The Internal Revenue Service recently released the seminar lineup for the 2023 IRS Nationwide Tax Forums, providing tax professionals with multiple opportunities to learn more about changes to tax law and IRS transformation efforts. During three-day sessions in five cities, the tax forums will cover an ambitious program during a historic time for the tax community.
The 2023 forums, which will be held in person for the first time since 2019, offer attendees more than 40 seminars for which tax pros can earn up to 18 continuing education (CE) credits. The wide-ranging agenda includes a special focus on the Inflation Reduction Act’s changes at the IRS. A special plenary session will explore changes outlined in the Strategic Operating Plan that will change how the IRS operates and interacts with taxpayers and the tax community for the next decade.
Other sessions will focus on changes to retirement plan distributions under the Secure Act and how to handle virtual currency and digital assets. Other timely topics will touch on warnings related to the Employee Retention Credit and reporting changes to Form 1099-K, Payment Card and Third Party Network Transactions.
The agenda also includes seminars that will help tax pros protect their businesses and clients from fraud, including a special cybersecurity course. Attendees can also benefit from refreshers on tax return preparer responsibilities, due diligence and ethics.
In addition, four of the most popular sessions will be offered in both Spanish and English.
“This summer marks the long-awaited return to in-person seminars at the Nationwide Tax Forums,” said IRS Commissioner Danny Werfel. “We are working with our association partners to provide a timely look at some of the most important issues facing tax professionals during a dramatic period of change. Following three years of virtual sessions, the in-person seminars provide a unique opportunity for tax professionals in larger and smaller practices to get an inside look at key changes that can helps their clients and their businesses.”
For the full list of seminars offered this year, visit the 2023 IRS Nationwide Tax Forum Seminar Topics page.
Enrolled agents, certified public accountants, certified financial planners Annual Filing Season Program (AFSP) participants and other tax professionals are all eligible to earn CE credits.
The IRS Nationwide Tax Forums are the largest and longest-running events dedicated exclusively to the needs of tax professionals. They offer an opportunity to learn from both the IRS and industry experts, network with IRS officials and colleagues, and gain valuable insights into the tax industry.
2023 registration details
Attendees who register by the June 15 early bird rate deadline can take advantage of the lowest rate at $245 per person. That is a savings of $54 off the standard rate and $135 off the on-site registration price. Standard pricing begins on June 15 and ends two weeks before the start of each forum.
|Location||Forum Dates||Deadline for $299 Standard Rate|
|New Orleans||July 11 – 13||June 27|
|Atlanta||July 25 – 27||July 11|
|National Harbor (Washington, D.C. area)||Aug. 8 – 10||July 25|
|San Diego||Aug. 22 – 24||Aug. 8|
|Orlando||Aug. 29 – 31||Aug. 15|
Participating association members save an additional $10
Members of the following participating associations can save an additional $10 off the early bird rate if they register by June 15. Those interested should contact their association directly for more information:
- American Bar Association (ABA)
- American Institute of Certified Public Accountants (AICPA)
- National Association of Enrolled Agents (NAEA)
- National Association of Tax Professionals (NATP)
- National Society of Accountants (NSA)
- National Society of Tax Professionals (NSTP)
Case Resolution Program
Tax professionals faced with tough, unresolved client cases are encouraged to make appointments to meet face-to-face with IRS representatives in the IRS Case Resolution Program. Since 2011, case resolution staff have worked nearly 4,000 cases with a resolution rate of more than 97%.
Tax professionals must bring valid power of attorney documentation for the case they wish to work with the IRS. Because of the popularity of the program, tax professionals should bring only one client case per meeting with IRS representatives. To expedite scheduling, tax professionals should bring Form 2848, Power of Attorney and Declaration of Representative, and a completed Nationwide Tax Forum Case Data Sheet with them.
In addition to the seminars, the forums also feature a two-day expo with representatives from tax, financial and business communities offering their products, services and expertise designed with the tax professional in mind. Also, part of the expo is the IRS Zone, featuring various IRS subject matter experts, executives and tax forum speakers. Participants can stop by to share their perspective on the taxpayer experience and learn more about how the IRS is working to strengthen cybersecurity, improve services and build partnerships with the tax professional community.
New this year, the forums are offering four special events for attendees: a special Monday evening panel discussion on practice management, a Wednesday morning early bird session on the Written Information Security Plan, a Wednesday evening town hall with the National Taxpayer Advocate and a Thursday brownbag lunch on the taxpayer experience. More information on these sessions will be provided soon.
For more information, or to register online, visit irstaxforum.com.