COVID-19 has resulted in catastrophic losses estimated in excess of $16 Trillion dollars world-wide. The effects that COVID-19 has had on businesses will be long felt after the pandemic has subsided. In this session, we will discuss current policies and tax strategies centered around making the most of a bad situation.

S Corporation Update and Planning Session. It will cover tax legislation, cases, regulations and rulings that have been issued over the last couple of years that affect S Corporations. The focus will be the tax planning that was done or should have been done.

Recent changes in tax law have affected real estate owners and investors. In addition, the current administration is proposing further changes that could have a dramatic impact on taxpayers holding real property. This session will look at recent laws, rulings and court cases as well as possible legislative changes and provide practical tips and planning ideas to pass along to your clients.

A continuous cycle of feedback is imperative to a healthy working relationship. However, while most have become better at the feedback process, many still hold back in the process. This session will explore ways to provide feedback that is so valuably needed, to learn how to receive and process these areas of improvement and to be a cheerleader to those along the way. 

A dive into one aspect of personal growth and leadership that cannot be tackled alone. We all have behaviors and habits that do not come across to others the way we think they do. These are not called visible spots or awareness spots. They are called blind spots. We need people in our lives who are willing to help us identify them. We need to become aware of how we are "showing up" and this session will start us on the path of widening our perspective and removing our blind spots.

The pandemic has reset the global operating system, challenging every organization to rethink and reimagine their very business and operating models. The CFO needs to have a clear vision of preparing their teams and organizations for the “Next-Normal” to harness the opportunities that abound in a post pandemic landscape.

This session will focus on crafting the CFO agenda to drive resiliency and growth. Tom Hood and Ash Noah will discuss the imperatives and shifts that Finance teams need to make and summarize the key actions and take-aways from the Finance track.

The writing is on the wall - traditional compliance services are being disintermediated by advancements in information technology. Firms need to expand their practice to a more advisory focus if they want to grow and thrive in the future. Roman will present a number of approaches and resources to support this conclusion as well as how to effectively transition your firm and personnel to being their client's "trusted business advisor."

Proposals are living documents that encompass the communication and the spirit of the engagement that was set during your sales cycle. Proposals are the foundation of the legal relationship between you and your clients, and help set clear expectations for both sides. Failure to properly set the tone can create friction in your working relationship, potentially costing you the client. How can you mitigate some of those risks when you provide this first deliverable to your client? Join Liz Mason as she shares ways to perfect client proposals.

It's impossible to overstate the importance of linking a firm's strategy to the "Big Four" issues of owner compensation, succession planning, profitability and buy-outs.  While the fundamental concepts of these issues are common, there is a uniqueness to how you address them based on your firm's overall core values.  These core values create your unique performance-based culture which, in turn, informs how you lead in these important areas.  This session will provide you with tools and strategies to both understand the connectivity of these issues while empowering you with the information to lead.

Everyone wants to know that their information is secure. Companies are relying upon SOC examinations to provide their customers and auditors with an independent report of their internal controls and cybersecurity. There are tremendous opportunities for CPAs to provide SOC services to their existing clients and new clients. SOC 1, SOC 2, SOC for Cybersecurity and SOC for Supply Chain are all products with great potential for practitioners. In this session, learn how to ramp up your firm's resources to provide these money making services.