Caregiver’s Guide to Planning in the Shadow of Dementia
More than 15 million Americans are caring for an individual living with Alzheimer’s or another type of dementia. When your clients are faced with becoming a caregiver, they are suddenly faced with responsibilities they may not have adequately prepared for. This can include managing their loved one's taxes and finances. This presentation addresses some of the key questions they may have when becoming a caregiver.
Gary Nustad, CLF – Vice President, Michigan Financial Companies, Sterling Heights

Ready to Talk R&D?
Initially introduced in 1981 as an incentive to alleviate / reward some of the financial burden of taking on new initiatives, the research and development (R&D) tax credit has remained part of the tax code since. We cover some recent developments and concerns with the credit as well as how the IRS has been scrutinizing certain aspects of it.
David Porada – Vice President of Business Development, Apex Advisors US, Clawson

7 Critical IT Security Threats & How to Protect Yourself
Technology and IT are fantastic enabling us to do our jobs more quickly and efficiently than ever before but there is also a balance to the positive which you must remain aware of and take precautions against. Discover these 7 critical (and growing) threats that could wipe out bank accounts, lead to cyber attacks and lawsuits, as well as a whirlwind of compliance penalties.
Dan Izydorek – PC Miracles, Pontiac

Simplifying Tech That’s Disrupting the Accounting Industry
Automations and Artificial Intelligence may feel like the new kids on the block for accounting firms, but it is transforming the personal and professional lives of people across the world. To compete in this fast-paced and tech-driven economy, you must understand how game-changing technologies such as AI can benefit the different practice areas and processes in your firm. Gain a high-level overview of AI/ML technologies including capabilities and limitations while understanding its methods for bookkeeping and CAS applications. 
John Barnes– Chief Product Officer, Botkeeper
Katie Baker – Machine Learning and Data Engineering Consultant, Botkeeper

Respectfully Disputing Tax Liability
Audits can be extremely daunting, and scary for taxpayers. This presentation will discuss how the IRS selects returns for audit, how the audit begins, possible outcomes, and what you can do to help get your clients through it. We'll also cover ways to appeal the results of an audit, including reconsiderations or a Doubt as to Liability Offer in Compromise, where you can dispute the liabilities.
Venar Ayar, Esq. – Attorney-at-Law, Master of Laws in Taxation Principal and Founder

Small Business Time Tracking: Best Practices to Control Costs and Profitability
Accountants often have the best view of their clients’ profitability struggles, as they try to help them manage inflated staffing cost sand/or missing job costing details. According to studies, 44% of business owners struggle with time tracking errors weekly or even daily.  Join Raya Wasser for this thought-provoking session, supported by industry research and demonstrations of ‘before-and-after’ transformations for accounting and HR professionals who improved their own or client profits.
Raya Wasser – Senior Implementation Specialist & ProPartner Program Manager, Timesheets.com, San Jose, California

Business Names and Trademarks: How to Protect Vital Intellectual Property
One of the first decisions entrepreneurs make is the name of their business. Your clients may come to you and ask about protecting that business name so others don’t use it. Whether your client is just starting out or expanding an empire with a new venture, you’ll need to be prepared with the right guidance. Do you need to partner with a lawyer? How do you safeguard your clients’ IP in the process? What can be (and cannot be) protected? Our expert will go over in detail all the options to safeguard a business name including registering the name officially with the state(s) where it operates and/or applying for a trademark.
Nellie Akalp – CEO, CorpNet.com, Westlake Village, CA

FAQs on Medicare
Medicare is a big topic with a lot of choices. For instance, Supplement or Advantage? Understand the finances of Medicare beneficiaries, the differences in financial risk between Medigap and Medicare Advantage plans and the outcomes that go along with each selection so you can advise with confidence.
Elizabeth Robinson– Medical Sales, Health Alliance Plan, Detroit

Trends in Accounting Client Management
Clients/users of today receive such a range of customer experiences can you blame them for comparing one to the other? However, by doing so, the experience your accounting firm provides could come up against anyone including other firms causing the client to switch. Canopy digs into a recent study on what drives clients to switch accountants, communication preferences and much more.
Lori Boyer – Director of Content, Canopy