Guide to Annual Planning: A Framework for Helping Clients Achieve Business Goals

Dec 8, 2021

Collection: 2021 Digital CPA Conference

Type: Session

Speakers:

• Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert LLP

Tags: Business

Growth of Risk-Based Data Analytics Detecting Fraud

Dec 8, 2021

Collection: 2021 Digital CPA Conference

Type: Session

Speakers:

• Jimmy Young, CPA, CFE, MBA, Manager - Audit Data Analytics, AICPA

Tags: Business

BPO to CFO: Systemizing to Offer More to Clients (Part 2)

Dec 7, 2021

Collection: 2021 Digital CPA Conference

Type: Session

Speakers:

• Adam Hale, CPA, Partner, COO, Summit CPA Group: A Division of Anders CPAs + Advisors
• Jim French, Founder & CFO, IFI Professionals

Tags: Business

Mastering Your Sales & Use Tax Strategy in Today’s Landscape

Dec 7, 2021

Collection: 2021 Digital CPA Conference

Type: Session

Speakers:

• Diane Yetter, CPA, President and Founder, Sales Tax Institute & Yetter Tax
• Matthew R. West, Senior Enterprise Account Executive, CPA.com

Tags: Business

Being Intentional in Your Virtual Experience

Dec 7, 2021

Collection: 2021 Digital CPA Conference

Type: Session

Speakers:

• Robin Thieme, CPA, CITP, CGMA, Founder, CEO & CAO (Chief Anticipation Officer), KBS CFO, LLC
• Kevin Cumley, Senior Director, Accountants Program, Sage

Tags: Business

BPO to CFO: Systemizing to Offer More to Clients (Part 1)

Dec 7, 2021

Collection: 2021 Digital CPA Conference

Type: Session

Speakers:

• Matthew R. West, Senior Enterprise Account Executive, CPA.com
• Adam Hale, CPA, Partner, COO, Summit CPA Group: A Division of Anders CPAs + Advisors
• Jim French, Founder & CFO, IFI Professionals

Tags: Business

Transforming the Audits of the Future

Dec 7, 2021

Collection: 2021 Digital CPA Conference

Type: Session

Speakers:

• Alan Anderson, CPA, Owner, Account-ability Plus

Tags: Business

Keynote: Profession Update, Adapt & Thrive: Leading Change in a Complex World

Dec 6, 2021

Collection: 2021 Digital CPA Conference

Type: Session

Speakers:

• Barry C. Melancon, CPA, CGMA, President and CEO, AICPA

Tags: Business

TAX2012. Choice of Entity Considering the QBI Deduction

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Sharon L. Kreider, CPA, Owner, KREIDERCPA

Tags: EST TAX Business CFP EA Investments and Wealth Institute CE The Main Event Jul 20-24

TAX2006. State Tax Implications of Employees Working Remotely

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Mark S. Klein, Esq., Partner/Chairman, Hodgson Russ LLP

Tags: TAX Business CFP Investments and Wealth Institute CE The Main Event Jul 20-24