2017 Georgia Tax Forum - Atlanta - Thursday-Friday (13065)

Thursday, November 2, 2017 - Friday, November 3, 2017 / Atlanta, GA

Georgia’s leading taxation event brings you the most up-to-date information on changes in tax law that impact you and your clients, including international tax, professional liability issues, new partnership audit rules, and domestic international sales corporation.

Live Stream Tax Forum Atlanta Both Days - Event LS13065

Tax Forum Atlanta: Thursday Only - Event 13067
Live Stream Tax Forum Atlanta: Thursday Only - Event LS13067

Tax Forum Atlanta: Friday Only - Event 13068
Live Stream Tax Forum Atlanta: Friday Only - Event LS13068

 

Event Status: CLOSED – Please contact the CPE Department at 404-231-8676, Opt. 3 or 800-330-8889, Opt. 3 for additional assistance.

Event ID: #13065

CPE: 16.0 credits

Total Price: $490.00

Other Attendance Options

These related conferences are also available for purchase.

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The Georgia Tax Forum provides you with the knowledge and skills you need to survive the upcoming tax season. Georgia’s leading taxation event brings you the most up-to-date information on changes in tax law that impact you and your clients, including international tax, professional liability issues, new partnership audit rules, and domestic international sales corporation.

Who Should Attend: CPAs practicing in all areas of tax.

NEW for 2017 - Sleep in and earn extra hours when it fits your schedule!
Included with your registration are 2 hours of A&A On Demand content for in-person attendees and 3 hours of On Demand content (2 A&A and 1 Gen) for Live Stream attendees. Both attendance options allow you to earn up to 18 hours of credit for two days


Hotel Information
Renaissance Waverly Hotel
2450 Galleria Parkway, Atlanta, Ga. 30339
770-953-4500

*GSCPA does not have a room block established at any hotel

Thursday, November 2, 2017

7:15 am-8:00 am
Registration/ Continental Breakfast

8:00 am-8:05 am
Welcome and Announcements

8:05 am-9:45 am
A – Current Federal Tax Developments Affecting Businesses: Essential News for Tax Practitioners Credits: 2.0 GN

Mark Patrick, CPA, CVA
Nichols Patrick CPE, Inc. , Hubbard, OH

Review business federal tax development with commentary and analysis focusing
on items of significance to CPAs serving businesses. Discussion will include review
of new treasury regulations, revenue procedures, revenue rulings, and notices; letter
rulings and technical advice memoranda of interest to your clients; court decisions
that affect “average” taxpayers; IRS initiatives, audit technique guides and office of
professional responsibility; and new tax law—monitoring changes and phase-ins.

9:45 am-10:00am
Break

10:00am-11:40am
B – Current Federal Tax Developments Affecting Individuals: Essential News for Tax Practitioners Credits: 2.0 GN

Mark Patrick, CPA, CVA
Nichols Patrick CPE, Inc. , Hubbard, OH

Review individual federal tax development with commentary and analysis focusing
on items of significance to CPAs serving individuals. Discussion will include review
of new treasury regulations, revenue procedures, revenue rulings, and notices; letter
rulings and technical advice memoranda of interest to your clients; court decisions
that affect “average” taxpayers; and IRS initiatives, audit technique guides and
office of professional responsibility.

11:40am-12:40pm
Lunch

12:45pm-2:00 pm
C1 – Top 10 Tax Traps and How to Deal with Them Credits: 1.5 GN

David Aughtry, J.D., LL.M.
Shareholder / Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

From claims for refund with omitted arguments or failure to timely contest denials,
through limitations extensions that lead to larger deficiencies, to missed elections,
inadequate disclosures and other dangerous practice problems, discuss best
practices to deal with the things that keep you awake at night.

