Seminar Schedule

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

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.

Tuesday Day 1
Topic	CE Category	Course Number
8:00 am - 8:50 am
Getting Taxpayers Back on Track: Quickly Resolving Unpaid Tax Debts While Preventing New Ones from Occurring	(U)	13
Tax Professional’s Guide to Understanding the Importance of Properly Substantiating Business Expense Deductions 2	(T)	30
Electronic Payment Options 2	(U)	10
IRS Criminal Investigation: Safeguarding Your Practice 2	(T)	17
Partnerships and Nonresident Alien Withholding: Sections 1446(a) and 1446(f) 2	(T)	21
9:05 am - 9:55 am
How to Avoid Processing Delays and Streamline Return Filing	(T)	14
Introduction to OPR and Circular 230	(E)	16
New Features for Tax Pros: Do Business Faster and Easier with IRS Online	(T)	19
Audit Reconsideration: What, Why, When and How	(T)	2
Tax-Exempt Organizations, Charities and Nonprofits Compliance Update 1	(T)	33
10:10 am - 11:00 am
Taxable Digital Asset Transactions: The Impact of the 1099-DA on Tax Year 2025	(U)	32
CAF Authorization Processing Overview	(T)	6
Forms 1042 and 1042-S Best Practices 2	(T)	12
Tax Pros and Security 3.0: Real-life Threats and Steps to Protect Your Business	(T)	31
Distributions from Retirement Plans and IRAs: A Crash Course 2	(U)	9
11:00 am - 1:30 pm
Lunch/NTF Expo
1:30 pm - 2:20 pm
Tax Law Changes for Tax Year 2025 1	(U)	29
2:45 pm - 3:35 pm
Partnerships and Nonresident Alien Withholding: Sections 1446(a) and 1446(f) 2	(T)	21
Electronic Payment Options 2	(U)	10
Start Here: Understanding the IRS Collection Process	(T)	28
Enhancing the Taxpayer Experience: A Look into the Independent Office of Appeals	(T)	11
Disaster Reporting Best Practices – Maximizing Resources from A to Z	(T)	8
EO Workshop: Tax-Exempt Organizations, Charities and Nonprofits Compliance Basics (This class is 1 hour 55 minutes and represents 2 CE credits) 3	(T)	37
3:50 pm - 4:40 pm
Distributions from Retirement Plans and IRAs: A Crash Course 2	(U)	9
Tax Professional’s Guide to Understanding the Importance of Properly Substantiating Business Expense Deductions 2	(T)	30
Depreciation Recapture: The Day of Reckoning	(T)	7
IRS Criminal Investigation: Safeguarding Your Practice 2	(T)	17
Forms 1042 and 1042-S Best Practices 2	(T)	12
EO Workshop: Tax-Exempt Organizations, Charities and Nonprofits Compliance Basics (This class is 1 hour 55 minutes and represents 2 CE credits) 3	(T)	37
Wednesday Day 2
Topic	CE Category	Course Number
8:00 am - 8:50 am
Schedule C Issues Facing the Tax Professional	(T)	26
New Features for Tax Pros: Do Business Faster and Easier with IRS Online	(T)	19
Not-for-Profit Organizational Basics for Tax Practitioners	(T)	20
Update from the IRS Return Preparer Office: News You Can Use	(T)	35
9:05 am - 9:55 am
Law and Audit – The Due Diligence Process	(T)	18
Introduction to OPR and Circular 230	(E)	16
Getting Taxpayers Back on Track: Quickly Resolving Unpaid Tax Debts While Preventing New Ones from Occurring	(U)	13
Start Here: Understanding the IRS Collection Process	(T)	28
EO Workshop: Tax-Exempt Organizations, Charities and Nonprofits Compliance Basics (This class is 1 hour 55 minutes and represents 2 CE credits) 3	(T)	37
10:10 am - 11:00 am
S-Corporation Tax Essentials	(T)	25
