Federal Tax Conference Virtual (FTC)

22 FTC banner
22 FTC banner
Thursday, December 08, 2022
Webcast or Webinar, Online
8:00AM - 4:40PM (opens at 7:45AM) EST
8Credits
Technical Business

Registration is Open

Members
$229.00 Regular Price
Non-Members
$354.00 Regular Price
Course Type: CPE Conferences
Course Code: 22/FTC
Field of Study: Taxes

Overview:

Join us and save...

Groups of 5-7 from the same organization receive 15% off!  8 or more 20%!

Call MSC at 800-342-3197

The FICPA is here for you for your Federal tax education needs. Federal tax laws are constantly changing. As legislation may change as we near year end, CPAs, tax consultants and financial professionals will need to know new issues affecting tax planning and compliance. The FICPA has brought together subject matter experts to bring to you the latest updates and hottest topics you need to know to succeed in this coming tax season.

Topics include:

  • IRS Controversy & Representation Issues
  • Estate Tax Planning Techniques
  • Lessons from the Tax Court 2022
  • IRS Tax Red Flags and How to Avoid Them
  • Taxation on Crypto-Currencies
  • Tax Law Update

 Join us virtually for our Federal Tax Conference.

*This conference has been approved for EA Credit Program 2Z6YE-U-00031-22-O

Schedule:

Thursday, December 8, 2022

Opening Remarks

Time: Thursday 8:00am - 8:10am

Tax and Practical Handling of Casualty and Situations Following Hurricanes Ian and Nicole

Time: Thursday 8:00am - 8:50am Credits: 1 TB

Alan S Gassman, J.D., LL.M. (Taxation), AEP (Distingished), Attorney, Gassman, Crotty & Denicolo, P.A.

Kenneth J Crotty, Esq., Partner, Gassman Law Associates, P.A.

Karl Mill, Founding Attorney, Mill Law Center

Presenters:

Break

Time: Thursday 8:50am - 9:00am

Income Tax 199A Update

Time: Thursday 9:00am - 9:50am Credits: 1 TB

Christopher J. Denicolo, Esq., J.D., L.L.M, Attorney, Gassman, Crotty & Denicolo, P.A,

Brandon Ketron, Partner, Gassman, Crotty & Denicolo, P.A.

Break

Time: Thursday 9:50am - 10:00am

IRS Installlment Agreements

Time: Thursday 10:00am - 10:50am Credits: 1 TB

Daniel Henn, CPA, PA, Owner, Daniel Henn, CPA, PA

Contrary to popular belief, about 75% of all tax debtors will wind up on some sort of payment plan to the IRS. This session will cover the six different types of IRS Installment Agreements.  Attendees will learn how to obtain pending status protection against enforced collections activity. We will also cover the qualifications and and requirements for entering a payment plan.

Presenters:

Break

Time: Thursday 10:50am - 11:00am

New SECURE Act Changes for CPAs: Maximize Client IRA Planning

Time: Thursday 11:00am - 11:50am Credits: 1 TB

Thomas C. Shaw, Esq.    

In this seminar, we provide CPAs with approaches to assist their clients in reducing the impact and maximizing the benefits under the proposed SECURE Act IRA distribution regulations.  Topics include RMDs, eligible designated beneficiaries, which trusts work best, and inherited IRAs.  Attendees will learn how to assist their clients with IRA planning and avoid income tax surprises.

Presenters:

Lunch

Time: Thursday 11:50am - 12:50pm

Lessons from the Tax Court in 2022

Time: Thursday 12:50pm - 1:40pm Credits: 1 TB

Nathan L. Wadlinger, Lecturer of Accounting, University of Central Florida

This presentation will cover some important U.S. Tax Court cases during 2022. The presentation will focus on cases that affect multiple tax practice areas, and cases that remind us of important tax themes and doctrines essential to all tax professionals.

Presenters:

Break

Time: Thursday 1:40pm - 1:50pm

Crypto 101 for CPAs: Taxation of Bitcoin and other Cryptocurrencies

Time: Thursday 1:50pm - 2:40pm Credits: 1 TB

J. Brian Page, J.D, LL.M, Attorney, ForsterBoughman

In this seminar, we present an overview of how cryptocurrencies and blockchains work and are taxed. Cryptocurrencies are hot topics in today's business environment. This seminar also includes a general analysis of cryptocurrencies income tax planning and compliance.

Presenters:

Break

Time: Thursday 2:40pm - 2:50pm

Estate Tax Planning Techniques

Time: Thursday 2:50pm - 3:40pm Credits: 1 TB

Alan S. Gassman

During this presentation I will be discussing the most common estate tax planning techniques and how they work. I will be covering basic terminology and principals that apply to estate tax planning.