12:45pm-2:00 pm
C2 – Pre-Season Tax Prep Credits: 1.5 GN

Colin E. Blalock, CPA, CGMA,PFS,CFP
Jones and Kolb, CPAs , Atlanta, GA

Amanda J. Carman, CPA
Sole Practitioner / Amanda L. Carman, CPA , Mableton, GA

Now is the time to start planning your 2017 tax season. Address actions and procedures
needed before year-end, at the beginning, middle and end of filing season to make this
the most successful season ever. New rules, dues dates, and procedures will be addressed
for the sole practitioner, small firm and larger firm. What works, doesn’t work and how to
avoid problems will be addressed by practicing CPAs.

2:20 pm-3:10 pm
D1 – Emerging Issues in Tax Practice Due Diligence Credits: 1.0 GN

David F. Golden, CPA, Esq.
Attorney/Partner / Troutman Sanders LLP , Atlanta, GA

Overview of tax practice due diligence for preparing, approving and filing tax returns and other documents. Discuss current and emerging issues preparers are facing.

 

2:20 pm-3:10 pm
D2 – Tax Credits Credits: 1.0 GN

Kevin L. Morelli, CPA
CFO / Cabretta Capital , Savannah, GA

Brent Watts
Cabretta Capital , Savannah, GA

Learn the best way to use tax credits to create equity for your clients. Hear from experts
how government programs that produce tax credits such as low income housing and
renewable energy can be utilized in public and private partnerships.

3:20 pm-4:35 pm
E1 - Income Tax Planning: The Fulcrum for Effective Retirement Credits: 1.5 GN

Hale E. Sheppard, J.D., LL.M.
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

Nearly all taxpayers now have at least some international aspects, which means that their
advisors must grasp critical international rules and duties. The IRS now receives more data
than ever about foreign activities thanks to agreements with foreign banks, compliance
with FATCA, mandatory e-filing of FBARs, computerized cross-checking of foreign assets
disclosed on Form 8938, automatic-penalty programs for late international information
returns, whistleblowers, the infamous “Panama Papers,” and many other sources. The IRS
has significantly expanded its Large Business & International division, too. All this adds up
to more focus, in 2017 and beyond, on international enforcement and disputes.

3:20 pm-4:35 pm
E2 – Georgia Tax Center Credits: 1.5 GN

Darcy Pyle
Assistant Director, Taxpayer Services / Georgia Department of Revenue , Atlanta, GA

A comprehensive session with the Georgia Department of Revenue covering the Georgia
Tax Center, how to access and establish an account, Tax Center updates, and a question
and answer session.

Friday, November 3, 2017

7:15 am-8:00 am
Registration/ Continental Breakfast

8:00 pm-8:05 am
Welcome and Announcements

8:05 am-9:20 am
F - Estate Planning Update Credits: 1.5 GN

William A. Turner
Cohen Pollock Merlin & Small PC , Atlanta, GA

Recent changes in the estate and gift tax laws, including proposed limitations on
valuation discounts and new basis consistency rules, have a profound impact on
estate planning. Explore those changes and what you should consider when advising
you clients about estate planning

9:35 am-10:20am
G - State Tax Update Credits: 1.0 GN

Richard C. Litwin
The Litwin Law Firm, P.C. , Atlanta, GA

In one of our best economies in several years, states still continue to suffer from
revenue shortfalls. States are scrambling to find revenues through nexus legislation
and stricter enforcement measures. Thus, practitioners must continue to navigate
the rough landscape of state taxation. Highlight developments on nexus issues in
multistate taxation and Georgia state tax developments, including recent Georgia tax
cases, relevant Georgia tax legislation, Georgia tax regulations, Georgia Department
of Revenue letter rulings and Georgia Department of Revenue policy bulletins.

