Joseline's Schedule

Monday - Zero Day

3:00PM – 3:50PM – SEMINAR 4
Practice Management – Security & Compliance

4:00PM – 4:50PM – SEMINAR 4
Practice Management – Firm Success Roadmap

Tuesday - Day One

8:00AM – 8:50AM – SEMINAR 2
Beyond the Basics Circular 230 – Due Diligence & Managing Professional Risk

9:05AM – 9:55AM – SEMINAR 3
Unlocking Savings: The Four Temporary Deductions You Can’t Afford to Miss Under the Working Families Tax Cuts Act (“One Big Beautiful Bill”)

10:10AM – 11:00AM – SEMINAR 1
Tax Professional’s Guide to Preparing Tax Returns for Taxpayers with ITINs

11:00AM – 1:30PM LUNCH

1:30PM – 2:20PM – SEMINAR 1
Plenary Session: A Conversation with IRS Leadership

2:45PM – 3:35PM  – SEMINAR 3
Managing IRS Collection Cases: Tools, Timing and Tactics

3:50PM – 4:40PM – SEMINAR 4
Tick Tock, the Clock Is Running – Or Is It? Understanding the Statute of Limitations

4:45PM – GOLDEN STATE BALLROOM
Welcome Reception (Not Required)

Wednesday - Day Two

8:00AM – 8:50AM – SEMINAR 3
Churches, Clergy and Donors: Common Tax Issues for Practitioners

9:05AM – 9:55AM – SEMINAR 5
Unpacking the BBA: Compliance and Challenges

10:10AM – 11:00AM – SEMINAR 5
Digital Asset Information Reporting – What Practitioners Need to Know

11:00AM – 1:00PM LUNCH

1:00PM – 1:50PM – SEMINAR 1
Plenary Session: AI in Tax

2:15PM – 3:05PM  – SEMINAR 2
Review the Qualified Business Income Deduction and 2026 Updates

3:20PM – 4:10PM – SEMINAR 2
Ethics in 2026 – Get it Right

4:15PM – Pacific Town & Country Foyers
NTF Networking Reception (Not Required)

Thursday - Day Three

8:00AM – 8:50AM – SEMINAR 3
Recognizing Emerging Schemes

9:05AM – 9:55AM – SEMINAR 1
TIGTA

10:10AM – 12:05PM – SEMINAR 1
Tax Law Changes, Saver’s Match and Other Key Updates for Tax Year 2026

12:05PM – 1:30PM  LUNCH

1:30PM – 2:20PM  – SEMINAR 1
Schedule C Issues Facing the Tax Professional

2:35PM – 3:25PM – SEMINAR 2
The Working Families Tax Cuts Act (“One Big Beautiful Bill”) Deductions for Tips, Overtime and Car Loan Interest: What’s Reported Where?

3:40PM – 4:30PM – SEMINAR 1
Apply the Qualified Tip and Qualified Overtime Deductions in Practice