2023 TAX FEST

Tax convention? More like tax fiesta!
Enrolled Agents, CPAs, CTEC, AFSP: Complete Up To 21 Federal Units at the FEST!.

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July 10 – 13, 2023

MGM Grand Hotel & Casino, Las Vegas, NV
or Virtual Webinar!

In-Person $549
Virtual $399

We’re celebrating our 10th FEST and 40th year in the tax industry this year!

Latino Tax Fest is the largest gathering of tax professionals and accountants who serve the Latino and immigrant market. Every year thousands of professionals rely on the tax fest to receive the latest tax updates, meet fellow entrepreneurs, and demo the latest technologies. Together we can be a resource and help multicultural taxpayers across the nation.

California: Earn ALL of your required 20 hours to renew with CTEC without any exams!
Annual Filing Season Program: Included with your ticket is the 6-hour AFTR exam to complete the AFSP!

Complete Up To 21 Federal Units!

2023 SCHEDULE

EducationLogos

July 10th – 13th, 2023. This is a general schedule and is subject to change.

Monday sessions are only available for in-person attendees.


Attendees that need to complete 5 hours of California tax law must be present on Monday, July 10th, 2023.

 

For all other attendees, we will have optional bonus sessions! More information coming soon. Early Check-In Starts at 10 am PT.

CALIFORNIA SCHEDULE

Time

English Room

Spanish Room

12:00pm – 1:40pm 2(CA) California Tax Law
TBD
2(CA) Ley Tributaria de California
Pascual Garcia, EA
1:50pm – 2:40pm 1(CA) California Non-Conformity
Timur Taluy, CEO
1(CA) No conformidad de California
Carlos Lopez, EA
2:50pm – 3:40pm 1(CA) California Retirement Savings Programs: What Every Business Should Know
TBD
1(CA) Programas de ahorros para la jubilación de California: lo que toda empresa debe saber
TBD
3:50pm – 4:40pm 1(CA) California Tax Law
TBD
1(CA) Ley Tributaria de California
TBD
5:00pm – 7:00pm Meet ’n Greet

BONUS SCHEDULE

Limited seating available – seating is on a first-come, first-serve basis, so we recommend arriving early to secure your spot.

Time

English Room

Spanish Room

1:00pm – 1:50pm TBD
TBD
2:00pm – 2:50pm Face to Face with the IRS!
Tanya Baber, EA
¡Cara a cara con el IRS!
Roberto Pons, EA
3:00pm – 3:50pm How to Survive an IRS Audit
Josue Rojas, EA
Cómo sobrevivir a una auditoría del IRS
Ricardo Rivas, EA
4:00pm – 4:50pm Passed the Test? What’s the Rest? EA Panel
Duke Alexander Moore, EA, Josue Rojas EA, Amanda Watson, EA
¿Pasó la prueba? ¿Cuál es el resto? EA Panel
Carlos Lopez, EA, Luis Parra, EA, Roberto Pons, EA
5:00pm – 7:00pm Meet ’n Greet

BONUS SCHEDULE

Limited seating available – seating is on a first-come, first-serve basis, so we recommend arriving early to secure your spot.

Time

English Room

1:00pm – 1:50pm Offer in Compromise
Christina Flowers, EA
2:00pm – 2:50pm Understanding the WISP Mandate
Jared Ballew
3:00pm – 3:50pm
4:00pm – 4:50pm  
5:00pm – 7:00pm Meet ’n Greet

