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Sunday, July 21, 2024

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

Registration desk open

When you arrive, head to the Lobby level to pick up your Taxposium badge and bag.

Day1

Monday, July 22, 2024

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. - 10:15 a.m.  |  General Session

Bringing the industry's most influential people to you is what Taxposium is all about. At this year’s event, we’re hosting a panel discussion with those in the federal government who make the decisions that affect tax professionals’ daily lives and the taxpayer experience.

2 CPE for AFSP, EA, CPA, CRTP 

Danny werfel

Danny Werfel

Commissioner

Courtney Kay-Decker

Courtney Kay-Decker

Deputy Chief, Taxpayer Experience Office

Larry Gray

Larry Gray, CPA

NATP IRS Liaison

Discussion with IRS Commissioner

Discussion with IRS Officials

Terry Lemons

Terry Lemons

Chief, Communications & Liasion

Dietra Grant

Dietra Grant

Director, Customer Account Services (CAS)

Terry Lemons

Terry Lemons

Chief, Communications & Liaison

10:30 a.m. - 11:30 a.m.  |  Keynote Session

1 CPE for CPA

We’re in a time when change is a constant challenge. More than ever, we must embrace an unstoppable mindset if we want to overcome adversity and create the kind of breakthrough opportunities that lead to unprecedented results. 

Whatever challenges you’re currently facing, Scott’s personal story and business insights will inspire you to overcome fear, push yourself further than you thought possible and exceed expectations. The ‘Vision. Mindset. Grit.’ framework will inspire you to think differently, envision complete success and achieve extraordinary results. 

Scott Burrows

Scott Burrows

Expert on determination and adversity

Author and speaker​

11:30 a.m. - 1:00 p.m.  |  Event Break

Lunch on your own

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

1:00 p.m. - 2:40 p.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CPA, CRTP

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

Repeat Icon

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

2 CPE for AFSP, EA, CPA, CRTP

2 CPE for AFSP, EA, CPA, CRTP

2 CPE for CPA 

3:20 p.m. - 5:00 p.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CPA, CRTP

2 CPE for AFSP, EA, CFP®, CPA, CRTP

2 CPE for AFSP, EA, CPA, CRTP

Repeat Icon

1 CPE for AFSP, EA, CPA, CRTP  

1 CPE for CPA 

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

Repeat Icon

5:00 p.m. - 8:00 p.m.  |  Networking Event

Welcome Reception

After a day of soaking up the tax knowledge rays, it’s time to celebrate with a cocktail, indulge in hors d’oeuvres, enjoy entertainment and mingle with exhibitors.

Day 2

Tuesday, July 23, 2024

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

Breakfast

Meet with exhibitors and grab a bite to eat.

8:00 a.m. - 10:15 a.m.  |  General Session

Most industries will experience the revolution that comes with AI, and tax preparation is no exception. We'll have a panel of experts explain how they expect AI will transform how you research, prepare taxes, respond to clients, improve compliance and approach risk management.

1 CPE for AFSP, EA, CPA, CRTP 

Russell_Noelle

Noelle Russell

Founder & Chief AI Officer

AI Leadership Institute

11:00 a.m. - 12:40 p.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CFP®, CPA, CRTP

TaxCon_Icon_Green Gradient.png

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

TaxCon_Icon_Green Gradient.png

2 CPE for AFSP, EA, CPA, CRTP  

1 CPE for CPA

2 CPE for AFSP, EA, CFP®, CPA, CRTP

12:40 p.m. - 1:45 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.

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

2 CPE for AFSP, EA, CPA, CRTP

TaxCon_Icon_Green Gradient.png

2 CPE for AFSP, EA, CPA, CRTP

1 CPE for AFSP, EA, CPA, CRTP

To be announced

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2 CPE for CPA

4:10 p.m. - 5:00 p.m.  |  Concurrent Sessions

1 CPE for AFSP, EA, CFP®, CPA, CRTP

1 CPE for AFSP, EA, CPA, CRTP  

Repeat Icon

1 CPE for AFSP, EA, CPA, CRTP  

Repeat Icon

 1 CPE for AFSP, EA, CFP®, CPA, CRTP

Repeat Icon

1 CPE for AFSP, EA, CFP®, CPA, CRTP

Day 3

Wednesday, July 24, 2024

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

2 CPE for AFSP, EA, CPA, CRTP

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

Repeat Icon

2 CPE for AFSP, EA, CPA, CRTP

TaxCon_Icon_Green Gradient.png

2 CPE for CPA

10:25 a.m. - 12:05 p.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CPA, CRTP

2 CPE for AFSP, EA, CFP®, CPA, CRTP 

2 CPE for CFP®, CPA 

2 CPE for AFSP, EA, CFP®, CPA, CRTP  

Repeat Icon

12:05 p.m. - 1:15 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.

1:15 p.m. - 2:05 p.m.  |  Concurrent Sessions

1 CPE for AFSP, EA, CFP®, CPA, CRTP 

 1 CPE for AFSP, EA, CFP®, CPA, CRTP

Repeat Icon

1 CPE for AFSP, EA, CPA, CRTP  

Repeat Icon

1 CPE for AFSP, EA, CPA, CRTP  

1 CPE for CPA

2:50 p.m. - 4:30 p.m.  |  Concurrent Sessions

2 CPE for AFSP, EA, CPA, CRTP

Repeat Icon

2 CPE for AFSP, EA, CPA, CRTP

TaxCon_Icon_Green Gradient.png

2 CPE for AFSP, EA, CPA, CRTP  

2 CPE for AFSP, EA, CFP®, CPA, CRTP

2 CPE for AFSP, EA, CPA, CRTP 

4:40 p.m. - 5:30 p.m.  |  Concurrent Sessions

1 CPE for AFSP, EA, CFP®, CPA, CRTP  

1 CPE for AFSP, EA, CPA, CRTP  

1 CPE for AFSP, EA, CPA, CRTP

Repeat Icon

1 CPE for AFSP, EA, CFP®, CPA, CRTP

Repeat Icon

1 CPE for AFSP, EA, CPA, CRTP 

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