Learn how dynamic father and son team Bob and Davin Carey used succession planning to add wealth management services to their multi-generational CPA tax practice that skyrocketed their business.

Elements of remoteness are here to stay. Explore how to communicate with clients and staff through integrated technologies.

Want to improve the quality of your videos, podcasts, and live events? Join to hear from members of The Association’s multimedia team as we walk you through easy and affordable ways to make your productions even better. We will discuss hardware, equipment, and software we use in Association productions. Open Q&A at the end.

Clients expect you to deliver your services in a way that is convenient, collaborative, and safe during these challenging times. Explore how automation is transforming the tax engagement, with a focus on digital, fillable client organizers, to support remote client relationships, enable collaboration, and reduce firm frustration. From the engagement letter and client organizers to collecting e-signatures and invoicing, client touchpoints include manual, labor-intensive tasks that are frustrating and far too time consuming. Meet the SafeSend Suite and see how it helps automate your tax process.

Firms are embracing formal initiatives and confirming the substantial benefits that offer to help enhance their firm's ability to attract, retain and advance women. But there is still progress to be made. What should women examine when entering a partnership? Is there unconscious bias in partnership offers? And if so, how do we combat this with your firm's diversity and inclusion efforts?

Trust is outlined as one of the most important characteristics in leadership today. When trust is present, our teams and culture thrive in creating a psychological safe space in order to drive change, to drive innovation, and build a winning organization. Trust is a foundational value that is defined from the smallest of interactions and individual moments we have whether in our relationships with managers, relationships within our teams, or even our relationships at home. In this session, we will dissect the anatomy of trust and build upon BRAVING our interactions to 3 individually applied concepts that help and build trust in ourselves and recognize trust in others.

Due to the rising costs of higher education, the shift to eLearning, and the impact of COVID-19, clients are relying more than ever on advisors to help them navigate the financial complexities associated with the college funding and financial aid planning processes. In this presentation, Ross will share creative education planning strategies you can use with business owners, high income/high net worth individuals, middle-income individuals, divorced/divorcing couples, blended/non-traditional families, and grandparents as they experience the higher ed revolution first hand. In addition, Ross will also cover relevant changes from recently passed and proposed legislation, and identify trends so you can stay ahead of the curve when planning for the next decade.

The Covid-19 pandemic created a host of new tax issues for business with employees working from home. 

During this session, Speaker Mark Klein will discuss the state tax obligations that impact businesses as a result of employees who work remotely. He will also discuss the tax consequences to the employees.

As a profession, we have been digitizing for years; the events of 2020 revealed where we had a need, and an opportunity, to create the next digital client experience. We will continue to evolve the “next normal” in client interaction and service delivery, as the way we work shifts and becomes more decentralized.

In this session, hear from innovative practitioners about the strategies that are establishing the next level of a digital experience for their firms. We will explore what you can do to foster opportunities given the shift in mindset for both staff and clients, while innovating new services that exceed client expectations.

This session will discuss how the Section 199A deduction,  the 3.8% surtax on net investment income, the Section 642(c) income tax charitable deduction and other selected issues affect the preparation of the Form 1041. The discussion will cover the reporting requirements for both non-grantor and grantor trusts and available planning opportunities.  In addition, examples will be included and discussed for each of the topics covered.

2020 was a year to remember. Just ask new WNBA Commissioner and former Deloitte CEO, Cathy Engelbert. 

The WNBA basketball league was one of the first sporting organizations to be majorly affected by the COVID-19 pandemic. They were also at the forefront of the "Black Lives Matter" movement with many players taking a stand and bringing the organization into the spotlight.

Join Cathy as she discusses the year that was with ENGAGE emcee, Jill Schlesinger. She'll discuss how she led her team and players through the chaos, the changes her organization had to make financially to cater to the new world, and how they had to alter their goals for the future.

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. 

This session will cover accounting and auditing new developments, hot topics, and questions and answers coming through the CPEA and Technical Hotline during the year.

