Learning Objectives:

• Recognize the future of services to individuals
• Determine numerous service models used by CPAs who have built practices that provide the highest client value
• Identify tips to effectively communicate and deliver recommendations to clients.
• Recall compliance, technology, and practice management considerations.
• Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
• Use a checklist to guide you as you take steps post workshop.

Learning Objectives:

• Recognize the benefits of Practice Standards
• Identify the 12 Major Topics, and 75 sub-topics, of the Personal Financial Planning Body of Knowledge

Learning Objectives:

• Select the type of personal financial planning engagement that is most appropriate based on the case study’s facts and circumstances
• Calculate the personal financial planning client’s gross income based on their cash flow statement
• Calculate the number of months the personal financial planning client has funded in their emergency reserves based on their statement of financial position
• Determine the personal financial planning client’s PITI ratio
• Recall which of the four key areas of personal financial planning should be accomplished first in a particular personal financial plan

Learning Objectives:

• Recognize the future of services to individuals
• Determine numerous service models used by CPAs who have built practices that provide the highest client value
• Identify tips to effectively communicate and deliver recommendations to clients.
• Recall compliance, technology, and practice management considerations.
• Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
• Use a checklist to guide you as you take steps post workshop.

Learning Objectives:

• Select the type of personal financial planning engagement that is most appropriate based on the case study’s facts and circumstances
• Determine the number of months the personal financial planning client has funded in their emergency reserves based on their statement of financial position
• Calculate the future value of the personal financial planning client’s retirement income needs.
• Determine the annual payment amount needed to fund the personal financial planning client’s retirement goal

Learning Objectives:

• Select the type of personal financial planning engagement that is most appropriate based on the case study’s facts and circumstances
• Calculate the cash inflow for the survivor at the death of his or her spouse
• Recognize missing items of income from a personal financial planning client’s spending plan
• Recall the type of care that provides services in a nonresidential community-based group program

Learning Objectives:

• Recognize the capabilities of ChatGPT and Gemini.
• Identify how to use ChatGPT and Gemini for accounting and finance tasks.
• Select how to integrate ChatGPT and Gemini into your workflow.
• Recall strategies for using ChatGPT and Gemini to improve your practice.

Learning Objectives:

• Apply the charitable deduction rules to client charitable gifts.
• Distinguish how to assist clients with identifying the most impactful charitable giving strategies for their facts and circumstances.
• Compare charitable giving strategies and their suitability.

Learning Objectives:

• Evaluate risks and identify quality risks corresponding to the nature and circumstances of your firm’s practice.
• Determine responses to your firm’s quality risks.
• Develop your firm's quality management documents.

Learning Objectives:

• Recognize the future of services to individuals
• Determine numerous service models used by CPAs who have built practices that provide the highest client value
• Identify tips to effectively communicate and deliver recommendations to clients.
• Recall compliance, technology, and practice management considerations.
• Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
• Use a checklist to guide you as you take steps post workshop.

Learning Objectives:

• Identify areas of planning and implementable solutions.
• Differentiate reactive compliance work from proactive planning value and revenue.
• Recognize ways to convert your tax practice into a high value PFP advisory business.

Learning Objectives:

• Identify the capabilities of Microsoft 365 that enhance operational efficiency for accounting, tax, and advisory practices.
• Recognize best practices for deploying Microsoft 365 applications, with a focus on optimizing the Teams app for a practice's unique needs.
• Select strategies from a step-by-step guide to implement Microsoft 365 for process documentation, client service improvement, and productivity enhancement.

Learning Objectives:

• Recognize the basics of mergers and acquisitions.
• Identify tax implications in mergers and acquisitions.
• Determine how to avoid common tax pitfalls in M&A transactions, such as hidden liabilities, valuation issues, and unrecognized tax obligations.
• Apply effective tax planning strategies when preparing for the sale of a business, including timing considerations, capital gains, and succession planning.

Learning Objectives:

• Recall the number of months of living expenses an emergency reserve should be funded, based on the facts and circumstances
• Select the type of personal financial planning engagement that is most appropriate based on the facts and circumstances
• Identify the type of business or commercial insurance contract that provides liability, property damage, and medical payment coverage
• Distinguish between different types of retirement plans

Learning Objectives:

• Recognize the future of services to individuals
• Determine numerous service models used by CPAs who have built practices that provide the highest client value
• Identify tips to effectively communicate and deliver recommendations to clients.
• Recall compliance, technology, and practice management considerations.
• Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
• Use a checklist to guide you as you take steps post workshop.

Learning Objectives:

• Recall the key topic areas in the 8 major topics in the PFP Body of knowledge.
• Identify best test taking approaches for the PFS exam.

Learning Objectives:

• Recognize the future of services to individuals
• Determine numerous service models used by CPAs who have built practices that provide the highest client value
• Identify tips to effectively communicate and deliver recommendations to clients.
• Recall compliance, technology, and practice management considerations.
• Determine what you need to be successful in providing personal financial planning services from CPAs who have thriving businesses
• Use a checklist to guide you as you take steps post workshop.

Meeting client expectations today is no easy feat. But the benefits of delivering an exceptional client experience are clear: higher client retention and more engaged clients, which lead to faster client lifecycles. During this session, we will look at how your firm can transform its internal workflows to give staff productivity and client satisfaction a boost. You'll learn about the benefits streamlining workflows and improving efficiency can have for client engagement, discuss the impact, and review common roadblocks and tips to overcome them to deliver a more efficient and effective client experience. Join us to hear from our panelists as they share their experiences and expertise around trends, lessons learned, and best practices.

Learning Objectives:

• Review common processes that affect firm speed and efficiency
• Identify your challenges from the perspectives of your business and your clients
• Recognize where your clients experience friction and how that relates to your existing workflows
• Discover which workflows you can transform for the biggest impact - for both your firm and clients

David Wyle, inventor of ePaceENGAGEMENT (now ProSystem _fx_ Engagement), joins Thomson Reuters to revolutionize the audit profession again! Join David as he compares leading audit tools available today and discusses the past, present and future of audit technology. How has audit technology evolved over time? Why is this the moment to move to the cloud? How will AI change everything starting in 2024? Join us to get answers to these questions and more.

Learning Objectives:

• Learn how audit engagement software has evolved over time and what the future holds.
• Understand how artificial intelligence will impact audit software in the next 1-2 years.
• Explore how cloud-based audit software eliminates manual tasks such as checking workpapers in and out, syncing binders, and updating software.
• Discover the benefits of integrating audit content and methodology with your audit engagement software such as automated content customization, updates, and enhanced sign-off security.

Learning Objectives:

• Identify effective marketing strategies to enhance the visibility and value proposition of your firm’s offerings.
• Recognize the characteristics and needs of internal partners, existing clients, and potential clients to effectively tailor marketing approaches.
• Identify the digital landscape, including how to leverage SEO, social media, and a multi-web domain strategy to elevate your firm's brand.
• Recall successful real-world firm marketing case studies, including the strategies employed, challenges faced, and the measurable outcomes achieved.

Learning Objectives:

• Identify the three core components of the conscious leader mindset and how they could be applied to your leadership approach.
• Select at least three specific action steps you will take to become a more conscious leader.

Learning Objectives:

• Identify recent changes to the estate, gift, and GST rules.
• Determine which estate planning techniques work best in the new higher interest rate environment.
• Recognize how to plan for a reduction in the unified credit.
• Identify estate planning techniques you can use to reduce estate, gift, and generation-skipping taxes.
• Analyze how changes to the law impact how clients should think about their estate plans.

Learning Objectives:

• Choose specific actions to elevate your leadership and build the confidence to take those steps.
• Determine how to build a high performing team.
• Identify a winning culture in your organization that supports strong performance.

Learning Objectives:

• Assess the trends in the environment that are impacting practice.
• Identify impact on quality.
• Analyze insights into developments that will affect practice in the near future.
• Identify new assurance opportunities.

Learning Objectives:

• Identify state-of-the-art investment approaches.
• Recognize complex client issues in the investment process.
• Recognize how to apply specific strategies in practical situations.

Learning Objectives:

• Recognize the value of a clearly established niche market.
• Differentiate your ideal client and discover their unique needs.
• Determine ways to incorporate a niche into a traditional firm to reach new clients.
• Identify ways to leverage a niche to grow a firm and deliver value more efficiently.

Learning Objectives:

• Identify technical and planning issues affecting clients' preparation for retirement.
• Determine financial monitoring activities to keep clients on track post-retirement.
• Identify strategies for addressing the psychological aspects of retirement.
• Recognize clients' definition of success in retirement.

Learning Objectives:

• Understand the mechanics of permanent life insurance as a financial instrument
• Understand the ability for life insurance to control tax incidence
• Understand how life insurance can integrate into a holistic financial plan

Learning Objectives:

• Identify areas in the firm’s business model that are hindering change or success and solutions to help the firm adapt to the evolving profession.
• Determine strategies to cultivate positive organizational culture, fostering belonging and implementing flexibility to attract and retain talent.

Learning Objectives:

• Identify and assess the impact of AI and machine learning on accounting practices.
• Recognize the potential applications and implications of quantum computing in finance.
• Recognize the evolving role of blockchain technology and cryptocurrencies in financial systems.
• Distinguish the practicality and benefits of the latest software and hardware tools in the professional environment.

Learning Objectives:

• 1. Recall how new types of attest services have been developed through history.
• 2. Recognize factors in the current environment that will impact the future of SOC and third-party reporting.
• 3. Discuss how practitioners can prepare for upcoming challenges and opportunities with SOC and third-party reporting.

Learning Objectives:

• Recall the breadth of services that fall under the client advisory services.
• Recognize the ways that firm staff, key referral sources, and clients understand the value and services offered.
• Identify how to connect the typical CAS sales-to-onboarding journey with your services to increase client satisfaction and practice revenue.

