International tax conference  |  OCTOBER 26, 27 & 28     

Join Us for the 2026 International Tax Conference

On October 26, 27 & 28, join us in New York City for a three-day deep dive into the most essential, advanced, and rapidly evolving areas of international tax practice.

Diverse group of professionals attentively listening at a conference, some holding notebooks or documents.

2026 International Tax Conference

October 26, 27 & 28, 2026
        8 am – 5 pm EDT

NYC Seminar & Conference Center
114 W 26th St       New York, NY 10001

Now in its 13th year, the International Tax Conference brings together leading experts and practitioners for three days of in-depth learning on the most essential, advanced, and emerging issues in global taxation.

Attendees will gain practical, real-world strategies for navigating cross-border reporting, tax treaties, entity structures, foreign income, and complex compliance challenges. Whether you’re building foundational knowledge or sharpening high-level skills, this conference offers the guidance, tools, and insights you need to confidently support internationally engaged clients and stay ahead in a rapidly evolving field.

2026 Speakers:

• Rita Ryan, JD, LL.M  |  Founder, RR International Tax

• Andrea Valois  |  VP Operations, American Expat Tax Services

• Frank Agostino, ESQ  |  Kostelanetz, LLP

• Marina Hernandez, EA, CFP  |  Swiss American Wealth Advisors

• John Sheeley, EA  |  Owner, Tax Practice Pro

2026 Featured Speakers

JD, LL.M

Rita Ryan

Founder, RR International Tax Solutions
JD, LL.M

Rita Ryan

Rita Ryan is the Founder of RRITS and a seasoned Tax Attorney with more than 18 years of experience advising clients on cross-border personal/business taxation, international investment structuring, multi-jurisdictional estate planning, and U.S. tax compliance obligations arising from global activities and holdings. She is widely regarded for her ability to navigate complex international tax regimes and translate evolving regulatory requirements into practical, strategic guidance.

In addition to her client-facing work, Rita serves as a trusted advisor to fellow tax professionals, providing specialized support in identifying international reporting obligations, advising on complex filings, and reviewing workpapers and forms to ensure technical accuracy in an increasingly dynamic international compliance environment.

Prior to founding RRITS, Rita served as Chief Financial Officer and Head of Private Client Services at M+, where she focused on integrated tax, business, and wealth preservation planning for high-net-worth business owners and their families. Earlier in her career, she founded and led Wolf & Co.’s International Tax Services Practice, advising both individuals and entities on the tax planning and compliance aspects of international ownership structures. Rita began her legal career in private practice as an Associate Attorney at Vacovec, Mayotte & Singer, LLP, concentrating on international and domestic taxation, estate planning, and tax controversy matters.

Rita is also an Adjunct Professor in the Graduate Tax Program at Boston University School of Law, where she co-founded and co-teaches the course Foreign Information Reporting and Withholding. In addition, she regularly teaches advanced international tax topics for Tax Practice Pros, LumiQ, and the National Association of Enrolled Agents, contributing to the education of practitioners nationwide.

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Esq.

Frank Agostino

Of Counsel, Kostelanetz, LLP
Esq.

Frank Agostino

Frank Agostino is one of the most accomplished tax controversy attorneys in the country, with more than four decades of litigation experience and a string of landmark victories that have reshaped IRS enforcement and Tax Court procedure — including Commissioner v. Zuch before the U.S. Supreme Court (2025) and Chai v. Commissioner in the Second Circuit (2017).

Because of Frank’s stellar reputation in the tax bar, he has been ranked in Chambers in Band 1 for Tax: Fraud Nationwide (USA) and in Band 1 for High Net Worth Private Client: Tax.

A former IRS District Counsel attorney and Special Assistant U.S. Attorney, Frank has also taught tax controversy at Seton Hall and Rutgers Law, and currently serves on the Advisory Board of the Journal of Tax Practice and Procedure.

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EA, CFP

Marina Hernandez

Swiss American Wealth Advisors
EA, CFP

Marina Hernandez

Marina Hernandez is a Certified Financial Planner™, Enrolled Agent, and Global Financial Planner with a specialized focus on U.S.–Swiss cross-border planning. She founded MHTax in 2009 and Swiss American Wealth Advisors in 2020 to provide integrated tax and wealth guidance to international families seeking clarity, simplicity, and objective advice.

