2022 Georgia Tax Forum (13065)

Wednesday, November 2, 2022 - Thursday, November 3, 2022 / Atlanta, GA

Georgia's leading taxation event brings you up-to-date on changing tax legislation and critical issues impacting you and your clients, including DOR updates, cryptocurrency, SALT and estate planning updates. Day one will provide an update and lessons learned in the past year. Day two takes a deeper dive into trending topics to prepare you for the coming year.

Alternate Attendance Options
Live Stream Attendance Both Days (LS13065)

In-Person Wednesday Only (13067)
Live Stream Wednesday Only (LS13067)

In-Person Thursday Only (13068)
Live Stream Thursday Only (LS13068)

 

Event Status: OPEN

Event ID: #13065

CPE: 16.0 credits

Total Price: $479.00

Other Attendance Options

These related conferences are also available for purchase.

No Thanks
 

Participate in guided discussions you need to survive the upcoming tax season and insight and experience from local and national speakers to help you determine the best route in advising your clients.

TOPICS
Day 1

> Federal Individual Tax Update
> Federal Business Tax Update
> State and Local Tax Update
> Bridging the Gap Between Planning and Implementation: How Estate and Gift Tax Attorneys Can Better Help CPAs 

Day 2
> Schedules K-2, K-3, and Other Tax Updates
> COVID-19 Update 
> Tax Effects on Cryptocurrency Transactions
> Sales Tax Hot Topics
> A CPA's Guide to Avoiding Trouble 
> M&A Overview and Current Trends
> Department of Revenue 
> Tax Talk with Art and Anson

MATERIALS
This conference is a paperless conference and all materials will be available electronically as PDFs. Materials will be available for download in advance and participants will receive an email when they are available. For more information about eMaterials, visit ematerials.gscpa.org.

Wednesday, November 2, 2022

8:05 am-9:45 am
A - Federal Individual Tax Update Credits: 2.0 TT

J P. Garverick, CPA, MT, CFP
The Garvs, LLC THE Tax U , Goodyear, AZ

Review various Federal income tax laws impacting individuals, emphasizing newly enacted tax legislation, court cases and IRS guidance. Specific topics of discussion will be chosen based on the most recent developments incurred up to date of the conference.

10:00am-11:40am
B - Federal Business Tax Update Credits: 2.0 TT

J P. Garverick, CPA, MT, CFP
The Garvs, LLC THE Tax U , Goodyear, AZ

Review various Federal income tax laws impacting businesses, emphasizing newly enacted tax legislation, court cases and IRS guidance. Specific topics of discussion will be chosen based on the most recent developments incurred up to date of the conference.

12:40pm-2:20 pm
C - State and Local Tax Update Credits: 2.0 TT

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

State coffers are teeming with revenues after dire predictions of the opposite. But the pandemic has resulted in paradigm shifts tied to work and spending habits.  Receive an update on (1) state and local tax consequences of remote worker arrangements, (2) economic nexus developments tied to Wayfair, (3) Georgia's passthrough entity election (H.B. 149) and (4) sales and use tax collection obligations of dog breeders and airplanes purchases. 

2:30 pm-4:10 pm
D - Bridging the Gap Between Planning and Implementation: How Estate and Gift Tax Attorneys Can Better Help CPAs Credits: 2.0 TT

Christopher Steele, J.D., LL.M
Menden Freiman, LLP , Atlanta, GA

Jeff Meek
Menden Freiman, LLP , Atlanta, GA

What information should the CPA expect to get from a planning attorney? What questions should the CPA ask the attorney? How can the CPA best be prepared to take on this role of cleaning up our disruption? Discuss bridging the gap between the execution of the estate planning document and the implementation of the planning.

Thursday, November 3, 2022

8:05 am-9:45 am
E - Schedules K-2, K-3, and Other Tax Updates Credits: 2.0 TT

Michael J. Brake, CPA
FORVIS , High Point, NC

Iris Laws, CPA
FORVIS , High Point, NC

Discuss the Schedule K-2/K-3 filling requirements, which apply to passthrough entities, updated guidance received during 2022, the challenges faced during the 2021 compliance season and the impacts to our clients from this new reporting.

