Do you have clients who transact with cryptocurrencies? If so, you’ll want to attend this session! We’ll explore various tax compliance and planning opportunities you should consider when working with your clients.
Attend this session to hear real life example of how access to data and the transparency it brings can radically change an established business strategy. And the challenges the organization faces to accept it.
A dynamic duo – the Managing Partner and Firm Manager! When do you need a Firm Manager? Once you have the partnership in place, how do you work together most effectively to benefit the Firm? Who does what and how?
Learning is a vital part of developing, retaining and growing our firms. We will discuss how the changes around us are impacting how we learn and discuss ways to adapt. We will feature firms’ successes in this area.
A thoughtfully constructed Investment Policy Statement can be the bedrock of your client relationship, allowing your client (and you!) to remain focused on an agreed-upon strategy and tactics during even the most trying of times.
1) Expert insight into the financial challenges impacting American consumers today including student loan debt, retirement, insurance concerns, etc.
2) Understanding financial wellness and its impact
Would you believe that some professionals feel that if they make mistakes, it’ll be held against them? You probably do. Have you thought about what effect that has on the functioning of your team and your organization as a whole?
At a time when technology is automating much of the compliance function, globalization is delivering talent at pennies on the dollar, it is time for every CPA, not just the business development CPA, to do a better job of living up to our professio
As the CEO of Clifton Gunderson for 16 years, I was privileged to work with many partners and staff that understood the dynamics of marketing to our current clients, to prospective clients, and to clients that were previously lost.
You have a request for one of your co-workers but don’t know how to say it, so you don’t say anything. A project you worked on for six months has become a black hole. There is no information about the status.
Identifying the right Key Performance Indicators (KPIs) is critical to you and your company’s success. When determining KPIs, many people make the mistake of putting together a list of everything that they can or are measuring.
The Supreme Court decision in South Dakota v. Wayfair has changed the landscape around sales & use tax (SUT), determining that states can broadly require online retailers collect sales tax even if they lack a physical presence in the state.
Join Abacus Next team members in a text chat discussion about services and products that may be of interest to you. They will also be able to address any questions that you may have. (Not eligible for CPE).
The impact of the Tax Cuts and Jobs Act (TCJA) on the deductibility of state and local taxes has created an additional incentive for taxpayers in high-tax states to move to a low or no-tax state. This session will help participants to:
This session will review key compliance considerations in the formation and administration of charitable remainder trusts. Topics will include suitability, selecting the proper CRT format, administration, and tax return preparation.
This session is the third in a series of four. Our session takes a unique approach to discuss ethics in the accounting profession. We focus on the most critical, and often the most neglected, element of ethical decision-making, THE INDIVIDUAL.
Major changes are in the works for quality control standards, including a name change. This session will present an overview of the IAASB’s exposure drafts on a suite of quality management standards, which are open for comment until July 1, 2019.
Artificial intelligence-enabled auditing exists and is used to augment human decision making for journal entry testing, fraud detection, and many other forms of risk reporting. What can we learn from those who have made the leap?
This presentation will provide attendees with a comprehensive definition of an individual investor’s financial risk profile, incorporating both objective and behavioral attributes that reflect the interdependence of investors’ underlying attitudes
This session will discuss how to build and grow a profitable niche within your firm. As part of the presentation Mr. Koltin will discuss the following:
• How to identify the right champion to lead the practice.
What are the latest tools and technologies available to make the life of a road warrior a little easier? In this session, we will take a closer look at the mobile technologies supporting and empowering remote employees to work smarter.
In this session we will:
1. Explore the distinctive features of each of these philanthropic giving techniques and
2. How and when to use each one
Pre-registration is required for these lunch sessions – seats are limited.
Get ready for your close-up and take a fun and education break from the conferences more technical sessions to find out how estate planners can use movies to illustrate estate planning concepts to clients and move the process forward.
With the rise of cloud platforms, increased compute power, and machine learning, the future of Finance will rely heavily on being able to work across the organization to drive better decision making that leans on data combined with judgement.
In this session, Jim will cover Best Practices in the SOC space. From planning to engagement execution to report delivery, he’ll share with the attendees the process his own firm has followed in this space.
Due to the rising costs of higher education, clients are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding and financial aid planning processes. In this presentation, Ross A.
Demonstrating value bears particular challenges for single-family offices (SFOs), and family office executives are often faced with dispelling a notion held by certain family members that the SFO is purely a cost center.
Solo firm marketers are continuously pulled in many different directions, filling multiple roles and wearing many hats. Where should you focus your limited time and resources to maximize your impact for the firm?
Thirty years ago, the AICPA revised its Code of Ethics to allow advertising, and accounting marketing was born. Ever since, firms have wrestled with how to link marketing investments to tangible sales results.
When love is nonexistent (compassion, forgiveness, commitment, inclusiveness, understanding), leadership generally fails. True leadership not only requires love, it IS love. Yet amazingly, love is rarely described as a leadership competency.
Courageous Authenticity is the practice of leadership that is transparent, vulnerable, and honest with those we lead. It checks our egos at the door and through acts of mutuality and community, we can learn, lead and grow from each other.
