Please select this option if you do NOT wish to attend an early bird ethics session on Tuesday, August 17th.

Federal Tax: During/Post Pandemic (CFP credits pending approval & EA credit) (Traditional)
The U.S. economy felt the effects of the pandemic and took steps, with several pieces of legislation including the COVID-Related Tax Relief Act of 2020 and the American Rescue Plan Act of 2021, to mitigate the negative results. We dig into the latest and subsequent tax developments impacting both businesses and individuals.
Douglas J. Van Der Aa, JD– Self Employed, Byron Center

Networking: The Small Practitioner Launch Pad (Interactive)
Putting yourself out there can be an intimidating prospect but networking is especially necessary for small practitioners. Learn how to create new relationships to help grow your practice, techniques for striking up conversations and how to exude confidence while doing so!
Denise Roberts – President, Sales Partners, Troy

Federal Tax: During/Post Pandemic (CFP credits pending approval & EA credit)  (Double Session Continued) (Traditional)
The U.S. economy felt the effects of the pandemic and took steps, with several pieces of legislation including the COVID-Related Tax Relief Act of 2020 and the American Rescue Plan Act of 2021, to mitigate the negative results. We dig into the latest and subsequent tax developments impacting both businesses and individuals.
Douglas J. Van Der Aa, JD– Self Employed, Byron Center

Fight Over Remote Employees? (Traditional) *Presented Virtually*
As the world reopens, offices are beginning to as well. But with the rise in popularity of remote work, many firms are discussing long-term strategies for incorporating this working style into their company cultures. What will this mean for communication, administration, employee retention/attraction?  In this presentation, Chad shares his 8-year journey operating Canada's largest remote-only CPA firm.
Chad Davis – Co-Founder, LiveCA LLP, Canada 

Please select this option if you do NOT wish to attend the Evening Reception & Meet with Sponsors

Please select this option if you do NOT want to attend the early bird session on August 18th.

CPR Ready: Compilation, Preparation, and Review* (Traditional)
We’ll cover the latest updates in compilations, preparations and reviews as well as the continuing issues with disclosures and what a practitioner needs to know. Dig into SSARS updates.
Michael Brand – Member, BMSS, Huntsville, AL

Into the Nexus: An Economic Presence Q&A (Interactive)
Get answers to your burning questions about economic presence, specifically about the difference between the economic nexus and substantial physical presence, complete with use cases and examples.
David Barrons, CPA – Sole Practitioner, Barrons State Tax, Rockford
Sam Hodges, CPA, CGMA – Principal, Hodges Accounting & Advisory Services, Southfield
Moderator: Shawn Flattery, CPA – Integrated Financial Group

The BV LTE* (Traditional)
How many acronyms can we fit together? It’s the business valuation long term evolution and we’re analyzing trends for practitioners, digging into valuation discount sources, methods and gift / estate valuations as well as divorce case updates.
Michelle F. Gallagher, CPA/ABV/CFF – Strategic Partner, Adamy Valuation, Lansing

Bring your best ideas, experiences and questions to swap with peers and other professionals during this moderated event.

Bring your best ideas, experiences and questions to swap with peers and other professionals during this moderated event.

Additional information about this session will be available shortly.

"Asking for a Friend"…Recent Ethics Inquiries^ (Traditional)
This session will quick hit issues asked by "friends" of the CPAs regarding issues from billing to specific services being provided.
Gary Leeman, CPA/ABV/CFF, CGMA, CMC – Gary Leeman CPA, PC, West Bloomfield

Be Aware or Beware: Drivers of Large Accounting Malpractice Claims* (Traditional) *Presented Virtually*
Unfortunately, there is no magical crystal ball to tell CPA firms what will happen when a new client or engagement is accepted. Everything could go smoothly, or a dispute could arise. If a dispute does arise, will it be resolved quickly or drag out for years resulting in a significant headache for the firm?  Learn identified common indicators of claim severity and the warning signs to help mitigate the risk of a large claim before it happens to your firm.  
Sarah Ference, CPA – Risk Control Director, Professional Services, CNA Insurance Company, Chicago, IL