This discussion covers AICPA tax advocacy efforts regarding legislative and regulatory proposals and developments in trust, estate and gift tax.

By now you’ve heard about bitcoin. Perhaps you’ve even helped your clients report their cryptocurrency transactions on their tax return. But the crypto sphere is bigger than bitcoin. It’s bigger than cryptocurrency.

Financial advisors have long used options to create specific outcomes for clients, whether they be income-oriented or to protect capital.

After this session, you will be able to:

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.

What to do? What to buy? What to watch for? What to avoid? Get your answers in Tech update where you will learn about who offers reliable solutions and what is changing the market.

As the baby boomers reach retirement, advisors must solve new problems for clients.

Family owned and operated businesses face unique challenges when preparing for and executing succession planning from one generation to the next.

For many corporate professionals, salary and cash bonus is just part of the reward for work well done.

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?

Initiate honestly. Respond without judgement. Build together without an end in sight.

AAM's President and President-Elect will recap the organization’s accomplishments during the past year, introduce new board members and discuss initiatives for the year ahead with video highlights.

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.

Cyber criminals are constantly upgrading their technology to perform more sophisticated, widespread attacks. Preventing breaches and account takeover begins with understanding how criminals operate.

The future of accounting is not just about advisory services, it is the evolution of compliance and advisory that will build a future ready practice.

The advisor’s first interest should not be the value of the portfolio, but the values that created the portfolio.

As IRS enforcement becomes more automated, the need for trained representatives who know what to do and when to do it has never been greater.

Do you ever find that you've lost sight of your goals? Maybe what you really want just seems so far out of reach? Does your to-do list seem way too overwhelming?

AAM partnered with the Hinge Research Institute to conduct their third bi-annual study of marketing budgets within CPA firms.

Is unconscious bias hindering you, your team or your organization? Unconscious bias is bias that happens automatically.

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 presentation will provide insights into current and likely future planning opportunities with life insurance.

An estate or trust operating a business as a sole proprietor or holding an interest in a partnership or S corporation is eligible for the Section 199A deduction.

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 will cover aspects of the new revenue standard having the most impact and posing the most challenges in the manufacturing industry.

The natural appeal of a Roth-style retirement account is the potential for tax-free growth for life.

Cash flow management and life planning are services that provide immeasurable value to financial planning clients.

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.

As much as we’d like everyone to fit the same mold, the inescapable fact is that multiple workplace generations create multiple perspectives.

Sure, it feels great to be all things to all people, but is that the best way to really use your gifts and talents?

One of the hardest stages for content marketing is the Decision stage — actually converting visitors to take action on an offer or to request an RFP.

This presentation will be focused on developing and executing on a strong sales pipeline process.

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.

What strategies can help your firm today and tomorrow? What technologies can support those strategies?

Offering profitable, high volume advisory services today has its own set of risks.

This session will address how persons not likely to be federal transfer taxpayers should address their income tax and estate planning issues.

In this intermediate/advanced session, attendees will learn about nuances related to a trust's investment in partnerships and S Corporations.

A properly prepared and timely filed gift tax return that reports transfers, allocates GST exemption and makes relevant elections often effectuates or preserves intended GST tax planning.

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.

Once one has succeeded in accumulating wealth, one's attention must turn to ensuring that such wealth is preserved for the benefit of oneself and one's family.

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.

In this session, attendees will learn how Rea & Associates developed an engaging, award-winning podcast -- before podcasting was cool.

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.

Blockchain is regularly viewed as one of the emerging technologies that will cause disruption within the accounting profession.

Join us for a new and updated session on Rise of the Robo Accountant.

These Sessions examine critical elements
of the succession plan, including:
• Preliminary planning considerations
• Ownership and management succession
• Key employee compensation
• Equalization among children

This session will provide attendees an update on recent and proposed developments related to standards for auditing accounting estimates.

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.

This session will focus on single audit quality and the most significant update made to the Government Auditing Standards (Yellow Book) in seven years.

If you think money can’t buy happiness, you’re not spending it right. Dr. Elizabeth Dunn, co-author of Happy Money, is one of the world’s leading experts on how spending habits shape happiness.

The rules that allow states to force an out-of-state business to pay its income tax and collect its withholding and sales taxes were dramatically changed in 2018. This session will:

Whether it is tax return preparation, exam representation or resolving tax debts, practitioners need to be aware of their due diligence requirements and avoid running afoul of IRS rules.

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.

Whether we realize it or not, we are constantly both giving and receiving feedback. We know that feedback is essential to our personal development, but we so often dread and even dismiss it.

What type of leader do you aspire to be? Because all that you are and are not is best exemplified in your voice...but not your speaking style...the way you present yourself as a leader.

Discover how a regional firm made its after-hours networking/business development experience one of the most successful initiatives in the firm’s 37-year history.

AI has made it possible for marketers to accomplish tasks they’ve been talking about for decades.

Americans are inherently the worst negotiators in the world. Our culture does not support the bartering and bargaining that takes place in other countries.

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?

Experience The Power of Pricing in Advance. In this practical, information-packed session, unpack three big concepts within Michelle's advanced Pricing Methodology(SM).

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 is a crash course on how to introduce beneficial new technology to your coworkers, managers, and leadership.

Continuation of Business Succession Part 1

By now you’ve heard about bitcoin. Perhaps you’ve even helped your clients report their cryptocurrency transactions on their tax return. But the crypto sphere is bigger than bitcoin. It’s bigger than cryptocurrency.

Gain practical and useful knowledge of estate planning documents.

Are you starting your audit off on the right foot? At the core of every audit are the goals of identifying, assessing and responding to risks of material misstatement.

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.

After years of debate, the new Leases standard was issued in 2016. It will be effective for public companies for 2019 calendar year ends and private entities the following year.

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.

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.

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.

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.

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.

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.

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.

Nearly 80% of organizations think they are providing a positive customer experience but customers disagree. Barely 10% of customers feel as if they are being served well.