(T) = Tax Law   (E) = Ethics   (U)= Updates

Time

English Room

Spanish Room

7:00am – 8:00am Coffee & Check-In Café & Check-In
8:00am – 8:50am Intermediate – This session will only be in English
1(E) Circular 230: Practicing “Inside the Lines” Throughout the Tax Engagement Lifecycle
Timothy J. McCormally, acting Director of the IRS Office of Professional Responsibility
9:00am – 9:50am Intermediate – This session will only be in English
1(U)
Taxpayer Advocate Service Updates
Erin Collins, IRS Taxpayer Advocate Director
10:00am – 10:50am Intermediate – This session will only be in English
1(T) The Year of the 1040; Past, Present, and Future.
Carlos Lopez, EA – CEO of Latino Tax Pro
11:00am – 1:00pm Break Activities: Visit the Marketplace | Breakout Sessions | Ballet Folklórico
1:00pm – 1:50pm Intermediate
1(U) Update from the IRS Return Preparer Office: News You Can Use
Kimberly Rogers, RPO Director IRS
Intermedio
1(U) Actualización de la Oficina del Preparador de Declaraciones del IRS: Noticias que puede usar
Nancy Feliciano, IRS
2:00pm – 2:50pm Intermediate
1(U)
IRS Transformation and the Inflation Reduction Act: The IRS Perspective
Derek Ganter, Director of IRS Communication & Liaison’s Stakeholder Liaison Organization
Intermedio
1(U) Transformación del IRS y la Ley de Reducción de la Inflación: La Perspectiva del IRS

Mónica Ferrusquia, IRS
2:50pm – 3:10pm Break Activities: Visit the Marketplace | Breakout Sessions
3:10pm – 4:00pm Intermediate
1(U) Understanding ITINs
Lourdes Jimenez, IRS
Intermedio
1(T) Crypto & Taxes
Victor Jaramillo, Attorney
4:10pm – 5:00pm Advanced
1(T)
Fundamentals of Preparing Form 1120 S
John Sapp, CPA – CRO of Drake Software
Avanzado
1(T)
Fundamentos para la preparación del Formulario 1120-S
Jesús Casas, CPA
5:00pm – 6:00pm Mariachi Mixer

(T) = Tax Law   (E) = Ethics   (U)= Updates

Time

English Room

Spanish Room

7:00am – 8:00am Coffee & Pastries Café y pan
8:00am – 8:50am Intermediate
1(T)
Crypto & Taxes
Victor Jaramillo, Attorney
Intermedio
1(U)
Descripción de los ITIN
Kenji Chavez, IRS
9:00am – 9:50am Intermediate
(1E) Answering Your Frequently Asked Questions about Due Diligence
Courtney King, IRS
Intermedio
(1E) Responder a sus preguntas frecuentes sobre la diligencia debida
Lourdes Jimenez, IRS
10:00am – 10:50am Advanced
1(T) Employee Retention Tax Credit
Jamie Hipwell, Special Agent, Criminal Investigation
Avanzado
1(T) Crédito tributario de retención del empleado
Edward Sosa, Agente Especial, Oficina de Investigación Criminal
11:00am – 1:00pm Break Activities: Visit the Marketplace | Breakout Sessions
1:00pm – 1:50pm Advanced
1(T) Retirement Plans & IRAs: A First Look at the SECURE 2.0 Act
Donald J. Kieffer, JR., ESQ. IRS
Avanzado
1(T) Planes de jubilación e IRA: un primer vistazo a la Ley SECURE 2.0
Eric Slack, Director of IRS Employee Plans
2:00pm – 2:50pm Advanced
1(T) Trust Fund Recovery Penalties
Timur Taluy, CEO
Avanzado
1(T) Sanciones para la recuperación de fondos fiduciarios
Ricardo Rivas, EA
2:50pm – 3:10pm Break Activities: Visit the Marketplace | Breakout Sessions
3:10pm – 4:00pm Advanced
1(T) 1031 Exchange
Amanda Watson, EA
Avanzado
1(T) Intercambio 1031
TBD
4:10pm – 5:00pm Intermediate
(1T) What You Need to Know About the Corporate Transparency Act (CTA)
Duke Alexander Moore, EA
Intermedio
(1T) Lo que necesita saber sobre la Ley de Transparencia Corporativa (CTA)
Luis Parra, EA
7:00pm – 10:00pm Pool Party with Salsa Band

