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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.

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2 CPE for AFSP, EA, CPA, CRTP 

Danny werfel

Danny Werfel

Commissioner

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Courtney Kay-Decker

Courtney Kay-Decker

Deputy Chief, Taxpayer Experience Office

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Larry Gray

Larry Gray, CPA

NATP IRS Liaison

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Discussion with IRS Commissioner

Discussion with IRS Officials

Terry Lemons

Terry Lemons

Chief, Communications & Liasion

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Dietra Grant

Dietra Grant

Director, Customer Account Services (CAS)

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Terry Lemons

Terry Lemons

Chief, Communications & Liaison

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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. 

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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  

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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

This session will begin with AI leader Noelle Russell discussing the intersection of artificial intelligence and tax preparation. Russell will delve into how specific industries are evolving with the implementation of generative and applied AI technologies, sharing real-life case study applications that optimize business, create game-changing solutions and power growth. She will explore the opportunities AI presents for organizations while addressing risks, challenges and ethical considerations, emphasizing its role in supporting human ingenuity. Following Russell's presentation, she will join a panel of additional industry experts who will further examine AI's transformative impact on tax preparation, discuss ethical implications, compliance issues and best practices for its incorporation into tax practices. 

Russell_Noelle

Noelle Russell

Founder & Chief AI Officer

AI Leadership Institute​

Discussion with Industry Experts

Brad Messner
John Sapp
Benjamin Alarie

2 CPE for AFSP, EA, CPA, CRTP 

Russell_Noelle

Noelle Russell

Founder & Chief AI Officer

AI Leadership Institute​

Brad Messner, CPA, MBA

CEO

M & J Tax Services​

John Sapp, CPA, MBA

CRO

Drake Software​

Benjamin Alarie, LL.M.

CEO

Blue J​

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  

2 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

2 CPE for AFSP, EA, CPA, CRTP

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

1 CPE for AFSP, EA, CPA, CRTP 

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