Presenters:

Break

Time: Thursday 3:40pm - 3:50pm

Tax Year 2022 - Tax Law Update & Key Insights

Time: Thursday 3:50pm - 4:40pm Credits: 1 TB

Mike D'Avolio, Staff Business Analyst, Intuit

Nadia Rodriguez, Senior Tax Analyst, Intuit

Robin Gervais, Tax Content Analyst 2, Intuit

This is a comprehensive review of individual and business tax law changes, tax form changes and key insights for tax year 2022.  This session will cover important changes from the following pieces of legislation: the American Rescue Plan Act of 2021 (ARPA); the Inflation Reduction Act of 2022, as well as other important updates from the IRS.
The session will cover what these legislative changes mean for the tax year 2022 filing season, illustrative examples and tax planning strategies.  Attending this course will provide guidance for preparing accurate tax returns and having meaningful conversations with clients.

Presenters:

Objectives:

To equip CPAs, EAs, and Accountants with the most timely and relevant Federal tax resources and tools so they can effectively and efficiently practice and prepare for 2023 and beyond.

Presenters:

  • Daniel Henn, CPA,MST, CTR, CTC

    Dan Henn, CPA is an entrepreneur, tax education speaker, author of the "No Holds Barred, Candid Talk About Small Business Success In Florida", tax columnist with the Florida Today and host of the "The Financial Truth with Dan Henn, CPA" on 1060AM WMEL radio. He is President of a CPA firm in Rockledge on the Space Coast.  He specializes in many aspects of Real Estate taxes as well as Real Estate...

    Read more about Daniel Henn here
  • Mike D'Avolio, CPA, JD

    Mike D'Avolio, CPA & JD, is a tax law expert with Intuit ProConnect Group. D'Avolio has been a tax law authority for more than 20 years and serves as a leading customer and government liaison with the IRS for tax law interpretation matters. He also manages all technical tax information, supports tax development and trains tax professionals and Intuit employees by providing them with analysis of...

    Read more about Mike D'Avolio here
  • Alan S Gassman, J.D., LL.M. (Taxation), AEP® (Distinguished)

    Alan S. Gassman is a board-certified Trust and Estates lawyer and the founder of the Clearwater, Florida law firm of Gassman, Crotty and Denicolo, P.A., which is an 8 lawyer firm that focuses on the representation of high net worth families, physicians and business owners, and their companies in estate planning, taxation, and business and personal asset structuring.Mr. Gassman is the lead author...

    Read more about Alan S Gassman here
  • J. Brian Page

    Brian Page practices in the areas of domestic and international estate planning, domestic and international tax planning, federal and state tax controversy, and probate and trust administration.Brian has extensive experience developing sophisticated estate plans for wealthy individuals and families. These plans are designed to reduce potential tax burdens within the context of each client's...

    Read more about J. Brian Page here
  • Nathan Leon Wadlinger, CPA, JD, LLM

    Nate Wadlinger is a Lecturer at the University of Central Florida where he teaches accounting and tax courses in the Bachelors and Masters of Accountancy programs. He also works part-time in the tax services group of Thomas Howell Ferguson P.A. CPAs. Further, he teaches as an adjunct at various law schools and accounting programs. He also is the Lead Instructor for the EA Exam at Gleim Exam Prep...

    Read more about Nathan Leon Wadlinger here
  • Kenneth J Crotty, Esq.

    Kenneth J. Crotty, J.D., LL.M. Partner Gassman, Crotty & Denicolo, P.A. Kenneth J. Crotty, J.D., LL.M., is a partner at the Clearwater, Florida law firm of Gassman, Crotty & Denicolo, P.A., where he practices in the areas of estate tax and trust planning, taxation, physician representation, and corporate and business law. Mr. Crotty has co-authored several handbooks that have been published...

    Read more about Kenneth J Crotty here
  • Thomas C Shaw

    Thom Shaw is a seasoned attorney with over 30 years of experience practicing in the areas of estate planning, estate and gift taxation, corporate and business law, probate and trust administration, and general real estate.  He is Board Certified in Wills, Trusts and Estates Law, and holds the highest possible Martindale-Hubbell rating of AV-Preeminent.Thom was admitted to the Florida Bar in 1986. ...

    Read more about Thomas C Shaw here
  • Nadia Rodriguez, CPA

    Nadia Rodriguez is a Senior Tax Analyst Programmer at Intuit where she is part of the team that builds Lacerte and ProConnect Tax Online content for individual and business tax professionals. Nadia earned her CPA license in 2009 and Masters in Taxation in 2007. Nadia has experience in Public Accounting where she performed tax planning projections and prepared tax returns for high-net-worth...

    Read more about Nadia Rodriguez here
  • Robin Gervais

    Read more about Robin Gervais here
  • Karl Mill

    Prior to founding Mill Law Center, Karl Mill was a partner at Adler & Colvin, a boutique law firm serving non-profits and their donors.   Karl continues to advise a broad range of non-profit organizations, including everything from the most innovative start-ups to some of the largest, most established foundations and charities around the country. Karl's philosophy is to apply his years as a lawyer...