Learning Objectives:

• Recall commonly held beliefs surrounding leadership traits and skillsets.
• Distinguish the impact of varying people management behaviors.
• Identify skills that empower effective development strategies and harmonious balance.
• Select action steps with tools, resources, and inspiration.

Learning Objectives:

• Analyze the current environment to think more strategically as an investor.
• Differentiate the factors that matter most during moments of market uncertainty.
• Identify the relationship between US elections and market returns.

Learning Objectives:

• Compare sophisticated estate and gift tax planning techniques for the surviving spouse.
• Identify dilemmas and pitfalls in estate and gift tax planning for the surviving spouse.
• Analyze trust designs for the surviving spouse.

Learning Objectives:

• Identify what estate planning is advisable before, during, and after divorce.
• Analyze trust provisions to determine how vulnerable trusts are to attack in divorce.
• Recognize significant recent law changes in the divorce context and how they impact clients.

Learning Objectives:

• Analyze changes in the law that impact the filing of estate and gift tax returns.
• Recognize developments regarding federal estate and gift taxes
• Use transcripts and historical Forms 709 to properly prepare returns.
• Determine when and how to request issuance of IRS Letter 627, also referred to as an estate tax closing letter

Understanding a company’s systems of internal controls is essential to any audit. A well-structured internal control framework promotes accountability, prevents fraud, and ensures the integrity of the reported information. Join this session for a fireside chat about the Committee of Sponsoring Organizations of the Treadway Commission’s (COSO) Internal Control-Integrated Framework and how the use of it enhances the quality of audits and the quality of reporting in the financial statements and beyond.

Learning Objectives:

• Identify the key components of the COSO framework and how they contribute to a comprehensive internal control system.
• Recognize the importance of internal controls in mitigating the risk of material misstatements, including fraud risks Distinguish how robust controls can streamline the audit process and improve audit efficiency.
• Identify real-world applications demonstrating the impact of internal controls on the audits of financial statements and other subject matters (e.g., sustainability).

Learning Objectives:

• Identify the key components of audit methodology and how to effectively integrate technology and methodology.
• Recognize elements of a tech stack that support audit transformation.

Learning Objectives:

• Analyze and adjust your firm's operations to better align with your goals and values, ensuring efficiency and client satisfaction.
• Identify strategies to make decisive changes that improve both your career and personal life.

Learning Objectives:

• Recognize the relationship between practice management elements and autonomous decision making.
• Apply practical insights to making decisions that align these elements with future thinking.
• Analyze the strategic implications of effective practice management in achieving long-term goals.

Learning Objectives:

• Recognize when Schedules K-2 and K-3 are required to be completed.
• Identify common reporting issues and relevant IRS guidance for compliance.

Learning Objectives:

• Apply practical solutions to tackle the unique challenges faced by tax practitioners today.
• Identify methods to manage stress, avoid burnout, and encourage a healthy work environment for sustained productivity.

A powerful combination of technologies is currently fueling the next iteration of the internet and will significantly impact the way firms operate and conduct business both internally and customer facing. Sometimes referred to as Web 3 it will soon be the primary driver of accelerated digital transformations across our profession. Attend this session to prepare your firm and team for the digital firm of the future.

Learning Objectives:

• Assess the evolution the web and the technologies that drive it and determine how Web3 will impact CPA’s and accounting firms
• Estimate the implications of evolving to decentralized data networks, digital identity ownership and digital trust
• Identify new and emerging privacy and security challenges
• Evaluate how new technologies will reshape business models both in the accounting profession and across your client’s industries

Learning Objectives:

• Provide highlights from the SOC School program.
• Discuss common challenge areas in the delivery of SOC attestation services.
• Identify key portions of SOC attestation guidance that address common topics.

The audit is in an era of transformation. We understand how important a role technology, data, processes and human capital will play in your firm's success. In this session, we'll demonstrate the collective value of moving all aspects of your firm to one cloud-based platform that hosts robust engagement and practice management apps. Join our session and get a sneak peek into the OnPoint suite for audit and assurance (DAS, EBP, PCR). From client collaboration and intelligent workflows to powerful analytics, modernized quality management and reporting, you'll learn how integrated technology, data and collaboration can empower you to deliver more efficient, high-quality services to your clients and staff.

Learning Objectives:

• Recognize the unique challenges and trends driving talent transformation within the accounting profession
• Identify key strategies for attracting, developing, and retaining top accounting talent in today's competitive job market
• Recognize the impact of talent transformation on HR strategies within accounting firms and organizations

Learning Objectives:

• Identify who is stuck in the middle.
• Analyze situational awareness — how your perspective on the situation can change everything.
• Determine how accountability fits into successfully leading from any position.

Join us for an engaging session that delves into the impact of recent legislation impacting Diversity, Equity, and Inclusion (DEI) initiatives, and explore strategies to drive lasting change. It's imperative for organizations and advocates to understand the implications and adapt their approaches accordingly.

Learning Objectives:

• Gain an understanding of the evolving legal framework and its intersection with DEI efforts.
• Offer insights into leading practices around inclusion the workplace.
• Explore practical strategies and best practices for advancing DEI goals.

Learning Objectives:

• Learn best practices for implementing digital tools and technologies, including change management strategies.
• Learn how to create a culture of innovation and continuous improvement within your firm.

Learning Objectives:

• Recognize how younger partners perceive their new role in an existing partnership.
• Identify the topics that need to be included in the partnership agreement prior to signing.
• Recognize the value of a Partner in Training program.

Learning Objectives:

• Recognize generative AI as it relates to the profession.
• Identify tasks in the profession that are ripe for disruption.
• Recognize what firms are doing today with generative AI.
• Identify developing generative AI advances that may benefit for firms.

Learning Objectives:

• Recall the history, evolution, and growth of family-led entities and family offices in the US.
• Identify the catalysts driving families to seek family offices and other shared family wealth structures.
• Recognize legal structures used to manage shared family wealth including: A trusts, single family offices, single family offices with profits interest, private trust companies, pooled investment vehicles (including tax and regulatory considerations), and private foundations.
• Analyze key decisions/considerations families make regarding structure, approach to services, staffing and compensation, operational issues, and costs.
• Identify key governance considerations, including challenges to family wealth and proactive practices of successful families.

Learning Objectives:

• Analyze suitability of a business interest to fund a charitable gift.
• Determine the deductibility of a business interest gift.
• Differentiate the tax consequences arising from gifts of diverse business structures.

Learning Objectives:

• Identify the penalties that can be applied to estate and gift tax returns
• Recognize the defenses to each of the identified penalties.
• Analyze recent case law impacting the application of and liability for penalties.

Learning Objectives:

• Recognize the business value of storytelling in finance and accounting.
• Recall how to find the stories hidden in the numbers.
• Identify a simple process to craft financial presentations with storytelling techniques.
• Recognize tips and tricks to make your presentation decks more visually compelling.

Learning Objectives:

• Identify the risk assessment process.
• Determine effective forms of documenting a system of quality management.
• Identify ways to get from the current requirements to the new requirements.

Learning Objectives:

• Determine the effect of redemption features on the classification of legal form equity instruments
• Apply the requirements in GAAP to determine whether an equity-linked contract should be classified as a liability or equity

Learning Objectives:

• Identify the four questions every strategy must answer.
• Recognize the two factors that determine how an investor answers each question.
• Use techniques to apply this framework in client conversations regarding portfolio design and investment performance.

In the complex landscape of international taxation, understanding the nuances of US inbound and outbound transactions is crucial for taxpayers aiming to optimize their tax strategies. Through four detailed case studies focusing on real world cross border scenarios, we will explore the tax implications for foreign persons entering the US market (inbound transactions) and for US entrepreneurial shareholders/owners of US entities as they expand their businesses into a foreign market (outbound transactions). These scenarios will highlight key considerations such as the selection of appropriate entity structures e.g., branches or subsidiaries, each with its distinct tax considerations. We will review the US estate tax considerations of non-US persons investing in US real estate. The tax challenges and opportunities for Americans living outside the US (CFC and GILTI) will also be analyzed. By dissecting real-world examples, this session aims to provide practical insights and guidance on navigating the intricate web of tax obligations and opportunities in cross-border business and investing activities.

Learning Objectives:

• Become familiar with the tax challenges facing high net worth US citizens residing outside the United States with respect to operating their professional practices or businesses in a foreign jurisdiction (CFCs)
• Understand the tax implications of different entity structures such as trusts and branches versus subsidiaries for both inbound and outbound investments. Learn how each structure impacts tax liabilities, operational flexibility, and compliance requirements in different jurisdictions.
• Equip participants with the knowledge to navigate the U.S. tax implications and filing requirements for mixed citizenship couples living abroad. This includes understanding the filing statuses available, the potential benefits and drawbacks of electing to file jointly with a non-U.S. citizen spouse, and how to utilize QDOTs to defer US estate tax on the death of a US spouse.
• Educate participants on the U.S. estate tax implications for non-U.S. persons investing in U.S. real estate. This objective includes understanding the basis of U.S. estate taxation, key exemptions, applicable rates, and potential tax liabilities that arise upon the death of a non-U.S. investor.
• The session will also explore strategic planning tools such as the use of ownership structures (e.g., holding companies, trusts) to mitigate exposure to U.S. estate taxes, ensuring that participants can advise on or make informed decisions about estate planning to protect international investments in US property.

Retiring overseas is a strategy that can help your clients achieve their retirement dreams, including retiring early and retiring well even on a limited income. In this session, we'll detail the factors your clients will need to consider and plan for to make a successful move overseas in retirement: residency, health care, taxes, banking, administration, and financial considerations. We'll examine these factors for both the capital costs of the move and the ongoing cost of enjoying a rich, fulfilling retirement in another country.

