Monday | August 21
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 hands-on preparation of Form 1041. Hear why trusts and estates are created and understand the latest legal developments and fiduciary income tax return filing requirements. Plus, identify potential planning and
consulting opportunities.
Lee Arbus, CPA, JD, LLM – Partner, Levun | Goodman & Cohen, LLP
Jonathan Beer, JD, LLM – Attorney, Levun | Goodman & Cohen, LLP
IRS Exams, Appeals, and Audits: What You Need to Know
1:00 PM – 4:30 PM | CONCURRENT WORKSHOP II
Learn the ins and outs of navigating IRS resolution services in audits, collections, and appeals through real-life case studies. Discover best practices for assisting clients with IRS notices, audits, liens and levies, and more.
Mark Heroux, JD – Partner | Baker Tilly US LLP
Phillip Levsky, CPA – Senior Manager – Tax | FGMK LLC
Luis Plascencia, CPA, MST – Principal | Luis V Plascencia,
CPA