Orlando JUNE 14 - 17, 2026

Tax Attorney Eric Green and former Director of the IRS Office of Fraud Enforcement Damon Rowe pull back the curtain on how the government is deploying artificial intelligence to identify tax risks, track crypto transactions, and automate enforcement. Learn what the IRS bots are already doing and what that means for practitioners and their clients.

With fewer IRS staff but record-breaking collection results, automation is driving enforcement. This session shows you how to read, interpret, and respond to the wave of new automated notices. Practical, step-by-step strategies for protecting your clients when no human IRS agent is available.

This session explores best practices for structuring shared engagements between tax preparers and bookkeepers/CAS service providers to enhance client satisfaction and operational efficiency and build stronger client relationships to future-proof your practice.

Tax credit rules are evolving quickly as are numerous tax compliance tools—and staying ahead is now essential for organizations that want to protect compliance, reduce risk, and maximize value. Recent legislative shifts, including the One Big Beautiful Bill, have materially changed the landscape. Simultaneously, automation, GenAI, and emerging Agentic AI are transforming how teams track updates, strengthen documentation, and operationalize cross-functional execution.

In today’s strange new world of tax practice, clients expect efficiency, transparency, and a seamless professional experience.

This session will show you how to elevate your firm’s workflow from client onboarding to return delivery using practical tools and strategies that simplify processes for both you and your clients.

Learn how to use introduction videos, customized checklists, and streamlined payment systems to create a modern, client-centered experience that builds trust and sets your practice apart.

For decades, tax season has defined the rhythm of public accounting: a compressed February-to-April sprint that often leads to long hours, team burnout, and reactive client service. As staffing shortages and retention challenges intensify across the profession, many firms are questioning whether the traditional tax season model is still sustainable.

In this session, Bonnie Buol Ruszczyk of bbr companies and the Accounting MOVE Project joins Jennifer Mitchell, CPA, MST, Founder and CEO of Account Sense, to explore how one firm challenged the status quo and redesigned its tax workflow. Instead of concentrating work into a single season, Account Sense transitioned to a year-round preparation model, assigning each client a dedicated two-person team and a specific month for tax preparation. This structural change spread workloads more evenly across the year, improved team balance, and created new opportunities for proactive planning and advisory services.

Tax season doesn't have to mean endless manual data entry and chasing down client documents. This course equips tax professionals with the knowledge and skills to harness AI-powered tools that streamline the most time-consuming parts of the preparation process - from extracting data out of W-2s, 1099s, and K-1s to automating client communications and document tracking.

You'll explore how modern automation solutions can integrate into your existing workflow, and just as importantly - how to evaluate them critically. Not every tool is the right fit, and in a field where accuracy and client trust are non-negotiable, knowing how to assess risk, maintain data security, and preserve preparer responsibility is essential.

IRS audits can be intimidating for both taxpayers and practitioners, but with the right knowledge and strategies, you can guide your clients through the process with confidence.

This session will walk attendees through a detailed Schedule C audit case study, highlighting common red flags that trigger IRS examinations. We will discuss how to identify fraudulent or questionable items, apply relevant tax law to correct issues, and develop effective strategies for representation. Attendees will also learn practical communication techniques to help clients understand their options and achieve the best possible resolution when facing the IRS.

As technology and AI reshape the landscape of tax preparation, firms must adapt to stay competitive and efficient. This session will provide practical strategies for scaling your practice by improving communication, implementing streamlined workflows, and leveraging automation tools.

Attendees will learn how to set clear client expectations, enhance the client experience, and build policies that reduce anxiety, frustration, and burnout during the busy season.

From workflow management to AI-powered communication templates, this session equips you with the tools to prevent returns from falling through the cracks while maintaining professionalism, consistency, and peace of mind.

Many business owners have questions about whether offering a 401(k) plan is practical, affordable, and worthwhile. This session addresses the most common questions clients ask when considering a retirement plan, including issues related to cost, administration, plan types, and ongoing responsibilities. Participants will also review recent developments involving tax credits and legislation that may affect employer decisions about adopting and maintaining a 401(k) plan.

Attendees will leave with a clearer understanding of the factors that influence retirement plan recommendations and a practical framework for guiding clients through key considerations in the 401(k) decision-making process.