto Rico Tax Strategies: Acts 20/22/60

Speakers: Elizabeth Stevens, Jay Nanavati
4:25 PM – 5:40 PM EST

NTA2323. Digital Assets: What You Need to Know Now

Speakers: Robert Tobey, Christopher Wrobel
4:25 PM – 5:40 PM EST

NTA2324. Navigating Pass-Through Entity Tax: Federal and State Challenges

Speakers: David Kirk
4:25 PM – 5:40 PM EST

NTA2325. Tax Practice Resiliency

Speakers: Kristie Ondracek, Chris Wittich, Damien Martin
4:25 PM – 5:40 PM EST

SOP2309. Successful Charitable Gifts: Choice of Donee and Substantiation Compliance

Speakers: Michele McKinnon