9:55 am-11:10am
F - COVID-19 Update Credits: 1.5 TX

Arthur Auerbach, CPA, CGMA
owner / Arthur Auerbach CPA , Atlanta, GA

Examine the COVID-19 effect on NOLs, credits and carry items, forward and back. Emphasis will be on federal and state differences, focusing on Georgia. There is also a residuary effect on the hiring process and remote working issues, particularly fringe benefits. Do you have your process in writing? Are your retirement plans up to date? Reimbursement for at-home workers? Discuss these questions and more.

11:20am-12:10pm
G1 - Tax Effects on Cryptocurrency Transactions Credits: 1.0 TT

Michael P. Klug, CPA
Bennett Thrasher LLP , Atlanta, GA

Explore the current cryptocurrency environment with a focus on the tax effects of underlying transactions. Cover the limited availability of IRS guidance and the inherent challenges posed to tax practitioners when advising clients on the tax effects of cryptocurrency transactions, including the relevant reporting requirements. Additional topics to be discussed include tax planning opportunities, estate tax considerations, record-keeping requirements and software, enforcement activity and new trends such as ICOs, NFTs and DAOs.

11:20am-12:10pm
G2 - Sales Tax Hot Topics Credits: 1.0 TT

Jeff Meigs
TaxConnex, LLC , Alpharetta, GA

Sales tax is complicated, even for the most experienced tax practitioners, but it is a critical part of running your business. Dig into some of the complexities we see continually tripping companies up, including tracking an evolving sales tax nexus, understanding how to best manage exemptions and exclusions to sales tax, who owns the sales tax responsibility in a drop shipment scenario, voluntary disclosure agreements and when they are (or are not) warranted for your business

1:00pm-2:15pm
H1 - A CPA's Guide to Avoiding Trouble (A&A) Credits: 1.5 AO

Duncan Will
CAMICO Mutual Insurance Co , San Mateo, CA

The top malpractice issues facing today's CPA are the same issues/themes that have faced us for decades. Receive risk management advice specific to recent pronouncements and other current issues facing the profession, how to avoid getting into trouble and how to extract yourself if you get in trouble and develop a better understanding of CPA liability risks. Use these concepts and tools to make risk management a profitable component of your practice.

1:00pm-2:15pm
H2 - M&A Overview and Current Trends Credits: 1.5 TT

Zachary M. Leder, CPA
Senior Tax Accountant / Bennett Thrasher LLP , Atlanta, GA

Scott Augustine, J.D.
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

Erica Opitz, J.D.
Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

Examine the anatomy of a sale transaction and stay current on how to support your clients through the process of selling their business. The discussion includes an overview of M&A transactions, current trends in preferred deal structures, net working capital considerations, baskets and caps on post-closing indemnification obligations, maximizing after-tax proceeds and developments in representation and warranty insurance coverage.

2:25pm-3:15pm
I - Department of Revenue Credits: 1.0 TT

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

Review updates from the Department of Revenue, including legislation, taxpayer services and audits.

3:25pm-4:15pm
J - Tax Talk with Art and Anson Credits: 1.0 TT

Arthur Auerbach, CPA, CGMA
owner / Arthur Auerbach CPA , Atlanta, GA

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

Art and Anson will share a live, in-person presentation of their popular video podcast. The IRS is ramping up hiring, and the current Commissioner is set to leave. The question on everybody's mind is what the IRS will do next. Discuss currently proposed enforcement programs focused on cryptocurrency, estate taxes and high income under reporters. They will also touch on the latest developments in independence, litigation, statutes of limitations and penalties.

Conference Materials

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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.

Conference Site

GSCPA Learning Center
6 Concourse Pkwy Ste 800
Atlanta, GA 30328

404-231-8676

 

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

Directions

Free Parking There is no charge for parking when visiting the GSCPA Learning Center and offices. Please do not park in the reserved spaces or those areas designated “Short-term Visitor Parking.” Cars are subject to towing if left in these areas. Parking is also free at most off-site course locations. The parking deck is located directly across from the GSCPA Learning Center in the Concourse 6/King Building, Suite 800. Parking in undesignated areas, reserved spots or 2-hour visitor parking will result in your vehicle being booted. *GSCPA is not liable for booting fees due to failure to follow instructions or breaking parking policies*
Click here to see a map.

Early Bird Registration

$479 GSCPA Members, $579 Non-Members (by 10/13/2022)

 

Standard Registration

$539 GSCPA Members, $639 Non-Members

 

Late Registration

$579 GSCPA Members, $679 Non-Members (after 10/28/2022)