Learning Objectives:

• Understanding the benefits, financial and personal, of retiring overseas
• Identifying for which clients retiring overseas makes sense
• Understanding the ongoing support for your overseas clients
• Understanding the steps required for a successful retirement move to another country

Learning Objectives:

• Discuss recent individual income tax developments
• Recognize potential tax planning and reporting opportunities
• Identify key areas of focus for individual income tax returns for extension and the 2024 tax seasons

Learning Objectives:

• Explore different types of attest engagements and how they can be used to provide assurance over other frameworks.
• Apply AICPA Attest standards to providing assurance over other compliance initiatives.
• Identify practical approaches to providing assurance on other subject matter.
• Identify how to advise clients on the pros and cons of the various options available.
• Analyze real-world scenarios where organizations sought additional assurance over compliance frameworks and how AICPA Attestation Standards were applied in these cases.

Learning Objectives:

• Identify the key components of effective performance feedback: Participants will be able to explain the purpose of performance feedback, list the key components of effective feedback, and describe how to give feedback in a constructive and actionable manner.
• Analyze strategies for seeking out and receiving feedback: Participants will be able to describe strategies for seeking out feedback from managers, colleagues, and clients, and practice receiving feedback in a way that encourages dialogue and learning.
• Apply giving performance feedback: Participants will be able to practice giving feedback in a way that is specific, actionable, and focused on behaviors and results, and receive feedback on their own feedback-giving skills. They will also be able to identify common pitfalls in giving feedback and how to avoid them.

This panel of various female leaders will unveil key insights into how they developed their own definitions of career success while not feeding into what society demanded “success” to be.

Learning Objectives:

• Gain an understanding of the evolving legal framework and its intersection with DEI efforts.
• Offer insights into potential implications for workplace policies.
• Explore practical strategies and best practices for advancing DEI goals in the wake of these rulings.

Learning Objectives:

• Identify updates in post-mortem IRA distribution regulatory law and guidance.
• Recognize IRA legislative updates and implementation of new statutes.
• Analyze comprehensive themes guiding the wave of change to better plan for the future.

Learning Objectives:

• Analyze the complexities of emerging technologies like AI, IoT, and cloud services to fortify digital defenses effectively.
• Use resilient security frameworks to mitigate evolving cyber threats.
• Apply advanced threat management strategies to detect and respond to sophisticated threats promptly and efficiently.
• Apply proactive security measures to secure digital ecosystems through innovative strategies and security automation.

Learning Objectives:

• Identify the basis of state income taxation of trusts.
• Recognize the constitutional contacts of state fiduciary income taxation.

Learning Objectives:

• Identify the top three priorities of the future of finance group and why this is important to our profession.
• Determine how and where technology is making a difference.
• Determine why mindset is of significant importance to our future state.
• Identify where great finance teams are choosing to get better.
• Determine how to use the T-Shaped Finance Professional to help get better.

Learning Objectives:

• Recognize how to successfully adopt technology in an audit.
• Identify how a client's technology directly impacts what technology the auditor uses.
• Differentiate technology limitations and opportunities.
• Recognize when an audit should change from substantive testing to control testing.

Learning Objectives:

• Recognize PFI and its impact on valuing non-financial assets.
• Recognize the purpose and importance of reconciling the WACC, IRR, and WARA.
• Apply valuation to improve financial reporting and audit quality.

Learning Objectives:

• Recognize the costs of aging from Medicare to doctor visits to assisted living and nursing homes.
• Identify the emotional and physical changes your clients can expect as they age.
• Determine how to discuss aging empathetically with your clients or your clients' parents or grandparents.

Learning Objectives:

• Recognize product development trends for annuities and life insurance.
• Identify how product features in development may help clients.
• Identify areas of product differentiation.

Learning Objectives:

• Recognize EVPs and their part in the attraction/retention cycle.
• Identify the firm's current employer brand for differentiation.
• Identify the firm's next step to define EVP at the organization.

Learning Objectives:

• Identify the strategic motivations behind private equity transactions and assess their impact on growth and competitiveness.
• Identify emerging trends and outlook in the M&A landscape, including the impact of technological advancements and global economic factors.
• Recognize the private equity process, including the key stages, approach to deal terms, and how a post-transaction firm operates.

Learning Objectives:

• Identify current developments in Net Investment Income Tax (NIIT).
• Identify current developments in self-employment tax (SECA).
• Identify current developments in pass-through entity taxes (PTET).

Learning Objectives:

• Identify what it takes to get a state to accept a taxpayer’s change of residence.
• Recognize the nuances involved in a residency audit.
• Identify certain traps for the unwary.

Learning Objectives:

• Identify greenhouse gas (GHG) emissions in business operations and categorize those associated with Scope 1,2 and 3.
• Apply the Dynimos data inventory platform and carbon accounting toolsets to effectively manage and disclose sustainability and ESG reporting.
• Apply Dynimos' advanced AI analytics and robust data inventory to benchmark and predict future GHG emissions and to set feasible and measurable emission reduction goals for businesses.

Learning Objectives:

• Identify the components of a solid vendor management program.
• Determine the connection between vendor management controls and subservice organizations.

2024 is a crossroads for the United States. With a contentious election looming and tax legislation primed in the Senate, CPAs need to be aware of the latest so they can advise their clients.

Through their connections on Capitol Hill, former Senior Counsel to the Senate Finance Committee Dean Zerbe and Former Congressman Rick Lazio will cover how Congress plans to help American businesses compete globally and when we will likely see benefits in action.

By the end of this CPE session, attendees will have a comprehensive understanding of impending changes that will greatly impact tax law for the foreseeable future.

In this session, you'll learn how switching to a modern, integrated Travel & Expense solution decreases busy work and paperwork, eliminating expense reporting and cutting reconciliation time from weeks to hours-resulting in happier employees and a healthier bottom line. Additionally, learn how the innovative card-link technology of Navan Connect eliminates change management typically required by smart-card-led programs.

Navan provides a single source of truth for all company spend in just one dashboard thanks to an average adoption rate of 90%+ among end users. Businesses can identify spend leakage, improve forecasting, and optimize expense policies based on real-time, contextual insights. As a result, reconciliation time is cut from weeks to hours.

This presentation dedicates itself to the proposition that we can increase customer success by embracing more principles of consulting theory and practice. Accepting these principles challenges us because it insists that we rethink long-held previous beliefs. Not everyone can integrate them into their practices. If you believe you are open to unlearning some old ideas and learning some new ones, you are invited to participate in this session.

Learning Objectives:

• Understand why the timing of certain types of questions is important.
• Learn the FORD Framework of Consulting Levels.

Learning Objectives:

• Why now is the time to change pricing
• How to identify what clients are really looking for
• How to get started with value pricing and how it helps employees shine
• What fixed price with value-add tax and CAS engagements look like

Learning Objectives:

• Identify how meticulous planning and execution can drive financial success.
• Recognize the significance of collaborative efforts within your financial team.

Learning Objectives:

• Gain actionable insights from NPAG’s research and recommendations that identify root causes of the decrease in accounting students in the pipeline.
• Adapt your talent pipeline strategies for sustained success.
• Recognize the role each person can play in helping address workforce issues.

Learning Objectives:

• Analyze key areas of difference between organizations with agile workforces vs. those without the agility benefits
• Identify strategic approaches to build sustainable cultures of continuous learning
• Explore best practices for transforming learning assets to meet the expectations of modern learners

Learning Objectives:

• Explore CPA.com's approach to CAS transformation across 7 key strategic themes.
• Recognize what it means to re-envision CAS and what it takes to align on vision and mission.

The Center for Plain English Accounting (CPEA) offers a training course titled Reimagine Risk Assessment. This training breaks through barriers in traditional risk assessment education by incorporating not only professional standards and compliance but also firm methodology with practical firm methodology-based examples while also reviewing the firm's current risk assessment process. During this session, learn key practical insights from the training course on how firms can perform more useful and worthwhile risk assessments. 

Learning Objectives:

• Recognize common risk assessment approaches at firms.
• Recognize practical insights to perform more effective risk assessments.

AICPA& CIMA's Future of Finance group of leaders from the some of the biggest and best brands still rank attraction and retention of accounting and finance staff as a key concern.  The AICPA's Professional Apprenticeship for Finance Business Partners offers a new way to hire and to also upskill staff with the skills needed for the future.

Hear stories of from the early adopters of the program and how you can get started with solving some of your talent concerns.

Learning Objectives:

• Establish why talent is such a big concern for corporate accounting and finance employers
• Determine what is the Professional Apprenticeship Program
• Determine how to implement a Professional Apprenticeship Program in your organization

Whether your clients are receiving funds from a property or business sale, they count on you to help them evaluate tax-smart strategies. Learn how to help your clients convert their lump sum into periodic payments to defer their tax liability and help protect their proceeds. This strategy applies to both qualifying property and business sales eligible for the Installment Method under Internal Revenue Code Section 453 and is known as a structured installment sale. In this presentation, we will discuss the tax benefits 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.

Learning Objectives:

• Learn how to help your clients convert their lump sum into periodic payments to defer their tax liability and help protect their proceeds.
• Learn about the tax-efficient advantages of periodic payments versus a lump sum.

Automation and AI have the transformative power to reshape the tax landscape, offering innovative opportunities for tax practitioners, to revolutionize their business practices. In this session, we delve into how these cutting-edge technologies can streamline every aspect of the tax workflow, from data processing to compliance. Additionally, we'll provide actionable insights into the primary concerns facing tax professionals regarding AI integration and effective strategies to overcome them. During this session, attendees will discover how emerging tax technology can help their firm by maximizing efficiency, navigate challenges and build future-ready practices.

