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AICPA National Tax Conference

Date: Oct 26 - Oct 27, 2009
Location: JW Marriott Pennsylvania Avenue
Washington, DC
Recommended CPE Credit: 17.5 (main), up to 3 (optionals) (estimated)
Pre-Conference: October 25
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Overview

Good tax planning is essential, especially now that clients are looking to their tax professionals to guide them through the maze of taxes and economic stimulus information coming out of Washington.

The AICPA National Tax Conference presents a roster of leading tax experts and nationally recognized speakers who will update you on current tax planning, tax legislation and other tax issues.  You will also have the opportunity to network with your peers throughout the conference. 

Conference Highlights

  • Winding Up and Dissolution of Entities in Trouble
  • Estate Tax Planning
  • IFRS and its Effect on the Tax System
  • Real Estate Issues in a Troubled Economy for Businesses
  • Tax Planning for the Elderly with Dwindling Assets
  • Healthcare Policy and Legislative Changes

WHO SHOULD ATTEND
CPAs and other financial professionals involved with tax planning, consulting and compliance.

Register now for the Networking Dinner on October 25th at the Old Ebbit Grill, Washington, DC. 

Tax Section Save an Additional $100.00: When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Find out more information on the Tax Section.

 

Agenda

Monday, October 26 – Day One

7:00am-6:10pm  Registration & Message Center Open

8:00am-8:15am Welcome & Introduction

8:15am-9:30am   General Session

1 Year in Review

9:30am-10:30am  General Session

2 The National Taxpayer Advocate, Finding Solutions to Critical Tax Compliance Problems

10:30am-11:00am   Morning Refreshment Break in the Exhibits Area

11:00am-12:00pm   Concurrent Sessions (select one)

3 Everyday Ethical Challenges  

4 Tax Planning for New NOL Carryback Rules and "Monetization" of AMT and Research Credits

5 Capital Gain Planning

12:00pm-12:45pm  Lunch

12:45pm-1:15pm   Luncheon Presentation

L1 Explore the Implications of Current Tax Developments with One of the Tax World's Most Interesting Minds 

1:20pm-2:20pm   Concurrent Sessions (select one)

6 IRS Enforcement Update 

7 Real Estate Issues in a Troubled Economy for Individuals 

8 IFRS for Dummies and it's Effect on the Tax System  

2:20pm-2:50pm   Afternoon Refreshment Break in the Exhibits Area

2:50pm-3:50pm   Concurrent Sessions (select one)

9 Tax Adventures in Ponziland - Strategies for Victims 

10 IRA Distribution Planning Update: Latest Cases, Rulings and Tax Strategies   

11 International Individual Tax Issues 

4:00pm-5:00pm   Concurrent Sessions (select one)

12 Healthcare Policy and Legislative Changes    

13 Tax Planning for Homebuilders/Construction/Land Developers 

14 FLP's: Past, Present & Future 

5:10pm-6:10pm   Concurrent Sessions (select one)

15 Health and Welfare Benefits: A New ERA Begins – Are You and Your Clients Ready?
Ashley Gillihan, Alston & Bird, LLP, Atlanta, GA

16 Working with S Corporation Stock/Debt Basis and Distribution Rules 

17 Tax Practice and Understanding the Section 7216 Regulations

6:10pm-7:10pm   Welcome Reception

Tuesday, October 27 – Day Two

7:00am-4:00pm   Registration & Message Center Open

7:00am-8:00am    Morning Discussion Sessions (select one)

201 Tax Compliance: What's on the Horizon?

202 Interactive Ethics

203 What to Do With Capital Losses?

8:10am-9:50am   General Session

18 Legislative Update   

9:50am-10:20am   Morning Refreshment Break in the Exhibit Area

10:20am-11:35am   Concurrent Sessions (select one)

19 Insurance Policies in a Down Economy

20 S-Corp Update & Issues

21 Current Issues in Trust

11:35am-12:20pm   Lunch

12:20pm-12:50pm   Luncheon Presentation

L2 Commissioner's Address 

1:00pm-2:15pm   Concurrent Sessions (select one)

22 Real Estate Issues in a Troubled Economy for Businesses

23 Winding Up and Dissolution of Entities in Troubled Times

24 Elderly With Dwindling Assets

2:15pm-2:45pm   Afternoon Refreshment Break in the Exhibit Area

2:45pm-4:00pm   Concurrent Sessions (select one)

25 The Practical Business, Tax and Legal Aspects of the Limited Liability Company/ Limited Liability Partnership 

26 Estate Tax Planning 2010 and Beyond

4:00pm   Conference Adjourns

Location

JW Marriott Hotel Pennsylvania Avenue
1331 Pennsylvania Avenue
Washington, DC 20004
Hotel Phone: (202) 393-2000
Hotel Reservations: (800) 266-9432
Hotel Room Rate: $295 single/double
Hotel Reservation Cutoff Date: September 28, 2009

Online reservations:  https://resweb.passkey.com/go/fall2009aicpa.

Optional Workshops

Purchase Below Tax Exempt Organization – A Primer

Date: October 25, 03:00 PM - 06:00 PM
Session Price: $225.00
Session Code: 101
CPE Credits: 3

Brian Whitlock, Blackman Kallick, LP, Chicago, IL

This in-depth session is a must for all tax practitioners. Regardless of your tax specialty you need to know the basics of exempt organizations. Whether you anticipate serving on the Board of a charitable organization or your State Society you need to understand how exempt organizations fit into your life and your clients' lives.



Purchase Below Compensation and Employee Benefit Issues

Date: October 25, 03:00 PM - 06:00 PM
Session Price: $225.00
Session Code: 102
CPE Credits: 3

Eddie Adkins, Grant Thornton LLP, Washington, DC

This Workshop will focus on current developments related to employee compensation and benefits, including developments related to the current economic environment and tax technical developments.  The session will also cover fundamental rules that apply to the tax treatment of compensation and benefits, both from the employer and employee perspective. 



Table of Contents

Excerpts

Early Bird
(Register by 09/11/09)
Product Code: FTAX09
Regular: $1125.00
AICPA Member: $825.00
Your Price: $1125.00

Check box(es) to select sections

Tax Exempt Organization – A Primer
Pre-Conference
October 25, 03:00 PM - 06:00 PM
Session Code: 101
CPE Credits: 3
Session Price: $225.00
Compensation and Employee Benefit Issues
Pre-Conference
October 25, 03:00 PM - 06:00 PM
Session Code: 102
CPE Credits: 3
Session Price: $225.00
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