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
Georgia Tax Court , 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.