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

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.

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

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.

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.

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

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.

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

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.

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.

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

It used to be sufficient to check beneficiary designations and titling of assets were consistent with the estate planning documents.

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

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

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 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.

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.

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.

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

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.

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);

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.