Agenda

8:05 AM – 8:55 AM
Countering Inflation Requires the Right Strategy
There is more to combating inflation than cutting business expenses. Find out how your clients can leverage tax laws by maximizing their expenses using applicable provisions, including tangible property regulations, safe harbors, repairs and improvements, bonus depreciation and so much more!
Warren Dazzio – Executive Vice President, CSSI – Cost Segregation Services Inc., Baton Rouge, LA
Credits: 1.0 OT

9:00 AM – 9:50 AM
What Every CPA Should Know About Funding College Without Sacrificing Retirement
This course will discuss the best ways to save for college, how to reduce out-of-pocket expenses, and the overall cost of college.
Jodi Bloom – Founder & College Funding Expert, Cornerstone College Solutions, Morristown, NJ
Credits: 1.0 OT

10:00 AM – 10:50 AM
Inflation Reduction Act (CNTW1-U-00412-23-O)
Gain the information needed to identify clients that could benefit from various tax credits and incentives. Included are Inflation Reduction Act changes to investment and production tax credits, the 45L credit, the 179D deduction and the increased benefit to a portion of the R&D tax credit. In addition, discuss the R&D tax credit in general, including the new 174 capitalization rules.
Randy Crabtree, CPA – Partner, Tri-Merit, Arlington Heights, IL
Credits: 1.0 OT

11:00 AM – 11:50 AM
How to Make it Easy for Clients to Work with Your Accounting and Tax Firm
The oldest millennial turned 40 in 2020. They are not kids anymore, and they expect their accounting firms to keep up with the times. They don’t like email and they dislike technology that is not designed for their mobile devices.  So why haven’t firms evolved to meet their clients’ expectations? Heightened competition combined with the removal of any hometown advantage means that firms who are able to make it drop-dead easy for clients of all ages to work with them (and still maintain a secure environment) will have an enduring advantage over firms who are still using traditional methods of working with clients. If this transition sounds daunting, it isn’t. The good news is that by making a very simple change in how you ask your clients to securely send documents to you, your firm can present a truly modern face to clients, while helping staff get more work done at the same time.
Alison Ball – Director of Marketing and Influencer Strategy, Liscio, San Francisco Bay Area, CA
Credits: 1.0 OT

12:00 PM – 12:50 PM
Tax Resolution in 2023
Receiving a bill or official notice from the IRS can be a daunting experience, especially for those inexperienced with navigating the agency’s many departments and points of contact. Focusing on the new posture of the IRS in 2023, review the nuances of the IRS collection functions, from installment plans to making innocent spouse claims, and determine when it is appropriate to interact with a revenue officer versus the automated collection systems (ACS).
Lawrence Levy – President & CEO, Levy & Associates, Southfield
Credits: 1.0 OT

12:50 PM
Program Adjourns