TAX THEATER

 

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THOMSON REUTERS TAX THEATER, Tuesday 23 July 2019

10:00

EXPO & NETWORKING BREAK

Kip Dellinger
THOMSON REUTERS TAX THEATER
10:30

Tax Management (1 CPE CREDIT)

Part 1: Tax practitioners 10 significant mistakes
  • Identify tax preparer/adviser land mines
  • Protect against preparer penalty assessments
  • Guard against tax malpractice claims
Part 2: What is a Compliance library?
  • Recognize the key elements of a fiduciary governance process
  • Identify what documents to include in the trustee's compliance library
  • Determine how to create the record of "What you did, when you did it and Why you did it


Field of Study: Taxes
Corey Greene
THOMSON REUTERS TAX THEATER
11:30

How Progressive Tax Firms Leverage Disruption to Their Advantage (1 CPE CREDIT)

  • How new and emerging technology is directly, and indirectly, disrupting the tax and accounting profession
  • Capitalize on the tech opportunity by streamlining workflow and becoming an employer of choice
  • Become your clients trusted tax expert by leveraging change proactively


Field of Study: Taxes

12:30

EXPO & NETWORKING BREAK

Megan Lisa Jones
14:30

EXPO & NETWORKING BREAK

Jeanette Chun
THOMSON REUTERS TAX THEATER
15:00

International Tax (1 CPE CREDIT)

Part 1: The world is getting smaller and International Tax issues trickier
  • With the global focus on tax evasion, tax authorities are requiring reports from financial institutions overseas. Do you know your FBARs from your FATCAs?
  • As technology allows employees to be more mobile and work remotely, employer compliance is also under the microscope
  • The session focuses on the tricky international reporting issues that can catch even seasoned practitioners unaware
Part 2: Tax implications of international expansion
  • Understanding the tax challenges of operating in multiple jurisdictions
  • Assessing and evaluating the upfront costs of offshore operations for growing firms
  • Working with trusted advisors to plan global growth


Field of Study: Taxes
Jeanette Chun, Senior International VAT Consultant, Euro VAT Refund, Inc.
Dena Oberst
THOMSON REUTERS TAX THEATER
16:00

Wayfair & Quill (1 CPE CREDIT)

​​​​Part 1:How the Wayfair decision will transform sales taxes nationwide
  • How the Wayfair decision changed internet sales and how common transactions Quill no longer provide protection
  • What the Quill overturn means for CPAs and tax preparers
Part 2:The new landscape for Sales Tax Nexus post overturn of Quill
  • How does the overturn of Quill impact my business?
  • What is the financial risk to my company if we do nothing?
  • What resources do I need to have in order to prepare the sales tax returns?


Field of Study: Taxes



17:00

2019 Tax & Accounting Technology Innovation Awards

Now in their 16th year, CPA Practice Advisor's annual Tax & Accounting Technology Innovation Awards have been the pinnacle of recognition for technology vendors serving the tax and accounting profession. The awards recognize outside-the-box thinking in product development, breakthrough technologies, state of the art design and implementation, and cutting edge concepts that help accounting professionals and their clients be more productive and profitable.
last published: 18/Jul/19 22:25

THOMSON REUTERS TAX THEATER, Wednesday 24 July 2019

Mari-Anne Kehler
09:00

Keynote Address: The Versatile CPA: How the New Wave of Accountants is Redefining the Industry

  • As the talent incubator warms what is expected of new CPAs in this digital age and how can your firm keep up?
  • Driving a consultative mindset to become your clients ‘versatile advisor’

    *Two keynotes in combination equal 1 CPE CREDIT*
Corey Greene
09:30

Why Continuous Transformation is the Key to Thriving in the Current Market Landscape (1 CPE CREDIT)

  • Shift your firm toward forward-looking value-added services beyond traditional offerings
  • Mitigate surging market risks through a strategy of continuous improvement
  • Work towards more meaningful client relationships, more engaging work for staff and a healthier bottom line


Field of Study: Specialized Knowledge*Two keynotes in combination equal 1 CPE CREDIT*
Session led by: thomson-reuters-div.-of-tax-and-accounting
10:30

EXPO & NETWORKING BREAK

Sevan Gorginian
THOMSON REUTERS TAX THEATER
11:00

Bankruptcy & Divorce (1 CPE CREDIT)

Part 1:Bankruptcy! Basics and insights to help your clients
  • How to purchase assets and great deals through a bankruptcy sale
  • How to represent the Chapter 7 trustee in complex cases as the trustee's an accountant and finance expert
  • Bankruptcy and Taxes: How to treat and discharge taxes in bankruptcy
Part 2:Dividing Stock Options in Divorce

Field of Study: Finance
David Ellis, Partner, Ellis & Ellis CPAs
Gian Pazzia
THOMSON REUTERS TAX THEATER
12:00

Real Estate Tax (1 CPE CREDIT)

Part 1:Your house, your taxes: A primer in real estate taxes for homeowners
  • What can you deduct and use to your advantage when owning a home
  • What are the hidden costs of refinancing, and how refinancing can in some cases be an advantage to some
  • What are your tax advantages and stipulations in working from your home
Part 2:Depreciation rules changed by tax reform
  • Bonus depreciation updates
  • Legislation to correct Qualified Improvement Property Treatment
  • Self-constructed property and acquired property - the relevance of written binding contract rules
Field of Study: Taxes
Session led by: canopy
13:00

EXPO & NETWORKING BREAK

Hana Boruchov
THOMSON REUTERS TAX THEATER
14:00

IRS Tax Collections and Your Firm (1 CPE CREDIT)

Field of Study: Taxes

Hana Boruchov, Associate Attorney, Tenenbaum Law P.C
Peter Soh
THOMSON REUTERS TAX THEATER
15:00

R&D Tax Credit (1 CPE CREDIT)

  • Qualification of R&D tax credits
  • R&D tax credit methods
  • Current developments


Field of Study: Taxes
last published: 18/Jul/19 22:25

 

 

 

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