MiSEA ANNUAL FALL EDUCATION CONFERENCE and MEMBERS MEETING DAY 2

John Mitchell, LLB, MST, EA — A seasoned tax attorney and former IRS Appeals Officer with over 30 years of experience and more than 10,000 tax returns prepared. Based in Houston, Texas, John specializes in IRS Examinations, Collections, Appeals, and Tax Court Litigation, having managed over $100 million in tax controversy cases. He’s a best-selling author, national speaker, podcast host, and fluent Spanish speaker. Notably, he passed both the California Bar Exam and the U.S. Tax Court admission exam in 2024.

Topics: Day 2 –

1. Ethics, Preparer due diligence
2. Worker Classification
3. Schedule C vs. Hobby
4. Business Interest Limitations
5. Expansion of Small Business Stock Gain Exclusion
6. Exceptions from Limitations on Business Meal Deductions
7. Miscellaneous Business Provisions