Federal Tax Update
Allison McLeod, CPA, JD, LLM, University of North Texas
Seismic changes in tax legislation is currently taking place, and the well-informed tax practitioner will want to attend this two hour monthly program in order to stay abreast of these developments! Approximately one-half of the program is devoted
to individual tax issues, and the remaining time is spend on business entity taxation, IRS procedure, tax legislation and other issues. Due to the changing nature of the topic, learning objectives, course descriptions and program content will
vary and will be provided in more specificity closer to presentation time. This course will provide a concise look at the hottest topics affecting every tax practitioner.
Program Content:
- Current individual tax issues.
- Current business entity tax issues.
- Any current tax legislation occurring during the period.
- Other issues affecting the profession, including IRS procedure, current cases, payroll, and other federal tax issues.
Learning Objectives:
- Understand the newest tax developments and changes to the Internal Revenue Code.
- Learn effective and efficient techniques for implementing new standards.
It's time to network with colleagues and visit sponsor tables.
Multistate Tax Update
Abbie Moyer, CPA, BGBC Advisory, LLC
Kyle Simmerman, CPA, BGBC Advisory, LLC
Taking an exciting journey through state tax developments for sales tax, income tax and other matters. We’ll highlight items to be aware of, rising issues and dive into state tax services. Plan to walk away knowing more about legislative,
administrative and state audits for Indiana and beyond our borders.
It's time to network with colleagues and visit sponsor tables.
Legislative Update
Lou Belch, The Corydon Group
Join Society lobbyist, Lou Belch, for a discussion on the post-election political environment in Indiana. This session offers invaluable perspectives for tax professionals seeking to stay ahead in a rapidly evolving political and legislative landscape.
It's time to have lunch with colleagues and visit sponsor tables. Lunch is provided for in-person attendees.
It's time to network with colleagues and visit sponsor tables.
Ethics: Tax Practice Standards
Allison McLeod, CPA, JD, LLM, University of North Texas
Please join us for a comprehensive discussion on standards that professionals must adhere to as tax practitioners. We will be covering the major governing rules, such as Treasury Circular 230, the AICPA Statements on Standards for Tax Services (SSTS), the Internal Revenue Code (IRC) and common law. Also included will be case studies illustrating dilemmas faced by tax practitioners. This course is ideal for CPAs, EAs, or other tax professionals.
Learning Objectives
By the end of the seminar, the participant will be able to:
- Know the expectations for tax practitioners in serving clients, including the duty of confidentiality, competency and proper administration of the tax law.
- Understand the practitioner’s obligations to disclose certain client information when representing them against the IRS.
- Know the sources that govern tax practice, such as Treasury Circular 230, the SSTS, the IRC and common law.
- Understand the common law standards of reasonable behavior and when a tax practitioner may be subject to negligence or other types of common law causes of action.
It's time to network with colleagues and visit sponsor tables.
Integrating Generative AI Into Your Tax Services
John Higgins, CPA, CITP, Higgins Advisory, LLC
Generative AI tools such a ChatGPT and Microsoft 365 Copilot are being used to boost the efficiency and quality of tax services. This session will provide practical examples of how you can put the power of this technology to use in your tax and accounting services today. Every CPA, whether in public accounting or working in private industry, should have a fundamental understanding of ChatGPT and generative AI applications more broadly. This session will provide you with a foundation of knowledge that will prepare you to leverage this technology to increase your personal productivity.