This session will look at the most common International Information Reporting requirements that High Net Worth Individuals encounter.

Financial Planning & Analysis (FP&A) services, which include budgeting and forecasting, are a high-growth area within client advisory services (CAS). One of the most important considerations in successfully establishing and growing FP&A advisory services for your clients is pricing and positioning your offering. In this session, we’ll discuss how to effectively price and position services such as reporting, dashboarding & KPIs, budgeting & forecasting and more.

When we develop the following six habits we will form an interlocking pyramid of integrated habits. In some hands on focus exercises and role playing we will focus on caring skills, process-oriented habits, and trust and roles. How does strengthening emotional capacity, expanding self-awareness, practicing empathy and respectfulness, establishing team norms, thinking laterally and entrusting members with appropriate roles create a strong pyramid to create an effective teams. Come find out how you can lead or follow to make your team even more effective.

On the journey to being a transformational leader social intelligence is a key skill to master. This session outlines what social intelligence is and how you activate it in your leadership style.

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 practical and mobile technologies supporting and empowering remote employees to work smarter.

In this session, Angie discusses the importance of building client loyalty during these unprecedented times, making sure our best clients are being served very well and recognizing how we can help. Ultimately, this leads to retention and referrals and reduces price sensitivity. We discuss showing up as a Trusted Advisor with clients and cross-selling opportunities by understanding the client holistically as well as having a clear understanding of your firm’s service offerings and your network’s capabilities. Currently our clients have more of a need to work with us than ever before. Your best clients are your competitors’ top prospects. We look at how identifying “B” clients and turning them into “A” clients is a top priority and one of the best opportunities to grow.

Changes are a given in the business tax world these days. Join this session to hear the latest and the greatest of what you need to know to stay abreast of the business tax law changes – including legislation that could be coming down the pike, recent administrative rules and Tax Court cases.

A special passive activity loss limitation rule allows so-called real estate professionals (REP) to apply the material participation tests to their rental real estate, potentially moving these rentals out of the per se passive activity designation. As evidenced by a few court cases on this topic each year, this complex provision is often misinterpreted. The new regulations under section 163(j), a TCJA provision that uses a term from section 469(c)(7), added new regulations to Reg. 1.469-9 that clarify the REP definition. This presentation explains the REP rule, traps for the unwary, the significance of recent regulations, and planning and due diligence considerations.

In this session we outline the foundational pieces that need to be in put place to turn your current culture into a competitive advantage for your organization.

In his presentation, Allan will discuss what’s happening, best practices, opportunities, successes, and the challenges faced when considering a merger or acquisition.