Schedule of Events

Wednesday, June 11, 2025

7:30 – 8:10 Registration & Networking

8:10 - 9:50 Form 1041 Presented by Michael R. Miranda

9:50 - 10:10 Refreshment Break

10:10 - 11:50 Form 706 Presented by Michael R. Miranda

11:50 - 1:10 Lunch

1:10 - 2:50 Form 709 Presented by Michael R. Miranda

2:50 - 3:10 Afternoon Break

3:10 - 4:50 Turning Theory into Practice for Trust & Estates Presented by Michael R. Miranda

5:00 - Dinner - TBA

Thursday, June 12, 2025

7:30 – 8:10 Registration & Networking

8:10 - 9:50 Qualification and filing the S Corp and other Elections, Including Late and Defection Election Relief Provisions Presented by Robert W. Jamison

9:50 - 10:10 Refreshment Break

10:10 - 11:50 Calculating Pass-through Income, Deductions and Losses and Special Income and Accounting Problems Presented by Robert W. Jamison

11:50 - 1:10 Lunch

1:10 - 2:50 Shareholder-Employee Compensation Requirements and Distributions of Cash and Property from S Corps to Shareholders Presented by Robert W. Jamison

2:50 - 3:10 Afternoon Break

3:10 - 4:50 Shareholder Basis Computations, Reporting Requirements, Loss Limits, Net Operating Loss, Amount at Risk, Passive Activity Loss and Closing Down the S-Corp Presented by Robert W. Jamison

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• Registration
• Hotel
• Schedule of Events
• CE Program Session Descriptions
• Speakers
• Sponsorship Opportunities
  
• Cancellation Policy