Event Registration

Registration, Sign-in, and Breakfast 7:30am to 7:55am PDT

Welcome and Announcements 7:55am to 8:00am PDT

From the Commissioner: A Look Inside the IRS 8:00am to 9:30am PDT

The Inflation Reduction Act of 2022 appropriated almost $80 billion to the IRS to be expended over 10 years, mostly for Taxpayer Services, Enforcement, Operations Support, and Business Systems Modernization. Former IRS Commissioner Chuck Rettig will discuss the importance of these funds to support meaningful, effective tax administration for your clients, you, and our country.

Break 9:30am to 9:45am PDT

Employee Retention Credit: Opportunities and Compliance 9:45am to 10:45am PDT

Break 10:45am to 10:55am PDT

Break 11:45am to 11:55am PDT

Nexus Rules: What Every Tax Professional Should Know 11:55am to 12:45pm PDT

Lunch Break 12:45pm to 1:35pm PDT

Cybersecurity Ninjas: Driving Awareness and Action 1:35pm to 2:25pm PDT

Break 2:25pm to 2:35pm PDT

Break 3:25pm to 3:35pm PDT

Achieving Work/Life Balance in a Demanding CPA Environment 3:35pm to 4:25pm PDT

Explore why achieving a healthy work/life balance is critical for personal well-being, job satisfaction, and long-term career success in the accounting profession.

Adjourn 4:25pm to 4:30pm PDT

Reception 4:30pm to 6:30pm PDT

Registration, Sign-in, and Breakfast 7:30am to 7:55am PDT

Welcome and Announcements 7:55am to 8:00am PDT

Federal Tax Update 8:00am to 8:50am PDT

S Corporations - Planning and Tax Strategies 8:50am to 9:40am PDT

Break 9:40am to 9:55am PDT

Break 10:45am to 10:55am PDT

The Chevron Ruling: Redefining Tax Compliance and Planning 10:55am to 12:10pm PDT

Lunch Break 12:10pm to 1:00pm PDT

Understanding Estate Planning: Lifetime vs. Testamentary Strategies for Estates Valued Between $3M and $15M 1:00pm to 2:15pm PDT

Break 2:15pm to 2:25pm PDT

Economic Update 2:25pm to 3:15pm PDT

Break 3:15pm to 3:25pm PDT

Adjourn 4:15pm to 4:20pm PDT