2020 national big tax expertise conference in texas & … › ... ›...

BIG TAX EXPERTISEIN TEXAS

2020NATIONAL

CONFERENCE& EXPO

Your days at the NATP National Conference will be filled with timely courses that affirm your commitment to being a true pro. Enjoy the quality instruction and still have plenty of time to get out and see the city via our hotspot tours.

Early bird discount: Register now for as low as $788. Return to your clients renewed and armed with a new suite of tools.

• Four days of first-class tax education.

• An in-depth extended session focused on data security and physical office security. Expect to leave with a fully-written data security plan.

• Critical representation education that tax professionals need to understand.

• Evening events designed for fun, relaxation and giving back to the community.

No other conference provides such broad programming along with detailed topic delivery.

UP TO 27 CPE

National Conference – July 27-30

Grand Hyatt 600 E. Market Street San Antonio, TX

natptax.com/conference | 800-558-3402, ext. 3

Give your brain the night off.

Evening events bookend each day of learning with vibrant, no-pressure gatherings. Attendance is optional but encouraged to maximize your experience. Events include:

Kickoff social

San Antonio city tour (ticket required)

River walk boat tour (ticket required)

UNESCO missions tour (ticket required)

Charity event

Fiesta at Sunset Station (transport provided)

2020 NATP National Conference | San Antonio

Sunday, July 26

10:00 a.m. – 6:30 p.m. Registration desk open – pick up your materials!

10:30 a.m. – 11:30 a.m. Buying & Selling a Tax Practice: How to get exactly what you want

11:30 a.m. – 1:00 p.m. Chapter presidents’ lunch

12:30 p.m. – 4:30 p.m.An In-Depth Look at the Taxation of Virtual Currency Workshop (separate registration required*)

1:00 p.m. – 5:00 p.m. Chapter leader session

5:00 p.m. – 5:30 p.m. First-time attendee orientation

5:30 p.m. – 6:30 p.m. Conference kickoff

Monday, July 27 | 7 CPE

7:00 a.m. – 5:00 p.m. Registration desk open

7:00 a.m. Continental breakfast

7:00 a.m. – 7:30 a.m. Annual meeting

8:00 a.m. – 9:45 a.m. Welcome and tax update

10:05 a.m. – 10:55 a.m.The Future of Tax and Accounting: Cloud Hosting, Advisory Services and More

10:55 a.m. – 11:45 a.m. Sharyn Fisk, Director of OPR

1:00 p.m. – 4:00 p.m.San Antonio city tour (separate ticket purchase required)

1:15 p.m. – 2:55 p.m.

IRS Correspondence

Intermediate

Assist Clients with FDII and GILTI Intermediate

Installment Sales Reporting

Intermediate

Opportunity Zones

Intermediate

When to Fire a Bad Client

Intermediate

US Citizens Working AbroadIntermediate

3:15 p.m. – 4:55 p.m.

Analysis of the Case:Client OptionsIntermediate

At Risk and Form 6198

Intermediate

Advanced Farm Topics

Advanced

Subject to change. Visit our website for the most current information.

Course Schedule

Most sessions qualify for IRS and NASBA credit.


Monday continued

Conflicts of Interest in EthicsIntermediate/Ethics

Tax Reporting of Foreign BusinessIntermediate

RMD, RBD, QCD, QLAC: Retirement PlanningIntermediate

6:00 p.m. – 8:30 p.m.River Walk boat tour, hosted by the NATP Texas chapter (separate ticket purchase required)

Tuesday, July 28 | 8 CPE



11:30 a.m. – 7:00 p.m. Expo Hall open

8:00 a.m. – 9:40 a.m.

Criminal 101

Intermediate

Trade or Business Under §199AOverview

Understanding Cybersecurity TechnologiesOverview

What Would You Do?

Intermediate/Ethics

Charitable Contributions Under TCJAIntermediate

US Citizens Working AbroadIntermediate

10:00 a.m. – 11:40 a.m.

