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SCHEDULE

PDF Printable 2017 Schedule

Please use this schedule to help plan your day of seminars. Seminar room assignments for each session will be available on site in your registration packet. Note: This information is for planning purposes only.

The Meaning of the Seminar Track Symbols:

(E) Ethics Seminar*
(T) Federal Tax Law*
(U) Federal Tax Law Updates*
(F) Certified Financial Planner Track (TBD)**
Offered one time only Offered ONE TIME only
Offered TWICE on the same day Offered TWICE on the same day

There are no advanced preparation requirements or prerequisite requirements for the seminars listed below. All seminars presented at the tax forums are "group-live."

ATTENTION:
*Please follow the notations (T) , (U) and (E) for seminars that qualify for continuing education credit for enrolled agents, certified public accountants and Annual Filing Season Program participants.

**Seminars marked (F) were reviewed by the Certified Financial Planner Board and qualify for continuing education credit for certified financial planners.



MONDAY

1:00 pm - 7:00 pm

Registration and Express Check-In

11:30 am - 6:00 pm

Annual Federal Tax Refresher Course
Note: This course is not included in the Nationwide IRS Tax Forum registration fee. Separate registration and additional payment is required.

TUESDAY

7:00 am

Registration Opens

8:00 am - 8:50 am

Advanced Rental Real Estate Issues (A) (T) (F)

The Tax Professional's Guide to Understanding the Importance of the Substantiation of Business Expense Deductions (T) (F) Offered TWICE on the same day

Dealing with the Partnership K-1 on the 1040 What You Really Need to Know (A) (T) (F)

Advocating for Clients Whose Accounts Were Assigned by the IRS to a Private Collection Agency (T) (F) Offered TWICE on the same day

Foreign Tax Credit (FTC) Common Issues (A) (T) (F) Offered TWICE on the same day

9:05 am - 9:55 am

IRS Future State: Working with You to Transform a Vision into Action (T)

Form 4797: Mysteries, Myths and Methods (T) (F)

Your Client Said They Had the Documents, Now Where Are They? Refundable Credits Audits (A) (T) (F)

When Tax Prep Meets Tax Court: Essential Cases for Form 1040 Preparers (T) (F)

Understanding the Formation of a C Corporation and the Preparation of IRS Form 1120 (T) Offered TWICE on the same day

10:10 am - 11:00 am

Keeping Up With Your Due Diligence (E)

A Practitioner's Look at Limited Liability Companies (LLCs) and Their Tax Entities (A) (T) (F)

Data Compromises: A Tax Professional's Nightmare (T)

IRS Audits Triggers and Tips (T) (F)

Advocating for Your Client in Cases Involving Trade and Business Expenses Hobby Losses (T) (F)

11:00 am

Nationwide Tax Forum (NTF) Expo Hall Opening

11:00 am - 1:30 pm

Lunch & Learn at the NTF Expo Hall

1:30 pm - 2:20 pm

Keynote Address (U) Offered one time only

2:45 pm - 3:35 pm

Business Use of the Home Including the Shared Economy (A) (T) (F)

One Year Down, but Wait! There's More on Refundable Credits Due Diligence (U) (F)

The Tax Professional's Guide to Understanding the Importance of the Substantiation of Business Expense Deductions (T) (F) Offered TWICE on the same day

The Gig Economy is Here to Stay - What Tax Pros Need to Know (T) (F)

Foreign Tax Credit (FTC) Common Issues (A) (T) (F) Offered TWICE on the same day

3:50 pm - 4:40 pm

OPR Discipline What You Need To Know (E)

ITIN Program Changes Implementation of the PATH Act (U) (F)

Identity Theft II (T)

Advocating for Clients Whose Accounts Were Assigned by the IRS to a Private Collection Agency (T) (F) Offered TWICE on the same day

Understanding the Formation of a C Corporation and the Preparation of IRS Form 1120 (T) Offered TWICE on the same day


4:45 pm - 6:00 pm

Welcome Reception at the NTF Expo Hall

Wednesday


7:00 am

Registration Opens

8:00 am 8:50 am

Schedule C Issues Facing the Tax Professional (T) (F)

Advocating for Your Client in Issues Flowing from the Foreign Account Tax Compliance Act (FATCA) (A) (T) (F)

Advanced Rental Real Estate Issues (A) (T) (F)

When Tax Prep Meets Tax Court: Essential Cases for Form 1040 Preparers (T) (F)

IRS Audits Triggers and Tips (T) (F)

9:05 am 9:55 am

IRS Future State: Working with You to Transform a Vision into Action (T)

One Year Down, but Wait! There's More on Refundable Credits Due Diligence (U) (F)