Learning Objectives:

• Identify how automation and AI technology can help accelerate every stage of tax workflow
• Analyze and gain insight into what today's tax & accounting professionals identify as the top concerns related to AI and tax technology
• Determine how technology can help address talent shortages, overcome high cost of change and help firms build more bench strength for advisory

Learning Objectives:

• Identify the evolving role of accountants in advising small and medium-sized businesses (SMBs) on financing options, focusing on how these services can enhance client relationships and business growth
• Apply crucial knowledge on introducing and pricing new advisory solutions to your client base most effectively
• Determine practical strategies for attracting and retaining SMB clients by offering specialized financing advisory services, and explore the potential of these services to increase firm revenue and client base

Learning Objectives:

• Recognize common roadblocks that hinder leaders' ability to inspire and make a difference.
• Identify strategies to effectively coach others to be inspiring leaders.
• Recall the practice of vulnerability, trust-building, and compassion to build relationships and inspire others.

Learning Objectives:

• Recognize the likely gift and estate tax thresholds and those persons who will or will not be subject to these taxes.
• Identify tax and estate planning advantages that persons may and should use to their advantage.
• Identify potential mistakes that may be made without adequate planning considerations.

If you want to own your future and/or if you manage people, this session is for you. You'll learn why inclusion safety matters and how we are all architects of “safe spaces,” along with strategies to apply to your day-to-day workplace ensuring that you are creating an environment where staff can thrive and succeed.

Learning Objectives:

• Recognize why inclusion safety matters.
• Distinguish the difference between inclusion and exclusion.
• Identify basic strategies to apply to improve inclusion and create safe workplaces in your organization.

Learning Objectives:

• Identify and understand the major elements of the proposed 2053 regulations
• Analyze the potential impact of these regulations on current estate tax financing techniques
• Recognize suggestions put forth in the AICPA comment letter to the IRS.

Learning Objectives:

• Identify key estate planning ideas for multi-generational UHNW clients.
• Compare strategies to maximize use of Estate/Gift/GST exemption.
• Recognize what CPAs can do to increase the likelihood of successful wealth transfer within UHNW families based on research regarding such transfers.

Learning Objectives:

• Recognize the 4 big shifts finance has to make to be successful in the 21st century
• Identify the competencies and skills required to enable the shifts
• Determine a strategy to engage in your organization's business model to drive long-term value creation

Learning Objectives:

• Identify auditing, attestation, and accounting and review services issues leading to ASB and ARSC activities.
• Recognize the ASB and ARSC current workplan.
• Recognize standard setting trending topics.

Learning Objectives:

• Identify "soft" communication skills that can complement technical expertise.
• Indicate a systematic approach to client communication.
• Recognize how to apply the framework to current topics and challenging client questions.

This session will discuss the findings of the 2024 T3/Inside Information Technology Survey. The survey is widely used by financial professionals to select software for their unique businesses needs. Bruckenstein will share insights on how to best use the survey and share some key findings.

Learning Objectives:

• Better understand the software available to RIA businesses
• Gain insights into what software is suitable for a particular use case

Learning Objectives:

• Identify the healthcare coverage options available to people prior to Medicare eligibility.
• Use the healthcare.gov website to find and filter the various plan options.
• Distinguish the various health plan categories available at healthcare.gov.
• Identify the qualification rules for premium subsidies via the Premium Tax Credit.

Learning Objectives:

• Recall the primary drivers of CPA firm profitability.
• Identify ways to create staffing capacity without new hires.
• Apply the power of client and staff leverage to fuel growth and profitability.

Learning Objectives:

• Identify what strategic growth means for today’s accounting firms.
• Identify how CRM can support more strategic growth.
• Identify useful strategies from one practitioner’s journey towards more strategic growth.

Learning Objectives:

• Identify how AI and automation fit in your tax practice.
• Recall how Microsoft Copilot and Power Automate work.
• Distinguish when to use AI and when to use automation to complete tasks.

Learning Objectives:

• Recognize the latest technology trends and the impact these trends will have on next generation devices.
• Identify where to wisely invest in new technology, and what to avoid.
• Distinguish technology initiatives based on greatest impact.

Learning Objectives:

• Assess how cloud technologies and applications affect SOC reporting.
• Interpret where the risks are for cloud applications in relation to SOC reporting.
• Assess risk and vulnerability mitigation strategies for clients using cloud technologies.

Learning Objectives:

• Recognize the importance of retirement benefits in attracting and retaining top talent within an organization.
• Distinguish between various retirement savings options, including Individual Retirement Accounts (IRAs), 401(k) plans, and Pooled Employer Plans (PEPs).
• Identify the advantages and disadvantages of each retirement savings option in the context of employee retention and attraction.

Learning Objectives:

• Recognize the relevance of a strong personal brand
• Estimate how reputation, relationships, and other factors impact a brand.
• Identify your personal brand and formulate actionable steps to building your unique brand

Learning Objectives:

• Attendees will learn how a trust can be crafted to maximize the client’s permissible retained flexibility and control so as to ensure the client’s maximum possible comfort in the gifting of a substantial amounts of his or her assets into trust to utilize his or her current exemption
• This session will examine the important question of how to best fund a gift so as to maximize the value of the transfer and minimize the risk of an audit (and a potential adjustment adverse to the donor)

Learning Objectives:

• Identify key considerations and steps to change domicile and cut ties with a state’s taxing authority.
• Recall how the tax implications of business transactions can be significantly impacted by the domicile of the business and business owners.
• Recognize how certain trusts may be used to provide benefits permitted under the laws of the state’s situs even if the taxpayer resides in a less favorable jurisdiction.

Learning Objectives:

• Take a deeper dive into some of the frequently encountered complexities of the income taxation of estates and trusts.
• Be able to identify complex issues and how to resolve those issues,
• Gain a deeper understanding of the distribution system and how distributable net income get allocated between the entity and the various beneficiaries.

Learning Objectives:

• Evaluate the risk considerations organizations are facing with regulatory change with respect to Generative AI and their responses to these risks
• Develop a deeper understanding of how Generative AI is impacting organizations' data management processes and potential impact on audit considerations

Learning Objectives:

• Identify personal strengths and weaknesses through the lens of emotional intelligence
• Understand the role of emotional intelligence in enhancing decision-making and stress management.
• Develop strategies to leverage opportunities and navigate professional threats using emotional insights.
• Create a personalized action plan to apply emotional intelligence for career growth and resilience.

Learning Objectives:

• Determine a proactive approach to continuous learning and adaptation in the face of emerging technologies.
• Identify the skills needed to lead teams through technology transitions, addressing resistance, and fostering a culture of innovation.
• Distinguish how controllers can leverage automation to improve efficiency, accuracy, and real-time reporting.
• Compare the pros and cons of leveraging automation.
• Recognize how to manage risks associated with digital transformation, including cybersecurity concerns.
• Determine how to evaluate and select the right technology solutions that align with organizational goals and enhance financial processes.

Learning Objectives:

• Apply technology in risk assessment.
• Use technology for journal entries testing.
• Use technology for audit sampling and document verification.
• Use technology for board minutes and leases.

Learning Objectives:

• Analyze the requirements in U.S. GAAP for recognition and disclosure of an entity’s involvement with government assistance programs.
• Understand the audit issues with assertions or positions taken in forgiveness applications related to government assistance programs.

Learning Objectives:

• Understanding the needs of HNW client
• Learning best practices of elite wealth management firms (globally)
• Determining the business considerations needed to attract, serve, and retain HNW clients and their families

Learning Objectives:

• Identify hidden features within the suite of Microsoft 365 apps to enhance office productivity and reduce operational costs.
• Recognize advanced functions that streamline internal communication and establish secure client file exchanges.
• Indicate how adopting Microsoft Copilot and other artificial intelligence tools within Microsoft 365 may future-proof and transform workplace practices.

Learning Objectives:

• Recall the most recent tax rules for Required Minimum Distributions (RMDs).
• Identify the various strategies to mitigate the tax cost of RMDs.
• Identify the myths of retirement distribution planning.

Learning Objectives:

• Identify the “State of CPA Firm M&A” including current trends, opportunities, and challenges.
• Recognize M&A best practices based on actual CPA firm M&A experiences.
• Recognize the current market for CPA firm valuations as well as deal structures and terms.

Learning Objectives:

• Recognize the critical components of a quality work product.
• Identify a staffing plan that makes sense for both the firm and team members while honoring the natural role changes that occur in the business.
• Identify a quality, desirable, "high touch" service plan with a hybrid and asynchronous team.
• Identify possible project timelines that gratify both the firm’s team and the client.
• Recall that pricing has to reflect the value the firm brings the client and the risk of services.

Learning Objectives:

• Recognize the nature of digital assets and the basic tax structure for them.
• Identify the foundational binding and non-binding guidance the IRS has provided, issues that exist, and how to deal with them.
• Recognize the limitations of broker reporting of digital assets on Form 1099-DA, expected to start in 2025, and what clients should do now to get ready.

Learning Objectives:

• Identify basic principles in implementing automation.
• Use various technologies to automate finance and accounting work.
• Identify how to leverage AI in the profession.

Learning Objectives:

• Evaluate how SOC reporting can be leveraged in respect to SEC’s new cybersecurity regulations.
• Assess the specific criteria within SOC reporting that spotlight internal controls related to relevant cybersecurity topics.
• Analyze how to maximize reliance of SOC reporting for user entities through dialogue on the competencies required of service auditors.

Learning Objectives:

• Recognize the concept of work-life harmony, differentiating it from traditional notions of work-life balance and work-life integration.
• Identify common challenges faced by parents and caregivers in managing their professional and personal responsibilities.
• Identify practical strategies to thrive in the workplace and at home, including how to ask for what you need from your employer with confidence, how to remove the feeling of guilt of being a parent or caregiver that works outside the home, how to build a supportive community, and how to create and communicate boundaries.

Learning Objectives:

• Attendees will come to understand the law of “fraudulent transfers” (now sometimes called “voidable transactions”), and how to promote their clients’ asset protection planning in an ethical manner, without legal risk to the planner
• Attendees will be introduced to various asset protection techniques that do not necessary involve the retention of counsel, such as “poor man’s asset protection planning,” and exemption planning
• Attendees will come to an understanding of the proper use of trusts to maximize their clients’ asset protection, without necessarily having the client give up beneficial interest or control

Learning Objectives:

• Identify the tax characteristics of a foreign trust.
• Recognize the intersection of income/estate/gift with foreign trust planning.
• Identify the foreign reporting obligations with respect to foreign trusts.

