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Financial professionals!…join your colleagues for three days of informative educational sessions, training and networking. If you’re not a financial professional but want to stay informed you, too, have access to a full agenda of the latest tax law information, hands-on workshops, networking opportunities and exhibits of the latest tax related products and services.
Education and Training:
Seminars – Hear the latest on key federal and state tax issues from top IRS executives and leading industry experts. Earn valuable continuing professional education (CPE) and certified financial planner (CFP) credits. Select from more than 40 valuable and relevant tax topics.
Workshops – The workshops are continuous hands-on sessions (usually 2 hours), with breaks determined by the instructor. Advance registration is required and space is limited to 200 people per session.
Forum Highlights:
Exhibits – Visit dozens of exhibitors displaying a wide selection of products and services that support the IRS e-file Program and may help enhance your business operations. Exhibit hall hours: 11:00 am to 6:00 pm on Tuesday and 10:00 am to 2:00 pm on Wednesday.
Continuing Professional Education (CPE) Credits – Attendance at IRS Tax Forum seminars qualifies for Continuing Professional Education (CPE) credits for enrolled agents, certified public accountants, registered tax return preparers and California Tax Education Council (CTEC) participants. Seminars also qualify for individuals who are not yet registered tax return preparers, but have PTINs and are required to obtain RTRP CPE credits in 2012. You will need to understand and comply with your licensing agency’s CPE requirements. Attendance for the full 50 minutes of the presentation is required to receive one CPE credit.
Certified Financial Planner (CFP) Credits – The IRS is registered with the Certified Financial Planner Board of Standards, Inc. The board has the final authority on the acceptance of each IRS tax forum course for continuing education credit for certified financial planners.
Case Resolution Program – Tired of calling the IRS? Bring your own personal case or your client’s toughest unresolved case (one per tax business) to the Case Resolution Room and meet one-on-one with IRS representatives by appointment only to discuss the case (POA required onsite). To expedite scheduling, bring a completed Nationwide Tax Forum Case Data Sheet with you.
Enjoy good food and great company on Tuesday and Wednesday and Thursday! Mix and mingle, reconnect with friends and colleagues, share information and best practices, or just relax and enjoy!
The IRS Tax Forum will be held at the Hilton Orlando 6001 Destination Parkway Orlando, FL 32819 from Tuesday to Thursday (June 19, 20 & 21). Registration starts at 7am, seminars start at 8am!
For further info see: www.irstaxforum.com/schedule