Be ready to take the next step in addressing your clients’ tax and planning needs. Your individual, family, and business owner clients’ needs are changing, and they need you now more than ever.

Advising your clients on their plans for retirement is more than just setting aside money in an IRA.

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.

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

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.

To take or not to take responsibility...is this your question? Do you currently serve clients that meet the definition of a group audit under AU-C Section 600?

This session will focus on the income tax accounting (ASC 740) and financial statement impacts of the Tax Cuts and Jobs Act of 2017.

This session will focus on the benefits of using Health Savings Accounts. The following questions will be covered:
- Who can contribute?
- How much can one contribute?
- How are withdrawals taxed?

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.

Description:
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

Session Description:

Our panel of technology experts will discuss and answer your questions about the impact of technology on firms today.

After this session, you will be able to:

This session is a comprehensive examination of donor advised funds.

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?

The addition of Sec. 199A is perhaps one of the most significant changes and opportunities in the Tax Cuts and Jobs Act (TCJA). It is also very complicated from a compliance and planning standpoint.

In a fast-changing world, how do you build a culture where extraordinary innovation becomes ordinary? A culture that lasts and consistently delivers exponential leaders, growth and value creation.

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

The Private Company Council (PCC) helps improve the process of setting accounting standards for private companies and determines whether private company alternatives to existing GAAP are necessary.

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.

Technology promises many benefits to today's planners—efficiency, growth, savings and even intelligence. But what about the human side of technology?

The accounting profession continues to evolve and Engage is helping firms transform their practice for the future.

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.

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.

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?

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.

The increase in the federal estate tax exemption means that very few estates will actually pay an estate tax.

How do you build and support teams of innovators in your organization?

The Private Company Council (PCC) helps improve the process of setting accounting standards for private companies and determines whether private company alternatives to existing GAAP are necessary.

In the advisor/client relationship, it is what we do not know about our clients that can jeopardize prospective and long-term clients alike.

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.

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 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.

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.

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

Performing audit analytics and collaborating with the client are steps every auditor does in every audit. With that said, most auditors would benefit from honing those skills.

This session is dedicated to the possibility that a professional firm will be more effective for its customers if it begins to sell not hours or service, but access to the brains of the professionals.

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).

Meet Mission Possible, a company that recreates movies. Let’s go behind the scenes of this extraordinary business and check out their inspired accounting.

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.

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

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

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

The European Union (EU) General Data Protection Regulation or GDPR is causing many U.S.

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.

Today, financial and accounting professionals are responsible for far more than reporting and compliance: they have to provide greater strategic insight to build a future-ready enterprise.

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.

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.

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

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?

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 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.

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.

U.S. taxpayers and residents are required under the Internal Revenue Code and the Bank Secrecy Act to report their relationship to foreign accounts and assets on an annual basis.

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.

Personal information (social security numbers, credit card numbers, bank account numbers, even name and address) has become a leading target of cyber criminals.

Discuss what to look for in Information Technology compatibility when firms are considering an acquisition or merger.

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.

Don’t miss this opportunity to get answers to technical issues of interest to you.

We have all heard that women are critical to any successful financial planning practice.  But do you know why?

Enhance your Advanced Personal Financial Planning Conference experience by gathering with your peers in small group discussions to talk about real issues you’re facing in practice.

As federal and state governments add new governance laws and regulatory requirements, many firms and their clients are struggling to effectively manage their data responsibilities.

With standards and regulations changing rapidly, how does the Practitioner stay current - especially when you are in a small office?

Elizabeth Forspan will address important issues affecting those in the “sandwich generation”, or those who are charged with caring for both elderly parents as well as their own children.

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.

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.

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.

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

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 settin

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.

Ross Sparkman is pioneering strategic workforce planning and people analytics at Facebook – an approach critical to the media giant’s ongoing success.

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 provide a plain English overview of Variable Interest Entity guidance with a focus on private companies.

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.

In firms today we are hiring more non-accounting professionals than we ever have in the past.

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.

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 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.

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.

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

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.

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.

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

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!

This session will address advanced issues to consider when preparing gift tax returns.

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

Did you know that the Internet turned 30 years old this year? As we move further into the 21st century, more and more of our lives are transitioning to the digital realm--for better or worse.

Disruption is the new normal, not only for business models, but for how people work and enable team member to collaborate.

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.

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.

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.

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.

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

Information technology has always been a challenge in accounting firms and is often an afterthought instead of the strategic capability needed to support a modern practice.

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.

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:

This session reviews the many changes in fiduciary income taxation and accounting and how it impacts Form 1041. Topics include: 1. The Uniform Fiduciary Income and Principal Act (as revised) 2.

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.

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.

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. Key areas will include:

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).

Continuation of Business Succession Planning Part 1

This session will discuss compliance activities within the estate and gift area.

Learning Objectives include:

• Scope and nature of IRS examinations

• Recent developments at the IRS

Gain practical and useful knowledge of estate planning documents.

Forrester’s data shows that insights-driven firms are 39% more likely to report year-over-year revenue growth of 15% or more.

This session will offer proven tips for how to effectively collaborate across functions to achieve business success.

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.

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.

Over the course of our careers, there have been many changes impacting CPA firms. Some of those changes were positive and some were negative.

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.

TCJA brought many significant changes to the International Tax arena.

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

Clients’ needs and expectations continue to change. Are you doing all that you can to make sure you are still their go-to adviser?