K Sessions

Tuesday, November 14,
2:10 p.m. - 3:25 p.m.

K1. Skill Up on Your Social Security Knowledge

Speaker(s): Rhonda Whitenack
NASBA field of study: Specialized Knowledge - Technical (1.5)

Navigate the many Social Security and retirement options for your clients with help from this session. Advise clients on the full range of Social Security benefits available to them and their family members, including Medicare enrollment. Know how to enact various strategies at different retirement ages and gain an understanding of how family members such as spouse, divorced spouse, widow or children can receive a benefit. Learn how to use online Social Security tools, including the new Social Security benefits calculator. Know the right way to advise and check beneficiary benefit calculations, including Part B premium costs for higher income individuals.

K2. Federal Business Tax Highlights (Repeat of F2)

Speaker(s): J. Patrick Garverick
NASBA field of study: Taxes - Technical (1.5)

Review various federal income tax laws impacting businesses, with an emphasis on newly enacted tax legislation, court cases and IRS guidance. Topics will be up to date and timely depending on the most recent developments.

K3. Your Greatest Leadership Challenge: A look in the Mirror at Self-Leadership

Speaker(s): Jonathan Lokhorst
NASBA field of study: Personal Development - Non-Technical (1.5)

Leadership skills are becoming more crucial at every level of organizations in all industries. Most leadership development focuses on the leadership of others. The reality: all leadership starts with self-leadership. To lead others well, you must first lead yourself well. Take an inside-out approach to building the leadership capacity needed to lead your team or firm in today’s rapidly changing marketplace. Learn how to show up as your best self and recognize potential leadership derailers. Develop a strong personal foundation: vision, purpose, mission and values. Discover strategies for self-leadership so you can deliver your best value as a leader.

K4. Mastering Intermediate Excel: Skills for Young Professionals

Speaker(s): Stephen Yoss
NASBA field of study: Computer Software & Applications - Non-Technical (1.5)

Take your Excel knowledge to the next level for more effective and accurate data analysis. Get tips on valuable tools and insights to understand, manage and use data in an organized and meaningful manner. See examples of features such as tables, data modeling, Power Query, PivotTables and Power BI. Bring your devices to follow along with the interactive discussions, technology demonstrations, sample spreadsheets and demo tools. This session is part of the TAX23 Young Professionals Track.