    Read more about Karl Mill here

Presenters:

Daniel Henn, CPA,MST, CTR, CTC

Dan Henn, CPA is an entrepreneur, tax education speaker, author of the "No Holds Barred, Candid Talk About Small Business Success In Florida", tax columnist with the Florida Today and host of the "The Financial Truth with Dan Henn, CPA" on 1060AM WMEL radio. He is President of a CPA firm in Rockledge on the Space Coast.  He specializes in many aspects of Real Estate taxes as well as Real Estate...Read more about Daniel Henn here

Mike D'Avolio, CPA, JD

Mike D'Avolio, CPA & JD, is a tax law expert with Intuit ProConnect Group. D'Avolio has been a tax law authority for more than 20 years and serves as a leading customer and government liaison with the IRS for tax law interpretation matters. He also manages all technical tax information, supports tax development and trains tax professionals and Intuit employees by providing them with analysis of...Read more about Mike D'Avolio here

Alan S Gassman, J.D., LL.M. (Taxation), AEP® (Distinguished)

Alan S. Gassman is a board-certified Trust and Estates lawyer and the founder of the Clearwater, Florida law firm of Gassman, Crotty and Denicolo, P.A., which is an 8 lawyer firm that focuses on the representation of high net worth families, physicians and business owners, and their companies in estate planning, taxation, and business and personal asset structuring.Mr. Gassman is the lead author...Read more about Alan S Gassman here

J. Brian Page

Brian Page practices in the areas of domestic and international estate planning, domestic and international tax planning, federal and state tax controversy, and probate and trust administration.Brian has extensive experience developing sophisticated estate plans for wealthy individuals and families. These plans are designed to reduce potential tax burdens within the context of each client's...Read more about J. Brian Page here

Nathan Leon Wadlinger, CPA, JD, LLM

Nate Wadlinger is a Lecturer at the University of Central Florida where he teaches accounting and tax courses in the Bachelors and Masters of Accountancy programs. He also works part-time in the tax services group of Thomas Howell Ferguson P.A. CPAs. Further, he teaches as an adjunct at various law schools and accounting programs. He also is the Lead Instructor for the EA Exam at Gleim Exam Prep...Read more about Nathan Leon Wadlinger here

Kenneth J Crotty, Esq.

Kenneth J. Crotty, J.D., LL.M. Partner Gassman, Crotty & Denicolo, P.A. Kenneth J. Crotty, J.D., LL.M., is a partner at the Clearwater, Florida law firm of Gassman, Crotty & Denicolo, P.A., where he practices in the areas of estate tax and trust planning, taxation, physician representation, and corporate and business law. Mr. Crotty has co-authored several handbooks that have been published...Read more about Kenneth J Crotty here

Thomas C Shaw

Thom Shaw is a seasoned attorney with over 30 years of experience practicing in the areas of estate planning, estate and gift taxation, corporate and business law, probate and trust administration, and general real estate.  He is Board Certified in Wills, Trusts and Estates Law, and holds the highest possible Martindale-Hubbell rating of AV-Preeminent.Thom was admitted to the Florida Bar in 1986. ...Read more about Thomas C Shaw here

Nadia Rodriguez, CPA

Nadia Rodriguez is a Senior Tax Analyst Programmer at Intuit where she is part of the team that builds Lacerte and ProConnect Tax Online content for individual and business tax professionals. Nadia earned her CPA license in 2009 and Masters in Taxation in 2007. Nadia has experience in Public Accounting where she performed tax planning projections and prepared tax returns for high-net-worth...Read more about Nadia Rodriguez here

Robin Gervais

Read more about Robin Gervais here

Karl Mill

Prior to founding Mill Law Center, Karl Mill was a partner at Adler & Colvin, a boutique law firm serving non-profits and their donors.   Karl continues to advise a broad range of non-profit organizations, including everything from the most innovative start-ups to some of the largest, most established foundations and charities around the country. Karl's philosophy is to apply his years as a lawyer...Read more about Karl Mill here

Major Topics:

  • IRS Controversy & Representation Issues
  • Estate Tax Planning Techniques
  • IRS Tax Red Flags and How to Avoid Them
  • Taxation on Crypto-Currencies
  • Tax Law Update
  • and more . . .

Major Topics:

  • IRS Controversy & Representation Issues
  • Estate Tax Planning Techniques
  • IRS Tax Red Flags and How to Avoid Them
  • Taxation on Crypto-Currencies
  • Tax Law Update
  • and more . . .

Designed For:

CPAs, EAs, tax consultants, financial professionals and accountants.
CPE sponsors

The Florida Institute of Certified Public Accountants (FICPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org