The course will begin with a review of the common pages of the tax return and a discussion on how to obtain relevant financial planning information from them. We will then review and discuss an Investment Policy Statement and then move to setting
Firms that continually refine their vision for the future enjoy increased engagement, inspiration, and unity. The clarity of direction enables you to make difficult decisions and take calculated risks that fit with your intended direction.
The AICPA Peer Review Program is detecting high levels of non-conformity with professional standards, and this session will address one of the most common causes: non-compliance with AU-C Section 230, Audit Documentation.
In this session we will cover frequently asked questions coming through the Center for Plain English Accounting related to accounting and financial reporting, including FASB and special purpose frameworks.
This session will feature three retirement spending topics. Panelists will kick-off the discussion with retirement income strategies and sustainable spending research and any updated methodologies and research in this area.
Is it a buyer or seller’s marketplace? What are the latest M & A trends? What are the most utilized deal structures? How can you retain reasonable control, income and autonomy while creating a succession plan?
Artificial Intelligence (AI) is set to disrupt many professions and the future of auditing and accounting will certainly involve AI. In this session, we will look at the factors which are bringing about this disruption.
This session will cover a review of those statutory changes, newly issued regulations, cases and administrative rulings impacting the the taxation of S corporations and their shareholders during 2018 and 2019.
Technology will forever change the way accounting and finance is done. And forever change those who do it. Blockchain, cybersecurity, robotic process automation (RPA), and artificial intelligence (AI) are transforming the profession.
OfficeTools provides a suite of tools to help Firms find that next gear in productivity, by reducing multiple data tracking applications into a single Practice Management solution, new efficiencies and workflow processes can easily be uncovered an
You’re a great client service accountant and now you’ve been asked to run your firm. Don’t worry there are many tools already available and no reason for you to recreate the wheel in regard to managing your firm!
These Sessions examine critical elements
of the succession plan, including:
• Preliminary planning considerations
• Ownership and management succession
• Key employee compensation
• Equalization among children
Firm managers should attend this session to learn how to read communication and behavioral signs of their partners so they can work more collaboratively with them. We will also discuss setting expectations and defining and success measures.
Health Care organizations face complex challenges in applying the new revenue recognition standard. Health care leaders will need to reevaluate the processes, controls and estimation techniques currently used to recognize revenue.
What has the biggest impact on single audit quality? The AICPA Peer Review Program conducted a study of single audit engagements and identified three factors that strongly correlated to quality performance.
I’m sure by now we all know that succession planning is more than choosing a likely candidate. But some firms are still treating the retirement of their top leaders as individual events. There’s a better way.
As a primary objective, attendees will be educated on the statutory framework and corresponding benefits of the new Qualified Opportunity Fund (“QOF”) provisions that were part of the recent TCJA of 2017.
Communication is at a crossroads and this includes the digital space. Organic or paid? Influencer marketing or from the brand? Regardless of where you net out, your brand deserves to be in the spotlight.
Well-being goes beyond happiness, engagement and physical wellness. Well-being makes up who we are and is our foundation for flourishing. Attend this session to be introduced to Martin Seligman’s Well-being theory and "PERMA” model.
Interpersonal communication skills and effective presentations are crucial to job success and career advancement. This session will give you tips on how to be more charismatic in your presence and more engaging in your presentations!
This session will start with a review of the mechanical basics of Qualified Opportunity Funds (“QOFs”). From here an extended dialogue will be opened-up about real life and practical applications in using QOFs.
Do you understand the impact and opportunity blockchain offers the accounting profession? Are you asking "how" this innovative distributed technology will accomplish disruption and disintermediation of the world's current business models?
Gain practical and useful knowledge of estate planning documents. Learning Objectives: • Review actual paragraphs from wills and trusts • Discuss tax and non-tax issues • Obtain a checklist of specific items to address with clients
This session is onsite only. A working session with firm managers of accounting firms with 25 or fewer people, designed to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today.
This session is onsite only. A working session with firm managers of accounting firms with 26-49 people, designed to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today.
This session is onsite only. A working session with firm managers of accounting firms with 50-75 people, designed to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today.
This session is onsite only. A working session with firm managers of accounting firms with 76-110 people, designed to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today.
This session is onsite only. A working session with firm managers of accounting firms with 110+ people, designed to get inspired, enlightened, encouraged and educated on the top trends and issues facing CPA firms today.
This session will be an interactive discussion with a Panel of experts with respect to SSARSs engagements including, the Chair of the ARSC, the staff liaison to the ARSC, and the staff liaison to the Technical Issues Committee.
The Best Ideas Panel will pull together the best thinking from the first two days of the conference. We will give the attendees practical planning strategies that affect their clients that they can implement now.
In this session, participants will learn several ways to use Excel to help detect and prevent fraud, including working with random numbers, applying Benford’s Law, and cleaning general ledger data so it can be pivoted and analyzed in detail.
During this session, with respect to partnerships and partners, we will explore planning opportunities relating to the TCJA. Learning Objectives include:
- The new interest expense limit under section 163(j);
Family Meetings are a valuable opportunity for family members and their advisors to come together and design their future. Yet too often these events end up being a routine portfolio review and maybe an estate review.
In this exclusive women’s wine tasting and networking event, presented by Chase Ink®, world-renowned LPGA golfer, Cristie Kerr, will take us through her journey of turning her passion for wine into a successful business with the creation of Kerr C