21 posts categorized "Live Blog" Feed

Understanding the ACA’s Mandates

I am at the AICPA Tax Strategies for the High Income Individual conference in Las Vegas. This popular conference features national experts who dig keep into new tax policies and offer strategies for navigating new laws so that CPAs can advise their high-income clients with confidence.  

Today I am live blogging the "Affordable Care Act: Understanding the Individual and Employer Mandates” session with speaker Eddie Adkins, a partner with Grant Thornton LLP. This session delves into challenges and responsibilities faced by employers and individuals to comply with the provisions of the complex health care reform law, and technical aspects of the responsibility provisions and traps for the unwary. 

Follow along with the live blog below (email subscribers can view the live blog on our website).

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AICPA 2014 Spring Governing Council #AICPAGC14

The AICPA governing Council’s spring 2014 meeting is taking place this week, May 18 to 20. Focused on the profession’s future, the governing Council will discuss topics such as future learning opportunities and continued audit quality. AICPA leaders from each of the 50 states and U.S. territories are attending the meeting. You can follow along with Council action with the hashtag #AICPAGC14 or view the stream below. (Email subscribers can view the stream on our website.)

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Latest Trends Affecting CPAs

In our last live blog from the 2013 AICPA Insights Live webcast series, Jim Metzler, CPA, AICPA Vice President - Small Firm Interests, Public Practice and Global Alliances, discusses the trends affecting CPAs, the challenges and opportunities practitioners face, as well as best practices being used at successful firms across the country. (Email subscribers: Read the live blog on our website.) Don't forget to register for the last AICPA Insights Live webcast, Worst IT Practices CPAs Can Advise Businesses to Avoid, 1 to 2 p.m. ET on Dec. 20.

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How CPAs Can Leverage Social Media

Today I am live blogging from the 2013 Digital CPA Conference and the social media session, "How the Digital CPA Leverages Social Media," with Tom Hood, CPA, CITP, Executive Director & CEO, MACPA. Tom shares his experiences as one of the top social media leaders in the CPA profession since he started with his blog in 2006. He updates us with real stories of CPAs and adds the latest research on social media. He also highlights more resources to get you started, including e-learning, and on-site training available from the Business Learning Institute. (Email subscribers can see the live blog on our website.)

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Leaders Eat Last: Why Some Teams Come Together and Others Don't

I am live blogging from the 2013 Digital CPA Conference taking place in D.C., today and tomorrow. Today's live blog is covering Simon Sinek's keynote, Start with Why. Simon is an author and leadership expert. The keynote includes a panel of experts from the CPA profession, including:

  • Tom Hood, CPA, CGMA, CEO Maryland Association of CPAs
  • Rick Solomon, CPA, CGMA, Chief Executive Officer, RAN ONE Americas
  • Rene Lacerte, CEO, Bill.com
  • Chris Ekimoff, CPA, Manager, Investigative Accounting and Financial Litigation, Hilton Worldwide

The best way for a team to confront danger to not only survive but to thrive is...together. When the conditions in our organizations are right, we naturally trust each other and cooperate. But when leaders neglect the environment in which their people must work, politics, silos, cynicism and self-intrest prevail; all things that make it even more difficult for us to work together. The best leaders know how to build those conditions and the best organizations are the ones in which the people work together to confront danger and seize opportunities. And the best part is that these "best conditions," seem to mimic the conditions in which we lived 50,000 years ago. Simon will explain what it takes to create a culture in which people work as they were designed - together. It is under these conditions we are at our natural best. (Email subscribers can view the live blog on our website.)

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Real World Stories from Experienced Fraudsters

I am live blogging from today's AICPA Insights Live webcast, Voices of Fraud: Learning from the Perpetrator. This webcast is part of a new fraud series entitled "Voices of Fraud" and will focus on real world stories from experienced fraudsters. By analyzing the fact pattern that allowed the fraud to occur, we'll learn how to detect fraud within an organization. The webcast also focuses on methods to help prevent opportunities for fraud to occur in the future. (Email subscribers can read the live blog on our website.) Be sure to explore the other webcasts in the AICPA Insights Live series.

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Nuts and Bolts of IRS Audits

I am at the AICPA National Tax Conference today and tomorrow in National Harbor, Md. The conference features regulators, including Acting IRS Commissioner Danny Werfel, and tax practitioners. When it comes to tax laws and legislation, we live and work in a world of constant flux: updates to the American Taxpayer Relief Act, tax jurisdictions, taxes in multi-states, flow-through entities and the new 3.8% Medicare surtax regime, to name a few. It’s a recurring cycle of predicting what’s coming up, knowing how to plan and explaining critical details to your clients.

Today I am live blogging the "Nuts and Bolts of IRS Audits" session with speaker Charles Rettig, Esq. of Hochman Salkin Rettig Toscher & Perez, PC. This session provides practical advice for real-life client issues that focus on current IRS tax enforcement priorities and procedures, practitioner representation strategies and techniques and recent developments in tax controversy and procedure. (Email subscribers can read the live blog on our website.)

