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.


Indiana's Research Expense Credit and Practitioner Resources

Jim Clark, Bruce Kolb, Chris Russell, Monique Young-Wash, Indiana Department of Revenue

Leaders from the Indiana Department of Revenue (DOR) will touch on the history of our collaboration with INCPAS, discuss DOR’s Guidance Documents, share information regarding our Outreach Program, and try to answer the documentation question. The Appeal process and Litigation will also be discussed, as well as resources that DOR has developed to specifically assist tax practitioners.


Addressing Future Income Tax Concerns: A Retirement Strategy

Leah Hill, CPC, QKA, QPA, Shepherd Financial

With proposed legislation looming over income taxes, your clients face the challenge of being able to save enough to adequately fund their retirement income. Join the consultants from Shepherd Financial for an engaging conversation about cash balance plans and how they can help employers shelter assets.


Day 2


Vacation Homes: Steps for Successful Planning and Passing

Aaron Snellenbarger, Taft Law
This session will cover estate tax, income tax, entity structuring, and management of a vacation home. Discussion points include:

  • Estate Taxation Principals to Consider
  • Potential Income Tax
  • Ownership Structures


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.


Multi-State Tax Nexus

Theresa Mullen, MT, CliftonLarsonAllen, LLP
In this session we will discuss the Multi-State Tax Nexus rule for the states you service in the areas of:

  • Sales Tax
  • Income/Franchise
  • Gross Receipt Taxes


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