G Sessions
Tuesday, November 18,
8 - 9 a.m.
G1. Artificial Intelligence for Tax Professionals
Room: M100C
Speaker(s): Susan Smith
NASBA field of study: Information Technology - Technical (1)
Artificial Intelligence tools are revolutionizing the tax industry, transforming the way tax professionals manage compliance, planning and advisory services. As AI technology continues to evolve, it presents both opportunities and challenges for tax professionals looking to stay ahead in a rapidly changing regulatory environment.
Room: M100C, Mezzanine Level | View map
G2. The SECURE 2.0 Act and the One Big Beautiful Bill: What to Know and What to Do
Room: L100
Speaker(s): Barry Schalkle
NASBA field of study: Taxes - Technical (1)
Recent legislative changes, including the SECURE 2.0 Act and the One Big Beautiful Bill Act, have introduced provisions that open new opportunities for clients in both tax and retirement planning. Gain an accessible overview of the most important updates, highlighting how these changes can benefit clients and create valuable planning conversations. Dive into retirement planning strategies, learn how to apply key provisions in practice and leave equipped to add meaningful value for clients — while also enhancing firm growth through increased revenue and referrals.
Room: L100, Lower Level | View map
G3. Farm Tax Update
Room: M100E
Speaker(s): Paul Neiffer
NASBA field of study: Taxes - Technical (1)
Review how the One Big Beautiful Bill Act will affect farmers’ tax situation for 2025 and related planning opportunities. Also, explore any pertinent cases and rulings that farmers need to know.
Room: M100E, Mezzanine Level | View map
G4. The Tax Lifecycle of a Business
Room: M101BC
Speaker(s): Christopher Martin, Kelsey Newman
NASBA field of study: Taxes - Technical (1)
Choosing the right business structure can make or break your client’s bottom line—and their tax bill. Explore how business structures affect tax obligations and weigh the pros and cons of each entity type. Learn to identify key deductions, credits, and sales tax requirements, while gaining insight into how tax software and AI are shaping modern practice. Gain practical knowledge to support business formation, operations and long-term planning.
Room: M101BC, Mezzanine Level | View map