Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives.
Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives.
It is a fundamental belief that every investment decision is also a tax decision. Retirement planning, investments, education planning, legacy planning, and life insurance are all parts of a wealth management plan that have tax consequences.
This presentation will discuss how tax advisors should tell their their wealthy (but not ultra-wealthy) clients who no longer have a Federal estate tax problem because of the very high (and temporarily doubled) applicable exclusion amounts.
While the increased estate tax exemption has virtually eliminated all taxpayers from being subject to the estate tax, there are still some non-estate tax reasons for engaging in various estate planning techniques.
This session will provide an update on the status of CECL, and the evolving best practices related to the implementation, integration and internal control being utilized to achieve a proper transition from current GAAP to the new standard.
In this session, we will build on the session from last year, where we examined an approach to improving the link between fees and value. The approach to pricing innovation depends on the target client segment.
Annuities have had their share of detractors over the years. The reality is annuities currently serve a critical purpose for millions of Americans – adding a level of security, while helping alleviate some of the financial worry for the future.
A recent study showed that the average American checks their phone approximately 80 times a day. Digital chaos is making our lives more challenging now than ever before. Should I check again for any replies to my social media streams?
In this session, the attendee will learn how to monetize their practice from a cybersecurity perspective. The presenters will share best practices in this space, including how to identify and offer cyber advisory and attest services.
In this session, we will discuss complexities associated with valuation of small and lower middle market businesses in the context of the business owner’s objective to monetize wealth stored in the company.
Despite the fact that Americans hold nearly $30 trillion in retirement assets, and that those assets often make up a substantial portion of an individual’s net worth, IRAs and other retirement accounts continue to be ignored or insufficiently addr
As a financial planner, one of the many important aspects of a portfolio that needs to be addressed with care is making sure clients and their families are properly insured to protect their homes, cars, most prized possessions, and overall current
The fallout from the still-unfolding global financial crisis provides several perfect examples of "fat tail" risk, those that flow from the low-probability, high-impact events that generate upheaval more often than we think.
With the deluge of data being collected by organizations and the desire to unlock meaningful business insights, data analytics is not just a trending topic, it is a critical skillset for success in today's business environment.
With the passage of the TCJA, Roth IRA conversions have once again become popular. While many professional advisors know about the basic rules of Roth IRAs, they do not understand the economic/tax intricacies associated with them.
This session will provide a summary of recent GAAP changes for shared-based payments as well as discuss examples based on requests submitted to the AICPA technical hotline (such as, profits interests, stock options, etc.).
Implementing the new revenue and lease accounting standards presents difficulties and commitments of resources which can be avoided by preparing financial statements under the Financial Reporting Framework for Small- and Medium-Sized Entities (FRF
The 1992 Journal of Finance publication of Eugene Fama and Kenneth French’s seminal paper, “The Cross-Section of Expected Stock Returns,” changed the way we thought about the diversification of portfolios.
This session will educate on Long Term Care (LTC) insurance. Topics will include LTC basics, costs for care and policy types. This topic is very timely as the media gives it much attention and clients are asking about this type of coverage.
Distributable Net Income (DNI) is the lifeblood of the distribution system applicable to trusts and estates. This session will begin by reviewing what DNI is, how it is calculated and why it is important.
This session is an overview of the advantages of giving appreciated stock to charity, with considerable time devoted to the challenges and solutions when donors own S corporation stock or LLC interests.
As the use of annuities increases, particularly amongst baby boomers planning for retirement, professional advisors face more and more situations where they must properly report on and plan for annuity transactions.
This session will address recently issued GASB Statements and Implementation Guides, focusing on major pronouncements and related implementation guides and major projects and research activities on the GASB’s technical agenda.
In a discussion led by Conference Chair Marty Finn and featuring Chair Emeritus Sid Kess, a panel of tax and financial planning practitioners will explore the expanding role of the CPA and discuss alternative services to add to their practices inc
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.
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.
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.
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
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?
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
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.
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.
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.
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.
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).
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 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 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.
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.
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?
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.
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.
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.
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.
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.
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
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 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.
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.
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.
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
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!
These Sessions examine critical elements
of the succession plan, including:
• Preliminary planning considerations
• Ownership and management succession
• Key employee compensation
• Equalization among children
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.
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.
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.
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.
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?
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.
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.
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.
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.
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 & Networking event hosted by Chase Ink®, world-renowned female golfer Cristie Kerr will take us through her journey around turning her passion for wine into a successful business with Kerr Cellars, a wine
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?
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.
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.
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?