Navigating Pass-Through Entity Tax: Federal and State Challenges

• David H. Kirk, CPA/PFS, J.D., LL.M., CFP, National Tax Partner, Ernst & Young LLP

Tax Practice Resiliency

• Damien Martin, CPA, Partner, EY
• Kristie Ondracek, CPA, CGMA, CAE, Chief Financial Officer/Chief Operating Officer, TXCPA Houston
• Chris Wittich, CPA, MBT, Partner, Boyum Barenscheer, PLLP

Successful Charitable Gifts: Choice of Donee and Substantiation Compliance

• Michele A. McKinnon, J.D., LL.M. Taxation, Partner, McGuireWoods LLP

S Corporations: Red Flags in the Basis Calculation

• Ms Kristin Y. Hill, CPA, President, Kristin Hill, CPA, P.C.
• Rob Keller, CPA, J.D., LL.M. (Taxation), Partner, Washington National Tax, KPMG

Navigating Foreign Information Reporting: FBAR, Form 8938, and Other International Forms

• Melissa Wiley, J.D., Partner, Lowenstein Sandler LLP
• Rosy L. Lor, J.D., LL.M. Taxation, Managing Director, BDO National Tax Office-Private Client Services, BDO USA, LLP

The Intersection of Tax and ESG

• Ms. Priscilla Bullock, CPA, Partner, PwC
• Ms. April D. Little, CPA, Partner, Tax Accounting and Audit Quality; ESG Tax Lead, Grant Thornton LLP

Puerto Rico Tax Strategies: Acts 20/22/60

• Jay R. Nanavati, J.D., Partner, Criminal Tax Attorney, Kostelanetz LLP
• Elizabeth Stevens, J.D., LL.M. Taxation, Member, Caplin & Drysdale Chtd.

The Top Tax Cases of All Time

• Damien Martin, CPA, Partner, EY
• Tony Nitti, CPA, Partner - National Tax, EY

State of the Accounting Industry – Current Trends and Opportunities in CPA Firm M&A and Private Equity

• Wade Holmes, Business Broker, Accounting Practice Sales
• Mr. Allan D. Koltin, CPA, CGMA, CEO, Koltin Consulting Group

Secure 2.0: Planning Opportunities for Individuals & Businesses

• Daniel T. Moore, CPA, Owner, D.T. Moore & Company
• Mrs. Sandi O. Thorman, CPA, Partner, GreerWalker LLP