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2022 Louisiana Tax Conference - Both Days (In Person)

December 15, 2022 8:30am - December 16, 2022 4:20pm

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Hilton New Orleans Riverside

#2 Poydras Street
New Orleans, LA 70140

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16.00 Credits

Member Price $459.00

Price will increase by $50 after 12/1

Non-Member Price $659.00

Price will increase by $50 after 12/1

Overview

THIS IS OUR LARGEST EVENT OF THE YEAR!

The Tax Conference features some of the country's best instructors covering some core tax topics but also some innovative issues like cryptocurrency and new technologies. It's two days of great information presented in an entertaining format -- and highly likely you'll see some old friends and make some new ones.

CONFERENCE AGENDA

THURSDAY, DECEMBER 15

7:45 am Registration & Continental Breakfast 
 
8:30 – 9:50 am
Individual Tax Update
Alfred E. (Ted) Stacey IV, CPA • Bourgeois Bennett, LLC • New Orleans, LA

9:50 – 10:10 am Break/Visit Exhibitors

10:10 – 11:10 am
K2/K3 Update
J. Benjamin Warren Jr., JD, LLM • Warren & Baker, LLC • Shreveport, LA

11:10 am – 12:00 pm
Offers in Compromise and the IRS Collections Process
John Clayton Butler, JD • The Law Office Of John Butler • Metairie, LA

12:00 – 1:00 pm Lunch/Visit Exhibitors

1:00 – 2:00 pm
S Corporation Update
Anthony Nitti, CPA, MST• Ernst and Young LLP • Aspen, CO
 
2:00 – 2:50 pm
How to Prepare Your Client for Due Diligence: M&A Checklist and Discussion
Paul Kitziger, JD • Liskow & Lewis, APLC • New Orleans, LA

2:50 – 3:10 pm Break/Visit Exhibitors

3:10 – 4:00 pm
Estate and Gift Tax Update
Rebecca Hinton, JD • Taylor Porter • Baton Rouge, LA

4:00 – 4:50 pm
Opportunity Zones, Tax Benefits, Early Criticisms, and IRS Attacks on Funds and Investors
Hale Shepard, JD, LLM • Chamberlain Hrdlicka • Atlanta, GA
Opportunity Zones began attracting thousands of investors in 2018, and now they are attracting Congress and the IRS, too. This presentation explains the purpose of Opportunity Zones, how properties were selected, three main tax benefits for investors, penalties for violations, relevant filing requirements, administrative guidance issued thus far, special anti-abuse mechanisms, initial criticism by various organizations, and burgeoning enforcement efforts, including congressional investigations and IRS audits.

FRIDAY, DECEMBER 16

7:30 am Registration & Continental Breakfast 

8:00 – 9:20 am
Business Tax Update
Brandon Lagarde, CPA, JD, LLM • Postlethwaite & Netterville • Baton Rouge, LA

9:20 – 9:40 am Break/Visit Exhibitors

9:40 – 10:30 am
TikTok Advisors – Myth Busters
Brandon Lagarde, CPA, JD, LLM • Postlethwaite & Netterville • Baton Rouge, LA
Gina Rachel, CPA • Postlethwaite & Netterville • Baton Rouge, LA

10:30 – 11:30 am
A Slow State Tax Year? Maybe Not
Robert S. Angelico, CPA, JD • Liskow & Lewis, APLC • New Orleans, LA
With all the talk again about major tax reform, eliminating the state income tax, etc., this presentation will cover what has actually occurred legislatively and in the caselaw and regulatory world over the last year in the Louisiana state and local tax arena.

11:30 am – 12:30 pm Lunch/Visit Exhibitors

12:30 – 1:20 pm
Cracking the Crypto Code: NFT Edition
Jeff Birdsong, JD • Jones Walker LLP • New Orleans, LA
In this presentation, Jeff will tackle the world of NFTs (Non-Fungible Tokens). He will cover NFT basics as well as the income tax and state tax consequences of NFT transactions. 

1:20 – 2:10 pm
Best Practices for Virtual IRS Appeals Conferences
Jennifer Breen, JD • Morgan, Lewis & Bockius LLP • Chicago, IL

2:10 – 2:30 pm Break/Prize Drawings

2:30 – 3:20 pm
Impact of Emerging Technology on Criminal Tax Enforcement
Michael A. Villa, Jr., JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX
R. Damon Rowe, JD, LLM • Meadows, Collier, Reed, Cousins, Crouch, Ungerman, LLP • Dallas, TX

3:25 – 4:20 pm
Twists and Turns: How to Navigate the New Highways for Required Minimum Distributions
Anne Oestriecher, CFP • Oestriecher Financial Management Services • Alexandria, LA

HOTEL INFORMATION

Hilton New Orleans Riverside
2 Poydras St.
New Orleans, LA 70130
Room rate: $145/night
Reserve by: November 23
Reservations: Call 800.445.8667 and mention group code TXC (for phone reservations only) or RESERVE ONLINE (select 'Attendee' from the dropdown menu).

Non-Member Price $659.00

Member Price $459.00