2025 Topics
• New Developments (Social Security Fairness Act, Disaster Relief)
• Individual Taxpayer Issues (Schedule A Items, Theft losses related to Internet scams)
• Rulings and Cases
• Ethics - Due Diligence and Ethical Practitioner
• Small Business Issues (Retirement plans)
• IRS Update (Business tax accounts, Alternative dispute resolution)
• S Corp Formation
• Real Estate Rental Activity Issues
• Related-Party Issues
• Various Specialized Trusts
• Schedule E
IRS Provider #0FY01 & NASBA Sponsor ID #103026
Agenda
Ethics, Due Diligence & Ethical Practitioner
Presenters
Randall R Carlson, Clay Center, KS
President, EA, ABA, ATA, ATP, ARA
As president of Professional Tax Institutes, Inc., Randy has been in public practice for over 40 years. He is a graduate of Kansas State University. He is enrolled to practice before the IRS and holds all four ACAT credentials. Randy is a managing director at Sink, Gordon & Associates, LLP in Manhattan, KS, as well as Clay Center branch office manager.
Ronald D Powell, Ocean Isle Beach, NC
Enrolled Agent, Webinar Host, Webmaster
Ron is a graduate of East Carolina University, BA and a graduate of Webster University, MA summa cum laude. He has more than 30 years of experience in accounting and tax preparation. He is enrolled to practice before the IRS and has been presenting continuing education programs for over 25 years. He has been with PTI since 2017.