New Tax Laws, WISP and AI Courses
The One, Big,Beautiful Bill
| 07:30 am – 08:30 am | Registration/Coffee | ||
| 08:30 am – 08:40 am | Opening Remarks | ||
| 08:40 am – 10:20 am | 01 | Tax Professional Due Diligence ETHICS
▶ Scan at 10:20 am |
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| 10:20 am – 10:30 am | Break | ||
| 10:30 am – 12:10 pm | 02 | Schedule E in the Real World: Residential Rental Activities
▶ Scan at 12:10 pm |
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| 12:10 pm – 01:10 pm | Lunch – (On your own) | ||
| 01:10 pm – 02:50 pm | 03 | Home Sweet Tax Home: Principal Residence Tax Issues (Section 121)
▶ Scan at 2:50 pm |
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| 02:50 pm – 03:00 pm | Break | ||
| 03:00 pm – 04:40 pm | 04 | 2026 Federal Tax Update – Part 1 (continues Saturday, 4 CE total)
No survey today. Scan once, on the back page, after Part 2. | |
| 07:30 am – 08:45 am | Registration/Coffee and Light Breakfast | ||
| 08:45 am – 10:25 am | 04 | 2026 Federal Tax Update – Part 2 (completes the 4 CE program)
▶ Scan at 10:25 am |
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| 10:25 am – 10:35 am | Break | ||
| 10:35 am – 12:15 pm | 05 | Reasonable Means Defensible: S Corporation Compensation
▶ Scan at 12:15 pm |
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| 12:15 pm – 01:15 pm | Presentation by George- ***Southern HOT Lunch Buffet*** Sponsored by TPG  | ||
| 01:15 pm – 02:55 pm | 06 | Get Your WISP Together! A Hands-On Tax Office Security Workshop
▶ Scan at 2:55 pm |
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| 02:55 pm – 03:05 pm | Break | ||
| 03:05 pm – 03:55 pm | 07 | Not a CPA or EA Yet? Here’s How to Help Your Clients Anyway
▶ Scan at 3:55 pm |
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| 03:55 pm – 04:45 pm | 08 | AFTR Overview – Anita Taylor, EA
You must score 70% or better on the AFTR Comprehension Test. No survey here. Use the coupon on the front page. | |
Our Valuable Moments
Southern Regional Tax Conference
IP CASINO and Beau Rivage Resort & Casino in Biloxi, Mississippi
OUR SOUTHERN REGIONAL TAX CONFERENCES
John Sheeley, EA, is a seasoned tax professional with over 30 years of experience in tax preparation, practice management, and tax education. Based in Chester, New York, he began his career in 1987 and earned his Enrolled Agent designation in 1995. His extensive background includes 13 years as the owner of multiple franchise locations for a national tax firm and five years as a tax manager at a regional CPA firm.
Kathy retired in 2018 after 25 years with H&R Block and started her own practice, Puzzled By Taxes, LLC. She has been a tax CPE instructor for National and State level organizations, including NATP, NAEA, Tax Practice Pro, and Webce.com, around the country for the last 10 years. Her prior careers as a USAF military police officer and as a police communications officer for the Bossier City Police give her a wide variety of experience that translate into tax issues. She proudly holds the titles of Enrolled Agent and United States Tax Court Practitioner. She has been published by several tax research companies, including Parker Tax Publishing, The EA Journal, NATP Tax Journal and TaxConnections.com. She is an accomplished speaker and instructor on a wide variety of tax issues and teaches both live and via webinar.
Anita Taylor, EA, serves as the Education Coordinator for Amdata and as an instructor for tax courses. She also provides support to tax preparers.
Anita holds a Bachelor of Science degree from Jackson State University and brings over thirty years of government service experience. Her career began with the Veterans Administration, followed by 28 years with the Internal Revenue Service (IRS). During her tenure at the IRS, she worked in the Examination Division, Customer Service Division, and the Taxpayer Advocate Service, where she developed extensive expertise in Examination, Collection, and Appeals cases. After retiring from the IRS, Anita earned her Enrolled Agent credential.
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