2016 Agenda

2016 Two-day Income Tax School Schedule

(subject to modification)

Day One

 

Day Two

 7:30 am

 Registration Opens

 

 8:00 am

 Registration Opens

 8:15 – 8:30

 Welcome/Introductions

 Ward

 

 8:30 – 9:30

 Business Entity Issues

 Lawrence

 8:30 – 10:00

 Individual Tax Issues

 Liuzzo

 

 9:30 – 9:45

 Break

 

 10:00 – 10:15

 Break

 

 

 9:45 – 10:35

 Financial Distress

 Fromer

 10:15 – 11:15

 Related Party Issues

 Fromer

 

 10:35 – 12:15

 Business Issues

 Liuzzo

 11:15 – 12:05

 IRS Issues

 IRS Rep.

 

 12:15 – 1:05

 Lunch

 

 12:05 – 12:55

 Lunch

 

 

 1:05 – 2:05

 Death of a Taxpayer

 Lawrence

 12:55 – 2:55

 New Legislation, Rulings & Cases (w/ACA update)

 Lawrence

 

 2:05 – 2:20

 Break

 

 2:55 – 3:10

 Break

 

 

 2:20 – 3:10

 Domestic Production Activities Deduction

 Liuzzo

 3:10 – 4:10

 Retirement

 Fromer

 

 3:10 – 4:10

 Penalties & Defenses

 Fromer

 4:10 – 5:00

 Ag & Natural Resources

 OSUE Rep.

 

 4:10 – 4:30

 Open Forum Q&A

 Instructors