With many significant tax proposals being discussed in Washington it is important to integrate flexibility and unwind (re-do) options into planning. This session will cover Estate Compliance-DSUE/Portability, Flexibility, Trusts, Formulas, Disclaimers, Recission, Family LLCs/Partnerships, and Life Insurance

We learned many things in the crazy we called 2020, and while it felt out of control and negative much of the time, the reality is we are coming out of that year with some tremendous lessons learned. In this session, we will take a deep dive into 5 strategies that will capitalize on the lessons learned and set us up for acceleration in the years ahead.

During this session, we will discuss solutions, best practices, and lessons learned as a result of the constraints placed on practitioners during the pandemic, as well as how these will benefit our future practices.

The session will cover the current exposure drafts on Quality Management #1, Quality Management #2 and the changes to AU-C 220.

The length of retirement is one of the most important assumptions in a financial plan; therefore, care should be taken that is estimated as accurately as possible. This presentation will explore a variety of topics related to estimating “the end” of retirement, including a review of life expectancy and its drivers, the accuracy of subjective mortality estimates, the actual assumptions used by financial advisors in financial plans, as well as model that can be used to approximate a reasonable retirement period that considers personalized mortality and the probability of success.

A real life case study of an evolving relationship between Drew Wolf and Chris Wittich. They'll share their journey together from a pure staff and manager relationship to a manager/coach/mentor relationship. They'll give their perspective on how you can have a better coaching/mentoring/managing relationship with your colleagues. Hear what tools and tricks they each learned along the way to be better at giving and receiving feedback, to be better at communicating and understanding each other, how they have gotten vulnerable with each other and how you can take some of those ideas back to your own coaching/mentoring/managing relationships. 

This session will cover wealth transfer and post mortem planning for clients with estates valued up to $10 million.  We will look at why most Americans fail to do any planning and the top reasons why planning is so critical.  We will cover the ins and outs of the portability election and how it compares to the use of conventional trusts, along with administrative and fiduciary elections and situations where the estate is an owner of a partnership or S corporation interest.

The year 2020 was unlike any other - requiring each of us to quickly pivot and transform virtually all aspects of our personal and professional lives. Working from home, video meetings and the elimination of business travel became the "new normal" in just a few day's times. But these significant changes also presented tremendous opportunity for innovation and digital transformation. Join Inspector Gadget has he examines the latest technology and products supporting these rapid changes, and explore what is next. 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.

This session will explore the pros and cons of internal vs. external succession. It will highlight the benefits, challenges, risks, and opportunities that should be considered in determining which pathway is best for your firm. The presenter will use actual case studies of firms that have had success (and failures) with both internal and external succession. The presentation will drill down on the critical areas that drive successful succession including: Required Investment Capital; Leadership Succession; Sustainable Practice Growth; Firm Profitability and Partner Compensation; and Firm Valuation and Deferred Compensation/Retirement Benefits.

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.

Sadly, only 20% of organizations within the United States have a well-defined Human Capital Management strategy. This session is designed to provide leaders with a simple, yet comprehensive, framework to analyze how their organization is performing across the five main domains of human capital management. This session will introduce participants with various resources to create a human capital management strategy and how to put it into action. Collectively, the elements of this session will help position firm leaders to attract quality talent (which is a challenge in today's market) and how to retain them despite the various employment opportunities that exist within the market.

In this session, we’ll discuss developments in US GAAP that are important for NFPs. We’ll focus especially on the FASB’s new standard (ASU 2020-07) on reporting of gifts-in-kind (contributed nonfinancial assets), which is effective for FY 2022. We’ll also discuss: implementation matters on grants and contracts (especially COVID-19-related government assistance), leases, credit losses, and other recent standards; FASB projects-in-process (e.g., on Goodwill); and the efforts underway by the FASB to set its future agenda, including an Invitation to Comment expected to be issued in June 2021. Finally, we’ll briefly introduce you to an important initiative in which the FASB’s staff is participating, IFR4NPO, which is of significant interest to NFPs that are operating or making grants internationally.

