Sunday, July 27th
TBD New Member Happy Hour
Monday, July 28th
7:00 AM – 5:00 PM Registration Opens
7:00 AM – 8:00 AM Breakfast
8:00 AM – 5:00 PM Taxpayer Advocate Problem-Solving Sessions
8:00 AM – 10:00 AM Welcome and Opening Session – Ethics (for all) – 2 CE
10:00 AM – 10:15 AM Sponsor Networking Break
10:15 AM – 12:00 PM Tax Track Session 7217 – 2 CE
10:15 AM – 12:00 PM NTPI Level 2: Introduction to Business Representation – 2 CE
10:15 AM – 12:00 PM NTPI Level 3: Advanced Financial Analysis – 2 CE
12:00 PM – 1:00 PM Lunch and Awards Ceremony
1:00 PM – 2:45 PM Tax Track: Stock Options– 2 CE
1:00 PM – 2:45 PM NTPI Level 2: The Audit Reconsideration Process – 2 CE
1:00 PM – 2:45 PM NTPI Level 3: Trust Fund Recovery Penalty Process – 2 CE
2:45 PM – 3:15 PM Sponsor Networking Break
3:15 PM – 5:00 PM Tax Track: Digital Assets – 2 CE
3:15 PM – 4:05 PM NTPI Level 2: Internal Revenue Manual – 1 CE
4:05 PM – 5:00 PM NTPI Level 2: FOIA Requests – 1 CE
3:15 PM – 4:05 PM NTPI Level 3: Introduction to Criminal Tax – 1 CE
4:05 PM – 5:00 PM NTPI Level 3: Bankruptcy & Taxes – 1 CE
5:00 PM – 6:00 PM Welcome Reception and Exhibit Hall
Tuesday, July 29th
7:00 AM – 8:00 AM Breakfast
8:00 AM – 5:00 PM Taxpayer Advocate Problem Solving Sessions
8:00 AM – 9:45 AM Tax Track: Retirement – 2 CE
8:00 AM – 9:45 AM NTPI Level 2: Collections Appeals – 2 CE
8:00 AM – 9:45 AM NTPI Level 3: Spousal Relief– 2 CE
9:45 AM – 10:15 AM Sponsor Networking Break
10:15 AM – 11:10 PM Tax Track Session: Form 7206 – 1 CE
11:10 AM – 12:00 PM Tax Track Session: New Rules on Paid Family/Medical Leave – 1 CE
10:15 AM – 12:00 PM NTPI Level 2: Enforced Collection Actions – 2 CE
10:15 AM – 12:00 PM NTPI Level 3: Business Entity Examination Issues – 2 CE
12:00 PM – 1:00 PM Lunch with Special Guest Speaker
1:00 PM – 2:45 PM Tax Track: Foreign – 2 CE
1:00 PM – 2:45 PM NTPI Level 2: Offers in Compromise – 2 CE
1:00 PM – 2:45 PM NTPI Level 3: Tax Research & Resources – 2 CE
2:45 PM – 3:15 PM Sponsor Networking Break
3:15 PM – 5:00 PM Exhibit Hall Close
3:15 PM – 5:00 PM Tax Track Session: Tax Talk Today – Mic Drop – Speaker Panel Discussion – 2 CE
3:15 PM – 5:00 PM NTPI Level 2: Office Audit Case Study – 2 CE
3:15 PM – 5:00 PM NTPI Level 3: Lien Defenses – 2 CE
5:00 PM NAEA Annual Meeting
6:00 PM PAC Happy Hour (by invitation only)
Wednesday, July 30th
7:00 AM – 8:00 AM Breakfast
8:00 AM – 5:00 PM Taxpayer Advocate Problem Solving Sessions
8:00 AM – 9:45 AM Tax Track Session: SECURE 1.0, 2.0 & RMD – 2 CE
8:00 AM – 9:45 AM NTPI Level 2: Examination Appeals – 2 CE
8:00 AM – 9:45 AM NTPI Level 3: Advanced Appeals – 2 CE
9:45 AM – 10:15 AM Coffee Break
10:15 AM – 12:00 PM Tax Track Session: Tax Track Rentals – 2 CE
10:15 AM – 12:00 PM NTPI Level 2: Penalty Abatement Strategies – 2 CE
10:15 AM – 12:00 PM NTPI Level 3: Field Audit Case Study – 2 CE
12:00 PM – 1:00 PM Lunch
1:00 PM – 2:45 PM Tax Track Session: S- and C- Corp – 2 CE
1:00 PM – 2:45 PM NTPI Level 2: Capstone – 2 CE
1:00 PM – 2:45 PM NTPI Level 3: Marketing
2:45 PM – 3:00 PM Coffee Break
3:00 PM – 4:45 PM Tax Track: Current Tax Events Panel – 2 CE
3:00 PM – 4:45 PM NTPI Level 2: Case Management Strategies
3:00 PM – 4:45 PM NTPI Level 3: Capstone – 2 CE
5:00 PM – 6:00 PM NTPI Graduation