Seminar Schedule

Printable 2025 Seminar Schedule

Seminar schedules may vary by city. Select your Tax Forum location to view the appropriate 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
Schedule C Issues Facing the Tax Professional	(T)	28
Beyond the Basics: Circular 230, Due Diligence, and Managing Professional Risk	(E)	4
A Look Into the Independent Office of Appeals	(T)	1
AI Deepfakes, Identity Theft & Tax Pro Security: Protecting Your Practice in the Next Era of Fraud	(T)	2
Tax Issues Relating to NIL, Performers, and Influencers	(T)	30
9:05 am - 9:55 am
Review the Qualified Business Income Deduction and 2026 Updates	(T)	27
New Capabilities for Business Tax Pros, Refund Status Email and More for IRS Online Accounts* 10	(U)	18
Tax-Exempt Organizations, Charities & Nonprofits Updates 1	(U)	33
Unlocking Savings: The Four Temporary Deductions You Can’t Afford to Miss Under the Working Families Tax Cuts Act ("One Big Beautiful Bill") 3	(T)	38
Your License to Practice: Circular 230 and the Role of the Office of Professional Responsibility	(E)	40
10:10 am - 11:00 am
Tax Professional’s Guide to Preparing Tax Returns for Taxpayers with ITINs	(T)	32
New Capabilities for Business Tax Pros, Refund Status Email and More for IRS Online Accounts* 10	(U)	18
Penalties and Disaster Tax Relief	(U)	20
Exiting a Corporation: Tax Fundamentals Every Practitioner Should Know	(T)	10
Unpacking the BBA: Compliance and Challenges	(U)	39
11:00 am - 1:30 pm
Lunch/NTF Expo
1:30 pm - 2:20 pm
Plenary Session: IRS Compliance, Filing Season and Technology Updates: A Conversation with IRS Leadership 1	(U)	22
2:45 pm - 3:35 pm
Ethics in 2026 – Get It Right 3	(E)	9
Managing IRS Collection Cases: Tools, Timing and Tactics	(T)	14
Exiting a Corporation: Tax Fundamentals Every Practitioner Should Know	(T)	10
Navigating the IRS: Did You Know?	(T)	16
Representation 101	(T)	25
3:50 pm - 4:40 pm
Inside the IRS Return Preparer Office: Programs, Responsibilities, and What’s Ahead	(T)	12
Digital Asset Information Reporting – What Practitioners Need to Know	(T)	8
Tick Tock, the Clock Is Running – Or Is It? Understanding the Statute of Limitations	(T)	36
Navigating Wage Reporting with SSA: New Requirements, Tools and Best Practices for Submitters	(T)	17
Recognizing Emerging Schemes: Real World Examples and Steps to Protect Your Firm	(T)	24
Wednesday Day 2
Topic	CE Category	Course Number
8:00 am - 8:50 am
Operating a Retirement Plan for the Do-It-Yourself Small Business Owner	(T)	19
Data Breaches: What Tax Professionals Need to Do and When to Do It* 10	(T)	7
Section 530A Trump Accounts: Contributions by Parents and Guardians, Employer Contributions, Qualified General Contributions and Government Pilot Contributions	(U)	29
Exiting a Corporation: Tax Fundamentals Every Practitioner Should Know	(T)	10
Coloring Outside the Lines: Shaping the Future of Tax Administration	(T)	6
9:05 am - 9:55 am
The Details Matter When It Comes to Your Due Diligence	(T)	34
Data Breaches: What Tax Professionals Need to Do and When to Do It* 10	(T)	7
Unpacking the BBA: Compliance and Challenges	(U)	39
Apply the Qualified Tip and Qualified Overtime Deductions in Practice 3	(T)	3
Navigating Wage Reporting with SSA: New Requirements, Tools and Best Practices for Submitters	(T)	17
10:10 am - 11:00 am
Digital Asset Information Reporting – What Practitioners Need to Know	(T)	8
Navigating IRS Audits: Processes, Documentation and Digital Tools for Tax Professionals	(T)	15
How Much Do You Know About Refundable Credits?	(T)	11
The Working Families Tax Cuts Act ("One Big Beautiful Bill") Deductions for Tips, Overtime and Car Loan Interest: What’s Reported Where? 3	(U)	35
Beyond the Basics: Circular 230, Due Diligence, and Managing Professional Risk	(E)	4
11:00 am - 1:00 pm
Lunch/NTF Expo
1:00 pm - 1:50 pm
Plenary Session: Artificial Intelligence in Tax – Panel Discussion 1	(T)	21
2:15 pm - 3:05 pm