Learning Objectives:

• Recognize the various risks of online exposure and their effects.
• Identify how different pieces of personal information online can be used by hackers.
• Identify basic techniques, technologies, and safeguards for defending personal privacy.
• Learn how to make various digital accounts more private and secure.

Learning Objectives:

• Recognize estate and gift tax issues that affect your clients.
• Identify planning areas and recommendations.

Learning Objectives:

• Identify some of the specific talent challenges you face.
• Identify ways to promote a career value proposition to attract, develop, and retain talent.
• Recognize how you can use tools like the T-Shape Finance Professional model and the CGMA Competency Framework to identify skills gaps.
• Identify how programs such as the Professional Apprenticeship for Finance Business Partners and the CGMA Finance Leadership Program have been used by their companies to bridge and strengthen these skill gaps.

Learning Objectives:

• Gain insight on how inflation on how inflation impacts revenue growth
• Review some challenges and obstacles due to inflation, and how to overcome them
• Build a list of techniques you can immediately deploy in your organization

Learning Objectives:

• Distinguish required evidence and documentation from personal preference.
• Identify how to meet the standards and still maintain efficiencies.
• Determine the appropriate amount of documentation.

Learning Objectives:

• Understand the GAAS requirements for assessing and communicating control deficiencies to management and those charged with governance.
• Apply the GAAS requirements to various case studies.

Learning Objectives:

• Recognize effective leveraging of technology to enhance remote team collaboration, streamline administrative tasks, and optimize client management in your virtual office.
• Identify a systematic approach to financial planning that balances efficiency through workflows and automation while preserving a personalized, client-focused experience.
• Distinguish practices for conducting impactful virtual client meetings, building trust and rapport online, and effectively communicating complex financial information during digital interactions.

Learning Objectives:

• Identify ways to efficiently review and provide advice to clients on various insurance products.
• Determine strategies to lower costs of insurance and maximize coverage for your clients.
• Identify techniques for clarifying complex insurance products for clients.

Learning Objectives:

• Recognize the significance of standardized onboarding
• Identify key components of client onboarding
• Apply effective discovery to explore client readiness
• Analyze resource requirements for a robust core product

Learning Objectives:

• Recognize how instituting a new pricing model is a driver for setting your broader business-model change in motion.
• Identify alternate approaches to pricing that capture the firm's true value and align with client success.
• Identify five ways to de-commoditize the firm, position for greater worth, and command better prices.
• Identify 10 specific actions to begin transforming the firm and “price differently.”

Learning Objectives:

• Recognize when optional basis adjustments can be made.
• Distinguish the different adjustments available under Sec. 743 and Sec. 734.
• Recognize planning opportunities around partnership basis adjustments.

Learning Objectives:

• Recognize that your practice’s tech stack must change as your service offerings evolve.
• Analyze the extendable functionality of your current tech stack and the gaps that need to be filled.
• Evaluate new software based on client verticals and high-value advisory service offerings.

Learning Objectives:

• Analyze SOC reporting quality.
• Identify considerations related to communicating and escalating report weaknesses.
• Identify independence and peer review process considerations.

Learning Objectives:

• Identify strategic growth opportunities for your firm
• Analyze the potential value of adding wealth management to your business
• Compare what you offer your high-net-worth clients today with the extra services you may want to add

Learning Objectives:

• Identify key strategies necessary to be an effective and impactful manager.
• Distinguish the difference between commanding and connecting with your staff and why it matters.
• Recognize how to shift from surviving to thriving as a manager.

Learning Objectives:

• Identify the artificial intelligence tools available for use in professional practices.
• Identify artificial intelligence tools’ practical applications for enhancing firm operations.
• Recognize how to strategically reposition your firm using AI to maintain competitiveness in a changing professional landscape.

Learning Objectives:

• Recognize the connection between the current political landscape and profession-specific issues.
• Identify the outlook for key tax issues and the impact on businesses and the profession.

Learning Objectives:

• Recognize the primary characteristics of today’s sustainability landscape.
• Identify the ESG issues that are most relevant to your organization.
• Determine ideas for an ESG strategy that will be best suited to your organization.

Learning Objectives:

• Identify the importance of aligning enterprise risks with company strategy in today's dynamic business environment, including the processes for proactive identification, assessment, and mitigation of strategic risks.
• Recall insights from experienced risk management professionals on reporting risks to executive leaders and the Board of Directors, ensuring they have the necessary information for informed decision-making.

Learning Objectives:

• Identify risk factors associated with inadequate control environments that facilitate the occurrence of common fraud schemes.
• Identify actions available to both management and those charged with governance to mitigate the risk of fraud within their organizations.
• Use a presumptive mindset to a more investigative rather than a presumptive mindset when brainstorming about fraud risks.
• Identify leading practices that auditors can use for identifying, assessing and responding to the risks of fraud.

Learning Objectives:

• Identify the guidance in the A&A Revenue Recognition and other Guides that help you design an efficient and effective approach to auditing revenues
• Follow an illustration of applying the guidance to a Revenue account
• Identify the various strategies and tools available for auditing the Revenue account

Learning Objectives:

• Recall the concept of control test automation and when it might be applied
• Recognize potential audit-related considerations associated with control test automation

Learning Objectives:

• Identify the basic 529 plan rules that apply for Federal income tax purposes.
• Compare state rules regarding 529 plans.
• Identify planning opportunities and challenges when changing 529 plan beneficiaries.
• Select the appropriate 529 plan for clients.
• Analyze advanced 529 plan planning opportunities.

Learning Objectives:

• Recognize how uncertainty requires spending flexibility when designing a retirement income plan.
• Determine the impact of investment risk on the range of possible spending paths.
• Recognize why annuities change the spending path by reducing longevity and interest rate risk.
• Determine how to incorporate preference for early or later-retirement spending into a retirement income plan.

Learning Objectives:

• Identify creative strategies to reduce costs and put away reserves, focusing on personal coverage for auto, home, and other family-related policies
• Recognize the current turbulence in the insurance marketplace, including risk assessment

Learning Objectives:

• Leverage external expertise to improve internal process
• Improve clients’ experience by empowering non-accountant team members
• Hire and utilize staff members with unique backgrounds
• Harness the power of client feedback
• Implement what you’ve learned

Learning Objectives:

• Identify trends in GenAI that are impacting the profession and your role.
• Identify lessons learned when designing new tech for business.
• Recognize the seven cohorts of the 2024 Association and CPA.com Startup Accelerator.
• Indicate how you can leverage AI to be ahead of mass adoption.

Learning Objectives:

• Determine when it is beneficial to include the Privacy category in a SOC 2 Report.
• Determine which privacy criteria are relevant to an entity.
• Distinguish the relationship between a SOC 2 report and assessing compliance with privacy regulations.

Learning Objectives:

• Identify the AI landscape.
• Apply an AI-enabled advisory strategy.
• Determine how to create advisory deliverables with AI.
• Recognize team efficiency with AI.

Learning Objectives:

• Recognize the key considerations when starting a CPA firm.
• Identify the process of starting a CPA firm.
• Recognize the various ways to establish or acquire a book of business.

Learning Objectives:

• Identify the core mathematics of the estate tax and income tax at death/gift.
• Evaluate the dilemma facing a person undertaking estate planning with $5-15M of accumulated wealth.
• Compare solutions to minimize taxation at death while retaining financial security.

Learning Objectives:

• Identify planning opportunities and compliance points based on significant tax developments of the past year.
• Explore due diligence actions of tax devleopments.
• Understand tax developments impacting business entities.

Learning Objectives:

• Distinguish when to be the CF-No versus the CF-Know.
• Identify what drives differences of opinion between financial and operational professionals.
• Recognize common situations where you may find it difficult to align with the business objectives and how to resolve those differing opinions.

What separates good teams from great teams? In this session, learn what studies show are the key differentiators between teams that accomplish goals faster, more efficiently and effectively, with high collaboration and those that don’t. Learn the attributes of leader dexterity to embrace and avoid for highest team performance.

Learning Objectives:

• Recognize the fundamentals of high-performing teams.
• Identify what dexterity is needed to get the most from all team members.
• Distinguish the notion of risk and competing priorities in team dynamics.
• Recall tools to practice team leadership for best outcomes.

Learning Objectives:

• Understand the importance of coordinating asset titling with an estate plan
• Best practices to address POD accounts and coordinate with a client’s estate plan

Learning Objectives:

• Recognize how to read a valuation report and how to identify key components for gift, estate, and charitable purposes.
• Identify the importance of a qualified appraisal for adequate disclosure purposes for gift tax returns.
• Distinguish the components of a charitable appraisal that are necessary to meet charitable substantiation requirements.
• Identify common valuation report missteps to avoid and associated questions you should ask your appraiser.

Learning Objectives:

• Recall key changes in requirements associated with SAS 145
• Recognize how to scale the requirements in SAS 145 to perform an effective and efficient risk assessment
• Identify available resources related to SAS 145 and its scalability

Learning Objectives:

• Apply a model for determining the level of evidence needed for a review.
• Identify analytical procedures to provide the necessary level of review evidence.
• Identify evidence and perform additional procedures.

Learning Objectives:

• Provide guidance in applying the appropriate level of professional judgment during independence evaluations including best practices that you could consider
• Enhance your knowledge of new and emerging topics and highlight how the Online Ethics Library can help you with your evaluations

Learning Objectives:

• Identify the advantages of simultaneously optimizing across multiple accounts versus separate account-by-account optimization.
• Assess how simultaneous multiple account optimization helps with overall tax-efficiency through tax-efficient asset location, tax-loss harvesting, and tax-efficient investment selection.
• Evaluate how simultaneous multiple account optimization is the basis for making unbiased rollover decisions.

