Wednesday, November 5, 2025
7:30am-8:00am
Registration
8:00am-8:05am
Welcome and Announcements
8:05am-9:45am
A - Current State of the IRS
Credits: 2.0 TT
Jasen Hanson
Chamberlain, Hrdlicka, White, Williams & Aughtry
,
Atlanta, GA
In this discussion, explore the current status of the IRS in the wake of reduction in force, looming budget cuts and new leadership. We will discuss operational functions and enforcement priorities as well as the impact on both practitioners and clients.
9:45am-10:00am
Break
10:00am-11:40am
B - Keeping Up with the Tax Code: Individual Tax Update
Credits: 2.0 TT
David Peters, CPA, CFP, MST
Peters Professional Education, LLC
,
Richmond, VA
Being a tax practitioner over the last few years has been tough! The tax landscape is constantly changing, and this shows no signs of slowing down. With the recent passage of the One Big Beautiful Bill Act (OBBBA), there’s even more for practitioners to manage. In this session, explore the latest and greatest on the tip deduction, overtime deduction and senior deduction. Touch base on the new Trump accounts and other major developments on the individual tax side so that you will be well-prepared for the tax season ahead.
11:40am-12:40pm
Lunch
12:40pm-2:20pm
C - Keeping Up with the Tax Code: Business Tax Update
Credits: 2.0 TT
David Peters, CPA, CFP, MST
Peters Professional Education, LLC
,
Richmond, VA
Even though many green energy credits have been repealed, there are still tons of opportunities for tax planning for businesses in 2025 and beyond. In this session, talk about how to depreciate an entire building all in the first year. Also learn how the QBI deduction has changed, what happened to PTE elections and why charitable giving might be tougher going forward. All of this and more, in time for year-end tax planning.
2:20pm-2:30pm
Break
2:30pm-4:10pm
D - Estate Planning When Most of Your Clients Don’t Have Estate Tax Exposure
Credits: 2.0 TT
James L. Underwood, CPA, PFS,CFP, AEP
Managing Member
/
Underwood Advisors, LLC
,
Lilburn, GA
Only about 0.25% of Americans currently have taxable estates of $30,000,000 or more. Learn techniques to reduce future income tax and how to take advantage of the step-up in basis at death with new planning and revisiting current plans in place. Discuss and plan for taxes that are even more important than tax reduction.
7:30am-8:00am
Registration
8:00am-8:05am
Welcome and Announcements
8:05am-9:20am
E - Department of Revenue Update
Credits: 1.5 TT
Darcy Pyle
Assistant Director, Taxpayer Services
/
Georgia Department of Revenue
,
Atlanta, GA
This session will review annual updates, changes and other topics to improve working with the department.
9:20am-9:30am
Break
9:30am-10:45am
F - Tax Talk
Credits: 1.5 TT
Anson Asbury, J.D., LL.M.
Asbury Law Firm
,
Decatur, GA
Brian Gardner, J.D., LL.M
Asbury Law Firm
,
Decatur, GA
Anson and Brian will cover developing legal issues that may impact your next filing season, the current state of the IRS and audits your clients might face.
10:45am-10:55am
Break
10:55am-12:10pm
G - Key Federal and State Tax Considerations in Middle Market M&A Transactions
Credits: 1.5 TT
Zachary M. Leder, CPA
Senior Tax Accountant
/
Bennett Thrasher, LLP
,
Atlanta, GA
This session provides tax professionals with a focused overview of critical federal and state tax issues that arise in middle market mergers and acquisitions. Designed for CPAs, tax advisors, and financial professionals involved in transactional work, the course explores the tax implications that can significantly impact deal structure, valuation and post-transaction integration. Includes practical insights into entity choice and structuring considerations, tax attributes and limitations under Sections 382 and 383, sales and use tax exposures in asset acquisitions and what M&A tax due diligence teams look for when performing diligence.
12:10pm-1:00pm
Lunch
1:00pm-1:50pm
H - What Accountants Need to Know About the BBA Partnership Audit Process
Credits: 1.0 TT
John W. Hackney, CPA
Partner
/
Chamberlain, Hrdlicka, White, Williams & Aughtry
,
Atlanta, GA
This presentation will discuss how Congress changed the partnership audit process through the Bipartisan Budget Act of 2015 (BBA). Applying to every partnership tax year after 2017, the BBA changed who can act on behalf of a partnership, how the IRS adjusts partnership income and how the ultimate taxpayers account for any partnership-level changes.
1:50pm-2:00pm
Break
2:00pm-3:15pm
I - SALT Update
Credits: 1.5 TT
Scott Wright
Eversheds Sutherland (US) LLP
,
Atlanta, GA
Jonathan A. Feldman
Eversheds Sutherland (US) LLP
,
Atlanta, GA
This session will cover key developments in state and local tax, exploring recent legislative changes, litigation trends and administrative guidance impacting businesses across the southeast and beyond.
3:15pm-3:25pm
Break
3:25pm-4:15pm
J - The OB3 Tax Bill: Unwrapping the One Big Beautiful Surprise
Credits: 1.0 TT
Christopher Steele, J.D., LL.M
Bernstein Global Wealth Management
,
Atlanta, GA
Ready for a tax adventure? Join us as we dive into the One Big Beautiful Bill Act (OB3). This session promises to be both informative and entertaining, as we unravel the quirks and perks of the latest tax legislation. Discover how OB3 can impact your clients and learn tips and tricks to stay compliant while keeping your sanity intact. Don't miss out on this fun and engaging exploration of the tax world's newest twist.
