Wednesday, November 28
7:30 a.m. Breakfast and Check-in
8:00 a.m. Welcome and Introduction
8:10 a.m. Ethics Update: What Should I Look For?
James J. Newhard, CPA, CGMA
Proprietor, James J.
Newhard CPA
Speaker, Loscalzo Associates
(1-Ethics)
9:00 a.m. New Section 199A – Qualified Business Income Deduction
• Legislative intent and overview – Statute and guidance issued to
date
• Definitions and limitations
• Examples of potential
impact by industry
• Planning strategies and opportunities
William J. Stickney, CPA, MST
Tax Partner
Grant Thornton LLP
(1-Tax)
9:50 a.m. Take a Breather
10:05 a.m. Individual and Business Tax Update
• IRS administrative issues, cases, special programs, procedures
• Updates on processes and the new Commissioner
Sean J. Brennan CPA, MBA
President & Founder
Brennan & Company
CPA, PC
Damian M. Gaspari, CPA
Senior Tax Manager
CBIZ MHM LLC
(2-Tax)
11:45 a.m. Lunch Break
12:35 p.m. International Tax Compliance: What Every
Tax Practitioner Must Know
• Foreign bank account reporting (FBAR)
• Obligation to report
gifts or bequests from foreign persons on Form 3520;
• Foreign trust
reporting on Form 3520 and Form 3520-A;
• Voluntary disclosure options
for non-compliant taxpayers
• IRS enforcement activity in the offshore
area
Jed M. Silversmith, JD
Of Counsel
Blank Rome
LLP
(1-Tax)
1:25 p.m. Protecting Assets for Medicaid
E. Garrett Gummer III, CELA
Gummer Elder Law
(1-Tax)
2:15 p.m. Snacks and Chats
2:30 p.m. Documentation Issues/Engagement Letters
Jonathan S. Ziss, JD
Partner
Goldberg Segalla
(1-Tax)
3:20 p.m. Cybersecurity
Michael M. Nelson
Managing
Partner
DFDR Consulting LLC
(1-Tax)
4:10 p.m. See you next year
PICPA Member: $150
Nonmember: $250
Course No. 755402
Level: Update