Delegation is a leadership must-have as no organization can grow, or survive succession, without encouraging its leaders to become great delegators. Unfortunately, real delegation is often desired and seldom practiced. At some point or another, we're all guilty of one or more of the seven "sins" of delegation. In this session, we'll explore ways to become better delegators to encourage the highest and best use for all team members - including you! Attend this session to gain concrete strategies for empowering and developing others through powerful delegation!

For clients wishing to contribute to a Health Savings Account beyond age 65 due to eligible group health plan coverage, navigating the rules of enrolling in Medicare later are fraught with confusion. This session will review the rules to ensure that those who do defer Medicare enrollment can avoid the lifetime late enrollment penalties while also covering several common questions and pitfalls so you can best advise clients on their choices when working past age 65.

Did Grantor Trusts Survive the Challenges of the 2021 Tax Proposals? What Planning Can Be Done? Are GRATs, SLATs and IDGTs still viable planning techniques?

In 2021, AICPA & CIMA formed a Future of Finance Group. They were charged with how to transform the profession in its broadest context and re-imagine the finance function of the future. In this candid panel discussion with members of our Future of Finance Leadership Advisory Group we will discuss the key findings from our recent Future of Finance Summits and what the panel are doing to take advantage of these issues and opportunities. Also, in conjunction with Wharton Business Consulting we have been investigating whether the pandemic has changed the skills, capabilities and mindsets the successful finance leaders need. With 80% of businesses and firms facing a leadership talent shortage, building an internal pipeline of leaders has never been more critical. Working closely with finance leaders we identified four key traits. Which set of underpinning skills and mindsets do finance leaders need to play a key role in influencing the future of their organizations?

Hear an analysis of how the US economy and financial markets are faring in the midst of historic geopolitical events and domestic political challenges. In addition to military conflict in Europe and destabilization of other global regions, learn how domestic legislative and regulatory activity have influenced the federal deficit, debt and inflation, and how these factors are collectively impacting the markets. With a pivotal general election coming in November that may impact control of congress, hear an evaluation of potential scenarios and what investors can expect from Washington for the remainder of 2022 and beyond.

Technology continues to evolve at an ever-increasing pace - disrupting and transforming virtually all aspects of our personal and professional lives. From AI, 5G and blockchain, to IoT, robotics and EVs, new technology is impacting and revolutionizing virtually every product and service available. Join Inspector Gadget as he explores the very latest technology trends and vendor solutions, along with cutting-edge gear and gadgets. Technology has never been more critical and impactful than it is today. Make certain you have the essential details you need to navigate your next steps.

The only constant in partnership taxation seems to be change. This session will highlight certain recent federal tax developments affecting partnerships and their partners. This session is designed to cover considerations that arise in reporting and transactions involving partnerships, and may include the following: the centralized partnership audit regime (BBA), potential international considerations, and TCJA and CARES Act related guidance.

This session is dedicated to the possibility that accounting professionals can win larger engagements and serve those they win more effectively when they learn and adopt subscription-based pricing. Subscription pricing is not taking your annual price and dividing it by 12. It is more challenging than that and not for everyone. If you think you have ability to think about your pricing and service model differently than you have in the past, you are invited to attend this session delivered by Sage’s senior director and co-host of The Soul of Enterprise [http://thesoulofenterprise.com... [http://thesoulofenterprise.com...]] podcast, Ed Kless.

Learn Emotional Intelligence (EQ) and well-being techniques to overcome day-to-day stresses and persist in your personal and professional life.

What’s inclusion got to do with it? At Plink leadership, we believe leaders build their competence by demonstrating the traits of inclusive leaders. Most leaders don’t intend to exclude others. Yet, leaders can fail to get the best out of their teams due to personal bias and the inability to adapt and listen deeper. In this session, you will gain insight into what it means to be an inclusive leader, including taking on the difference as your own and being courageous in conversation and your actions.

Jim Shambo's contributions to the retirement plan discussion include his Hedonic Index research and a "Boots in the Water" refutation of the normal use of Monte Carlo projections. But now that he's experienced five years of his own retirement, what lessons has he learned and how has his own planning worked out in the real world? This is a living case study of an advisor who took his own medicine, and what he would recommend that you prescribe for your retiring clients going forward.

From basics to the latest wrinkles. At this session you’ll learn what to avoid and what to focus on for maximum utilization of these popular retirement vehicles

Learn how to diagnose the cross-functional dilemma, developing a working partnership and creating institutional long-term success.

Two Corporate Controllers will share their experiences in applying Lean principles to apply to your company’s month-end cycle.

