Convention CDs, Inc

All recorded sessions will be provided on a USB flash drive. 

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Monday, October 19, 202

 ____ SESSION       1:    Recent Federal Income Tax Developments – Bruce McGovern & Cassady V. Brewer ($30.00)

_____ SESSION       2:    Mid-Day Program: The End of Information Asymmetry: Handling Tax Controversy in the Information Age – P, McCann, L. Campagna and B. Dotson   

____ SESSION       3:    Taxation of Digital Assets:  How Did We Get Here and Where Are We Going? - Navin Sethi

_____ SESSION       4:    Tax Legislative and Regulatory Outlook - Tom West

_____ SESSION       5:    Felix and Oscar, Lucy and Ethel, Federal and State Income Tax Systems, and Other Odd Couples - Jaye Calhoun

_____ SESSION       6:    Using Lessons Learned to Navigate the Complexities of the BBA Partnership Audit Regime - Rochelle Hodes

Tuesday October 20,2026

_____ SESSION       7:    Current Developments in the Partnership Tax Arena - Sarah Ritchey Haradon

_____ SESSION       8:    It’s All Relative: Timing and Characterization of Deferred Payments -  Julie A. Divola, Eric Solomon

_____ SESSION       9:    Navigating Individual-Level Passthrough Loss Limitations: Basis, At-Risk, Passive Activity, and Excess Business Loss Rules - Robert S. Keller

_____ SESSION        10:   Opportunities and Pitfalls under the Partnership Disguised Sale Rules - John J. Rooney

_____ SESSION      11:   Mid-Day Program: Rethinking IRS Collections: How Collections Cases Go Off the Rails and How to Keep Them on Track - Jason Wiggam, Judson Mallory

_____ SESSION      12:   Current Developments in the Corporate Tax Arena - Andrew Davis

_____ SESSION      13:   Navigating Section 382: Practical Insights on Ownership Changes and NOL Limitations - Todd Reinstein

_____ SESSION      14:   Opportunity Zones: Statutory Changes, OZ 2.0 Designations, Recent Guidance, Mandatory Reporting and Market Trends - Michael J. Novogradac

_____ SESSION      15:   QSBS: Transactional Planning and Strategies - Peter Elias

Wednesday, October 21, 2026

_____ SESSION      16:  Employee Benefits: An Annual Update to Laws, Regulations, Litigation, and IRS Staffing - Mary “Handy” B. Hevener

_____ SESSION      17:   Employee Equity Compensation Granted by Privately Held Business Entities - Joshua A. Sutin

_____ SESSION      18:   Accounting Methods Considerations in 2026: Navigating a Post-TCJA, OBBBA, and IRA Landscape - April Estes,

_____ SESSION      19:   Mid-Day Program: Resolving Family Trust and Estate Disputes – Start-to-Finish Considerations - Meghan Gehr Hubbard

_____ SESSION      20:   Managing an IRS Audit: Best Practices in Responding to IDRs and Strategic Considerations for Practitioners - Anson H. Asbury, Brian Gardner

_____ SESSION      21:   The Eye of the Storm:  Bracing for Tax Enforcement in Uncertain Times - Caroline D. Ciraolo

_____ SESSION      22:   Back to Basics on Research and Development Expenditures - Alexa Claybon

_____ SESSION      23:   Ethical Guardrails for AI in Tax Practice: Competency, Standard of Care, and Malpractice Risk - Sharyn M. Fisk

Thursday, October 22, 2026

_____ SESSION      24:  Recent Federal Wealth Transfer Tax Developments - Stephen R. Akers

_____ SESSION      25:  Demystifying Retirement Benefit Planning: Navigating the Post-2024 Rules - Kathleen R. Sherby

_____ SESSION      26:  Don’t Guess and Make a Mess with QSBS - Justin Miller

_____ SESSION      27:  Mid-Day Program: Hot Topics at the Intersection of Estate Planning and Business Valuation – Todd G. Povlich

_____ SESSION      28:  A View from the Front Lines: Current Issues in Estate and Gift Tax Audits and Litigation - Keri D. Brown

_____ SESSION      29:  Why Is Everybody Split on Whether Split Dollar Works - Mary Ann Mancini, Walter L. Helms

_____ SESSION      30:  Current Developments Affecting Nonprofit Organizations and Charitable Giving - Brad Bedingfield

_____ SESSION      31:  When Trusts Own the Company: Navigating Tax, Estate, and Succession Planning While Keeping the Family Peace - Andrea C. Chomakos, Gene Wolf,                                              

Friday, October 23, 2026

_____ SESSION      32:  Looking for Basis in All the Right Places: Income Tax Basis Adjustments in Estate Planning and Administration - Mickey R. Davis

_____ SESSION      33:  Succession Planning for Estate/Tax Planning Professionals - David J. Estes, J. Lee E. Osborne

_____ SESSION      34:  Family Office and Private Trust Company Design: Overview of Different Models & Their Tax and Non-tax Considerations - Elise J. McGee, Benetta Y. Park

_____ SESSION      35:  Own Nothing, Control Everything - Amy K. Kanyuk

Convention CDs, Inc. | Scott@conventioncds.com | www.conventioncds.com | (786) 566-0972 | P.O. Box 814263 Hollywood, FL 33081