Knoxville Gear Up 1040 Seminar (K1040)


NOTE:  The on-line posted Registration Rates include a 3% Convenience Fee.  To avoid this fee, mail a check or money order for the following applicable amount along with your registration form to TAA, P.O. Box 332526, Murfreesboro, TN  37133:

TAA Member:  $435 early/ $495 after October 13

Non-Member:  $495 early/ $555 after October 13

Are you registering five or more attendees from the SAME firm?  Call Dawn at 615-308-2659 for a group discount.

Venue:  The UT Conference Center, 600 Henley Street, Knoxville, TN  37902; phone 865-974-0250; Parking will be validated for attendees using the Locust Street GarageDirections

Hotels in closest proximity:  The Hilton Knoxville (865-523-2300), the Hampton Inn & Suites Knoxville-Downtown (865-522-5400), and the Holiday Inn World's Fair Park (865-522-2800)

Seminar Overview:

This comprehensive course covers key tax issues for completing complicated individual returns, including in-depth coverage of recent legislation, case law developments, and relevant notices, announcements, revenue rulings and procedures to help the busy practitioner stay current. Speakers are all practicing preparers who share practical tips to help you get ready for this tax season.


Rick Oelerich is a Senior Tax Manager at a firm serving over 5000 individual and business clients. As a specialist in IRS disputes, he has testified before the IRS Oversight Board and House Ways and Means Committee. Rick also served three years each on (IRSAC) IRS Advisory Committee, (ETAAC) Electronic Tax Administration Advisory Committee and served as a subject matter expert for (ACAT) Accreditation Council for Accounting and Taxation. 2022 will be his 19th year as a presenter for Gear Up seminars and 9th year as a webinar presenter for Thomson Reuters. Rick has been a licensed LPA in Iowa since 1983 and has been an Enrolled Agent since 1975.

Tim Sundstrom is a CPA and financial planner located in Broomall, PA (suburban Philadelphia) where he helps entrepreneurs and business executives with tax and financial decisions. His firm services a diverse clientele with a specialty in the construction and entertainment industries. Prior to starting his own business, he was a manager with a national accounting firm. Tim is the former president of the Pennsylvania Society of Public Accountants. He has been a lecturer with Thomson Reuters’ Gear Up Seminars for the last 18 years and has authored several publications concerning tax and financial planning.

Seminar Details and Policies:

  • Registration 7:30 am EASTERN; Seminar 8:00 am EASTERN; morning and afternoon breaks; on-site lunch
  • A $40 processing fee will be assessed for cancellations made BEFORE early registration deadline ends.

We are sorry but registration for this event is now closed.

Please contact us if you would like to know if spaces are still available.