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05:00pm - 06:15pm EDT - July 28, 2021

Wednesday

Happiness, Resiliency, Leadership, and Performance - what do all of these have in common? Research shows people with high usage of EQ skills are happier, more resilient when facing obstacles, better leaders, and stronger performers. Furthermore, EQ is the largest predictor of job success no matter your field! Discover more about EQ, learn tips to increase your usage of some EQ skills to improve your happiness, resiliency, leadership skills, and overall performance in your personal and professional life, and apply what is learned to build a personal leadership action plan. 



Objectives:
  • Discover what EQ is and is not
  • Recognize the importance of EQ as an Accounting/Finance professional
  • Analyze the EQ-i 2.0 Model
  • Review examples of everyday EQ at work
  • Identify tips on how to increase your usage of some EQ skills to improve your happiness, resiliency, leadership skills, and overall performance in your personal and professional life
06:30pm - 07:45pm EDT - July 28, 2021

Wednesday

Curious about why the AICPA Leadership Academy is described as "life-altering" and "game-changing"? Join a few academy graduates for a panel discussion designed to answer all your questions about how to apply, the application-vetting process, what to expect during the annual event and more. We will discuss topics ranging from how to apply, to the application-vetting process, to what to expect during the annual event and more.



Objectives:
  • Identify skills and requirements necessary to apply for the program.
  • Recall how lives and careers have been impacted by attending the Leadership Academy.
  • Give attendees an inside look at the AICPA's Leadership Academy though a panel of program graduates.
Wednesday
06:30pm - 07:45pm EDT - July 28, 2021 | Room: Juniper 4
Track: ENGAGE Main Conference
Total Minutes: 75

What are the most important federal tax cases in terms of effect on planning and compliance as well as influencing other decisions? Professor Nellen shares her take on the answer to this question along with an summary of each case. Examples of the importance of each case today is also covered.



Objectives:
  • Describe several important federal tax cases and why they are important.
  • Outline examples of how these cases are relevant to tax compliance and planning.
11:00am - 12:15pm EDT - July 29, 2021

Thursday

Sharon Kreider and Karen Brosi, in their usual fast paced style, will update you on individual tax news that you missed while you were suffering through another brutal tax season. The session will include 2021 changes included in the Consolidated Appropriations Act of 2021 and the American Rescue Plan Act, highlighting planning issues for the balance of the year. A discussion of 2021 Tax Court decisions and IRS rulings will illustrate exam targets for your individual clients.



Objectives:
  • Recognize how new tax legislation affects individual clients.
  • Identify planning ideas for our individual clients and their 2021 tax returns.
  • Review Tax Court decisions and IRS rulings to illustrate IRS exam targets.
12:30pm - 01:45pm EDT - July 29, 2021

Thursday

Tony Nitti will take you through what's new in the world of business taxation. Nitti will address recent legislation and administrative rulings, and also take a look at potential changes over the coming months.


02:15pm - 03:30pm EDT - July 29, 2021

Thursday
02:15pm - 03:30pm EDT - July 29, 2021 | Room: Pinyon 2
Track: ENGAGE Main Conference
Total Minutes: 75

Do you know why someone should choose to do business with you? If you don't know why someone should choose you, then chances are your prospective clients don't know this either. As the accounting industry shifts focus to add more advisory and consulting type services, the importance of understanding your unique value and building a personal brand has become the key to success.

In this interactive session, we will explore ways to help you determine your unique value, provide a formula to clearly articulate that value as well as a framework to establish yourself as an industry leader in your niche area of expertise.



Objectives:
  • Determine you unique value
  • Describe your value to prospective clients or referral sources with confidence
  • Develop a framework to establish yourself as an industry leader in your niche
04:30pm - 05:45pm EDT - July 29, 2021

Thursday

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. 



Objectives:
  • Attendees will learn how best to bring their authentic selves to the feedback process in efforts to best receive and give feedback that is indicative of who they truly are as individuals.
  • Attendees will learn and practice a feedback model which allows them to effectively give and receive 360 degrees of feedback.
06:00pm - 06:50pm EDT - July 29, 2021

Thursday

This session will review the challenges and opportunities that confront debtors and creditors in an insolvent or bankrupt setting. 



Objectives:
  • Identify planning opportunities associated with troubled businesses.
  • Describe the means to counsel clients on their risks as well as opportunities that may be presented.