Learn from a top-notch panel of accountants and practitioners about the likely implementation challenges private companies and nonprofits will face when adopting the new lease standard (ASC 842), which is effective for 2022 calendar year ends. Our speakers possess deep expertise and experience when it comes to implementing ASC 842. Lessons learned and insights specific to private companies and nonprofits will be distilled down to practical advice for attendees. Some areas that will be addressed include transition nuances, options and challenges, discount rate complexities and tips, as well as challenges and best practices related to identifying leases. It’s crunch time for the new lease standard; make your implementation a success by attending this session.

This course is designed to obtain an understanding of the proper accounting, audit and tax implications for businesses receiving COVID related government assistance program funding.

The first quarter of 2022 was worst performing period for bonds in the last 40 years. The Fed is committed to raising rates. Inflation is raging and no longer appears to be transient. Does this incipient era of rising rates mean that advisors should abandon fixed income? We'll explore the value that bonds can provide in traditional asset allocations, and assess the alternatives, including TIPS, floating rate bonds, alternatives and hedged strategies.

This session will draw from recent CFA Institute research on the future of skills and learning in investment management. It will examine how roles are changing and how teams should adapt to leverage technology. In addition, it will include new insights from our series on investor trust regarding ways to strengthen relationships with clients.

Have ever thought to yourself, "There has got to be a better way to do this?" Guess what?! There is! In this session, you will learn hands-on tech tips and tricks to optimize your day. We will cover a wide variety of topics from Microsoft 365 to Mobile devices to web-based applications and more!

CAS growth has been driven by a number of best practices. We will take a closer look at the key attributes that are the foundation of building high-performing CAS practices. Using data from the CPA.com/AICPA PCPS CAS Benchmark Survey, we will examine key areas including: Drivers of CAS Growth Evolving Client Advisory Expectations CAS Metrics Staffing a CAS Practice Pricing CAS Services CAS Practice Technology Barriers to CAS Success

This is a fast paced session to update you on 2022 individual tax issues including new legislation, regulations, IRS rulings and tax court decisions. Planning and preparation issues are included in this class on mid-year 2022 tax news.

The elements that build trust don't change when we shift to hybrid work, but the actions that build trust do. This talk will cover both the elements and their corresponding actions. You'll leave this session equipped with a tool that supports diagnosing trust breaches as well as a plan for action in building trust intentionally.

This session will cover the best 2022 retirement tax planning strategies. The program will show CPAs how to react to the most recent tax changes, including the SECURE Act, and other major tax planning changes. Most clients will need to have their current retirement, tax, and estate plans revised based on the recent tax rule changes. The program will show advisors how to increase consulting income by identifying the planning areas where CPAs and other financial planners can add the most value to clients. In addition, this session will include the latest cases and rulings, many of which are not widely publicized, yet apply to all clients with retirement accounts. Find out the latest in the world of IRA tax planning so you can share this with clients who will be looking to you for guidance on making critical retirement decisions. This will add to your value as a key retirement planning tax advisor.

The session provides information essential to all peer reviewers, including an update on the Enhanced Audit Quality (EAQ) initiative, as well as a high-level overview of changes to Peer Review standards and guidance.

Entrepreneurs have a unique set of estate and income tax problems, most of which are interrelated and require a planner who is well versed in both. This presentation will focus on the practical aspects of planning for the transfer of wealth for closely-held business owners whether they be in a family business or otherwise.

This session will explore the NIMCRUT and its close cousin, the Flip-CRUT in some detail, highlighting the NIMCRUT’s use in philanthropic planning. Additionally, the session will review suitability, investment approaches, administration, and pitfalls arising from the selection of the NIMCRUT format.

Looking at real life application of AI, ML in Finance and industries. How AI is leverage? Why its important to understand? What's in it for you learning how to leverage AI & ML?

Critical thinking is a top 10 skill that is essential for the future according to World Economic Forum. Executives agree - Success requires one to become a critical thinker in this world of technology that is drowning in data. The ability to think critically is an important part of any job role, especially in Finance — it drives diagnostics and effective problem solving. Join two seasoned practitioners, Kristine Lemanski and Ash Noah who will share through practical examples how to learn, enhance and apply critical thinking skills at work and beyond.

An interactive session with members of the senior standard setting committees.

A common question is how to assess the evidential value of simple as well as complex analytical procedures. This session will discuss a framework for integrating AI and other analytical procedures into the audit and assessing their evidential value. The new Evidence Standard better clarifies the application of analytical procedures to provide audit evidence and value.

