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Sunday, November 10, 2024

4:00 PM – 6:00 PM EST

Bubbles and Badges Pre-Registration Reception

Monday, November 11, 2024

7:00 AM – 9:00 AM EST

Breakfast

7:00 AM – 5:00 PM EST

Registration

8:00 AM – 8:50 AM EST

NTSP2401. AICPA Tax Division Update

Speakers: Elizabeth Young, Blake Vickers, Kristin Esposito
9:10 AM – 10:00 AM EST

NTSP2402. Conference Welcome | Keynote Presentation: Fiscal Cliff or Fiscal Opportunity? Tax and Fiscal Policy in 2025

Speakers: Maya MacGuineas
10:00 AM – 10:30 AM EST

Networking Break

10:30 AM – 11:45 AM EST

NTA2401. Individual Tax Developments - Planning and Due Diligence

Speakers: Annette Nellen
10:30 AM – 11:45 AM EST

NTA2402. International Information Returns - What You Need to Know and Traps for the Unwary

Speakers: Chaya Siegfried, Alina Solodchikova
10:30 AM – 11:45 AM EST

NTA2403. Choice of Entity Post 2025

Speakers: Tony Nitti
10:30 AM – 11:45 AM EST

SOP2401. Estate Planning for the 99%: Tax and Financial Planning Strategies When Estate Taxes Don't Matter

Speakers: Martin Finn
11:45 AM – 1:00 PM EST

Lunch

1:00 PM – 2:15 PM EST

NTA2404. Business Tax Developments - Planning and Due Diligence

Speakers: Annette Nellen
1:00 PM – 2:15 PM EST

NTA2405. Is your partnership ready for a comprehensive audit?

Speakers: Tom Greenaway, Rochelle Hodes
1:00 PM – 2:15 PM EST

NTA2406. Integrating Generative AI Into Your Tax Services

Speakers: John Higgins
1:00 PM – 2:15 PM EST

SOP2402. Retirement Plan Choices After SECURE 2.0 and What’s Next

Speakers: Michael Haberman, Renee Cahill
2:30 PM – 3:20 PM EST

NTA2407. The Corporate Transparency Act: (almost) One Year In

Speakers: Melissa Wiley
2:30 PM – 3:20 PM EST

NTA2408. Test your tax ethics IQ

Speakers: Brandon Lagarde, April Walker
2:30 PM – 3:20 PM EST

NTA2409. TCJA Expiring Provisions Planning

Speakers: Andrew Prior, Priscilla Bullock
2:30 PM – 3:20 PM EST

SOP2403. Estate Planning for the .1%

Speakers: Martin Shenkman
3:20 PM – 3:50 PM EST

Networking Break

3:50 PM – 5:05 PM EST

NTA2410. Tax Planning for Real Estate and Partnerships

Speakers: Brian Lovett
3:50 PM – 5:05 PM EST

NTA2411. Future-Proofing Your CPA Firm: Attracting and Retaining Top Talent

Speakers: Michelle Randall, Mark Gallegos, Joseph Falbo, Jr.
3:50 PM – 5:05 PM EST

NTA2412. Taxation of the Mobile Workforce – The Surprising Income Tax Consequences and Minefields Created by Remote Workers - From the Employer's Perspective

Speakers: Mark Klein, Chaya Siegfried
3:50 PM – 5:05 PM EST

SOP2404. Current Developments Affecting Estate and Related Planning

Speakers: Rosy Lor, Martin Shenkman
5:00 PM – 6:00 PM EST

Opening Reception

6:30 PM – 8:00 PM EST

Trivia on the Terrace

Tuesday, November 12, 2024

7:30 AM – 9:00 AM EST

Breakfast

7:30 AM – 5:00 PM EST

Registration

8:00 AM – 8:50 AM EST

NTSPSS01. The New Ethics of Generative AI for Tax Research presented by Blue J

Speakers: Benjamin Alarie
8:00 AM – 8:50 AM EST

NTSPSS02. Shift Happens: Harnessing Innovation in Alternative Investment Tax Compliance To Stay Ahead of a Moving Market, presented by K1x

Speakers: Danielle Tewes, Geralyn Hurd
8:00 AM – 8:50 AM EST

NTSPSS03. Empowering Tax Professionals: Leveraging Intelligent Automation to Combat Talent Shortages, presented by Datamatics Global Services Inc

Speakers: Sunil Dixit, Chris Yu
9:05 AM – 9:55 AM EST

NTSP2403. National Taxpayer Advocate

Speakers: Erin Collins
10:00 AM – 10:50 AM EST

NTSP2404. IRS Update: Executive Leadership

Speakers: Heather Maloy, Kimberly Rogers, LuCinda Comegys
10:50 AM – 11:20 AM EST

Networking Break

11:20 AM – 12:35 PM EST

NTA2413. Tax Considerations When Employees Use Corporate Assets

Speakers: Ruth Wimer, Joanna Kerpen
11:20 AM – 12:35 PM EST

NTA2414. Administrative Adjustment Requests under BBA: The "New" Amended Partnership Return

Speakers: Sarah Allen-Anthony, Rochelle Hodes, Clifford Scherwinski
11:20 AM – 12:35 PM EST

SOP2405. What to do When a Client Dies

Speakers: Natalie Perry, Laura Hinson
12:30 PM – 1:30 PM EST

Lunch

1:35 PM – 2:50 PM EST

NTA2415. How To Prepare Now for Crypto Reporting - With and Without Form 1099-DA

Speakers: Nik Fahrer, Annette Nellen, Sulolit "Raj" Mukherjee
1:35 PM – 2:50 PM EST

NTA2416. IRS Audit Hot Topics: Trends in Tax Enforcement

Speakers: Melissa Wiley, Tom Greenaway, Miri Forster, J.D., LLM
1:35 PM – 2:50 PM EST

SOP2406. Proactively Identifying PFP Opportunities in your Income Tax Practice that could Result in Greater Revenues

Speakers: Melissa Linn, Jimmy Williams
2:50 PM – 3:20 PM EST

Networking Break

3:20 PM – 4:10 PM EST

NTA2417. R & D Update: IRC Section 174 Developments and Regulations

Speakers: Shaune Scutellaro, Travis Butler
3:20 PM – 4:10 PM EST

NTA2418. Finding Your Passion in Tax

Speakers: Tony Nitti
3:20 PM – 4:10 PM EST

SOP2407. Trust Is Like The Air We Breathe

Speakers: Sandi Thorman
4:20 PM – 5:10 PM EST

NTA2419. Representing Clients in Tax Disputes: Effectively Communicating with the IRS

Speakers: Melissa Wiley, Sarah Allen-Anthony, Miri Forster, J.D., LLM
4:20 PM – 5:10 PM EST

NTA2420. SECA - When is a Partner Self-Employed

Speakers: David Kirk
4:20 PM – 5:10 PM EST

SOP2408. Tax Practice Makeover: Transforming your practice with year-round advisory services

Speakers: Mark Gallegos, Daniel Moore, April Walker