Track 1

Track 2

Track 3

Early Bird Session - Psychology of Wealth

Neetu V. Khiantani and Michael Mechler

Federal Income Tax Updates (technical) - Individual

Outline for both Individual & Business

Bruce McGovern

ERC (technical)

Cedric Pitts

The Corporate Transparency Act (technical)

Jack Najarian and Luz E. Villegas-Banuelos

Federal Income Tax Updates (technical)

Bruce McGovern

ERC (technical)

Cedric Pitts

Newton's Laws of Motion - Their Real Application to Executing Through Change in Your Firm (non-technical)

Will Hill

Federal Income Tax Updates (technical) - Business

Bruce McGovern

Reasonable Compensation for S Corp (technical)

Barbara Ashorn

Does Your Business Hit the Mark? (non-technical)

Gregory Derderian

Federal Income Tax Updates (technical)

Bruce McGovern

Cybersecurity and Your Role as a Tax Professional (technical)

Bill Odom

Thought Leadership (non-technical) 

Rhea Wessel

Profitable Alternative Risk Transfer (technical)

Jeremy Colombik - contact John Dohn for more information at john@themsicorp.com

Financial Market Update (technical)

Chris Matlock

Simple Online Automation (non-technical)

Alik Mock and Zac Neill

Tax Controversy: Employee Retention Credit (ERC) Voluntary Disclosure Program, IRS Processing Moratorium, and IRS Audit and Appeals Update (technical) 

Juan Vasquez, Jr and Tania Albuja

Statements on Standards for Tax Services (SSTS) (technical)

1 statements-on-standards-for-tax-services-sstss-no-1-4

2 mapping-of-existing-standards-to-updated-standards-effective-jan-1-2024

3 interpretations-for-statements-on-standards-for-tax-services-ssts-effective-1-1-2024

4 faq-for-statements-on-standards-for-tax-services-ssts-effective 1-1-2024

2023-08-01 TTA article AICPA finalizes new standards on tax positions

2023-11-01 TTA Understanding the updated tax ethical standards

2023-11-13 Press release AICPA Tax Executive Committee Approves Revised Tax Standards Following Comment Period

Gerald Schreiber, Jr and Henry Grzes

The Evolving Landscape of Business Tax Credits: R&D, Section 174 Amortization, and Substantiation Best Practices

Taylor Melton

Equity Compensation: Taxation and Planning (technical)

Wade Egmon

Current Tax Controversy Updates and Advanced Issues (technical)

Keith Cothroll

Building the Highly Effective Tax Practice (non-technical)

Austin Tenette

Sips & CPE - The Impact of AI on Tax Professionals (technical)

Peter Purcell & Todd Boutte

Early Bird Session - Practice Valuation & Buyer/Seller Concerns (non technical)

Wade Holmes

Analysis and Automation Software Practice Owners and Tax Professionals Should Know (non-technical)

Lawrence Hackney

Lessons in Leadership (non-technical) - no slides to share

Steve Goodman

Recalibrate Success: Begin with the End in Mind (technical)

Amanda Bar

Leverage Your Brand to Attract the Right Clients  (non-technical)

Justin Lynch

Introduction to the Internal Revenue Manual (IRM) (technical)

Tyrone Taylor

Modern Pension Planning (technical)

Adam Bar

Qualified Opportunity Zones: Where Are We Now (technical)

Austin Carlson

2024 Legislative Landscape for Tax Practitioners (technical) - no slides

Anna Taylor and Jeff Kummer

Trends in Structuring Cross-Border Joint Ventures (technical)

Phyllis Guillory and Morgan Alleyn

Recent Changes to the ACA: Navigating the New IRS E-filing Requirements (technical)

Monica Pritz

Professional Ethics (technical)

Deanna Sullivan

Texas Tax Related Updates for Corporations (technical)

Anika Dickinson

Appraisal Review Board (non-technical)

Tracie Zimmerman

Professional Ethics (technical)

Deanna Sullivan

Partnerships in Distress: Debt/Equity Tax Overview  (technical)

Michael Schindler

Elevating ESG through Tax (technical)

Victor Sturgis

Professional Ethics (technical)

Deanna Sullivan

Partnerships in Distress: Debt/Equity Tax Overview  (technical)

Michael Schindler

Managing US Tax Litigation and Controversy (technical)

Dan Sosna, Jenny Joy, Paul Masters, Bill Grout, Marian Briscoe

Professional Ethics (technical)

Deanna Sullivan

Sips & CPE - 2024 Cyberthreat Update: You Will Be Breached (technical)

Chad Hiatt