Data Compromises: A Tax Professional's Nightmare (T)

A Practitioner's Look at Limited Liability Companies (LLCs) and Their Tax Entities (A) (T) (F)

Calculating the Foreign Earned Income Exclusion for Self-Employed Individuals (A) (T) (F) Offered TWICE on the same day

10:10 am 11:00 am

Keeping Up With Your Due Diligence (E)

Working with the IRS Office of Appeals What to Expect in Collection Appeals (T) (F)

Identity Theft II (T)

Advocating for Your Client in Cases Involving Trade and Business Expenses Hobby Losses (T) (F)

TIGTA: Helping You and Your Client Steer Clear of the Latest Frauds, Scams and Swindles (E) (F) Offered TWICE on the same day

10:00 am

NTF Expo Hall Opens

11:00 am - 2:30 pm

Lunch & Learn at the NTF Expo Hall

1:00 pm - 1:50 pm

Plenary Session: Highlights of 2017 Tax Law Changes (U) (F) Offered one time only

2:30 pm

NTF Expo Hall Closes

2:15 pm - 3:05 pm

OPR Discipline What You Need To Know (E)

Calculating the Foreign Earned Income Exclusion for Self-Employed Individuals (A) (T) (F) Offered TWICE on the same day

Business Use of the Home Including the Shared Economy (A) (T) (F)

Dealing with the Partnership K-1 on the 1040 What You Really Need to Know (A) (T) (F)

TIGTA: Helping You and Your Client Steer Clear of the Latest Frauds, Scams and Swindles (E) (F) Offered TWICE on the same day

3:20 pm - 4:10 pm

IRS and Security Summit Updates: Making Progress Against Identity Theft (T) (F)

Working with the IRS Office of Appeals What to Expect in Examination Appeals (T) (F)

Form 4797: Mysteries, Myths and Methods (T) (F)

The Gig Economy is Here to Stay - What Tax Pros Need to Know (T) (F)

Understanding Multi-Cultural Clients, Credits and Challenges (T) (F)

4:15 pm - 5:30 pm

NTF Networking Reception


Thursday

7:00 am

Registration Opens

8:00 am - 8:50 am

Schedule C Issues Facing the Tax Professional (T) (F)

Retirement Plan Distributions and Related Taxes (T) (F) Offered TWICE on the same day

Your Client Said They Had the Documents, Now Where Are They? Refundable Credits Audits (A) (T) (F)

Working with the IRS Office of Appeals What to Expect in Collection Appeals (T) (F)

9:05 am - 9:55 am

Advocating for Your Client in Issues Flowing from the Foreign Account Tax Compliance Act (FATCA) (A) (T) (F)

Form 1042 and Form 1042-S Compliance (A) (T) (F) Offered TWICE on the same day

Understanding Collection (T) (F) Offered TWICE on the same day

IRS Notices Issued after Filing Information Returns (CP2100 or Notice 972CG) - What to Do and How to Respond (T) (F) Offered TWICE on the same day

10:10 am - 11:00 am

Charitable Contribution Supporting Documents: How Much is Enough? (T) (F) Offered TWICE on the same day

ITIN Program Changes Implementation of the PATH Act (U) (F)

Preparer Risk: When a Practice Problem Becomes an Ethics Problem (E) (F) Offered TWICE on the same day

Understanding Multi-Cultural Clients, Credits and Challenges (T) (F)

11:15 am - 12:05 pm

Representing Taxpayers in Collection Matters Before the IRS (A) (T) (F) Offered TWICE on the same day

IRS Notices Issued after Filing Information Returns (CP2100 or Notice 972CG) - What to Do and How to Respond (T) (F) Offered TWICE on the same day

Retirement Plan Distributions and Related Taxes (T) (F) Offered TWICE on the same day

Working with the IRS Office of Appeals What to Expect in Examination Appeals (T) (F)

12:05 pm - 1:30 pm

Lunch

1:30 pm - 2:20 pm

Preparer Risk: When a Practice Problem Becomes an Ethics Problem (E) (F) Offered TWICE on the same day

IRS and Security Summit Updates: Making Progress Against Identity Theft (T) (F)

Form 1042 and Form 1042-S Compliance (A) (T) (F) Offered TWICE on the same day

2:35 pm - 3:25 pm

Representing Taxpayers in Collection Matters Before the IRS (A) (T) (F) Offered TWICE on the same day

Understanding Collection (T) (F) Offered TWICE on the same day

Charitable Contribution Supporting Documents: How Much is Enough? (T) (F) Offered TWICE on the same day


Note: Seating is available on a first-come, first-served basis.