Federal Tax Conference (VIRTUAL)

Speaker: Allison M. McLeod, LL.M., JD, CPA - Senior Lecturer at the University of North Texas

Session details coming soon

This session is available to registrants only.

Speaker: Thomas Curtin - Acting Director of the IRS Office of Professional Responsibility

This presentation provides a comprehensive overview of ethical practice before the Internal Revenue Service, focusing on the professional standards, responsibilities, and regulatory requirements outlined in Circular 230. Through an exploration of competence, diligence, compliance procedures, conflicts of interest, practitioner conduct, and the business side of practice, participants will gain a deeper understanding of what it means to uphold integrity when representing taxpayers. The presentation also highlights key practitioner pitfalls, disciplinary provisions, and essential resources issued by the Office of Professional Responsibility (OPR) to support ethical and compliant practice before the IRS.

By the end of this session, you will be able to:

• Define the role and authority of the Office of Professional Responsibility (OPR) in administering and enforcing the laws and regulations governing practice before the IRS.
• Identify the core standards of practice under Circular 230, including competence (§10.35), due diligence (§10.22), and rules governing tax return positions (§10.34). 
• Describe the ethical requirements and limitations placed on practitioners, including rules related to conflicts of interest (§10.29), solicitation (§10.30), fees (§10.27), and return of client records (§10.28). 
• Recognize common practitioner pitfalls that may lead to disciplinary action and understand the due process framework for OPR enforcement. 
• Apply standards for accurate submissions, written advice, and professional conduct, including prohibitions against frivolous positions and willful noncompliance. 
• Evaluate procedures for ensuring compliance with Circular 230 requirements, including responsibilities of individuals with principal authority (§10.36).

This session is available to registrants only.

Speaker: Eric L. Green, LL.M. - Partner at Green & Sklarz LLC and Founder, Tax Rep Network

The IRS has reduced its headcount by 25%, yet collections are at their highest rate ever, $5.3 Trillion.  The IRS shift to automation and use of AI to try and close the staffing gap has created a tsunami of work, and a litany of issues for tax professionals to deal with.  It has also created a tremendous opportunity to create a whole new revenue stream helping resolve issues for clients.  In this session Attorney Eric Green will update you on what is happening with the IRS, what we are seeing in terms of enforcement, and things to consider when working with a taxpayer to resolve their IRS issue.

Learning Objectives:

• Understand the changes to enforcement through the use of data and AI
• Describe the IRS’s use of automated enforcement and its impact on taxpayers
• Identify opportunities to assist taxpayers in resolving outstanding tax issues

This session is available to registrants only.

Speaker: Stephen M. Yoss, Jr., MS, CPA - Associate at K2 Enterprises

The 2027 tax season represents a turning point for firms that want to remain competitive. As artificial intelligence moves from a novelty to a necessity, practitioners must understand how these tools fit into a compliant business model. This course looks at the big picture of firm transformation, focusing on how automated tools can handle time-consuming administrative tasks and technical research without sacrificing accuracy. The curriculum highlights the balance between efficiency and ethics, ensuring that transparency with clients remains a priority even as workflows become faster. By examining the current regulatory landscape, the firm can adopt these techniques while staying within the bounds of professional standards. The material provides a roadmap for the coming year, helping professionals decide where to invest their time and resources for the greatest impact on their practice.

This session is available to registrants only.

Speaker: Edward K. Zollars, CPA - Partner at Thomas, Zollars & Lynch, Ltd.

Session details coming soon

This session is available to registrants only.

Speaker: Julie Helms, CPA - Technical Director, Federal Tax Strategies at CLA (CliftonLarsonAllen LLP)

This session will cover recent court case changes, what OBBBA DID impact as it relates to the R&D landscape, 174 considerations including the complexity of state conformity, along with a general overview of the credit, how to identify opportunities, etc.

This session is available to registrants only.