Learning Objectives:

• Identify the basics of Medicare Parts A, B C and D.
• Determine what clients who become age 65 need to do if they are retired or if they keep working.
• Determine if Medicare Advantage (Medicare Part C) is appropriate for you or your clients.

Learning Objectives:

• Evaluate one method of analysis for all ways of paying for long-term care.
• Identify the hurdles to getting precise results.
• Identify an agenda for future research.

Learning Objectives:

• Identify tools for client management.
• Identify tools for addressing conflict with clients.
• Identify tools for everyday productivity.

Learning Objectives:

• Determine a method to gain firm leadership buy-in and executive sponsorship for the evolution of your client advisory services (CAS) offerings.
• Recognize key decisions that will protect the firm brand while unlocking success for the CAS staff, clients and practice.
• Identify the right framework for the firm’s CAS vision.

Learning Objectives:

• Estimate important metrics involved in the BIA process, including recovery time objectives, recovery point objectives, and maximum tolerable downtime.
• Recognize which events will have the greatest impact on the critical business functions in your organization.
• Distinguish between the BIA process and the Risk Assessment process.

Learning Objectives:

• Identify the latest trends in SOC and third-party risk management engagements.
• Identify the risks in SOC and third-party risk management engagements.
• Apply considerations for recent and potential regulatory changes.

Learning Objectives:

• Recognize the six steps to delegate with clarity and how to apply them.
• Identify the delegation pitfalls that most commonly afflict you and how they impact the culture and effectiveness of your team.
• Recognize ways to say "no" and prioritize and negotiate new requests.

Learning Objectives:

• Recognize the interplay between a pour over will and a revocable trust.
• Recognize the significance of formula provisions in a trust agreement and how they work.
• Analyze typical language in a trust agreement pertaining to distributions of income and principal and connect this language with preparation of the fiduciary income tax return.

Learning Objectives:

• Identify alternatives for filing a grantor trust tax return.
• Recognize situations when a partial grantor trust return is required.
• Recognize the impact of when grantor trust status terminates during life.

Learning Objectives:

• Recognize the techniques of fraud detection: identifying red flags and analyzing financial anomalies.
• Recognize the application of data analysis and forensic tools to uncover international money movements.

Learning Objectives:

• Identify key challenges in building and managing a cybersecurity and risk advisory practice.
• Recognize success stories and best practices.
• Recognize the evolving cybersecurity and technology risk landscape.
• Identify actionable strategies for building and managing a cybersecurity and risk advisory practice.

Learning Objectives:

• Identify what automated GRC tools do in SOC 2 and other audits.
• Determine the benefits and risks associated with the use of automated tools.
• Analyze how different tools operate from the perspective of the client and auditor.

Learning Objectives:

• Explore the key role our assessment tool can play in helping organizations gain actionable insights into their DEI progress.
• Recognize the significance of establishing clear metrics, collecting relevant data, and leveraging assessment frameworks to track and analyze diversity outcomes effectively.
• From surveys and focus groups to our free assessment tool, to scorecards, we’ll share a variety of methodologies for assessing DEI performance and identifying areas for improvement.

Learning Objectives:

• Learn the basics of the income taxation of estates and trusts
• Learn how the distribution system works and how the taxable income is allocated between the entity and beneficiaries
• Feel more comfortable with how the income taxation of trust and estates are taxed and reported on a Form 1041

Learning Objectives:

• Assess technical literature and other practice guidance relevant to addressing the topics covered in this session.
• Interpret significant lessons related to the implementation of the current expected credit loss model at non-financial institutions.
• Evaluate the impacts of the current expected credit loss model on recognition, measurement and disclosure.

Learning Objectives:

• Discover how passion assets can offer attractive returns, diversification benefits, tax advantages, and intergenerational wealth transfer opportunities
• Understand their different risk-return profiles and correlations compared to traditional investments
• Learn the intricacies of investing in passion assets including the issues and importance of liquidity, storage and provenance, how to conduct thorough research, perform due diligence, and seek expert guidance, as the markets for these assets can often be illiquid, opaque, and volatile

Learning Objectives:

• Identify why client satisfaction and loyalty are not enough for your desired growth.
• Recognize how to maximize the client journey to become super referable.
• Identify five ways to promote introductions to get them without asking.
• Recognize how to get “referred up” to higher-level clients.
• Select techniques to turn a referral into a solid introduction, so prospects are eager to hear from you, receptive to an appointment, and even call you.

Learning Objectives:

• What problem does Bitcoin seek to solve?
• What is the underlying innovation of Bitcoin?
• What are the challenges and risks Bitcoin faces?
• Is Bitcoin a viable long-term asset or a merely bubble?

Learning Objectives:

• A look at the benefit of using annuities in retirement income strategies from a techical perspective.
• Income annuity considerations from a product and implementation perspective - what you need to know.
• Integration of retirement income strategies from a financial planning perspective working with client examples.
• Impact of different life insurance structure over time.

Learning Objectives:

• Identify the appropriate succession strategy.
• Identify the strengths, weaknesses, and needs of the practice.
• Recognize techniques for elevating the firm’s talent.

Learning Objectives:

• Recognize the various stages at which a tax controversy can be resolved and the pros and cons of each.
• Analyze practical tips for minimizing audit risk.
• Identify how the Corporate Transparency Act could affect tax enforcement.

Learning Objectives:

• Identify what to look for in SOC engagements related to common issues and exceptions.
• Determine how to advise clients when reviewing and responding to common issues and exceptions.

Focusing on client experience will grow your firm’s business. After all, happy clients contribute to a robust referral pipeline. But what is it about your firm and expertise that clients really want? Join CPA.com and a CAS practitioner in a panel discussion on the top-ranking value drivers for SMBs' relationship with their accounting firm and how firms can deliver that value through increased efficiencies, new services, and the ability to provide next-level insights as trusted advisors.

Learning Objectives:

• Identify the immediate next steps you can take to retain and attract clients in your client advisory services practice.
• Recall expert advice on best practices that lead to high hireability.
• Recognize the unique drivers of client happiness in your firm and market.
• Envision how your firm can make improvements to your technology, service areas, or client experience.

Learning Objectives:

• Identify the benefits and opportunities of the CPA designation.
• Recall lessons learned from previous experiences to assist future CPAs.
• Indicate what the future holds for the CPA profession.

Learning Objectives:

• Understand the difference between the treatment of see-through trusts and non-see-through trusts.
• Discover the different types of see-through trusts and how they impact the calculation and taxation of distributions
• Explore the “life cycle” of an IRA Trust
• Examine the impact of the SECURE Act on IRA trusts
• Identify common mistakes made when trusts are named as a beneficiary
• Analyze different alternatives to naming a trust as a beneficiary

This session will focus on planning for owners of estates under $13 million and why it is still important to plan. We will cover planning techniques, how and when to elect portability, filing the decedent's final tax return and the estate's fiduciary return, along with various post-mortem elections. We will also cover planning when the decedent is a shareholder in an S corp. or partner in a partnership at the time of death.

Learning Objectives:

• Recognize the importance of estate planning for clients with less than $13 million.
• Determine how and when to make the portability election as opposed to conventional credit shelter planning.
• Identify the numerous post-mortem fiduciary, administrative and tax elections available for the modest estate owner when filing for portability along with the decedent's final income tax return and the estate's income tax return.

Learning Objectives:

• Identify how professional liability claims arise related to the delivery of audit and attest services
• Identify practices to incorporate during the delivery of audit and attest services to help mitigate the risk of a malpractice claim
• Recognize large loss drivers in professional liability claims involving A&A services

Learning Objectives:

• Identify the key role our assessment tool can play in helping organizations gain actionable insights into their DEI progress.
• Recognize the significance of establishing clear metrics, collecting relevant data, and leveraging assessment frameworks to track and analyze diversity outcomes effectively.
• Recall various methodologies for assessing DEI performance.
• Identify areas to improve DEI assessment and performance.

Learning Objectives:

• Identify the basic mechanics of allocating GST exemption.
• Recognize the potential issues relating to allocating GST exemption.
• Identify potential remedies for errors in GST allocations.

Learning Objectives:

• Recognize the challenges in developing diversity in finance
• Determine the benefits of allyship
• Assess how to identify allies or personal board of directors
• Recognize how to be advocate for women as an ally
• Analyze strategies and actions to implement

Learning Objectives:

• Recognize what Generative AI and ChatGPT are, including their underlying technologies, capabilities, and limitations.
• Distinguish scenarios in which Generative AI and ChatGPT can be leveraged to enhance productivity, creativity, and decision-making in a business setting.
• Select advanced features and customization options of ChatGPT and other AI tools to tailor their functionality to specific business needs and challenges.
• Identify the ethical implications of using Generative AI and ChatGPT, including data privacy, bias, and responsible usage guidelines in a professional environment.

Learning Objectives:

• Assess technical literature and other practice guidance relevant to addressing the topics covered in this session.
• Formulate answers to common A&A technical questions.
• Evaluate recent developments related to current A&A issues.

Learning Objectives:

• Identify ITGC and application controls.
• Recognize the intricacies in scoping an ITGC audit.
• Recognize when a subject-matter expert (SME) is needed.

Learning Objectives:

• How to determine the intrinsic value of a cryptocurrency
• What is the diversification value of crypto?
• Will crypto be a long-term hedge against inflation?
• What are the key questions clients will ask about crypto?

Learning Objectives:

• Distinguish between the role of expert adviser, coach, and therapist
• Identify the diverse applications of the coach approach in your practice.
• Identify essential coaching skills to enhance client interactions, outcomes, and satisfaction.
• Apply a simple coach method to kickstart your journey.

