Join us to review the 2019 tax filing season; we will “rate” the season as a group and discuss some of the challenges of TCJA in the new IRS “post card world” such as the new Forms and Schedules, QBI and how the loss of Miscellaneous Deductions an
Join members of the AICPA’s Individual and Self Employed Tax Technical Resource Panel (ISET TRP) for a debrief of how this past filing season went, along with a review of current legislation developments- including how the AICPA is working to advo
What is a method of accounting and how and why should it ever be changed? Often when we find an error on a return, we think the solution is amending the return. But if a method is involved a different solution is required.
This breakfast session will feature the "Top Ten" reasons to join firm managers from throughout the country in 2020 as top issues and opportunities will be addressed through educational and networking offerings.
This session will cover engagement letter requirements, suggestions, and best practices for various types of engagements. It will also include new and upcoming standards that could have engagement letter impacts.
As the number of companies offering workplace flexibility, remote work arrangements and even virtual offices continues to grow, you want to be ready to enable your team to be successful working outside the traditional office.
Many firms want to keep up with the latest technology to meet the demands of their clients and better position their services, but sometimes the technology the firm is using internally is not as high a priority, creating inefficiencies within the
Lean Six Sigma consultations within the accounting profession primarily focus on process improvement within the firm's tax and assurance practices, often overlooking internal operations where there is a trove of production efficiency and financial
Networking continues to be a top lead generation strategy for CPA firms. In fact, according to Gear Up for Growth, networking with prospects and referral sources is one of the top four marketing activities firms of every size plan to increase.
Our future relevance depends on our ability to do the things the machines can’t do—to interpret the numbers, to tell the stories behind the numbers and make our clients future-ready at the same time,” said Tom Hood executive director of the Maryla
What happens if the boss say something that is not Politically Correct? Is it different if an employee does it? Can you be sued for discrimination or harassment? How do federal employment laws impact what can be said at work?
Don’t worry; you can keep your clothes on for this. Please do!! In addition to your clothes, you’ll leave with a better understanding of what naked leadership truly is, and why we need it now, more than ever.
Join Gerry as he takes us on a guided tour of the lessor known applications included in your Office 365 Business and Enterprise licenses. He’ll speak to what these applications are about and how they can be deployed in your firm.
When most people think of office politics, they have a visceral negative reaction. But here’s the thing: When you learn to navigate the unspoken rules of the workplace, you can achieve more than you ever dreamed!
In this session we will explore burning questions in the world of analytics including: What is the definition of analytics; what business questions does analytics help solve? What are the different types of analytics - Hype v. Reality?
Still have unanswered questions from the conference? Tap into the minds of a handful of the professions leading technology minds. In this interactive panel discussion, you'll have the opportunity to ask your questions on a variety of topics.
This session will help you identify ways to maximize your clients' Section 199A deductions. Reduce taxable income; properly identify qualified business income, and maximize the W-2 and property-based limitations.
To act more boldly as a leader, you must increase your capacity to bring energy and full engagement to the things you value most. We will explore how well-being and mindfulness contribute to your overall performance and leadership of others.
Your clients' experience working with your firm is your greatest differentiator and one of the key drivers of client loyalty. We've all heard the term cross-selling--but it's time for a change of mindset.
Embracing new technology, will not isolate people or make us irrelevant as some fear. Instead, when used correctly and ethically, technology can empower leaders and employees to create stronger business relationships.
Technology is everywhere. You're constantly hearing about how automation will make accounting tasks more efficient, but that doesn't mean your role will be replaced by a robot. The human mind is just as important!