Speakers

R1: A Complaint Free World
Practice positive leadership in a negative world. Learn what is (and isn’t) complaining, why we do it, how it affects your health, happiness, relationships and career, and how to get others (and yourself) to stop.

I1. Capital Gain Planning Opportunities in 2022
2021 may be a critical year for your clients to front-run potential changes to capital gain rates and design and implement strategies to mitigate the increase. Learn about possible changes and the opportunities and challenges they could bring.

L1. Estate Planning in 2022 & Beyond
2021 started with the proposal of massive changes to federal tax policy, with many of those changes directed toward wealthy Americans. Find out how that, along with the fiscal stimulus from Congress, could have tremendous implications for your clients.

M2. The Employee Retention Tax Credit: Latest Developments
The Employee Retention Tax Credit (ERTC) was expanded in 2021 to encourage small businesses to invest in new opportunities. The passing of the infrastructure bill could bring even more changes. Stay up to date so you can advise your clients.

N2. Choosing the Right Business Entity
The Tax Cuts and Jobs Act came with new considerations for choosing a business entity, and more could be on the way. Learn about current options so you can help clients as they re-examine their determinations.

O1. Planning for Proposed 2022 Tax Changes
President Biden is proposing changes in the tax code. Learn about those changes, including the American Jobs Plan, the American Families Plan and other recent developments.

A1. AICPA State Regulatory and Legislative Update
A valuable update directly from the AICPA. Find out which issues are taking priority in the profession and discuss what’s on the horizon as states begin looking ahead to the 2022 legislative session.

D2. Income Tax Issues with Bankruptcy and Cancellations of Indebtedness
CPAs don't normally have to deal with the complexity of cancelled debts until times get tough. Make sure you understand the current rules so you can help your clients avoid negative tax impacts.

E2. Refunds Are Awaiting: Understanding the Employee Retention Credits
The Employee Retention Credit got little notice in 2020, but now that the rules have changed, many clients and advisers may be overlooking substantial refunds. Learn how to identify and work with clients who have unclaimed employee retention credits.

F2. What's Happening in Partnerships and S Corporations in 2021?
Even as COVID-19 relief issues kept our attention in 2020 and 2021, many developments took place in the area of partnerships and S corporations. Get caught up so you can help your clients avoid issues with the IRS.