The traditional 4% rule assumes that retirees can withdraw a fixed amount from a volatile investment portfolio. In a world of increasing longevity and lower expected asset returns, this approach to funding retirement income is neither safe nor optimal. This presentation instead uses a goals-based approach that matches investments with expected retirement spending. I discuss new research that demonstrates how investment risk affects spending variability in retirement spending, how spending changes over time, how advisors can better match their investments to meet spending goals, and the tradeoff of various investment and product strategies.

Maximizing returns over inflation, while keeping risk at bay, is difficult at any time. Join us for a panel discussion to hear industry experts share their best investment strategies around using alternatives to traditional stocks and bonds for better diversification and outcomes, employing ESG (Environmental, Social, and Governance) metrics to identify material risks and growth opportunities, strategically increasing international exposure with measured risk and more.

If you are considering acquiring or merging with another firm, or if you are exploring whether or not to sell, this session is for you. Our panelists have both acquired and sold, and will discuss their experiences, both positive and negative.

Robotic process automation (RPA) bots, custom apps, and digital plumbing are revolutionizing how work gets done in today’s economy. Many firms and their clients have embracing “best of breed” solutions and would like to automate the exchange of data between different business solutions using solutions like the Microsoft Power Platform (Power Automate, Power Apps, and Power BI), which already work with over 300 different platforms. While these technologies have already been adopted by many enterprises, their uses in small and mid-sized businesses are still emerging, and accounting professionals must understand the implications of their use on their internal control structure. Attend this session to learn the fundamentals of these innovative automation solutions and see how others are effectively using these solutions and watch a demonstration of an RPA being built in session.

When your people love your firm, your clients will love your firm, too. Putting talent first is critical to employee motivation and engagement. When your people are motivated and engaged, collaboration and client service is elevated and you can tackle your firm’s strategic priorities, too. In this session, we’ll explore four strategies to drive employee engagement including: Identifying strategies for demonstrating your firm’s commitment to “talent first” Listing methods for giving your firm’s work purpose and meaning Understanding ways you can garner honest feedback and then act on it Applying ideas for (really) addressing poor performance and bad behavior We’ll also identify warning signs of disengagement and what to do when you spot them. Leave this session with an action plan for boosting employee engagement and understanding how your behaviors enable you to retain your people!

This session will focus on recent developments including the final regulations defining real property for like-kind exchanges, hot topics in like-kind exchanges and state tax issues to consider in an exchange.

If you find yourself saying “There has to be a better way to do this” then automation is the key to improving…or is it? Automation has firmly cemented itself as a central tenant of a successful firm. But automation without a deep understanding of the benefits you reap can have dire consequences. Worse still is automation without understanding how you or your firm value those benefits. This session will present common scenarios for automation while assisting firms and decision makers by providing an economic foundation in choice.

Is your firm ready to help clients navigate the challenges related to crypto asset tracking and reporting to ensure compliance with constantly changing tax regulations? Join us to learn how you can leverage crypto tax technology to simplify your clients’ crypto asset transaction tracking and reporting to ensure accuracy and protect your clients from regulatory blind-spots. During this session you'll learn: • The crypto landscape and ecosystem highlighting the updated digital asset question on Form 1040 • How to leverage a crypto tax preparation platform to manage client data, save time and increase accuracy in reporting • How technology can simplify data collection by utilizing API keys or pre-mapped CSV files, resulting in the standardization and reconciliation of data across different exchanges and venues • How to generate and download detailed tax reporting by asset class in FIFO, LIFO or HIFO

Whether your clients are receiving funds from a property or business sale, they count on you to help them evaluate tax-efficient strategies and protect their funds from market volatility and overspending. Learn how to help your clients convert their lump sum into periodic payments to defer their tax liability and help protect their proceeds. In this presentation, we will discuss tax-efficient advantages of periodic payments versus a lump sum, how periodic payments can help fund a client’s retirement and case examples in which clients were able to defer their tax liability.

This session explores the possibility that accounting professionals would create more value for their customers if they adopted a few big ideas from the art and practice of consulting in the broadest sense. Adopting these ideas can be challenging as it requires us to think far more conceptually than just our more narrow area of expertise. If you think you have the ability to broaden your thinking, you are invited to participate in this session lead by Ed Kless, Sage’s in house MetaConsultant and co-host of The Soul of Enterprise with Ron Baker.

