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Agenda

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Sunday, July 20, 2025

3:00 p.m. - 6:00 p.m.  |  Registration

Registration desk open

When you arrive, head to the Palace Tower Conference Center on the Emperor's Level to pick up your Taxposium badge and bag.

Day1

Monday, July 21, 2025

6:30 a.m. - 5:30 p.m.  |  Registration

Registration desk open

We're here to answer any questions.

7:00 a.m. - 8:00 a.m.  |  Networking Event

Breakfast

Join us for the perfect way to kickstart your Taxposium experience.

8:00 a.m. - 9:15 a.m.  |  General Session

The tax and accounting landscape is evolving faster than ever. From rapid advancements in generative AI to shifting client expectations and the rise of next-generation consumers, the strategies that worked yesterday won’t guarantee success tomorrow. 

​

In this fast-paced and research-rich keynote, award-winning author and trend forecaster Michael McQueen will equip tax professionals with the insights and tools needed to stay competitive, relevant and future-ready. 

1 CPE for CPA  

Michael McQueen

Michael McQueen

International Speaker and Bestselling Author

​​

Basic level

9:30 a.m. - 11:10 a.m.  |  General Session

Tax season always brings new challenges, and this upcoming season will be no exception. Join us for this fast-paced, must-attend update and overview where you will receive the latest information and guidance that has transpired over the last few months affecting your practice and clients. This course is intended for every practitioner, no matter what experience level. Additionally, we will address provisions in the One Big Beautiful Bill that tax preparers must be aware of. 

2 CPE for AFSP, EA, CFP®, CPA, CRTP 

Reynolds A J

A.J. Reynolds, EA

President at ABC Bookkeeping & Tax Svcs Inc.

​​

Update

Kathryn Keane

Kathryn Keane, EA

Principal Tax Professional at Macanta Corporation

​​

11:25 a.m. - 12:15 p.m.  |  Concurrent Sessions

1 CPE for CPA  

Intermediate level

Nancy McClelland

1 CPE for AFSP, EA, CFP®, CPA, CRTP  

Overview level

Kathryn Keane
Derek Ganter

1 CPE for CPA  

Basic level

Nicole DeRosa
genaro

12:15 p.m. - 1:45 p.m.  |  Event Break

Lunch on your own

There are several great options located within and next to the hotel.

1:45 p.m. - 3:25 p.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CPA, CRTP

Basic level

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Intermediate level

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

Advanced level

Randy Adams
Jaye Tritz
Jeremy Kniffen
Repeat Icon

2 CPE for AFSP, EA, CPA, CRTP 

Update level

2 CPE for AFSP, EA, CPA, CRTP

Intermediate level

genaro.jpg
Peter Haukebo
Repeat Icon

3:45 p.m. - 5:25 p.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Intermediate level

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Intermediate level

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Advanced level

Jeremy Kniffen
Eli Noff
Penny Wade Smith
Benjamin Alarie
Jennie Moore
William Hamilton
Logan Graf, CPA
Nancy McClelland

5:30 p.m. - 7:30 p.m.  |  Networking Event

Welcome Reception

Kick off Taxposium with cocktails, hors d’oeuvres and entertainment while connecting with fellow attendees and exhibitors in a lively, welcoming atmosphere.

Day 2

Tuesday, July 22, 2025

6:30 a.m. - 5:00 p.m.  |  Registration

Registration desk open

We're here to answer any questions.

6:00 a.m. - 6:30 a.m.  |  Networking Event

Sunrise Zumba

Start your day with energy and movement – shake off the stress, boost your focus and prepare to thrive at Taxposium! 

7:00 a.m. - 8:00 a.m.  |  Networking Event

Breakfast

Meet with exhibitors and grab a bite to eat.

8:00 a.m. - 9:40 a.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CPA, CRTP  

Overview level

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Basic level

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Intermediate level

Randy Adams
Kathryn Keane
Eli Noff

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Intermediate level

2 CPE for CPA

Basic level

Jared Foos
genaro.jpg
Derek Belisle
DeltreaseHartAnderson.JPG
Kelly A Bender_updated 2023 (2).jpg

2 CPE for AFSP, EA, CPA, CRTP

Basic level

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

Basic level

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

Basic level

Natalie Kolodij

10:30 a.m. - 12:10 p.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CPA, CRTP

Overview level

2 CPE for AFSP, EA, CFP®, CPA, CRTP 

Intermediate level

2 CPE for AFSP, EA, CPA, CRTP

Intermediate level

Kelly A Bender_updated 2023 (2).jpg
Robert Nordlander
Christopher Picciurro, CPA, MBA, PFS, ARA

2 CPE for AFSP, EA, CPA, CRTP

Update level

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Advanced level

Kurt Bollman, CPA, CVA
Larry Gray.png
Jim Buttonow

12:10 p.m. - 2:00 p.m.  |  Networking Event

Lunch provided

Enjoy a plated lunch with other attendees and then head into the Expo Hall to meet with exhibitors for dessert.