(T) = Tax Law   (E) = Ethics   (U)= Updates

Time

English Room

Spanish Room

7:00am – 8:00am Coffee & Pastries Café y pan
8:00am – 8:50am Intermediate
1(T) Rising to the Challenge: The Journey to Tax Advisory Success

Nadia Rodriguez, CPA
Intermedio
1(T) US Taxes para Individuos viviendo fuera de USA

Luis Parra, EA
9:00am – 9:50am Intermediate
1(T) The Tax Court and Social Media Influencers

John Sheeley, EA
Avanzado
1(T) El Tribunal Fiscal y los influencers de las redes sociales

Ricardo Rivas, EA
10:00am – 10:50am Intermediate
1(T) US Taxes for Individuals Living Outside of the USA

Luis Parra, EA
Intermedio
1(T) A la altura del desafío: El camino hacia el éxito de la asesoría fiscal

Nadia Rodriguez, CPA
11:00am – 1:00pm Break Activities: Visit the Marketplace | Breakout Sessions
1:00pm – 1:50pm Intermediate
1(T) Tax Implications of Dividends

Tanya Baber, EA
Intermedio
1(T) Implicaciones Tributarias de Dividendos

Roberto Pons, EA
2:00pm – 2:50pm Intermediate
1(T)
Small Business Taxation and Beyond ( Schedule C Tax Deductions)
Wolters Kluwer
Intermedio
1(T) Impuestos a las pequeñas empresas y más allá (deducciones fiscales del Anexo C)

Wolters Kluwer
2:50pm – 3:10pm Break Activities: Visit the Marketplace | Breakout Sessions
3:10pm – 4:00pm Intermediate
1(T) 7 Weapons to Protect Your Client from the IRS

David Stone, EA
Intermedio
1(T) 7 recursos para proteger a su cliente del IRS

TBD
4:10pm – 5:00pm Intermediate
1(T) Important Updates on the Employee Retention and Research & Development Tax Credits

ADP
Intermedio
1(T) Actualizaciones importantes sobre la retención de empleados y los créditos fiscales de investigación y desarrollo

ADP

On-Demand Option Coming Soon!


If you can’t make it to Vegas for the much anticipated FEST this year, there’s no need to worry. You can still gain access to all the valuable sessions that will take place on July 11th-13th.

Our team will be recording these sessions and making them available on demand to watch at your own convenience. Whether you have limited time or prefer learning at your own pace, this option will give you the flexibility you need. The purchase of these recordings will also allow you to earn up to 21 credits, and the best part is that all you will have to do is complete simple quizzes. So don’t miss out! Keep an eye out for the availability of these recordings and stay one step ahead in the world of tax.

Need more information?
Fill out this form to be contacted by our team.





    Every year, the tax world meets in Las Vegas for an unforgettable week of networking, learning, and fun.

     

    For four days, the halls of the MGM are packed with Enrolled Agents, CPAs, CTEC, AFSP, and tax professionals seeking to grow their businesses and catch up on the latest industry chisme.

     

    From breakout sessions on the new tax code to the famous pool party, there is something for everyone at this can’t-miss event. So if you’re looking to connect with fellow tax pros and learn about the latest developments in the field, be sure to register today.

    Virtual Pass
    Join us on a virtual webinar.
    $399
    Access to Virtual Classrooms
    Access to Marketplace
    Up to 21 Federal Units
    Does not include bonus sessions on July 10th
    Register Virtual
    All Access Pass
    Price Increases To $599 on July 3rd, 2023
    $549
    Access to all Classrooms
    Access to Bonus Sessions
    Access to Marketplace
    Mariachi Mixer
    Pool Party
    Up to 21 Federal Units
    Register Attendee
    Guest Pass
    No Entry to Classrooms
    $249
    Access to Marketplace
    Mariachi Mixer
    Pool Party
    This pass does not earn credits
    Register Guest
    Location is subject to change based on the status of the hotel safety restrictions regarding the pandemic. If you're registering multiple attendees, each attendee must have a unique email address.

