8:00 am – 8:30 am Attendee check-in and continental breakfast (in-person only)

8:30 a.m. – 9:30 a.m. Individual tax update

A discussion of the changes in tax law for 2023 as it relates to personal taxes, along with related regulations, IRS rulings, and significant court decisions.

Edward Leyden, Leyden Law, LLC

9:30 a.m. – 9:45 a.m. Break 

9:45 am -11:00 am Tax Procedure Update

This session will include current developments in economic policies, and issues such as domestic and foreign collection efforts, bankruptcy, offers-in-compromise and Collection Due Process (CDP) Hearings.

Eric Rollinger, Stein Sperling and Peter Haukebo, Frost Law 

11:00 a.m. – 11:15 a.m. Break 

11:15 am – 12:30 pm Business Tax Update

A review of the most significant judicial and administrative developments during the preceding year in the business tax area along with recent developments in accounting, business income and deductions, investment gain and corporate and partnership matters. 

Brian O’Connor and Elizabeth Stieff, Venable, LLP

12:30 p.m. – 1:30 p.m. Lunch 

1:30 p.m. – 2:30 p.m. AI update

Jeff Bathurst, SCH Group and Michael March, Frost Law 

2:30 p.m. – 2:45 p.m. Break

2:45 pm – 4:00 p.m. Corporate Transparency Act

Mario A. de Castro and Claire Allenbach, Whiteford Taylor Preston LLP