In this chat, we will dig into reasons firms tend to overwork prep, comp and review engagements along with some strategies and technology that can help get your firm delivering high quality financial statement services as efficiently as possible.
John Elway, Hall of Fame quarterback, General Manager and President of Football Operations for the Denver Broncos and entrepreneur, discusses how managing a football team is similar to running a business – and the secret to succeeding at both.
The digital era has brought about a blistering pace of change that’s only getting faster. It’s rapidly resetting consumer expectations and challenging organizations to disrupt themselves to remain relevant.
Join Paychex HR Professionals in an online chat, where you can submit questions and stay informed as Paychex responds to inquiries about solutions that help make payroll, HR, benefits, and insurance simple for your clients.
Many firms have a DMS (document management system), digital tools or workflow software. These tools improve internal productivity but don’t have a direct impact on the client experience with your firm. There’s power in connecting!
Video marketing is taking consumers by storm because it engages customers and prospects and helps convert them into buyers. Recent statistics show that video content is not only effective, but the demand for it has grown at a rapid pace.
Entrepreneurs have gained visibility in recent years. Recent studies have shown that almost 50% of millennials want to be entrepreneurs, but many never get to fulfill this desire because of risks or resources, whether real or perceived.
Engaging NextGen Clients Millennials have surpassed Baby Boomers as the largest living generation in the US. Young buyers are transforming the way we call a taxi, stay in touch with business colleagues and shop for essentials.
Do you have an inbox full of emails and don't know where to start? Do you use your inbox as your task list? Get the tools you need to break out of email jail. This session focuses on email behaviors and shortcuts for G Suite and Outlook users.
The Democrats took back the House and health policy is again in flux. Will we turn to Medicare for All? Dr. McClanahan will cover the latest in health policy and how it relates to you, your practice, and your clients.
Join Dwayne as he shares dozens of amazing advances in technology that are changing the world around us and the way we interact with it. Our lives are being enhanced and influenced by radical immerging technologies.
Of the top three reasons clients fire their accounting firms, cost is only the third item on the list. Research on business leaders shows that clients fire their firms for subjective reasons, but reasons that firms can influence and control.
Choice of entity has always been a "facts and circumstances" decision for each client's business, but is there a way to present our advice on entity selection in a clearer, if not simpler, way? Is the LLC better and why?
Gain an understanding of: the types of family offices; the life cycle of a family office; and the strategies and needs of a family office. Apply the elements of the personal financial planning process to the family office environment.
According to a recent survey, only 25% of accounting firms are extremely confident in their ability to keep up with the pace of change. But the long-predicted changes are already having an impact on the accounting profession.
At Zappos, like accounting firms throughout the country, they’ve learned that hiring the right people is crucial to creating a fun and unique working environment. Hear more about how to build the culture your firm needs to thrive.
Most advisors and their clients understand we have now experienced a bull market for over a decade. Since the markets are cyclical, we know an imminent bear market is on the horizon. No one can pinpoint when it will arrive.
Today’s digital marketing tools give us access to a tremendous amount of data on our marketing efforts. What these tools do not give us is more time in front of our managing partner to share our treasure trove of insights.
Merging accounting and consulting practices into an established accounting firm impacts the acquiring culture, delivery systems, professional development, business development, marketing, communications and technology processes.
Many things come out in a divorce, not least of which are tax and financial planning issues like undisclosed foreign bank accounts, fraudulent returns, etc. The 2017 Tax Act has also impacted tax planning around divorces.
This session will address the grantor trust, and discuss the special rules that govern the grantor trust along with the tax and estate planning opportunities made possible using the grantor trust as a tax planning vehicle.
We are living in face paced changing world which is impacting our cultures and the learning environment. We will review strategies for strengthening learning, so we are building capacity at all levels.
This session will provide an update on the 2108 Revised Yellow Book focused on the following: independence changes; financial statement preparation and independence; internal control considerations; reporting requirements on Fraud, Waste and Abuse
This session will provide an update of: DOL reporting compliance enforcement programs, Audit quality update, various accounting, auditing, and reporting matters affecting employee benefit plans including a discussion of the proposed SAS on ERISA r
ETFs have brought in over $1 Trillion in new money since the financial crisis, yet traditional mutual funds have experienced net outflows in the same period. So what's the deal? Are ETFs a plug-and-play substitute for mutual funds?
One of the biggest myths when it comes to managing and leading a CPA firm is that you must be a CPA. Outside our profession, organizations build a leadership team with diverse skills, experiences and perspectives.
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).
A strong business case contains sustainable growth and succession planning models including viable exit strategies, outlines the bottom-line impact, and highlights the increased need for diverse talent that mirrors our marketplace and broadens the
Eric Johnson from Deloitte Tax LLP and Randy Abeles from RSM US LLP will cover recent hot topics for family offices, including recent case law and judicial activity, how the 2017 Tax Cuts and Jobs Act has impacted family offices, a review of famil
Many business development professionals have dual roles: working externally to generate and pursue opportunities; and working internally to help others with their personal business development efforts.
This session will focus on the non tax advantages and tax advantages of using a trust in planning ones estate. Learning Objectives: 1. Determine what type of trust may be necessary for a clients tax and non tax objectives to be achieved. 2.
Do you know your strategic questions? Chances are you're struggling to overcome challenges: integrating millennials, effectively managing data, leveraging technology, moving the needle on innovation, etc.
Are you considering starting a mentoring program within your practice? Want tips on how to be a better mentor or how to ask for a mentor? Or do you want to give back to the profession by mentoring but don't know where to start?
In this session, we will take a closer look at data analytics with this presentation on anomaly detection. Methodologies for discovering potential indicators of fraud are outlined and fraud examples will be discussed.
The new world of Itemized Deductions and how to maximize your deductions and minimize taxes. Special attention to tax planning for the SALT (State and Local Tax Deduction), Interest Expense, Charitable Contributions and Personal Casualty Losses.
This session will cover major changes to depreciation, bonus depreciation and cost recovery. This session will also illustrate depreciation planning regarding the Sec. 199A pass-through deduction, Sec.
Our panel of experts will examine current tax and non-tax strategies to be considered by clients in various wealth levels including: 1. Family Asset Protection in Planning Wealth Distributions 2. The Importance of Income Tax and Basis Planning 3.
Learn powerful Stories, Sketches, and Scripts that your clients can connect with. You will learn how to communicate and incorporate common investment principals in your client meetings and presentations.
Being vulnerable at work can help inspire others to be vulnerable and ask for help when needed. Mental health issues cost companies and economies greatly. What can we do to mitigate the consequence of mental illness?
In this session, Jim will overview the AICPA's new SOC for Cybersecurity offering. He'll share basic concepts of the offering as well as the differences between this service offering and the other existing SOC offerings.
In the biggest bill for retirement planning in years, Congress is poised to change the law for life expectancy payouts to either a five- or ten-year payout. This legislation has strong bipartisan support and is supported by the President.
This session covers four hot topics and developments in the areas of trust, estate and gift tax. The four topics include: 1. Donor Advised Funds by Stephen Bigge 2. Sections 67(e)/67(g) by Justin Ransome 3.
The chair of the Task Force of the AICPA Audit Guide Assessing and Responding to Audit Risk in a Financial Statement Audit will review the basic control assessment requirements for all audited entities.
Coming to AAM Summit at ENGAGE alone or just looking to enhance your experience? Interested in meeting new colleagues and networking in small groups? Join the fun with the AAM Dine and Connect Evening!