Back to Home
16 CONTINUING EDUCATION CREDITS!
*if attending all 3 days
DAY 1
BREAKFAST
: 6:30am -8am
Provided by hotel
DAY 2
BREAKFAST
: 6:30am -8am
Provided by hotel
DAY 3
BREAKFAST
: 6:30am -8am
Provided by hotel
9-10am
Marci Barker: The Inner CEO - Leading Your Practice With Discipline and Wisdom
10am
10 min break
10:15am-11:30pm
From First Call to Engagement Letter: A Seamless Onboarding Process.
11:15am-12:30pm
How to Stop Undercharging Immediately
9-10am
AI for Reconstruction: Turning Chaos into Clean Books
10am
10 min break
11:15am-12:30pm
FTF: Statute Considerations in Multi-Year cases
10:15-11:15am
Transcript Analysis Workshop
9am
Penalty Abatement: Understanding IRS Penalty Structures
10am
10 min break
10:15am-12:10pm
Trust Fund Recovery Penalty Deep Dive
LUNCH:
On your own (or VIP experience) 12:30pm-1:45pm
LUNCH
: On your own (or VIP experience) 12:30pm-1:45pm
LUNCH
: On your own (or VIP experience) 12:30pm-1:45pm
2-3:40pm
Protecting Your PTIN & License: Due Diligence Deep Dive
3:40-4pm 20 MIN Break Q&A
4-5:40pm
Criminal Investigation: When Tax Planning Becomes Tax Fraud
2-3:40pm
Audit Reconsideration: Case Preparation Workshop
3:40-4pm 20 MIN Break Q&A
4-5:40pm
433-A Masterclass: Walk Them into an OIC
2pm
FBAR & FATCA Compliance
3:40-4pm 20 MIN Break Q&A
4-5pm
T
ax Planning and Strategies
5-6pm
Marci Barker: Turn yours goals into Measurable Results
6pm
DISMISSAL
6pm
DISMISSAL
6pm
DISMISSAL
DINNER:
On your own (or VIP experience)
DINNER
: On your own (or VIP experience)
DINNER
: On your own (or VIP experience)