Since 2016, Marina has served as an instructor with Tax Practice Pro and has been teaching with the Global Financial Planning Institute since 2020. She is passionate about equipping Enrolled Agents, CPAs, CFP® professionals, and other advisors with the technical expertise and practical insight needed to serve globally mobile clients, including Americans living abroad and foreign nationals relocating to the United States.

Outside of her professional work, Marina supports educational initiatives for underserved children in the U.S. and South America. She also enjoys traveling with her husband to visit their children, extended family, and friends around the world.

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EA

John Sheeley

Founder, Tax Practice Pro
EA

John Sheeley

John began his tax career in 1987 and passed the IRS Special Enrollment Exam in 1995. A National Tax Practice Institute fellow and SUNY Oswego graduate, he specializes in taxation for non-resident aliens, U.S. citizens living abroad, S corps, legal marijuana businesses, and cryptocurrency.

John is passionate about giving back to the profession. Every year on Giving Tuesday, Tax Practice Pro offers a free ethics webinar, and its weekly Tax Update webinars keep tax professionals informed on the latest developments. These programs combine practical guidance, strategies, and insights to help practitioners work smarter, faster, and with confidence.

Whether you’re just starting your career or expanding an established practice, Tax Practice Pro and John Sheeley, EA provide the education, coaching, and community support tax professionals need to succeed.

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2026 Conference Registration

Bootcamp  
Day 1 Only   

$
574
Early bird price*

Includes registration to the International Tax Conference
Day 1 Bootcamp on Oct 26

Register Now

Tax Conference
Any 2 Days

$
997
Early bird price*

Includes registration to the International Tax Conference
Any 2 Conference Days

Register Now

Tax Conference
All 3 Days

$
1097
Early bird price*

Includes registration to the International Tax Conference
Day 1, 2 & 3 on Oct 26, 27 & 28

Register Now

*Early Bird Pricing expires on 8/31/26

Nearby Hotels

Please click below for suggestions of nearby Hotels in Chelsea, NYC

Conference Details

Diverse group of professionals wearing name badges attending a business seminar in a bright room.
day
01
Monday | October 26, 2026

International Bootcamp: A Deep Dive into Global Tax Compliance

Rita Ryan, JD, LL.M  |  Founder, RR International Tax

8 IRS CE, NASBA, CTEC & Texas CPE

Step into the world of international tax with our comprehensive International Bootcamp. This 8-hour, 8 IRS CE/NASBA, CTEC & Texas CPE program is designed for tax professionals who are ready to expand their expertise into the complexities of cross-border taxation. No prior knowledge of international tax is required, but a solid foundation in tax preparation is recommended.

Key Concepts Covered

A diverse group of professionals seated in a conference room, with two individuals in the foreground engaged in a friendly conversation.
day
02
Tuesday | October 27, 2026

Fundamental Concepts of International Taxation: Advanced Strategies for the Global Tax Professional

Rita Ryan, JD, LL.M  |  Founder, RR International Tax
Andrea Valois  |  VP Operations, American Expat Tax Services

8 IRS CE, NASBA, CTEC & Texas CPE

Day 2 moves from foundation to application. The program opens with a timely look at the GILTI-to-NCTI transition—what changed, why it matters, and how to apply it. The day then shifts into a technical examination of inbound investment by foreign businesses expanding into the U.S., with a focus on the compliance gaps practitioners encounter in small domestic operations. It closes with a deep dive into foreign pension reporting and a comprehensive case study that runs a single client through multiple intersecting international issues, from fact-gathering through final reporting decisions. Designed for intermediate-level practitioners ready to work through real problems.

Key Concepts Covered

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day
03
WEDNESDAY | October 28, 2026

Fundamental Concepts of International Taxation: Advanced Strategies for the Global Tax Professional

Frank Agostino, ESQ  |  Kostelanetz, LLP
Marina Hernandez, EA, CFP | Swiss American Wealth Advisors

8 IRS CE, NASBA, CTEC & Texas CPE

Day 3 brings the conference to a close with a focus on high-stakes compliance, penalty exposure, and the practitioner judgment required when things go wrong. The morning sessions address two of the most consequential penalty regimes in international tax, equipping attendees with defensible strategies and practical tools for managing client exposure. The afternoon shifts to advanced case studies covering expatriation, dual-status filers, treaty interaction with domestic law, and post-departure tax considerations. This final day is designed for practitioners who need to advise with confidence in complex, high-risk international matters.