    In-person attendees that need 5 hours of California Tax Law: Arrive early to join us on July 10 to complete. Missed attendees will receive a self-study course to complete.

    Main classes will be held July 11 - 13, 2023.

    Disabilities | Attendee Helper

    Participants with disabilities will receive reasonable accommodations as set forth by the LTP. Additional accommodations will be provided at a cost to participants, including personal devices.

    Participants who require personal assistance must purchase an Attendee Helper badge at $249 for anyone in the classrooms to assist.

    This will give them access to classrooms with NO credits, Marketplace, Mariachi Mixer, and Pool Party.

     

    Click here to purchase.

    Child Pass

    Child Pass is available for $249. Children must wear a badge to enter the Marketplace or attend Mixers. No entrance to the classrooms is allowed. An adult must accompany children at all times.

     

    Click here to purchase.

    Media Pass

    Thank you for being interested in featuring Latino Tax Fest! Contact us for details on receiving a media pass at [email protected] or call/text us at 866.936.2587.

    Exhibitor Pass

    Your company must exhibit at the event to qualify for an exhibitor pass. This pass grants you access to the Marketplace, Mariachi Mixer, and Pool Party. Email [email protected] for details.

    Refund Policy

    If you cannot attend the event, you can receive a one-time credit for the full registration fee. This credit can be used for any future event or product in our store within 365 days of purchase.

    No hassle refund policy for purchases up to 30 days before the event. If the event is within 30 days of your refund request, there will be a $100 processing fee per ticket.

    If no show, no credit or refund will be issued. 

    If you are asked to leave the premises by event management or property host for cause (i.e., misconduct, inappropriate advance toward others, intoxication, etc.), you will not be issued a credit or a refund. 

    To request a refund, fill out the “Refund Request Form” and fax it to 831-424-3218. You can also email it to our Accounting Department: 

    LTP Accounting Department 
    Phone 866-936-2587 ext 1510
    Fax 831-424-3218 
    Email: [email protected] 

    Latino Tax Professionals
    1588 Moffett St., Suite A 
    Salinas, CA 93905 U.S. 

    Speakers

    We’re bringing you the best in the tax industry to present important updates. Check back regularly to see our confirmed speakers.

    KEYNOTE SPEAKER – Carlos Lopez, EA

    CEO of Latino Tax Pro

    Carlos Lopez, EA is the founder and CEO of Lopez Tax Service and Latino Tax Pro located in Salinas, California. He holds a B.A. degree from Pacific Union College and a Certificate of Management Development for Entrepreneurs from UCLA Andersen School of Management and completed the Stanford Latino Entrepreneur Initiative from the Stanford Graduate School of Business. He has been active in tax preparation and representation before the IRS for 40 years. His extensive experience includes developing continuing education for NASBA, IRS and CTEC. Mr. Lopez has been a lecturer and presenter for the IRS National Tax Forums and holds several awards and honors.

    Derek Ganter, IRS

    Director of IRS Communication & Liaison’s Stakeholder Liaison organization

    Duke Alexander Moore, EA

    CEO and Founder of Duke Tax

    Luis Parra, EA

    Founder and CEO of American Tax Club (AMERITAX)

