Do you have clients who transact in 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.
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.
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.
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
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?
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.
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.
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.
With what seems like more technology options than ever before, firms have no shortage of choices when it comes to selecting solutions to manage internal processes and deliver client accounting services (CAS).
The impact of the TJCA 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 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 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.
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.
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.
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.
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.
The course will begin with a review of the common pages of the tax return, and how to obtain relevant financial planning information. We will then review and discuss an Investment Policy Statement, and discuss setting goals for the client. We wi
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.
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.
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.
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.
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.
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.
These Sessions examine critical elements
of the succession plan, including:
• Preliminary planning considerations
• Ownership and management succession
• Key employee compensation
• Equalization among children
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.
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.
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?
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.
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.
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.
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!
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.