Special Events

Explore the most common — and costly — tax compliance missteps in today’s evolving legislative environment. This session breaks down critical issues such as reporting errors, overlooked elections, IRS notices, and the broader implications of recent federal and state changes. Learn how to proactively identify risks, respond strategically to tax authorities, and protect both your clients and your professional reputation.

A deep dive into the IRS audit reconsideration process, this session equips practitioners with the tools to revisit and potentially reverse unfavorable audit outcomes. Attendees will learn when audit reconsideration is appropriate, how it compares to other resolution options, and how to prepare and submit effective requests that maximize the likelihood of success.

With the IRS increasing enforcement efforts around fraud and noncompliance, this session provides a critical overview of civil and criminal tax exposure. Gain insight into how to identify red flags, support clients facing potential issues, and navigate sensitive situations involving unreported income, information return failures, and virtual currency.

As global financial transparency expands, tax professionals must stay current on foreign reporting requirements. This session covers key compliance obligations, including foreign account disclosures, reporting thresholds, and practitioner responsibilities, along with the risks and penalties associated with noncompliance.