Joshua Jenson, CPA
Joshua Jenson, CPA, PC , Edmond, OK

Business tax rules continue to evolve as new legislation, IRS guidance and court decisions create both opportunities and challenges for business owners and their advisors. This is a practical review of recent developments affecting partnerships, S corporations and closely held businesses. This session highlights key business provisions of the One Big Beautiful Bill Act (OBBBA), important reporting developments and planning considerations involving self-employment tax, at-risk basis, passive activities, material participation, depreciation and other significant business tax matters.

Joshua Jenson, CPA
Joshua Jenson, CPA, PC , Edmond, OK

This practical session is a focused review of the developments shaping individual taxation heading into the next filing season. Examine key OBBBA provisions, recent IRS guidance and Tax Court decisions through the lens of real-world client application. Emphasis is placed on identifying planning opportunities, recognizing compliance risks and understanding how current developments impact both year-end decision-making and future return preparation. The program is designed to move beyond awareness of tax law changes and into practical implementation strategies.

Cassandra Bradford, J.D., MBA
Eversheds Sutherland (US) LLP , Atlanta, GA

This session provides a practical, integrated look at some of the most pressing issues facing taxpayers and advisors today including centralized partnership audits under the Bipartisan Budget Act (BBA) to heightened scrutiny of Employee Retention Credit (ERC) claims and ongoing conservation easement litigation. The discussion will cover key developments in BBA audits, including trends, procedural challenges, and strategic considerations throughout the audit, appeals and litigation lifecycle. Attendees will also gain insight into the latest ERC developments, including expanded audit activity, evolving legal challenges and practical approaches to managing risk and defending positions. In addition, the session will examine recent conservation easement cases and enforcement trends, highlighting how these disputes continue to dominate the Tax Court and what taxpayers should consider when navigating examinations and litigation.
Beyond these core areas, the program will explore broader controversy themes, including economic substance considerations, procedural developments such as equitable tolling, and strategic approaches to presenting cases before Appeals. Together, these insights will equip attendees with a forward-looking understanding of how to anticipate risk, respond to enforcement, and develop effective controversy strategies in an increasingly complex environment.

Brandon R. Smith, CPA, CCSFP, CHQP
Mauldin & Jenkins CPAs LLC , Atlanta, GA

Brent Ullrich, CPA
Partner / Mauldin & Jenkins CPAs LLC , Atlanta, GA

Explore how AI technologies can streamline tax preparation, enhance research capabilities and improve overall practice efficiency. Attendees will leave with actionable strategies and real-world examples of how to effectively and securely integrate AI tools into their daily tax workflows to deliver greater value.

Anson Asbury, J.D., LL.M.
Asbury Gardner Tax Counsel , Decatur, GA

Brian Gardner, J.D., LL.M
Asbury Gardner Tax Counsel , Decatur, GA

Anson Asbury and Brian Gardner discuss tolling for Covid interest refunds after the July 10 deadline, recent developments in the economic substance doctrine, a proposed IRS cryptocurrency voluntary disclosure program, the Section 1202 small business stock exclusion and the Coca-Cola issue everyone should be watching.

Jack J. Small, CPA, CMI
Partner / Forvis Mazars , Atlanta, GA

This session will cover recent changes and trends in state tax across the country. This will include recent significant legislative changes in key states as well as current status of conformity with specific Federal tax provisions. Trends regarding nexus, apportionment, revenue sourcing and filing methodologies will be addressed. While the primary focus of the presentation will be on state income tax matters, relevant issues involving other tax types will also be included.

Kent Walker, J.D.
Walker Estate Planning , Atlanta, GA

Estate planning can seem overwhelming, but understanding the basics is essential for helping clients plan for the future. This session provides a high-level introduction to estate planning concepts, common considerations and key topics that every CPA should know. Whether you are new to estate planning or simply looking for a refresher, this session will provide a practical foundation for understanding this important area of practice.

Adam Kess, MBA
Trove Tax Advisors LLC , Atlanta, GA

This session shows CPAs, executives and trusted advisors how to identify overlooked tax savings opportunities available to Georgia businesses. Adam Kess will cover practical, underused credits tied to common business activities such as hiring, employee training, health insurance and investment. Attendees will leave with a framework for spotting savings opportunities, avoiding missed credits and delivering greater value to clients or their organizations.

Frank O'Connell, J.D., LL.M
Of Office Tax Policy / Georgia Department of Revenue , Atlanta, GA

Kelsey Finn
Georgia Department of Revenue , Atlanta, GA

This session will provide accounting professionals with important updates on Georgia’s evolving tax landscape, featuring both a Department of Revenue update and an overview of the newly established Georgia Tax Court. Attendees will hear directly about recent regulatory developments, initiatives and key tax administration updates from the Department of Revenue, while also gaining a practical understanding of the new court’s structure, procedures and role in resolving tax disputes. The discussion will explore how these changes impact taxpayers, CPAs and tax practitioners, as well as considerations for navigating appeals, controversies and interactions with the Department of Revenue.

John W. Hackney, CPA
Partner / Chamberlain, Hrdlicka, White, Williams & Aughtry , Atlanta, GA

This session will provide an update on the current status of the IRS, hot audit topics and the status of current IRS operations. Discuss how to respond to IRS audits and current best practices.