Pre-Summit Workshops

Monday, August 23

The pre-conference workshops will only be offered virtually. No in-person option is available.
The workshops are optional and require a separate registration.

Some of the SUMMIT21 speakers will be presenting remotely for both the in-person and virtual venues.
Remote speakers are noted with the following symbol: Remote Speaker

Basic Trusts: Taxation of Trusts and Preparing Form 1041

1:00 pm - 4:30 pm | CONCURRENT WORKSHOP I

Roll up your sleeves and participate in a "virtual" hands-on preparation of Form 1041. Plus, hear why trusts are created and understand the tax return filing requirements for trusts and estates. Bonus: Walk away with sample trust language for trust classification you can use in your practice.

Lee Arbus, CPA, JD, LLM | Partner, Levun, Goodman & Cohen, LLP Remote Speaker
Jonathan Beer, JD, LLM | Attorney, Levun, Goodman & Cohen, LLP Remote Speaker

Practice Challenges in a COVID-19 World

1:00 pm - 4:30 pm | CONCURRENT WORKSHOP II

Discuss how the pandemic has changed the way firms operate and how CPAs represent clients in front of the IRS. Hear best practices for work-from-home policies and procedures, technology utilization, data security and more. Plus, receive insights on how to utilize the Taxpayer Advocate Service to help resolve taxpayer problems.

Mark S. Heroux, JD | Partner | Baker Tilly Virchow Krause LLP Remote Speaker
Phillip Levsky, CPA | Senior Manager - Tax, FGMK, LLC Remote Speaker
Luis Plascencia, CPA, MST | Principal, Luis V Plascencia CPA Remote Speaker
Andrew J. VanSingel, Esq. | Local Taxpayer Advocate, Taxpayer Advocate Service Remote Speaker
Jennifer Williams, CPA | Principal/Owner, Pillar Financial Services Remote Speaker


550 West Jackson Blvd | Chicago, IL 60661
P: 312.993.0407 or 800.993.0407 (IL only)
F: 312.993.9432

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