Key Concepts Covered

Frequently Asked Questions

Irene Wachsler

Irene Wachsler

Irene Wachsler is a Certified Public Accountant specializing in accounting and tax solutions for small businesses, self-employed individuals, nonprofits, and the film and entertainment industry.

Irene is dedicated helping her clients keep their financial lives organized, use their numbers make better financial decisions, and save money on taxes through proactive tax planning. She is also experienced in cryptocurrency taxation including tax preparation and problem resolution.

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MBA

Jamie Gruol

MBA

Jamie Gruol

Jamie Gruol is a problem solver. As a TaxDome Guru, she co-created Workflows For Tax ProsTM, which has impacted the lives and practices of over 600 Tax Professionals, Accountants, and Bookkeepers in its first two years. Jamie believes that automation is the only way to build a business that is both profitable and creates time freedom.With a background in accounting, an MBA, and over a decade of software implementation, Jamie has brought her invaluable experience into the Accounting arena to help the deserving small practice superheroes of the industry to have the same automation innovation and efficiencies as the industry behemoths without the overhead of an IT team.Jamie lives in the mountains of Vermont with her husband, Mike, and two children. When not adventuring with her family, Jamie can be found mountain biking, hiking, skiing, or gardening.

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CPA

Jamie Jorgenstone

CPA

Jamie Jorgenstone

Jamie Jorgenstone is a Certified Public Accountant and Calyx CPA's Chief Technical Officer. Jamie holds a B.S. in Public Accounting and a minor in Economics, earned from Southern Oregon University, and has dedicated the bulk of her professional career to researching IRC Section 280E, helping business owners in the cannabis space navigate the complexities of the tax code, and developing strategies to save business owners money while staying compliant. Jamie is the primary author of the methodologies currently being employed by Calyx to help the cannabis and psychedelics industry mitigate the impacts Section 280E.

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EA, CPA

Jane Ryder

EA, CPA

Jane Ryder

Jane Ryder, EA, CPA is a national speaker on many accounting, tax, and business compliance topics. She runs her CPA firm, Brass Tax Ryder Professional Group, Inc.in San Diego, California. Brass Tax (not affiliated with Brass Tax Presentations) has been providing tax and accounting services since 1980.Brass Tax is a business centric practice, preparing and consulting on the preparation of Corporations, S corporations, LLCs, Partnerships, and Trusts. She also specializes in IRS and state agencies collections, audit appeals, offers in compromise, and other compliance related matters.

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EA

Jared Foos

EA

Jared Foos

Jared Foos has been a tax preparer for over 12 years and an enrolled agent with the IRS since 2018. He is the owner of Foos-Garvin Accounting, Inc. and serves in various tax affiliated associations. Mr. Foos is an instructor for many educational associations including NATP and OSU.

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Speaker

Jarold Mendoza

Speaker

Jarold Mendoza

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EA, CFP

Jaye E. Tritz

EA, CFP

Jaye E. Tritz

Jaye E Tritz, EA, CFP ® holds a bachelor’s degree from Northwestern University and hasrecently retired from active tax practice. She was formerly a multi-unit franchise ownerwith H&R Block, having been twice honored as National Franchisee of the Year by thatcompany. During her thirty-one-year career as a tax preparer, she earned her EnrolledAgent designation in 1997 and became an NTPI Fellow in 2010. Jaye is also a CertifiedFinancial Planner and holds Series 6, 7, and 63 securities licenses. Jaye has been anationally recognized instructor and presenter for over 15 years.

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EA, NTPI Fellow

Jessica Smith

EA, NTPI Fellow

Jessica Smith

Jessica L. Smith, EA, NTPI Fellow, is an influential thought leader in the tax profession—widely known for helping small business owners and tax professionals navigate IRS complexities and implement strategic, high-impact tax planning. With over 15 years of experience, Jessica specializes in resolving difficult tax issues, minimizing liabilities, and equipping professionals to operate at the top of their game.

