AAA-CPA 2024 Fall Education Conference
Date/Time
Thursday, November 7, 1:00 – 7:00 pm ET
Agenda
(subject to change)
1:00pm ET
Welcome Remarks/Meet & Greet
1:15pm-2:15pm ET
Employee Retention Credit: Should We Keep It or Give It to the IRS
Helen Cooper, JD, CPA, Senior Managing Associate, Dentons
Mark Loyd, JD, CPA, Partner & Co-Leader, Tax National Practice Group, Dentons
Greg Rhodes, JD, Shareholder, Dentons
This program gives a comprehensive overview of the Employee Retention Credit, details tips for preparing for an IRS Audit, and provides insights for taxpayers considering whether to keep ERC funds or return them. After completing this program, participants will be able to:
- Understand the basic eligibility requirements for employers claiming the ERC;
- Evaluate tax positions that may be taken to defend against an IRS Audit, especially positions based on a full or partial government shutdown;
- Identify documentation that should be retained in the event of an IRS Audit;
- Understand the procedures for returning previously claimed ERC funds; and
- Recognize, and learn to avoid, potential pitfalls that may be encountered when considering whether to return ERC funds
2:15pm-2:30pm ET
Break
2:30pm-3:30pm ET
Asset Protection and Comprehensive Estate Planning in Today’s Environment
Edward Brown, JD, LL.M, CPA, Co-Chair, International Wealth and Asset Planning Group, Partner, Greenspoon Marder LLP
Eric Kaplan, JD, Senior Counsel, Greenspoon Marder LLP
The key to successful asset protection is advance planning. At this presentation, we will cover proven cutting-edge asset protection techniques that safeguard clients and their estates. Whether you are a beginner or an experienced advisor, this presentation will provide valuable insights of the advantages, risks and trade-offs involved in proper planning and a better understanding of its meaning to planners and clients. We will also discuss the current trends that we see that affect asset protection over the last several years.
3:30pm-3:45pm ET
Break
3:45pm-4:45pm ET
U.S. Supreme Court Rulings Affect Challenges to Tax Regulations
James Dawson, JD, LL.M, Partner, Holland & Knight
Joshua Odintz, JD, LL.M, Partner, Holland & Knight
Christopher Rizek, JD, LL.M, Partner, Holland & Knight
Chad Vanderhoef, JD, LL.M, Partner, Holland & Knight
Members of Holland & Knight’s Tax Controversy and Litigation Group will discuss the Supreme Court rulings in Loper Bright and Corner Post and how those decisions will impact tax regulations moving forward. Topics will include:
- History and evolution of the Administrative Procedure Act (APA)
- Levels of deference and application to tax cases
- How Loper, Corner Post and other cases will apply to tax regulation challenges
- How taxpayers and the IRS could approach potential challenges, and how to reconcile challenging tax regulations with the Tax Anti-Injunction Act
- The potential for an increased use of judicial doctrines
- Effects on the regulation writing process, considering legislative history and drafting of stat language
4:45pm-5:00pm
Break
5:00pm-6:00pm
The Latest in Tax Ethics Considerations
Annette Nellen, CPA, Esq., Professor, and Director, Master of Science in Taxation Program, San José University
This presentation highlights various events of the past year with ethical considerations for tax practitioners. These include the AICPA revision of the SSTSs, expansion of generative AI tools, increased audit activities by the IRS, ERC claims, keeping clients informed of significant law changes, and unauthorized practice of law and other ethical considerations of Corporate Transparency Act.
6:00pm-7:00pm
Virtual networking
Continuing Education
We are applying for continuing education credits for this program. ALL attendees will receive a Certificate of Attendance. AAA-CPA will only report education credit for members and non-members who paid the continuing education fee. Otherwise, reporting and state fees are the individual's responsibility.
To get credit, attendees MUST:
Be registered for the webinar (e.g., not logging in with a link forwarded from someone else) and join the webinar via the link sent to you from [email protected]. This personalized link will be sent two days prior to the webinar and again around 30 minutes prior to the webinar.
Respond to the poll questions presented on screen during the sessions (polls will be announced, polls can not be answered by dial-in only participants.
State bar numbers must be provided at registration in order for AAA CPA to apply for approval. Note: some states may require a lead time that does not allow us to apply.
Cost
This program is free for all to attend, with a fee if continuing education is needed.
Members, no CE: no charge
Nonmember, no CE: no charge
Members, with Continuing Education: $50
Nonmember, with Continuing Education: $100
Registration
Registration will close at 11:00am ET the day of the event so that unique login access can be sent to all registrants.
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