During the session, we will discuss types of attestation engagements, what they look like, e.g. AUP and direct engagements. Additionally, participants will learn about independence issues with non-attest services when doing attest engagements.

Keeping up with technology changes in a fast paced auditing world can be challenging, but doing so is paramount to ensuring that your business model doesn’t become outdated. Join us as we examine opportunities that firms have today to improve upon their audit business model through the use of technology.

The largest financial asset of both financial planners and their small business clients is commonly their equity in the businesses they own and operate. The retirement quality of both financial planners and their small business clients is heavily influenced by the degree of success they experience when they monetize their business ownership stake.

Fortunately, the keys to successful business transitions for financial advisors and their small business clients are similar. Financial planners are uniquely positioned to help their small business clients improve the execution of their business sales and, by following their own advice, improve the sale execution of their own investment advisory practices.

This session will address challenges financial planners may face in providing this assistance including their own resistance, client resistance, business problem identification and remediation and development of a valuable support network. 

In today's rapidly evolving business landscape, maintaining the status quo is substantially falling behind. Leading firms realize this and have deployed innovation and change strategies that meet the future needs of clients. Learn key steps and strategies top-performing firms are using to identify, implement, and influence positive and profitable change within their organizations.

Over the past decade the growth of Client Advisory Services (CAS) has developed more demand for budgeting and forecasting services. 2020 grew that demand exponentially as businesses needed quality, and nimble forecasting as the environment was changing quickly. For many accounting professionals they were heads down in spreadsheets trying to scale their ability to efficiently offer this valuable information and service to clients.

This session is an opportunity to hear from process innovators that will share tips on how to develop a scalable forecasting and budgeting service offering to clients, ways to make this service timely for clients, and create a new profit center within your firm. These experts in budgeting and forecasting will share data to collect, questions to ask, and tools to be more productive.

The volatility of 2021 makes these services highly valuable to clients. Are you working in the most time efficient and profitable way?

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.

Learn how to easily access all your client HR and Payroll data, 24/7, including pre-populated forms to help clients apply for PPP loans and forgiveness. Our online and mobile solutions, combined with convenient support options, help deliver the answers and insights you need on a timely basis for real-time reporting and decision-making.

Emerging technologies are creating new opportunities for auditors to reimagine how they perform the audit - what they look at, when they look at it and how they look at it - to drive audit quality and inform greater insights and value to clients. How can firms successfully advance from where they are today to a truly transformative approach to the audit?

Join this session for an overview of the path to audit transformation, as we discuss key dimensions for firms proactively seeking to drive these important changes.

Payroll and bookkeeping automated and outsourced.

How to make your everyday accounting practice more profitable. Compliance driven accounting with light advising are where Botkeeper and ADP align. If you have standardized processes, and the right technology partner's you can help have the conversations and get an idea of how to get it moving. Learn more about Accountant Connect, machine learning and AI for your firm.

Client experience is your clients’ perception of every interaction they have with your firm… whether it’s seeing an ad, the experience of inputting their financial data, meeting with their advisor, reviewing reports, and the list goes on. Leverage this seamless framework to ensure your client experience is buttoned up for the entire advisor-client journey - from prospecting to billing to everything in between.

In an era of high-flying advisory services, accountants need to move on from outsourced CFO/Controller and cash-flow services. Client Accounting Services (CAS) is an excellent foundation for delivering more value to clients, but the accounting industry overlooks and underrates payroll as an advisory service. In this session, Will Lopez, Head of Gusto's Accountant Community, will NOT be discussing the advantages of becoming an HR advisor, SHRM Certified, and the like - that’s old news. Instead, he will unearth how accounting professionals can tap into never-seen-before value and revenue streams by destroying how your practice delivers payroll services and rebuilding them right through People Advisory.