In This Section

Note: The full Convention schedule is only available in-person. Virtual attendees will have a set agendathat includes the three general sessions and select sessions from across the five tracks.


= Simulcast session (for virtual live attendees)


Day 1


simulcastFederal Tax Update

Mark Sellner, CPA, JD, LLM, Sellner Tax Consulting, LLC

This session provides an overview of recent federal tax law changes, legislation, regulations, IRS pronouncements and cases. New tax law provisions will be discussed, along with year-end tax planning tips.


Tax Ethics

Mark Sellner, CPA, JD, LLM, Sellner Tax Consulting, LLC

This session covers the AICPA's “Statements on Standards” for the Tax Services Revision Task Force’s recent review of tax ethics standards to help better reflect the new ways tax practitioners work. Case studies address pitfalls to avoid so you can maintain an ethical tax practice environment.


simulcastDOR Update: Project NextDOR and INTIME

Commissioner Bob Grennes and Kevin Gulley, Indiana Department of Revenue

In this session, DOR staff will update you on: how they are responding to changing economic conditions; ways it is improving operations; upcoming initiatives and practitioner resources; and how the final rollouts of the Project NextDOR modernization effort are proceeding and benefiting tax practitioners.


Sales Tax: New Market

Session description and speaker coming soon.


Retirement Planning

Session description and speaker coming soon.


Day 2


Grantor Trusts: The Ending of an Era?

Aaron Snellenbarger, Taft Law
Review of proposed legislation's effect on grantor trust planning and taxation. Topic will include: insurance trusts, grantor retained annuity trusts, qualified personal residence trusts, spousal limited access trusts, intentionally defective grantor trusts, and grandfathered status.


Strategic Update for Indiana Taxes
Nathan Hagerman, Taft Law

Learn the latest tax planning strategies for managing substantive legal developments in Indiana, with special attention to current administrative and judicial rulings in state taxes. Noteworthy changes and controversies covered will include Indiana income tax, sales and use, and property taxes.


Nexxus Update

Theresa Mullen, MT, CliftonLarsonAllen, LLP
Session description coming soon.


simulcastA Look at What's New in the Pass-Through Entity World
Jacob Arkanoff, CPA and Nathan Richwine, CliftonLarsonAllen, LLP
Find out about recent changes and rulings related to partnership and S-corporation returns, as well as current legislation in the works and what impact it may have on future reporting.



Registration and Pricing