Resolving Non-Filer EngagementsIntermediate

Dealing with IRS Appeals

Intermediate

Transforming Client SuccessIntermediate

Tuesday continued

Interstate Sales Taxes After WayfairIntermediate

How SECURE is Your Retirement?Intermediate

Losses in the Era of TCJA

Intermediate

11:40 a.m. – 1:00 p.m. Lunch provided

1:00 p.m. – 5:00 p.m.UNESCO Missions tour(separate ticket purchase required)

1:00 p.m. – 2:40 p.m.

Offer in Compromises and Installment AgreementsIntermediate

AML, Representation and Cannabis Intermediate

Business Incorporation StrategiesIntermediate

§199A Deduction for RentalsIntermediate

FATCA – Beyond the BasicsAdvanced

Ins and Outs of §529 Plans

Intermediate

3:15 p.m. – 4:55 p.m.

Penalty Abatement TechniquesIntermediate

Best Practices for Defending an IRS ExamIntermediate

Assist Clients with FDII and GILTIIntermediate

Taxation of Virtual Currency

Intermediate

Cultural Disconnection with Non-US CitizensOverview

Form 3115 Change in Accounting MethodIntermediate

5:15 p.m. – 7:00 p.m. Charity Event


Wednesday, July 29 | 8 CPE



9:30 a.m. – 3:45 p.m. Expo Hall open

8:00 a.m. – 9:40 a.m.

§199A Deduction for RentalsIntermediate

RMD, RBD, QCD, QLAC: Retirement PlanningIntermediate

FATCA - Beyond the BasicsAdvanced

At Risk and Form 6198

Intermediate

Losses in the Era of TCJA

Intermediate

Opportunity Zone

Intermediate

10:20 a.m. – 12:00 p.m.

Succession Planning for Small BusinessAdvanced

Taxation of Virtual Currency

Intermediate

What Would You Do?

Intermediate/Ethics

How SECURE is Your Retirement?Intermediate

Tax Issues for Immigrants and AliensIntermediate

Interstate Sales Taxes After WayfairIntermediate

12:00 p.m. – 1:30 p.m. Lunch provided

1:30 p.m. – 3:10 p.m.

Best Practices for Defending an IRS ExamIntermediate

Ins and Outs of §529 Plans

Intermediate

Trade or Business Under §199AOverview

Wednesday continued

Tackling the Consolidated 1099Intermediate

When to Fire a Bad Client

Intermediate

Form 3115 Change in Accounting MethodIntermediate

3:40 p.m. – 5:20 p.m.

Tax Issues for Immigrants and AliensIntermediate

Installment Sales Reporting

Intermediate

Charitable Contributions Under TCJAIntermediate

Tax Reporting of Foreign BusinessIntermediate

Cultural Disconnection with Non-US CitizensOverview

Advanced Farm Topics

Advanced

6:00 p.m. – 9:00 p.m. Fiesta at Sunset Station

Spanish Track - Wednesday, July 29 | 8 CPEAll classes taught in Spanish.

8:00 a.m. – 9:40 a.m. Circular 230 Under TCJA - Intermediate

10:20 a.m. – 12:00 p.m. TCJA Affecting Taxpayers with ITINs - Intermediate

1:30 p.m. – 3:10 p.m. Basis - Intermediate

3:40 p.m. – 5:20 p.m. Foreign Income - Intermediate

Course Schedule


Thursday, July 30 | 4 CPE



8:30 a.m. – 10:10 a.m.

Cybersecurity and Protecting Digital Assets – Part 1 Intermediate

Conflicts of Interest in EthicsIntermediate/Ethics

IRS Stakeholder Liaison

Update

10:30 a.m. – 12:10 p.m.

