This session will explore the continuing evolution of the cannabis industry and how professionals are responding to requests for services. The continuing tension between state and local laws and regulations supporting the industry in relation to the illegal status under the Controlled Substances Act of 1970 has created huge conundrums for operators, investor and advisors.

Learning objectives:

1. Hear about the lessons learned in Colorado that have been providing a broad range of support to selected cannabis and hemp clients since 2009.
   
2. Get an update on the status of key legislation, including the STATES Rights Act, and SAFE Banking Act that are currently being considered at the federal level.
   
3. Explore where to turn for more input and resources to assist in serving cannabis and hemp industry clients, including ethical issues for licensed CPAs.

Accountants know that time is money – and there rarely seems to be enough time. In this session you will learn proven steps to actually improve the way you manage time and improve your workflow practices for maximum value. In particular, you will learn why time management is at the core of most pressing issues facing accountants today; the theory of goal-based time management; understanding your goals; short-term and long-term scheduling tactics; and time management hacks that make managing your time fun and successful. The author of over 30 books on tax, accounting, and personal finance, Gail promises that you will leave this session with a priceless gift – the gift of time.

Learning objectives:

1. Learn how to set time management goals and incorporate them into your schedule.
   
2. Discover how to make the best use of your available time.
   
3. Learn how to stay focused in the face of interruptions.
   
4. Change the way you regard time - for the rest of your life.

Stop SERVING your clients! COLLABORATE with them instead using Microsoft Teams! Want a sure shot way to stay engaged with your clients? This session tells the story of how experimenting with Microsoft Teams led Kerr Consulting to reshape how it interacted with clients, increasing their engagement, level of customer satisfaction and value, and of course revenue!

Learning objectives:

1. Learn how to leverage Microsoft Teams to increase the effectiveness of your team internally.
   
2. Discover how to collaborate with your customers using Microsoft Teams.

Our future relevance depends on our ability to do the things the machines can’t do—to interpret the numbers, to tell the stories behind the numbers and make our clients future-ready at the same time,” said Tom Hood executive director of the Maryland Association of CPAs and its learning and innovation affiliate, the Business Learning Institute.

As digitalization, artificial intelligence, and machine learning continue to automate work, best-in-class firms are increasingly looking for new ways to leverage technology to help differentiate and scale up their businesses. The firm of tomorrow is no longer focused on harvesting data—they have algorithms for that—instead they are exploring new ways to analyze and interpret this data to drive the business forward.

In this session, you will learn:

1. How to use data derived from your workflow platform to increase productivity and grow revenues in your firm.
   
2. KPI’s to increase capacity and productivity in your firm.

This section will explore proper reporting of the various items reported on a Sch. K-1 received from a partnership or S corporation. After attending this session, attendees should be more comfortable with where and how to report the information reported to a member or shareholder on that individual's Form 1040.

Learning Objective:

1. Identify the various types of information reported to a member or shareholder on Schedule K-1.

2. Understand how the information reported on Schedule K-1 impacts the member/shareholder's Form 1040.

Every business and business owner will be faced with succession issues. Developing a sound succession plan is the key to success in business transition. Business and family dynamics are interwoven with a complex array of tax rules and restrictions. We will discuss recent cases and planning opportunities and highlight several traps to avoid.

Learning Objectives include:

1. Developing an enhanced understanding of business succession planning;
   
2. Reviewing various income, estate, and gift tax implications; and
   
3. Comparing and contrasting business succession methodologies.
   

With a resurgence in technology and other business sectors, rewarding employees with company stock ownership is common. This session will sort through the alphabet soup of options: NSOs, RSUs, ISOs and ESPPs, and study the different tax treatments for each. You’ll come away knowing how to advise your clients on tax-advantaged strategies.

Learning Objectives:

1. Decipher the different kinds of options
2. Identify when and how to use a Section 83(b) and 83(i) election
3. Master the interplay of AMT and the Minimum Tax Credit for ISOs
4. Gain useful planning strategies to advise your clients

This session will provide and explain tax and financial strategies for major life events. The goal of the presentation is to give the attendees the tools to address the steps that must be taken during life events that will minimize taxes and create a financial plan to address the various issues that arise. The advice will be practical and be presented with a checklist approach.

Learning Objectives:

1. To recognize tax and financial issues that arise during major life events
2. To develop strategies
3. To minimize estate, income and gift taxes; and
4. To take advantage of financial planning opportunities.

This course will discuss how companies and firms can focus on using the concepts of coaching to improve engagement. In lieu of focusing on the establishment of formal coaching programs, this course will help your organization to incorporate the best practices in coaching (proactive listening, powerful questions, building trust, and holding space) into their day-to-day culture to create a powerful coaching environment where your team members will thrive.

Learning Objectives:

1. List the benefits of a coaching culture
   
2. Describe the key tenets of coaching

In today's fast-paced environment, everybody is looking for that competitive edge. This session will give you that edge by using tools and techniques from EOS to help you evaluate how you are doing in six key areas and learn how to delegate and elevate your work and get maximum team performance. A recognized speaker, Tom’s interactive style and real-world insight makes this a must-see event for growth-oriented entrepreneurs everywhere. Attendees will walk away focused, clear on priorities and issues, healthier as a leadership team, and using tools that help them gain more traction. Don’t let the company run you – get a grip on your business.

Learning Objectives:

1. Identify the tools needed to master to become strong in the six key components of their business — vision, people, data, issues, processes, and traction.
   
2. Determine the first steps needed to complete in order to become strong in each of these key components.