Lupe's Schedule

Monday - Zero Day
Tuesday - Day One

8:00AM – 8:50AM – SEMINAR 1
Schedule C Issues Facing the Tax Professional

9:05AM – 9:55AM – SEMINAR 1
Review the Qualified Business Income Deduction and 2026 Updates

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
Navigating Wage Reporting with SSA: New Requirements, Tools and Best Practices for Submitters

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

Wednesday - Day Two

8:00AM – 8:50AM – SEMINAR 2
Operating a Retirement Plan for the Do-It-Yourself Small Business Owner

9:05AM – 9:55AM – SEMINAR 1
Apply the Qualified Tip and Qualified Overtime Deductions in Practice

10:10AM – 11:00AM – SEMINAR 2
The Working Families Tax Cuts Act (“One Big Beautiful Bill”) Deductions for Tips, Overtime and Car Loan Interest: What’s Reported Where?

11:00AM – 1:00PM LUNCH

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

2:15PM – 4:10PM  – SEMINAR 1
Tax Law Changes, Saver’s Match and Other Key Updates for Tax Year 2026

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

Thursday - Day Three

8:00AM – 8:50AM – SEMINAR 4
Resolving Disputes Effectively: The Power of ADR

9:05AM – 9:55AM – SEMINAR 4
Recent Updates in Retirement Plan Guidance – What You Need to Know

10:10AM – 11:00AM – SEMINAR 3
The Details Matter When It Comes to Your Due Diligence

11:15AM – 12:05PM- SEMINAR 3
Tax Issues Relating to NIL, Performers, and Influencers

12:05PM – 1:30PM  LUNCH

1:30PM – 2:20PM  – SEMINAR 2
Exiting a Corporation: Tax Fundamentals Every Practitioner Should Know

2:35PM – 3:25PM – SEMINAR 1
Tick Tock, the Clock Is Running – Or Is It? Understanding the Statute of Limitations

3:40PM – 4:30PM – SEMINAR 2
How Much Do You Know About Refundable Credits?