Cybersecurity and Protecting Digital Assets – Part 2Intermediate

Tackling the Consolidated1099Intermediate

Succession Planning for Small BusinessAdvanced

The National Association of Tax Professionals (NATP) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Visit natptax.com/conference for session descriptions, objectives and CPE details.

* Workshop Add-On

An In-Depth Look at the Taxation of Virtual Currency Sunday, July 26 | 12:30 p.m. – 4:30 p.m.4 CPE for AFSP, EA, CPA, CFP®

Learn the background of virtual currency, how it has evolved and how the IRS has handled this new unregulated monetary transaction. With a new checkbox on the Form 1040, we’ll discuss the right questions to ask clients, review what tax law difficulties to expect, and learn the best practices for protecting yourself and the taxpayer. Using case studies, we’ll take a hands-on approach and complete the forms needed to properly report the transactions to the IRS.

Premium: $149 | Professional: $149 Basic: $189 | Not a member: $199

Visit natptax.com/conference for objectives, CPE details and to register.


Patti NewcomerVice President of Marketing, Intuit ProConnect

Patti will share her vision on the future of the tax and accounting industry as technology continues to rapidly evolve. With more automation, tax professionals fear jobs are becoming obsolete. Yet this is the opposite of what is happening. With cloud-based technology becoming the norm, tax and accounting professionals will have more time to focus on clients, tax planning and advisory services to better serve clients year-round. Patti will share how new capabilities and integrations allow for increased productivity, enabling accounting and tax firms to automate their compliance work and spend more meaningful time with clients to help them reach their goals.

Patti’s leadership and extensive experience in product development, marketing strategy, brand strategy, digital transformation and analytics guides Intuit’s efforts with tax professionals. Prior to that, she held senior executive roles at Worldpay, Wachovia Corporation and Capital One, and spent her early career in New Product Development at Procter & Gamble.

Keynote Speaker The Future of Tax and Accounting: Cloud Hosting, Advisory Services and More


Keynote Speaker IRS Office of Professional Responsibility

Sharyn Fisk, Director IRS Office of Professional Responsibility

We are proud to have the newly-named leader of the IRS Office of Professional Responsibility (OPR), Sharyn Fisk, join us at National Conference this year. In her keynote address, Sharyn will discuss her perspectives on the important work done by the OPR.

Sharyn has most recently been a professor of tax at the College of Business Administration at Cal Poly Pomona and active in the nation’s tax community in a variety of roles. As director, Sharyn will lead the OPR as it oversees all tax practitioners, tax preparers and other third parties in the tax system who practice before the IRS to ensure they adhere to professional standards and follow the law.


Conference will be held at:

Grand Hyatt 600 E. Market Street

Room rate is $184/night + taxes. Special room rate expires June 26. For the special online reservation website, please visit natptax.com/conference.

Group Discount

Attendees from your office will each receive a discount off of full Conference registration. To qualify for this discount, please call us at 800-558-3402, ext. 3.

Full Conference

Your all-access pass to education sessions, lunch on Tuesday and Wednesday, snacks, the Expo Hall, the Fiesta event and all other program-listed events.

Cancellation Policy

All refund requests are subject to a $75 processing fee. No refunds will be issued after July 20, 2020. No-shows will not be granted refunds. Registration substitutions are accepted, provided the transferee pays any applicable fee difference.

Membership Level Full Conference Pay-by-the-day

Premium $788 $300

Professional $788 $300

Basic $998 $380

Not a member $1,065 $400

Registration & Accommodations

Special pricing ends June 12. Additional details and fees, including tour pricing, can be found on the website.


Register before June 12 to save over $110

Learn about all the emerging technologies and services provided by our outstanding vendors.

Expo Hall

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TOPAZSYSTEMS INC.


UP TO 27 CPE

PO Box 8002Appleton, WI 54912-8002

postagenumber

natptax.com/conference

2020NATIONALCONFERENCE& EXPO

2020 national big tax expertise conference in texas & … › ... ›...

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