Learning Objectives:

• Determine whether a client's life insurance policies need updating
• Identify advanced life insurance planning strategies and recognize pitfalls in life insurance planning

Learning Objectives:

• Recognize elements of an environment of clear expectations, including fundamental leadership behaviors and strategies that will create more clarity and accountability
• Identify old norms that hold the firm back from creating a more count-on-able environment and new paradigms that fit the more-remote and flexible work world firms are operating in today
• Recognize the fundamentals of delegation and best practices for handing work off to any team member, along with specific strategies for collaborating with remote and asynchronous team members
• Identify communication models that will facilitate more intentional and consistent connection in a flexible environment

Learning Objectives:

• Identify the requirements on the date of issuance for stock to meet the definition of QSBS.
• Recognize the QSBS requirements for substantially all of a shareholder’s holding period.
• Identify planning opportunities to maximize the available QSBS exclusion.
• Recognize QSBS potential pitfalls and traps for the unwary.

Learning Objectives:

• Select technology that will meet the needs of your CAS practice.
• Identify technology solutions that your clients in vertical industries can take advantage of for better information and time savings.
• Select a technology strategy and assess the right technology fit for your practice.

Learning Objectives:

• Calculate the significance of the CITP credential in advancing a CPA's career and relevance in the tech-centric business environment.
• Analyze the specialized knowledge and skills encapsulated by the CITP designation and their application in accounting practices.
• Analyze the diverse and expanding roles of CITP professionals in the market and the escalating demand for their unique skill set.
• Distinguish the transformed role of CPAs, focusing on the foundational competencies for the ISC discipline within the CPA exam.
• Compare the ISC discipline's core principles with the CITP body of knowledge, emphasizing their interconnection.

Learning Objectives:

• Identify the key components of a quality management program for SOC practices.
• Determine how the quality management program is established and maintained.
• Analyze how to design the program to reinforce expectations for engagement delivery and in anticipation of internal inspections and peer reviews.

Learning Objectives:

• Recognize the best practices for client communication strategies.
• Distinguish between expense and spend management while applying both services.
• Identify different levels of the CAS maturity model and other elements for your firm's growth.

Learning Objectives:

• Identify what creates an effective mentoring relationship and new approaches for impactful mentorship.
• Recognize how to remain flexible and adaptable in the mentoring journey while remaining true to core values.
• Identify proactive solutions to common pitfalls that can inhibit mentorship.

Learning Objectives:

• Identify rainmakers earlier in their careers.
• Recognize how to incentivize and prioritize growth appropriately.
• Identify appropriate training to create next level performance.

Learning Objectives:

• Recognize required actions before and after the death of an owner.
• Identify planning opportunities for owners of S corporations and partnerships.
• Distinguish the factors that determine material participation for a trust or estate.

Learning Objectives:

• Identify the fundamental elements, as well as the nuances, of preparing a complex gift tax return.
• Evaluate tips and observations in handling a gift tax return audit.

Learning Objectives:

• Recall types of digital assets and the underlying blockchain technology
• Identify hot topics for digital assets related to accounting, auditing, and attestation
• Recall efforts of the SEC, FASB, AICPA, and others to develop digital asset guidance
• Recognize possible future developments in digital assets

Learning Objectives:

• Recognize varying trust structures
• Identify when alternate value is appropriate
• Determine applicability of CTA/BOI

Learning Objectives:

• Recognize the key skills required to transition from a CFO role to a CEO or COO position.
• Identify the challenges that CFOs may face when moving into a CEO or COO role.
• Determine a strategy for developing the competencies required to make the transition successfully.

Learning Objectives:

• Identify key considerations in auditing, accounting, ethics, independence, and quality management.
• Select best practices in these areas and learn how to apply them in their day-to-day work.
• Apply practical guidance on how to navigate complex issues and challenges that arise in these areas.

Learning Objectives:

• Determine how to integrate responses to the needs of clients and staff while maintaining a high level of audit quality, efficiency, and value to clients.
• Analyze how firms are embracing audit transformation to create better experiences for their clients and staff.

Learning Objectives:

• Identify income tax code changes scheduled by statute to occur in 2026 absent action from Congress.
• Apply a framework to prognosticate changes Congress may enact before sunset.
• Compare tax planning ideas to guide clients through the transition.

Learning Objectives:

• Assess how risks can potentially change over time.
• Identify more efficient portfolios for clients for different time horizons based on the unique relationships that have existed among assets and risk across time.

Learning Objectives:

• Identify practice management best practices.
• Distinguish practices that enhance firm efficiency.
• Distinguish practices that foster client-centric approaches.

Learning Objectives:

• Identify signs that you're not ready for the AI revolution.
• Determine the steps required to level-up and get ready.
• Analyze people-process-data-technology strategies that help you stay ahead of the competition.

Learning Objectives:

• 1. Identify the types of AI and their potential impacts on systems used by service organizations
• 2. Recognize the effect of AI on the processes and controls at service organizations.
• 3. Identify AICPA and profession efforts to understand and provide guidance when AI is material to the subject matter of an attest engagement.
• 4. Identify when AI is relevant to your understanding of the service organization’s system and the risk of material misstatement.

Learning Objectives:

• Identify the broader trends effecting the future global balance of power.
• Identify potential political risk and its relation to economic opportunities.
• Distinguish opportunities and dangers of multilayered relations between countries.

Learning Objectives:

• Recognize what employee engagement is and why it’s important.
• Identify the five needs of employees and what you can do to meet these needs.
• Recognize the 12 statements you should evaluate to address the basic, individual, teamwork, and growth elements of Gallup’s employee engagement model.
• Identify an action plan to improve employee engagement on your team and in your organization.

Learning Objectives:

• Recognize the priorities of various generations of accountants.
• Identify how to free up time with innovation and ruthless prioritization.
• Recognize wisdom from people who have years of professional experience.
• Indicate ways to build a better sense of grace for yourself and understanding for your colleagues.

Learning Objectives:

• Identify issues currently being raised by the IRS in estate and gift tax audits.
• Identify strategies for preemptively addressing these issues at the estate planning level.

Learning Objectives:

• Determine the impact of real estate transactions on estates and trusts from a planning standpoint and on the ultimate taxation of the transaction.
• Analyze tangential concepts and ideas that touch real estate taxations such as 1031 deferred exchanges and state tax withholding situations that then drop down to beneficiaries or heirs.
• Identify how the real estate is to be handled from a vesting standpoint that ultimately can affect how the taxation on the sale of the real property is treated.

Learning Objectives:

• Evaluate the role interest rates play in the success or failure of advanced estate planning techniques
• Assess the trusts, transfers, and planning opportunities most suited for changing interest rate environments

Learning Objectives:

• Determine the right mix of skills needed now and in the future
• Recognize what ways of working are needed and align talent to those ways
• Identify the quick wins and areas of highest priority
• Determine what automation and AI solutions may help enhance skill levels

Learning Objectives:

• Identify the FASB’s upcoming agenda consultation process as well as completed and current projects resulting from the FASB’s 2021 agenda consultation process.
• Recognize other recently issued FASB standards and related transition guidance.
• Recognize the FASB’s post-implementation review process and how it supports the successful implementation of standards.

Learning Objectives:

• Identify the factors that influence the financial sophistication and decision making of older investors, such as financial literacy, cognitive ability, and susceptibility to fraud
• Apply the findings from the study to assess the level of financial sophistication of their older clients who are accredited investors
• Recommend strategies to protect and educate their older clients who are accredited investors and advocate for a more nuanced screening mechanism for unregistered securities

Learning Objectives:

• Identify the brain’s decision-making process and the limitations of rational thinking on decision making.
• Apply behavioral finance concepts to how clients are engaged and communicated to as part of the financial planning process.
• Apply behavioral finance concepts to reshape planning recommendations so that they are better communicated to clients in order to better facilitate client implementation.

Learning Objectives:

• Identify the types of coverage and the exclusions typically contained within insurance policies.
• Identify how to file an appeal with your carrier and efficiently utilize the process to seek better outcomes for your clients.
• Recognize why you should be performing this valuable service for your clients.

Learning Objectives:

• Recognize why companies are engaging offshore teams.
• Identify strategies for hiring the right offshoring team.
• Compare practical steps for training and managing an offshore team.

Learning Objectives:

• Identify the primary causes of an inadvertently invalid S election or an inadvertent termination of an S election.
• Recognize the options available for automatic relief for S election terminations that avoid the PLR process.
• Identify issues in key court cases involving S corporations over the past 18 months.

Learning Objectives:

• Compare the tax benefits associated with different education savings vehicles and how distributions can be strategically managed to preserve tax-efficiency.
• Recognize the financial and tax implications of Public Service Loan Forgiveness (PSLF) and current income-driven repayment (IDR) programs available to federal student loan borrowers.
• Identify planning strategies that can help individuals and families across all income, wealth, and generational spectrums achieve their education planning goals in the most tax-efficient manner.

Back for a second year! International tax reporting is unavoidably now a part of our everyday tax practices. As the compliance requirements continue to become more extensive and complex, practitioners are finding themselves struggling to keep up, uneasy with potentially significant penalties, and unsure how to advise their clients. In this session, I'll highlight the most common international tax forms, emphasizing those with high noncompliance penalties, and identify common errors on our most-used international reporting forms.

Learning Objectives:

• Recognize common errors on frequently used international tax forms.
• Identify compliance risks for common international tax forms - FinCEN 114, 8938, 5471, 5472, 8865, 8858, 926, 8621, 1116, 1118, 8992, 8993 and more.
• Recognize when a specialist is needed.

Learning Objectives:

• Identify how to take a value-based approach to data governance.
• Recognize how to operationalize data governance across people, processes, and technology.

Learning Objectives:

• Differentiate the evolving roles of CIOs and CTOs.
• Identify the challenges facing strategic technology leaders in the accounting profession.
• Identify the benefits of having a strategic-focused technology leader in your organization.