Tax Law Changes, Saver’s Match and Other Key Updates for Tax Year 2026* 3 10	(U)	31
Your License to Practice: Circular 230 and the Role of the Office of Professional Responsibility	(E)	40
AI Deepfakes, Identity Theft & Tax Pro Security: Protecting Your Practice in the Next Era of Fraud	(T)	2
Penalties and Disaster Tax Relief	(U)	20
Review the Qualified Business Income Deduction and 2026 Updates	(T)	27
3:20 pm - 4:10 pm
Tax Law Changes, Saver’s Match and Other Key Updates for Tax Year 2026* 3 10	(U)	31
Resolving Disputes Effectively: The Power of ADR	(T)	26
Ethics in 2026 – Get It Right 3	(E)	9
Managing IRS Collection Cases: Tools, Timing and Tactics	(T)	14
Recent Updates in Retirement Plan Guidance – What You Need to Know	(U)	23
Thursday Day 3
Topic	CE Category	Course Number
8:00 am - 8:50 am
Resolving Disputes Effectively: The Power of ADR	(T)	26
Recognizing Emerging Schemes: Real World Examples and Steps to Protect Your Firm	(T)	24
Section 530A Trump Accounts: Contributions by Parents and Guardians, Employer Contributions, Qualified General Contributions and Government Pilot Contributions	(U)	29
New Capabilities for Business Tax Pros, Refund Status Email and More for IRS Online Accounts* 10	(U)	18
9:05 am - 9:55 am
TIGTA: What Preparers Need to Know 1	(T)	37
Recent Updates in Retirement Plan Guidance – What You Need to Know	(U)	23
Navigating IRS Audits: Processes, Documentation and Digital Tools for Tax Professionals	(T)	15
New Capabilities for Business Tax Pros, Refund Status Email and More for IRS Online Accounts* 10	(U)	18
10:10 am - 11:00 am
A Look Into the Independent Office of Appeals	(T)	1
Tax Law Changes, Saver’s Match and Other Key Updates for Tax Year 2026* 3 10	(U)	31
Representation 101	(T)	25
The Details Matter When It Comes to Your Due Diligence	(T)	34
11:15 am - 12:05 pm
Unlocking Savings: The Four Temporary Deductions You Can’t Afford to Miss Under the Working Families Tax Cuts Act ("One Big Beautiful Bill") 3	(T)	38
Tax Law Changes, Saver’s Match and Other Key Updates for Tax Year 2026* 3 10	(U)	31
Tax Issues Relating to NIL, Performers, and Influencers	(T)	30
Inside the IRS Return Preparer Office: Programs, Responsibilities, and What’s Ahead	(T)	12
12:05 pm - 1:30 pm
Lunch
1:30 pm - 2:20 pm
Tick Tock, the Clock Is Running – Or Is It? Understanding the Statute of Limitations	(T)	36
Operating a Retirement Plan for the Do-It-Yourself Small Business Owner	(T)	19
Data Breaches: What Tax Professionals Need to Do and When to Do It* 10	(T)	7
Schedule C Issues Facing the Tax Professional	(T)	28
2:35 pm - 3:25 pm
Tick Tock, the Clock Is Running – Or Is It? Understanding the Statute of Limitations	(T)	36
The Working Families Tax Cuts Act ("One Big Beautiful Bill") Deductions for Tips, Overtime and Car Loan Interest: What’s Reported Where? 3	(U)	35
Data Breaches: What Tax Professionals Need to Do and When to Do It* 10	(T)	7
Tax Professional’s Guide to Preparing Tax Returns for Taxpayers with ITINs	(T)	32
3:40 pm - 4:30 pm
Coloring Outside the Lines: Shaping the Future of Tax Administration	(T)	6
How Much Do You Know About Refundable Credits?	(T)	11
Navigating the IRS: Did You Know?	(T)	16
Apply the Qualified Tip and Qualified Overtime Deductions in Practice 3	(T)	3

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

1	Offered ONE TIME only
2	Offered TWICE on the same day
3	Working Families Tax Cuts Act ("One Big Beautiful Bill") track
10	100-minute session (2 CE credits)*

*To receive two CE credits for the 100-minute seminars, you must scan into the seminar before the seminar begins. If you scan into another session during the 100-minute seminar, your original scan will be invalidated, and you will not receive CE credit for the 100-minute seminar. Additionally, you must attend the full session to receive CE credit. No credit will be awarded for partial attendance.

Seminar Schedule

Tuesday

Day 1

Wednesday

Day 2

Thursday

Day 3