Artificial intelligence (AI) is transforming the tax and accounting industry at a rapid pace. This emerging technology reduces or eliminates the redundant, manual, transactional work required to prepare 1040 tax returns. In this session we'll explore: • How improved scanning technology is expanding the universe of documents that can be auto-recognized and auto-processed for tax preparation • How AI algorithms can check the correctness of values with precision that rivals or beats human verification • How AI initiatives can be cautiously adopted to embrace a “do no harm” philosophy to minimize disruption in the accounting process • How continuous feedback systems allow software to learn throughout the tax season to adapt to new forms, tax code changes, and taxpayer specific situations

Future-focused business insights for clients are a key component in making the strategic move from transactional to high-margin advisory services. The spend management category is quickly becoming an important advisory area within CAS (client advisory services) practices, and firms can leverage deeper insights by bringing corporate cards, spend, budgets and expenses under one umbrella. During this learning lab session, you’ll learn about: * The difference between proactive spend management and retroactive expense management * Understand what CAS 2.0 is and how spend management services fit in with the overall CAS 2.0 approach * How corporate cards can enable your firm to commercialize spend management services within a growing CAS firm.

Tax planning is easily one of the most valuable services a firm can provide, but it can be streamlined and profitable-typically 3X! See how the Concierge CPA, Jackie Meyer, uses TaxPlanIQ to revolutionize our industry.

Client Advisory Services (CAS) as a practice area is at the forefront of progressive thinking by firms on how market complexities can translate into Trusted Advisor opportunities for firms to deliver value to clients. CAS continues to be one of the fastest growing practice areas & largest growth opportunities for CPA firms. This practice area has been defined and transformed over the past 10 years and yet CAS remains largely in its infancy representing exponential opportunity for firms. At Digital CPA 2021, the 10th anniversary of DCPA, CPA.com established our first CAS Advisory Council made up of progressive CAS practice leaders from top firms to help further define and establish a “CAS 2.0” framework and pathway to help drive the transformation of the CAS practice area. Come hear from a panel of CAS thought leaders leading the charge on taking CAS to the next level – CAS 2.0.

An interactive career progression discussion. Many people do not know what the path to partner looks like or how to get there. We will go through the different levels and inflection points of my career and discuss why I ultimately chose a different path for the second half of my career. A short summary: Big 5 job offer, Andersen imploded, three small firms over 16 years, leadership opportunity, Top 20 firm merger - stayed for 3 years, Phase 2. There will be plenty of opportunities for discussion and engagement about your career path, how it is similar / dissimilar, and what you can do to get where you want to go. For the employers, there will be great information about what drives people out of firms and what you can change so you might be able to keep them.

The accountants view of Graphic Packaging's ESG Story. The role of accounting, risk, and audit in ESG

Forms 706 and 709 are both extensively filed and often times incorrect through insufficient disclosures. Preparing very few Forms 1041 can lead to errors as well. Your instructors believe there are NO stupid questions and invite you to bring your questions to this interactive session. In fact, the worst question is the one never asked.

A well-drafted trust can provide enhanced estate, creditor and divorce protection. Many of our clients have inferior trusts. This presentation will outline how to modify irrevocable trusts through the use of decanting, non-judicial settlement agreements and powers of appointment.

The pace of tax legislative change has not slowed and companies, once again, face another year of significant developments that have a wide ranging impact. An update will be provided on recently enacted tax legislation and the status of current legislative proposals as well as key tax developments at the federal, state, and international level over the past year. Key considerations from a tax accounting perspective will be covered in terms of the impact of tax legislative developments and recent FASB guidance.

Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life.

As new cybersecurity threats continue to emerge, the ongoing challenges around proper risk mitigation and incident response remain a dynamic obstacle for both organizational leadership and individual users. Understanding and anticipating both technical and non-technical threats are key to managing the risks associated with a breach of confidential data and how best to respond. This session will cover the latest cybersecurity threat landscape and the risks and challenges that professionals face in collecting, storing, processing and safeguarding sensitive information along with best practices used when responding to a breach. Topics will include InfoSec governance, current cybersecurity threats/risks/mitigation, third-party and supply-chain risk, incident response and cyber liability insurance. The session will also include strategies for personally protecting your digital information.

In some ways, it feels as if we are participants in a reality show based on a never-ending tax season. This session will present as a panel of seasoned professionals discussing the highs and lows of tax season 2022 along with lessons learned, tax law changes at the federal and state level, and productivity hacks for hybrid and remote teams. The session will use polls and audience participation to tackle issues that firms of all sizes care most about. Firms will take away ideas to possibly make changes to their tax season process in 2023.

The COVID-19 pandemic triggered an exodus of workers from office buildings, as employees sought the safety of their homes and other remote locations. While some of this displacement was temporary, certain employees may continue to work remotely for years to come. This session will explore the state tax consequences of this new paradigm. Does the employee’s presence in another state mean that the employer is doing business (and subject to tax) in that state? What are the state tax concerns of an employee who is employed in one state while working in another? Can two states tax the same earned income (hint: yes they can)?