    Erin Collins, IRS

    National Taxpayer Advocate (NTA) at Internal Revenue Service

    John Sapp,CPA

    Chief Revenue Officer of Drake Software

    Edward Sosa, Special Agent

    Criminal Investigation

    Kimberly Rogers, IRS

    Director of Return Preparer Office

    Kenji Chavez, IRS

    Senior Stakeholder Liaison in the Communications and Liaison Division

    Courtney King, IRS

    Senior program analyst within the Wage & Investment Division

    Timothy McCormally, IRS

    Acting Director of the IRS Office of Professional Responsibility

    Monica Ferrusquia, IRS

    Assistant to the Chief Taxpayer Experience Officer

    Eric Slack, IRS

    Director of IRS Employee Plans

    Nancy Feliciano, IRS

    Stakeholder Liaison at the IRS

    Amanda Watson, EA

    Onboarding and Retention Manager at Drake Software

    Jared Ballew

    Director of Government Relations at Drake Software

    Lourdes Jimenez, IRS

    Senior Stakeholder Liaison in the IRS Communications & Liaison

    John Sheeley, EA

    Co-Founder of Tax Practice Pro, Inc

    Ricardo Rivas, EA

    Owner RVR Taxes Corporation

    Timur Taluy, CEO

    Founder & CEO, FileYourTaxes.com

    Michael A Smith, CPA

    Director of Tax, Strategic Partnerships & Alliances at ADP

    Jesus Casas, CPA

    Jesus Casas, CPA, LLC

    Roberto Pons, EA

    Founder Pons and Associates

    Nadia Rodriguez, CPA

    Senior Tax Analyst Programmer at Intuit

    Donald J. Kieffer, Jr., ESQ.

    Tax Law Specialist at IRS Employee Plans

    Jamie Hipwell, Special Agent

    Criminal Investigation

    Tanya Baber, EA, CTRS

    Senior Tax Consultant at Tax Edge, Inc.

    Victor Jaramillo, Attorney

    Member in Caplin & Drysdale’s Washington, D.C. office

    Christina Flowers, EA

    Member of the leadership group at Tax Protection Plus

    David Stone, EA

    Founder and president of IRS Solutions

    What our attendees are saying…

    Taxpayer Advocate Service & IRS Focus Groups

    Taxpayer Advocate Service Problem Solving Day

    Stop by the TAS table to schedule an appointment. 

     

    The Taxpayer Advocate Service (TAS) will be available to assist taxpayers with unresolved IRS tax problems. Our goal is to provide personalized, step-by-step guidance. If your tax problem meets TAS case criteria, we’ll assign a Case Advocate to work directly with you.

     

    To discuss a client’s tax matter at the event, please ensure you have the proper authorization form. You will need either a Form 2848, Power of Attorney, or Form 8821, Tax Information Authorization. If you are not a CPA, Enrolled Agent, or licensed attorney, you will likely need to use the Form 8821. Please bring a signed copy of the form with you to the event. Appointments will be assigned on a first come first serve basis. TAS will be located in the hallway right outside the main classrooms at Room 352.

     

    TAS is an independent organization within the IRS. TAS helps taxpayers resolve tax problems, recommends changes to prevent future tax problems, and protects taxpayer rights. TAS’s services are free to taxpayers who are: 

     

    • Experiencing a financial hardship or having financial difficulties because of a tax problem;
    • Trying, but haven’t been able to resolve an IRS tax problem; or
    • Believing an IRS system or procedure isn’t working.

    IRS Focus Groups

    Share your opinion directly with the IRS. Stop by their table to schedule an appointment. More information is coming soon!

    BOOK YOUR TRAVEL

    Latino Tax Fest will be hosted at the MGM Grand Hotel & Casino. We recommend staying at the MGM Grand! Get a special attendee discount available until June 9th.

     

    Book your flights in SWABIZ using your Company ID 99281943 to qualify for special rates and increased Rapid Rewards® earnings. Southwest Airlines travelers can earn more points to use for reward flights!

    MGM Grand Hotel & Casino

    3799 S Las Vegas Blvd,
    Las Vegas, NV 89109

    Book a Room!

    Southwest Airlines

    Use Company ID 99281943
    for a discount

    Book your flight!

    THANK YOU TO OUR SPONSORS!

    Preferred PAYMENT PROCESSING Provider

    Preferred BANK Provider

    Preferred TAX SOFTWARE Provider

    Preferred ACCOUNTING Provider

    Preferred BANK PRODUCT Provider

    SEE YOU AT THE FEST!

    JULY 10th – 13th, 2023 AT THE MGM GRAND HOTEL & CASINO, LAS VEGAS, NV!