2:00 p.m. - 3:40 p.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CPA, CRTP

Basic level

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

Intermediate level

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Intermediate level

Reynolds A J Picture Headshot.jpg
Ann Campbell, CPA, CIA
Jim Buttonow

2 CPE for AFSP, EA, CPA, CRTP  

Update level

2 CPE for CPA

Advanced level

Jennie Moore
Peter Haukebo
Repeat Icon

4:00 p.m. - 4:50 p.m.  |  Concurrent Sessions

1 CPE for AFSP, EA, CFP®, CPA, CRTP

Overview level

1 CPE for AFSP, EA, CFP®, CPA, CRTP

Basic level

1 CPE for CPA

Intermediate level

Tonya Fairley
Micheal Smith
Marit Burmood, CPA, EA, MTAX
Repeat Icon

1 CPE for AFSP, EA, CFP®, CPA, CRTP

Intermediate level

1 CPE for CPA  

Basic level

Roman H. Kepczyk, CPA, CITP, CGMA, PAFM
Nicole DeRosa
Day 3

Wednesday, July 23, 2025

6:30 a.m. - 4:00 p.m.  |  Registration

Registration desk open

We're here to answer any questions.

6:00 a.m. - 6:30 a.m.  |  Networking Event

Sunrise Zumba

Start your day with energy and movement – shake off the stress, boost your focus and prepare to thrive at Taxposium! 

7:00 a.m. - 8:00 a.m.  |  Networking Event

Breakfast

Meet with exhibitors and grab a bite to eat.

8:00 a.m. - 9:40 a.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CPA, CRTP

Basic level

2 CPE for AFSP, EA, CPA, CRTP  

Basic level

2 CPE for CPA

Overview level

Mari Fries
Jeremy Kniffen
DeltreaseHartAnderson
Repeat Icon
Marit Burmood, CPA, EA, MTAX

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Basic level

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Basic level

Hayley Bales, EA
Jared Foos

10:30 a.m. - 12:10 p.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

Advanced level

2 CPE for AFSP, EA, CPA, CRTP  

Basic level

2 CPE for AFSP, EA, CPA, CRTP  

Basic level

Larry Gray, CPA
Reynolds A J Picture Headshot.jpg
Kelly A Bender_updated 2023 (2).jpg
Jared Foos

2 CPE for CPA

Overview level

2 CPE for AFSP, EA, CFP®, CPA, CRTP 

Intermediate level

Zhen Wang
Christopher Picciurro, CPA, MBA, PFS, ARA

12:10 p.m. - 2:00 p.m.  |  Networking Event

Lunch provided

Enjoy a plated lunch with other attendees and then head into the Expo Hall to meet with exhibitors for dessert.

2:00 p.m. - 3:40 p.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CPA, CRTP

Intermediate level

Kathryn Keane

2 CPE for AFSP, EA, CPA, CRTP  

Intermediate level

Robert Nordlander

Hot Topics and Horizon Scanning: What’s Next in Tax?

2 CPE for AFSP, EA, CFP®, CPA, CRTP

Update level

Kelly Phillips Erb, J.D., LL.M
Kelly A Bender
Jim Buttonow
Christopher Picciurro, CPA, MBA, PFS, ARA

2 CPE for AFSP, EA, CFP®, CPA, CRTP 

Advanced

Larry Gray, CPA

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

Basic level

Penny Wade Smith

4:00 p.m. - 4:50 p.m.  |  Concurrent Sessions

1 CPE for AFSP, EA, CPA, CRTP  

Intermediate level

1 CPE for AFSP, EA, CFP®, CPA, CRTP  

Basic level

1 CPE for CPA 

Overview level

Logan Graf, CPA
Marit Burmood, CPA, EA, MTAX
Jim Buttonow
Repeat Icon
Kelly Phillips Erb
William Hamilton

*Agenda is subject to change.

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