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2022 Agenda

 

The 2022 Taxposium sessions were chosen with your professional advancement in mind. With more than 50 session topics to choose from, we know that you won’t be able to attend each one, so we have a plan. You will also receive access to our virtual event, TaxCon, on Dec. 13-15, 2022, where you’ll find select sessions from the NATP Taxposium and other events throughout the year. Look for this,       which indicates the sessions to be held at TaxCon.

 

Day 1  |  Monday, July 25, 2022

8:00 a.m. - 9:00 a.m.

Welcome and Keynote: Compose Your World

9:15 a.m. - 10:55 a.m.

Business & Individual Tax Updates

11:05 a.m. - 11:55 a.m.

The Blueprint for Healthy Leadership

1:25 p.m. - 3:05 p.m.

Retirement Planning Update
Welcome to the
Cryptoverse 
Business Startup
Partnerships: Filling in the Knowledge Gaps
Injured and Innocent Spouse

3:05 p.m. - 3:25 p.m.

Refreshments

3:25 p.m. - 5:05 p.m.

Deep Dive Form 4797
Gift Tax: A Primer
Understanding Trusts
and the Documents
Rolling the Dice
Gambling Tax Issues
Ethics and the
Tax Professional

5:05 p.m. - 7:00 p.m.

Welcome Reception

When the last session of the day finishes, the real fun begins at the Welcome Reception.

Head over to the expo hall where you will find exhibitors to meet,

industry colleagues to mingle with and complimentary refreshments to enjoy.

Day 2  |  Tuesday, July 26, 2022

7:00 a.m. - 8:00 a.m.

Continental breakfast

8:00 a.m. - 9:40 a.m.

Retirement Planning Update
An Examination into
Cryptocurrency 
Taxation
Casualties, Disasters
and Ponzis; Oh My!
Representation 101
Ethical Issues in Pricing Tax Engagements

9:40 a.m. - 10:25 a.m.

Refreshments in expo hall

10:25 a.m. - 12:05 p.m.

Form 7203 and 
Schedule E Rental
Activities
Partnerships: Filling
in the Gaps
Understanding Trusts
and the Documents
IRS Financial Analysis
Top 5 Trends in Tax

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

Lunch provided by NATP

1:15 p.m. - 2:55 p.m.

Ethics and the
Tax Professional
Expanding a 
Cybersecurity Plan
Section 121 &
Primary Residence
Assisting Clients with
Significant Tax Debts
1:15 p.m. - 2:05 p.m.
Women and the 
Great Resignation

2:55 p.m. - 3:40 p.m.

Refreshments in expo hall

3:40 p.m. - 5:20 p.m.

Advanced Depreciation Concepts
Schedules K-2 and K-3
Business Closures
IRS
Offers-in-Compromise
3:40 p.m. - 4:40 p.m.
Intuit Tax Compliance Automation
 

Day 3  |  Wednesday, July 27, 2022

7:00 a.m. - 8:00 a.m.

Continental breakfast

8:00 a.m. - 9:40 a.m.

Deep Dive From 4797
Expanding a 
Cybersecurity Plan
Coming Out of the Dark: International Reporting
Dealing with an
IRS Exam
8:00 a.m. - 8:50 a.m.
Subscription Model for Tax Preparation Firms

9:40 a.m. - 10:25 a.m.

Refreshments in expo hall

10:25 a.m. - 12:05 p.m.

Converting a Sole
Proprietorship to an
S Corporation 
Divorce: What Clients
Should Know
International Tax Update
Representation 101
10:25 a.m. - 11:15 a.m.
Marketing & Technology in the Modern Age


11:20 a.m. - 12:05 p.m.
Upfront Pricing

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

Lunch provided by NATP

1:15 p.m. - 2:55 p.m.

Cannabis
Business Closures
The Corporate Foreign
Tax Credit
Life Cycle of a 
Revocable Living Trust
1:15 p.m. - 2:30 p.m. Succession Planning for the Small Family Business

2:55 p.m. - 3:40 p.m.

Refreshments in expo hall

3:40 p.m. - 5:20 p.m.

Ensuring Security
Compliance with the 
Virtual Firm
1031 Exchanges
Is Your Schedule C Taxpayer Compliant?
Entity Selection 
After TCJA
 
 

Day 4  |  Thursday, July 28, 2022

7:00 a.m. - 8:00 a.m.

Continental breakfast

8:00 a.m. - 9:40 a.m.

Life Cycle of a 
Revocable Living
Trust
Basis for S Corp
Shareholders &
Form 7203
Real Life Estate Planning
Casualties, Disasters
and Ponzis; Oh My!

9:40 a.m. - 10:00 a.m.

Refreshment break

10:00 a.m. - 10:50 a.m.

Discussion about the IRS

11:00 a.m. - 11:50 a.m.

Ask the Experts, a panel discussion