Learning Objectives:

• Analyze findings and root causes of any potential problems.
• Analyze the impact of findings based on your Principal Service Commitments and System Requirements.
• Determine the next question to ask — the five whys.

Learning Objectives:

• Recognize different viewpoints and approaches to tax advisory.
• Analyze the strengths and weaknesses of various tax advisory practice topics and trends.
• Compare advisory topics from the indirect and direct tax perspectives.
• Recognize the leadership and talent of women in tax advisory and their contributions to the profession.

Learning Objectives:

• Identify what leadership style is most effective for you.
• Recognize the difference between leadership styles.
• Recognize how to adapt your leadership style based on an array of situations, positions, and scenarios.

Learning Objectives:

• Gain insight into the underlying causes of work-life imbalance.
• Recognize an approach to shift the cycle and take control of your well-being.
• Distinguish what you want to create next in your life through a reflection exercise.

Learning Objectives:

• Recognize the challenges for families attempting to transfer wealth to future generations.
• Identify opportunities to minimize the impact of federal and state income taxes on trusts and estates while preserving family harmony.
• Indicate ways to help clients align their tax planning strategies with their values to create a lasting legacy.

Learning Objectives:

• Recognize techniques that allow taxpayers to maximize the "step-up" in basis at death and move that basis to another asset.
• Determine when partnerships should avoid a section 754 election to capture and concentrate basis in other ways.
• Identify when to use powers of appointments and upstream planning to get basis from other people.
• Recognize how to use partnerships to do tax free "basis shifting."

Learning Objectives:

• Identify basic estate taxation for nonresident/noncitizens.
• Identify basic estate planning techniques for nonresident/noncitizens.
• Identify basic implications of U.S. estate tax tries as it applies to nonresident/noncitizens.

Learning Objectives:

• Identify which areas of the audit standards can be scalable.
• Identify appropriate documentation for the required considerations of the standards when scaling them.
• Identify how to ensure compliance with the standards while building in efficiencies.

The Private Company Council (PCC) helps improve the financial accounting and reporting standards for private companies and evaluates whether private company alternatives to existing GAAP are necessary. The PCC takes a proactive approach to its mission and conducts robust outreach with private company stakeholders through a variety of channels, including events like this one. Participants will learn about the current activities of the PCC and how its input helps the FASB develop standards that provide more relevant information to users of private company financial statements. This interactive, town hall-style forum will provide participants the opportunity to directly engage with PCC members, FASB members, and FASB staff by asking questions and providing feedback on the PCC’s current and future agenda and on how financial reporting for private companies might be improved.

Learning Objectives:

• Identify the mission of the Private Company Council.
• Identify the current and future agenda of the Private Company Council.
• Recognize how the FASB considers and incorporates input provided by the Private Company Council on FASB projects.

Private markets have been some of the fastest-growing asset classes of the last decade, reaching over $13tn in assets from less than $700bn at the turn of the century, capturing headlines and gaining allocation share in institutional and individual portfolios. This session will provide an overview of private market strategies, highlighting the varied and complementary roles they can play in investor portfolios and the key return drivers across the private markets. It will offer practical, differentiated ideas for how to incorporate private market allocations, address the J-curve, build commitment plans, and manage liquidity, while highlighting recent developments in vehicle formats and current investment opportunities.

Learning Objectives:

• Understand the variety of strategies in private markets and the impact they may have on investor outcomes
• Understand how to incorporate private market allocations into investor portfolios to capitalize on their differentiated sources of return
• Develop practical skills to understand commitment planning and liquidity needs to build private market allocations
• Understand opportunities that exist in the current environment and how to position the portfolio to best take advantage of these opportunities

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.

Learning Objectives:

• Categorize the decumulation methodologies and calculations to make sense when funding a retiree's (or couple's) post-employment lifestyle.
• Evaluate variables to incorporate and update when providing financial and tax guidance.
• Assess and predict future income and ways to manage future tax brackets.
• Formulate a plan to maximize clients retirement income while adhering to sound principles that insure financial stability and success.
• Evaluate best practices to assist clients dealing with and surviving unforeseen pitfalls and challenges in retirement.

Learning Objectives:

• Identify strategies to improve tax season for the team and clients.
• Compare insights on choosing and integrating advanced technologies to streamline workflows.
• Identify the latest tax regulations to ensure compliance.

Work of the volunteers serving on the AICPA Individual & Self Employed (ISET) Technical Resource Panel involved the §199A deduction, PTET regimes, 1099-K, digital assets, disaster relief, key individual developments and more. This session reviews the AICPA's tax advocacy work in the past year, tax issues on the TRP's agenda and key tax developments they are monitoring.

Learning Objectives:

• Recognize advocacy projects the AICPA ISET TRP has been working on and monitoring.
• Identify how advocacy letters can be useful to members.
• Recall key tax issues affecting individual and self-employed taxpayers including information reporting, PTET, digital assets, and the impending expiration of numerous TCJA provisions after 2025.

Learning Objectives:

• Identify how R&D tax credits benefit taxpayers.
• Recognize the types of activities that qualify for the credit.
• Recognize the types of expenditures that qualify for the credit.
• Identify R&D tax credit opportunities.

Learning Objectives:

• Identify practical technology you can deploy today.
• Recognize future technologies that may impact your technology strategy.
• Identify current and new technology to support and empower your employees.

Learning Objectives:

• Identify how data analytics enhances auditing/risk monitoring and why it’s so important.
• Recognize analytics types, such as Custom (enhanced sampling and audit execution), Dashboards, Automation (including citizen development), and AI/ML.
• Identify ideal tools, such as data storage, data processing, and visualization.
• Distinguish key considerations and challenges, such as access availability, practitioners’ skills, collaboration tips, reliance on tech, and governance.
• Recall examples and use cases.

Learning Objectives:

• Identify under-utilized elements of SOC engagements.
• Analyze strategies for value enhancement during a SOC engagement and throughout the year.
• Identify the types of discussions between service auditors and service organizations that lead to effective, efficient, and highly leveraged SOC programs.

Learning Objectives:

• Identify the fundamentals of emotional intelligence.
• Indicate the intersection of self-awareness and leadership effectiveness.
• Recognize how to gather feedback from peers, subordinates, and supervisors to enhance self-awareness.
• Identify your areas for growth.

Learning Objectives:

• Identify how to best use the services of the National Taxpayer Advocate to protect your clients' rights as a taxpayer and help you with tax problems you can't resolve on your own
• Recognize the major challenges faced by the IRS in administering the tax system, TAS's role in addressing them, and how participants can assist in this process

Learning Objectives:

• Recognize the changes from SAS 145 and other standards that are changing the SOC 1 report needs of user entities and user auditors.
• Identify the potential for improvements in your clients’ SOC 1 report system descriptions to better meet the needs of user entities and their auditors.
• Assess your existing SOC 1 descriptions of test performed and results of tests and identify opportunities to improve those descriptions to better meet the needs of user entities and align with the requirements of their auditors.

Learning Objectives:

• Analyze the current state of cybersecurity threats facing the businesses you serve.
• Determine how to work with federal law enforcement to combat and respond to threats.

Learning Objectives:

• Identify strategies for managing change within your audit practice without sacrificing your staff’s morale.
• Recognize the importance of keeping up with trends and demands facing the profession, while keeping your firm at the forefront.

As CPAs and comprehensive planners, we can bring a financial view to our clients that no one else can. Learn how to leverage your knowledge and the expertise of others to help support your clients’ needs. Find out from a panel of advisors and practitioners how to assist and add value for both you and your clients.

Learning Objectives:

• Better understand concepts to generate tax alpha.
• Learn the value of asset location in where to purchase investments in various types of accounts
• Thoughts about investing in a Presidential election year.
• Learn the importance of asset allocation, and what are advisors putting money now?
• Learn how to assist clients with sound investment principles and discipline vs partaking in investment gambling and underperforming market strategies.

Learning Objectives:

• Recognize the income, estate, and gift tax treatment of trusts commonly used by clients.
• Identify trust provisions and their implications for trustees and beneficiaries

Learning Objectives:

• Identify practical steps to transform each client touchpoint into an opportunity for deeper engagement.
• Identify tangible tools that will streamline and enhance client experience.
• Compare how other firms have successfully transformed their client experiences and steps to implement similar changes.
• Identify ways to future-proof a practice and implement long-term strategies for success.

Learning Objectives:

• Identify the most important planning strategies to discuss with your clients given the current state of tax, estate, and personal financial planning.
• Determine the top tax strategies to implement before year end.
• Analyze top planning topics that need to be considered with your clients on an annual basis.

Learning Objectives:

• Determine strategies for adapting to a data-centric culture within an engineering firm's operations and finance teams.
• Analyze real-world approaches and strategies for data storage, pipelines, data definitions, and data visualization.

Learning Objectives:

• Recognize how to approach to your first days as a new leader from those who have been through the process.
• Identify a list of actions to take upon your first few days as a manager.
• Identify how to prioritize your responsibilities as a new manager.

Learning Objectives:

• Identify the key components of the COSO framework and how they contribute to a comprehensive internal control system.
• Recognize the importance of internal controls in mitigating the risk of material misstatements, including fraud risks Distinguish how robust controls can streamline the audit process and improve audit efficiency.
• Identify real-world applications demonstrating the impact of internal controls on the audits of financial statements and other subject matters (e.g., sustainability).

Learning Objectives:

• Apply core principles to design a partner compensation model that aligns with firm growth, culture, and strategic goals, focusing on collaboration, innovation, and talent retention.
• Analyze practical approaches to transition from traditional to performance-oriented compensation frameworks, including case studies and engagement strategies for partner buy-in.
• Compare and select metrics beyond financial performance for a comprehensive compensation model, emphasizing leadership, mentorship, innovation, and firm culture contributions.
• Determine strategies for integrating flexibility and adaptability into compensation models to meet future industry, economic, and workforce changes, including mechanisms for regular review and adjustments.