Venue

Hilton Orlando
6001 Destination Parkway
Orlando, FL 32819
Tel: 1-407-313-4300


Sponsorship & Exhibit Opportunities

To find out how to customize a sponsorship/exhibit package which is most appropriate for your institution, please contact Jack Lynch at (212) 803-8803


Track: Tax

Monday, October 21, 2013

9:10 a.m. - 10:00 a.m.
Engineering Tax Benefits for You and Your Clients (T)
Michael D'Onofrio, Managing Director, ENGINEERED TAX SERVICES

This presentation is designed to give clarity and awareness to the engineering process involved in certification of public and private buildings, as well as to heighten awareness of these tax benefits on a national scale. You’ll learn how the 179D federal energy tax deductions will allow you to claim significant benefits or provide a value-added service to your client through the use of this tax law.

10:45 a.m. - 11:35 a.m.
Office & Field Exams: An Expert's Perspective (T)
Gary Howard, Principal, G.L. HOWARD, CPA

This in-depth session will discuss differing techniques involved in effectively representing clients in an IRS office or field examination. Learn how to use IRS Audit Technique guides and other invaluable IRS resources to your advantage and get an insider's view of IRS examination techniques and effective responses.

3:25 p.m. - 4:15 p.m.
Mapping the Value in Your Tax Process (T)
Chris Liebtag, Director, Consulting Services, LEAN CPA, LLC

Where's the value in your enterprise? In this interactive session, you'll get to see one firm's tax process mapped out on paper. Participants will break the practice down -- and then put it back together. This value stream mapping process will allow looking at your processes with a new perspective - focusing on what you're doing that adds value to clients and what steps don't.

4:45 p.m. - 5:35 p.m.
Tax Office Operations (T)
Chuck McCabe, CEO, PEOPLES INCOME TAX & THE INCOME TAX SCHOOL

Growing a successful tax business requires a systematic approach -- including written policies and procedures to keep the practice in line. This session will show you how to create those policies and procedures, offering best practices for client service and problem resolution, pricing and checking tax returns, payments, deposits, and daily reporting, employment agreements, IRS due diligence, and much more.

Tuesday, October 22, 2013

10:45 a.m. - 11:35 a.m.
Tales of the Tax Return: Discovering Client Gaps and Pitfalls (T)
John P. Napolitano, CFP ®, CPA, PFS, MST, RLP®, Chairman and CEO, U.S. WEALTH MANAGEMENT, LLC

From personal returns through sophisticated entity returns, in this session you will learn the right questions to ask when reading a tax return for a client or prospect to discover their unmet needs and serve them at a level higher than most CPAs they’ve encountered. You’ll know when you are asking the right questions when your client looks at you and asks: “Why didn’t my prior accountant raise these issues?”

11:40 a.m. - 12:30 p.m.
Clearing Up the Confusion: The Latest on the Repair vs Cap Regs (T)
Eddie Price, CCSP, Director, Cost Segregation, KBKG, INC.

This session will offer a current update on the Repair vs Capitalization regulations, including: history, new rules and changes, and several case studies.