EDUCATION SCHEDULE
*subject to change
Wednesday, November 3
Registration Open
1 pm – 6 pm
Welcome Reception – Hyatt Regency San Antonio
6 pm – 8 pm
Thursday, November 4
7:30 am - 8:30 am
Attendee Breakfast
8:30 am - 10:10 am
Tax Preparers and Preparer Penalties - 2 hours
Mark Klecka, Esq., CPA
This presentation will highlight the tax penalties income tax preparers face when completing tax returns for their clients, with handouts and information. The presentation will also cover how to present fee requests to clients to cover the cost of obtaining data, performing and documentation of interview and questions, and maintaining support documents for review by the IRS.
9 am - 11 am
Spouse/Guest Breakfast
10:20 - 11:35 am
Federal Tax Update – July – October 2021 – 1.5 hours
David S. De Jong, LL.M, Esq., CPA
The program will review the most important legislation, regulations, cases and rulings in the federal tax arena during this second half of 2021. Leading substantive developments affecting individuals, businesses, retirement plans and estates will be covered. Key procedural changes will also be discussed.
11:35 - 1:00 pm
Lunch on Own
1:30 pm – 4:00 pm
Spouse/Guest Activity – Paint & Sip
Onsite at Hotel
1:00 pm - 2:15 pm
Fundamentals of Chapter 7 and Chapter 13 – 1.5 hours
Mary K. Viegelahn, Chapter 12 & 13 Trustee San Antonio
Vanessa Guerrero, Comptroller & Senior Staff Attorney, Office of Chapter 13 San Antonio
This presentation will discuss the fundamentals of chapter 7 and chapter 13 bankruptcy.
2:30 – 3:30 pm
Cryptocurrency 101: The Basics – 1 hour
Marc Schwartz, Esq., CPA
3:45 pm – 5:00 pm
IRS Collection Fresh Start Update
Bradley Shriver, Esq.
The presentation will cover the fresh start program with the IRS, including recent changes to the program as well as covering topics in general IRS collections practice.
6:00 pm
Dinner on Own
NO THURSDAY NIGHT HOSPITALITY
Friday, November 5
7:30 am - 8:30 am
Attendee Breakfast and Committee Updates
8:30 - 10:10 am
Standard of Value for Appraisals – 1.5 hours
Eric Rollinger, Esq., CPA
Valuators and appraisers are required to define the standard of value used in every appraisal. Fair Market Value is clearly defined, but others are not. Understanding proper standards and definitions are essential for valuators and those that utilize their reports.
10:30 - 11:30 am - 1 hour
Capital Markets and Economic Update
Cory Dowell, UBS
This presentation will provide an update on the current state of the markets and thoughts on what to expect going forward and provide a general economic outlook.
11:45 am - 1:15 pm
Ethics: Sandbox Shenanigans – 2.0 hours
(lunch provided)
William LeVay, Esq. CPA
Will discuss the efforts of several states to increase access to the legal system by experimenting with not only non-non lawyer ownership of law firms,
but with the practice of law by paraprofessionals.
1:45 pm
Meet for Cruise
Barge must depart at 2 pm, they are not able to wait for latecomers!
2 pm – 3:30 pm
Riverwalk Barge Cruise
6:30
Dine Arounds
*See registration desk for reservations
8:30 - 10:30
Hospitality
Saturday, November 6
7:30 am – 8:30 am
Breakfast
8:30 am - 9:45 am – 1.5 hours
Liens and Levies – What the IRS Can and Cannot Do
David S. De Jong, LL.M, Esq., CPA
Eric Rollinger, Esq., CPA
Daniel Rosefelt, Esq., CPA
The session will distinguish an IRS lien from a levy and detail what IRS can and cannot do with each resource. The discussion on liens will include a review of assets to which they attach and priorities vis a vis other creditors. The portion on levies will discuss both the law and the practicalities in dealing with an actual or threatened seizure.
10 am - 11:15 am – 1.5 hours
Chapter 11, Subchapter V Overview and Observations
John Akard, Esq., CPA
11:30 - 1:30
Board of Directors Meeting (lunch included for BOD members)
2:00 pm - 3 pm
Alamo Tour
6:30 pm - 10:30 pm
Closing Dinner and Cocktails