Management Companies, Are They Worth the Risk?
We define what a management company is, ways to identify if a client should consider their use and how to properly structure. Plus examine guidance received from Tax Court cases, their common factors and the double-loss of deduction risk.
Marc Seyburn, JD – Manager/Owner, Seyburn Law, PLLC, Bloomfield Hills

Implementing New Quality Management Standards
The new quality management standards established by the AICPA, set to take effect at the end of 2025, take an entirely new risk-based approach. Review examples of how to apply the new standards to sole practitioners and small to medium-sized firms and develop strategies for a smooth implementation process that fits your particular circumstances.
Duane Reyhl, CPA, CGMA – Partner, Andrews Hooper Pavlik PLC, Midland

The Letter of the Law
How do laws passed by the state of Michigan and the federal government impact the day-to-day activities of CPAs and accountants? We investigate the affects of sales and personal property tax laws, laws guiding interstate income tax filing requirements and more.
Reed Freiburger, CPA – Supervisor, Gordan Advisors PC, Troy

Commercial & Personal Insurance Tips for Navigating Rising Costs
Ever wonder what fuels the mechanics of the insurance industry? We take you behind the scenes to explore insights and trends in insurance claims over the last 5 years, areas of concern for insurance companies and where they are limiting exposure as well as strategies for you to navigate rising costs and restrictions.
Brian Pilarski - Senior Vice President, Commercial Risk Consultant, Kapnick, Troy

Ways to Aid an Employee with Substance Abuse Problems
As substance abuse reaches epidemic levels, how can you, as an employer, utilize the resources and knowledge available to protect your greatest asset- your employees? Gain the skills and tools to identify and assist employees with a possible opioid substance abuse problem.
Michelle Fullerton, BA, BScN, CCM – Vice President of Market Insights and Care Management, Blue Cross Blue Shield of Michigan

SAS 145 Impact on Your Audit
Now effective for audits of financial statements, AICPA Statement on Auditing Standards (SAS) 145 enhances and clarifies components of material misstatement risk identification and assessment. Explore the major provisions of SAS 145 and identify first year implementation challenges encountered by teams.
Kendra Dodson, CPA – Managing Director, Grant Thornton LLP, Southfield (Detroit)
Matthew Skolnik, CPA – Manager - Audit Services, Grant Thornton LLP, Southfield (Detroit)

Wayfaring: Navigating the Nexus for e-Commerce and Sales & Use Tax
Following the U.S. Supreme Court ruling on the South Dakota v. Wayfair case, state tax compliance for businesses operating across state borders is significantly more complex. Explore the tax nexus changes brought forth by Wayfair, as well as associated state laws taking affect in 2024, and determine compliance impacts for various business models, including e-commerce.
Melinda S. Phelps, MBA, CPA – MSP State and Local Tax Specialty PC, Detroit

Accounting in the Liquor Industry
Explore the history of Liquor Control in the U.S. and Michigan from pre-prohibition to current times. Hear the differences between what a wet, dry, and moist county means and the various types of controls in place by the Michigan Liquor Control Commission and other State's Liquor Control agencies. Gain a better understanding of how liquor products make their way from the supplier to the consumer from both a retailer, consumer, and supplier view. Unfortunately, samples will not be provided.
Evan Scarbrough, CPA – Senior Staff, Edwards, Ellis & Associates PC, Troy

Short-Term Rental Masterclass
Short-term rental (STR) properties may have unique complexities, but offering services to clients subject to these particular tax rules could create new possibilities for your firm. From cost segregation studies and tax loopholes to safe harbor rules, we examine this niche with takeaways you can apply for yourself.
Chris Picciurro, CPA, MBA, PFS, ARA – Founder, Integrated CPA Group, PC, Franklin, TN

30 Best Practices for Building and Growing Client Relationships
Could standing out from the competition be as simple as refining your client experience? Identify 30 relationship management best practices for building and growing client relationships, including quick tips on how to leverage AI effectively.
Jeff Rayis, CPA, CTP, MBA – AVP, Treasury & Financial Management, Michigan State University, East Lansing

How Artificial Intelligence Can Save Accounting 
Artificial intelligence (AI) is a powerful tool with the potential to revolutionize the accounting profession. Explore the impact of AI on key areas of the profession, from how CPAs work to the tools they use perform that work. Plus, gain insight into the industry’s top challenges and how AI can offer tangible solutions.
Robyn K. Fuller-Butler, CPA – Partner, J&F Advisors, PLLC, Detroit

Lease Accounting Audit Readiness: Prepare, Process & Report
Explore the complexities of initial recognition, lease modifications and common request reports associated with lease accounting audits. We discuss the challenges encountered post-adoption of the lease accounting standard and the best practices for preparing and passing audits.
Lauren Bahr, CPA – VP, Finance, Occupier.com, New York, NY