Disaster Reporting Best Practices – Maximizing Resources from A to Z	(T)	8
Tax Pros and Security 3.0: Real-life Threats and Steps to Protect Your Business	(T)	31
Depreciation Recapture: The Day of Reckoning	(T)	7
EO Workshop: Tax-Exempt Organizations, Charities and Nonprofits Compliance Basics (This class is 1 hour 55 minutes and represents 2 CE credits) 3	(T)	37
11:00 am - 1:00 pm
Lunch/NTF Expo
1:00 pm - 1:50 pm
Building a Sustainable Practice Through Ethics 1	(E)	5
2:15 pm - 3:05 pm
A Roadmap to Estate and Trust Income Reporting	(T)	1
Enhancing the Taxpayer Experience: A Look into the Independent Office of Appeals	(T)	11
How to Help Taxpayers Avoid Abusive Tax Promotions and Abusive Return Preparers	(T)	15
Taxable Digital Asset Transactions: The Impact of the 1099-DA on Tax Year 2025	(U)	32
EO Workshop: Tax-Exempt Organizations, Charities and Nonprofits Compliance Basics (This class is 1 hour 55 minutes and represents 2 CE credits) 3	(T)	37
3:20 pm - 4:10 pm
CAF Authorization Processing Overview	(T)	6
Stand Out as a Trusted Tax Professional: A Guide to Prepare Accurate Refundable Tax Credit Returns for Your Clients	(T)	27
How to Avoid Processing Delays and Streamline Return Filing	(T)	14
Audit Reconsideration: What, Why, When and How	(T)	2
EO Workshop: Tax-Exempt Organizations, Charities and Nonprofits Compliance Basics (This class is 1 hour 55 minutes and represents 2 CE credits) 3	(T)	37
Thursday Day 3
Topic	CE Category	Course Number
8:00 am - 8:50 am
Representing Businesses with No Records 2	(T)	23
Using IRS Digital Tools and Communications Options for Practitioners 2	(U)	36
Schedule C Issues Facing the Tax Professional	(T)	26
Stand Out as a Trusted Tax Professional: A Guide to Prepare Accurate Refundable Tax Credit Returns for Your Clients	(T)	27
9:05 am - 9:55 am
S-Corporation Tax Essentials	(T)	25
Law and Audit – The Due Diligence Process	(T)	18
Available IRS Online Tools and Services 2	(T)	3
Update from the IRS Return Preparer Office: News You Can Use	(T)	35
10:10 am - 11:00 am
Back to the Basics: A Comprehensive Form 1099 Series Refresher 2	(U)	4
Retirement Plans Basics 101 for the Practitioner 2	(U)	24
A Roadmap to Estate and Trust Income Reporting	(T)	1
TIGTA: What Preparers Need to Know 2	(U)	34
11:15 am - 12:05 pm
Available IRS Online Tools and Services 2	(T)	3
How to Help Taxpayers Avoid Abusive Tax Promotions and Abusive Return Preparers	(T)	15
Representing Businesses with No Records 2	(T)	23
Preparer Risk: When a Practice Problem Becomes an Ethics Problem 2	(E)	22
12:05 pm - 1:30 pm
Lunch
1:30 pm - 2:20 pm
Back to the Basics: A Comprehensive Form 1099 Series Refresher 2	(U)	4
Using IRS Digital Tools and Communications Options for Practitioners 2	(U)	36
Retirement Plans Basics 101 for the Practitioner 2	(U)	24
2:35 pm - 3:25 pm
Preparer Risk: When a Practice Problem Becomes an Ethics Problem 2	(E)	22
Not-for-Profit Organizational Basics for Tax Practitioners	(T)	20
TIGTA: What Preparers Need to Know 2	(U)	34

Key
(T)	Federal Tax Law
(U)	Federal Tax Law Update
(E)	Ethics Seminar

1	Offered one time only
2	Offered two times on one day only
3	Offered three times at each location; preregistration required

Seminar Schedule

Tuesday

Day 1

Wednesday

Day 2

Thursday

Day 3