As an Enrolled Agent and NTPI Fellow, she holds the highest level of credentialing and advanced training in IRS representation. Jessica is federally authorized to represent taxpayers before all administrative levels of the IRS and is actively pursuing admission to practice before the U.S. Tax Court through the Court’s rigorous non-attorney examination process.

Jessica is the founder of The 100K EA, a program designed to mentor tax practitioners in building six-figure practices rooted in confidence, systems, and expertise. She also co-founded Workflows for Tax Pros, a consultancy that empowers tax practitioners to optimize and automate their practices using tools like TaxDome.

Her most recent venture, TaxReview2Do, is a purpose-built software solution designed to bring structure, speed, and accuracy to the tax return review process, helping firms standardize quality and scale with ease.

Jessica earned her Bachelor of Science in Accounting, summa cum laude, from California College. She is a member of the National Association of Enrolled Agents (NAEA) and the Idaho Association of Tax Consultants.

Whether she’s teaching, speaking, or building tools that elevate the profession, Jessica brings clarity, compassion, and strategic insight to everything she does.

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CPA, CITP

Jim Buttonow

CPA, CITP

Jim Buttonow

Jim Buttonow, CPA, CITP, has been a leader in helping taxpayers and tax professionals resolve

tax problems with the IRS.

For 19 years, Jim worked at the IRS in various compliance enforcement positions. Since 2006, Jim has been in private practice and tax and accounting software development. Jim consulting practice focuses on the areas of tax controversy and tax administration. Jim led product development and marketing for a successful software company that developed tax problem software for tax professionals and has developed and implemented post-filing tax services to large tax providers, such as H&R Block and Jackson Hewitt.  This software is currently being used by tens of thousands of tax professionals and businesses in the United States.

Jim has been an IRS partner in improving IRS operations and post-filing service to taxpayers. Jim served as chairperson of the IRS Electronic Tax Administration Advisory Committee (ETAAC) in 2015 and 2016 during which ETAAC played a central role in promoting the IRS digital strategy to develop transformative technology solutions to systemic challenges in tax administration. Jim also served as the North Carolina representative on the IRS’ Taxpayer Advocacy Panel (TAP) from 2020-2022. Jim also serves as the IRS Representation expert for the National Association of Tax Professionals (NATP).

Jim regularly speaks on areas of tax administration and problem solving to national associations and has testified before Congress in areas of tax administration. He has also published many articles in industry publications. In his articles, Jim focuses on delivering practical insights, advocating for IRS transparency and efficiency, and proposing innovative large-scale solutions for taxpayers and tax professionals.

Jim currently authors the Tax Problems and Solutions Handbook, a publication aimed at helping tax pros work more effectively in post-filing matters and resolving their clients’ most common tax problems. The book can be found online at TaxProblemsHandbook.com. Jim also co-authors the “IRS Collection Solutions Handbook” to help tax pros with the growing number of taxpayers who owe back taxes to the IRS. Jim can be reached at Jim@buttonowcpa.com or at his website at buttonowcpa.com.

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EA

John Sheeley

EA

John Sheeley

John began his tax career in 1987 and passed the IRS Special Enrollment Exam in 1995. A National Tax Practice Institute fellow and SUNY Oswego graduate, he specializes in taxation for non-resident aliens, U.S. citizens living abroad, S corps, legal marijuana businesses, and cryptocurrency.

John is passionate about giving back to the profession. Every year on Giving Tuesday, Tax Practice Pro offers a free ethics webinar, and its weekly Tax Update webinars keep tax professionals informed on the latest developments. These programs combine practical guidance, strategies, and insights to help practitioners work smarter, faster, and with confidence.

Whether you’re just starting your career or expanding an established practice, Tax Practice Pro and John Sheeley, EA provide the education, coaching, and community support tax professionals need to succeed.

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CEO

Justin Botillier

CEO

Justin Botillier

Justin Botillier is the CEO of Calyx CPA LLC in Southern Oregon. With twenty years of experience, he has committed his career to supporting small business owners. Even before cannabis was legalized for recreational use, Justin was a leading advocate for the cannabis industry within the accounting profession. In 2016, he sold his general accounting practice to concentrate solely on the cannabis sector. Justin specializes in business advisory services and strategies to mitigate the tax impacts of Section 280E on cannabis-related businesses nation-wide.

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