When not knowing, we open our minds, get informed & learn.

Concurrent Agenda

Session I

• Topic #1: Real Property & Its Taxation: 10:00am - 12:00pm

• Topic #2: Small Business Workshop: 12:00pm - 2:00pm

• Topic #3: Worker Classification & Its Tax Treatment: 2:00pm - 4:00pm

• Topic #4: Nonprofit Classification & Taxation: 4:00pm – 5:30pm

Session II

• Topic #5: Foreign Persons & Its Tax Treatment: 1:00pm - 2:30pm

• Topic #6: FBAR (Foreign Bank and Financial Accounts) Reporting: 2:30pm - 4:30pm

Session III

• Topic #7: Retirement Plans & Its Tax Impact: 1:00pm - 3:00pm

• Topic #8: Personal Income Tax Update: 3:00pm – 4:30pm

Session IV

• Topic #9: IRS Letters & LITC (Low-Income Tax Clinics): 10:00am – 11:30am

• Topic #10: Multilingual Barriers & Legal Ethics: 11:30am – 1:00pm

• Topic #11: Tax Prep Pitfalls for Seniors and Immigrants & Ethical & Equity Considerations:

1:00pm – 2:30pm

• Topic #12: Building a Purpose-Driven Practice Through Pro-Bono Service: 2:30 – 3:00pm

Agenda

• Topic #1: Estate Tax Planning & Taxation: 10:00am - 12:00pm

• Topic #2: Qualified Domestic Trust (QDOT) & Its Taxation: 1:00pm - 3:00pm

• Topic #3: Elements of a Business Plan: 3:00pm - 4:30pm