10:30am-11:45am
H – Data Security is a Risk Management Problem Credits: 1.5 GN

Randy R. Werner
Loss Prevention Executive / CAMICO Mutual Insurance Co , San Mateo, CA

Cybersecurity threats continue to ramp up and cause a great deal of concern
for CPAs. Security tools to protect against cyber attacks are becoming more
sophisticated, but attackers are also becoming more sophisticated. An effective
data security policy is a key part of a CPA firm’s overall risk management program.
Attendees will take away a greater awareness about cybersecurity best practices.
This high-level presentation will cover topics such as:
• Common data security risks including risks associated with people, threats to
data protection, and current trends in breaches
• Some cybersecurity best practices pre- and post-breach
• Recommended policies and procedures
• War stories from CAMICO’s claims files

11:45am-1:20 pm
I – State of the Profession (12:15 – 1:05 p.m.) Credits: 1.0 GN

Donald P. Cook
The Georgia Society of CPAs , Atlanta, GA

The number of legislative initiatives at the state and federal level impacting the profession
is significant. With complexity ever increasing, now is the time to be more aware and more
vigilant on legislation that can have an impact on your business and your clients. Discuss
federal and state initiatives CPAs should be aware of, and will include some “behind the
scenes” on what our level of concern should be.

1:20 pm-2:35 pm
J1 – This is Happening: The New Partnership Audit Rules Credits: 1.5 GN

Anson Asbury, J.D., LL.M.
Asbury Law Firm , Atlanta, GA

The sun has set on TEFRA and the new partnership audit regulations have been reissued. These
new rules will be in place for all partnerships beginning after December 31, 2017. Are you ready?
Are your clients ready? Discuss the new rules including how to count partners, what an imputed
underpayment is, and, of course, the importance of the new partnership representative.

1:20 pm-2:35 pm
J2 – Updates on How to Handle an IRS Appeal Credits: 1.5 GN

Sheldon M. Kay, CPA, Esq.
Crowe Horwath LLP , Atlanta, GA

Hear the ins and outs of the appeals process from appeals expert and former IRS Chief
of Appeals.

2:50 pm-4:05 pm
K1 – Where Do We Go from Here? The Current State of Civil Penalties Credits: 1.5 GN

Anson Asbury, J.D., LL.M.
Asbury Law Firm , Atlanta, GA

Recent court opinions about the application of negligence penalties in partnership cases
(Malone), subjective standards for determining reasonable basis (Wells Fargo), and
penalties with no statute of limitations (Groves) have raised eyebrows about the current
state of penalties. In an era where penalties are increasingly applied, these decisions
give us reason to reconsider how we view a reasonable basis for a return position, the
application of penalties to certain parties, and the viability of reasonable cause defenses.

2:50 pm-4:05 pm
K2 – Strategies for Exporters: Reduce/Defer Taxes, Increase Retirement Savings, Incentivize Employees Credits: 1.5 GN

Timothy R. Brown, CPA, JD
Attorney & CPA / Gomel, Davis & Watson, LLP , Atlanta, GA

If your client/company profitably exports finished goods that are manufactured, grown
or produced in the U.S., its possessions or Puerto Rico for use outside of the U.S, its
possessions and Puerto Rico, a Domestic International Sales Corporation (DISC) can
provide benefits to increase after-tax funds, retirement funds, and/or key employee
motivation/retention. With extra attention to export sales and related costs, your
exporting client/company can enjoy significant tax benefits provided in the Internal
Revenue Code.

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Ematerials

If you choose this option you will receive your materials as a downloadable PDF file. eMaterials will be available for download approximately three business days prior to the event. For more information on eMaterials please visit ematerials.gscpa.org. Should you choose to receive eMaterials, printed materials will not be available at the event. How to access eMaterials • Go to http://www.gscpa.org and click on "My GSCPA" and then on "My eMaterials." You will be required to log in to access the document by using your gscpa.org login credentials. • Click on "Download eMaterials" link associated with this conference. • Download and save the document to your computer prior to the event. Please note that once the materials are uploaded to the GSCPA website refunds, transfers and cancellations are not accepted.

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Printed Materials

This option will allow you to pick up a printed manual when you check-in at the event.

Conference Site

Cobb Galleria Centre
2 Galleria Pkwy SE
Atlanta, GA 30339

770-955-8000

 

For more information about hotel reservations, please refer to the information tab.

Late Registration

$530 GSCPA Members, $630 Non-Members (after 10/30/2017)