Jacksonville: IRS Practitioner Update & 2027 Tax Update
4.0 Credits
Member Price $0.00
Non-Member Price $0.00
Overview
Get two expert perspectives in one morning at the brand new Unuversity of Florida Jacksonville campus downtown. The morning will open with an IRS update on practitioner tools from an IRS Stakeholder Liaison follwed by a 2027 tax update to get ready for year-end planning and busy season. Join local professionals for morning coffee and learning while preparing for the year ahead!
IRS Update: Practitioner Tools, Tax Security, and Penalty Relief
Credits and Type: 2 Technical Business
Speaker Name: Liccette Shumaker
Join Liccette Shumaker, IRS Stakeholder Liaison, for a practical update straight from the IRS. This session covers the IRS practitioner tools through Individual, Tax Pro, and Business Tax Accounts, along with tax security awareness, current tax scams, and how Identity Protection PINs protect your clients. You'll also learn how the Automatic Exemption From Peanalty (AEP) works and what it means for your clients. The session includes 30 minutes of Q&A so you can bring your questions directly to the IRS.
Tax Update Going Into 2027
Credit and Type: 2 Technical Business
Speaker Name: Dan Henn, CPA
Dan Henn, CPA, Co-Founder of Tax Resolution Academy, will walk through the federal tax changes practitioners need to know heading into the 2027 filing season. This session reviews recent legislative and IRS developments and how they affect individual and business clients. Dan brings real-world experience in IRS representation, notices, and audits, so you'll leave with practical strategies you can use right away. It's ideal for CPAs and tax professionals preparing for year-end planning and the upcoming busy season.
Meal Description
Coffee will be provided in the morning, followed by lunch from Taziki's Mediterranean Cafe.
Chapter Registration Contact
Name: Alina Penjiyeva
Email: alinap@ficpa.org
Member Cost: Free
Non-Member Cost: Free
Register Online
Click "Add to Cart" button below.
Register by Phone
Call Member Services at (850) 224-2727.
Notice
Wednesday, December 9th
Optional Session
- IRS Update: Practitioner Tools, Tax Security, and Penalty Relief
Liccette Shumaker, Sr. Stakeholder Liaison, Internal Revenue ServiceLiccette Shumaker
Liccette Shumaker leads IRS’ local partnerships with tax professional organizations to provide tax education and information for their members. As Sr. Stakeholder Liaison, Shumaker coordinates the quarterly Practitioner Liaison Meetings (PLM) and Stakeholder Relationship Management Local Council (SRMLC) meetings.
Shumaker worked as an IRS Revenue Agent in Miami, Florida for 5 years. Shumaker has worked as an IRS Senior Stakeholder Liaison for 4 years. She holds a bachelor’s degree in business and a master’s degree in education. Shumaker is a CPA.
This session provides an in-depth review of Research & Development (R&D) Tax Credits and cost segregation strategies, with emphasis on recent tax reform developments and One Big Beautiful Bill (OBBB) considerations. Topics include R&D credit qualification criteria, documentation and substantiation expectations, and Section 174 capitalization and amortization requirements, including how enacted and proposed legislative changes may impact treatment of research expenditures.
The presentation also covers cost segregation fundamentals, depreciation timing, and the continued bonus depreciation phase-down, with discussion of how OBBB-related provisions and potential extensions or modifications could affect planning strategies. Practical considerations will be addressed to help CPAs advise clients, manage cash-flow impacts, and navigate legislative uncertainty while minimizing IRS exam risk.
Credits: 2 - Technical Business
This session is available to registrants only.
Optional Session
- Tax Update Going Into 2027
Daniel Henn, Managing Member of the Tax Resolution Academy®, Daniel Henn, CPA, PADaniel Henn
Dan Henn, CPA, CTR™ is a seasoned Tax Professional, CPA Coach, Entrepreneur, and Speaker who is based in Rockledge, Florida (Space Coast). He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” “Hidden Profits in Your Tax Practice: Four Easy Ways To Add Commas and Zeros To The Bottom Line” and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He is a former columnist with the Florida Today for over 10 years. Dan is co-founder of the Tax Resolution Academy® and the founder of Daniel Henn, CPA, PA. Throughout the span of three decades, Dan has gained extensive hands-on expertise in taxation, IRS Representation (Collections and Exam) and business tax planning.
Credits: 2 - Technical Business
This session is available to registrants only.
Non-Member Price $0.00
Member Price $0.00