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A Business Case for Women in Your Organization

In my final live blog from the Women's Global Leadership Summit in Washington, D.C., we look at the business of women’s initiatives and the importance of linking your efforts to strategic imperatives for alignment and buy-in. Panelists for this session, "Finding the Right Balance: A Business Case for Women in Your Organization," include:

  • Michael Bach, CCDP/AP, founder and CEO, Canadian Institute of Diversity and Inclusion, Canada
  • Mary Bennett, MBA, CIA, CEC, chair of AICPA Women’s Initiatives Executive Committee, founder, MLBennett Consulting LLC, Asheville, NC
  • Todd R. Mitchell, CPA, CGMA, CEO Solutions LLC, Greer, SC

Mary Bennett is an expert in helping the accounting industry build business-focused initiatives relative to retaining and developing women. She has helped hundreds of firms in the U.S. and Canada to understand their business reasons for investing in these efforts. Male and female partners and managers in these firms come to understand the myths and misperceptions about “women’s initiatives.” They begin to understand where the real business risks are and what their specific scenario indicates in terms of strategy application. (Email subscribers can read the live blog on our website.)

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Engage in New Opportunities and Challenges

Kicking off day two of the Women's Global Leadership Summit in Washington, D.C. is Edie Weiner, president of Weiner, Edrich, Brown Inc. The global economy is fundamentally changing and, with it, much of what we have learned about the world we live in. It is difficult to escape from the mental anchors that hold us at bay in yesterday’s world, yet as professionals, women and potential leaders, we have to work on changing our perspectives and becoming engaged in the new opportunities and challenges we face. Join me as I live blog today's keynote session as our resistance to change is exposed and we open up to the world of change that is emerging. (Email subscribers can read the live blog on our website.)

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Katty Kay on Womenomics: Women in the Workplace

Katty Kay, Lead Anchor, BBC World News America, and co-author of Womenomics: The Workplace Revolution That Will Change Your Life, is the keynote speaker for day one of the Women's Global Leadership Summit taking place Oct. 24 to 25 in Washington, D.C. I am live blogging from her keynote session, "Womenomics: A New Path to Business Success." (Email subscribers can read the live blog on our website.)

At the 2013 World Economic Forum in Davos, International Monetary Fund Chief Christine Lagarde called the advancement of women the greatest economic opportunity of our time. She is recognizing what Kay calls “womenomics” — the extraordinary value of women in the workforce. Global studies show that companies that employ more senior women make more money. They have more degrees and are ideally suited to the demands of our talent-driven economy. But to keep them in the economy, the workplace must adapt to their needs. Too many women in their mid-30s hit the brick wall of kids vs. career. But we cannot afford to keep losing them. Kay marshals evidence from employers large and small to show how possible it is to satisfy the demands of family and career. Flexible work schedules prove to be a win-win; when companies take the clocks off the wall and choose to measure output instead of input, they see productivity rise by an average of 40%. What starts as talent retention becomes a profit bonus any company would be happy to have. She gives an inspirational boost to women and a practical guide to employers, drawing on her own juggles as the working mother of four children. This presentation provides research- and experience-based advice to companies looking to retain and recruit valuable female employees.

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10 Risks Facing Nonprofits [LIVE BLOG]

We thought it only fitting that we live blog from our first AICPA Insights Live webcast. Follow along here or on Twitter at #AICPAInsightsLive. The first webcast in this series covers the top ten risk issues that need to be understood and managed, with practical tips and advice on juggling risks while keeping your mission aloft. (Email subscribers can catch up on the coverage on our website.) Don't miss out on the other webcasts in this series and sign up for the bundle today.

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Young CPAs Share Their Success Stories [LIVE BLOG]

In this final session I will be covering from the AICPA's E.D.G.E. Conference in Austin, Texas, Donna W. Salter, Senior Manager, Young Member Initiatives, AICPA, moderates a panel of young CPAs. Learn how some very involved, young CPAs use their talents and skills to help impact the profession on the state and national level. By investing their time, these professionals have ultimately created a win-win situation—the profession addresses the leadership pipeline issues by training these young CPAs as volunteers, and they, in turn, get tons of leadership experience, mentoring, and professional development. Panelists include:

  • Ebonie Jackson, CPA.CITP, CGMA, Strategic Management Consultant, Health Care Regulatory Consultants, LLC
  • Dan Griffiths, CPA, CGMA, Director of Strategic Planning, Tanner LC
  • Rachael K. Sarson, CPA, Senior Accounting, Craighead, Lange and Hough, P.C.

(Email subscribers: See the live blog coverage on AICPA Insights).

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Advancement of Women in the CPA Profession [LIVE BLOG]

Today's hot topic at the AICPA's E.D.G.E. Conference in Austin, Texas, is women's professional issues. In this session, Yasmine El-Ramly, CPA.CITP, Project Manager, PCPS – Firm Services, AICPA, and Mark Koziel, CPA, CGMA, Vice President, Firm Services & Global Alliances, AICPA, will describe best practices to promote the advancement of women in the profession at the organizational and individual levels. The AICPA is hosting the Women's Global Leadership Summit, Oct. 24 to 25 in Washington, D.C.

(Email subscribers: See the live blog coverage on AICPA Insights).

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7 Issues Facing Young Professionals [LIVE BLOG]

This week I am live blogging from the AICPA's E.D.G.E. Conference being held in Austin, Texas today through Friday. The first session I am covering is "The Top Seven Issues Facing Young Professionals." In this session, Tom Hood, CPA.CITP, CGMA, CEO, Maryland Association of CPAs, will share the latest research on the issues that are top of mind for the young CPA professional, and share tips and techniques to deal with them. These issues include:

  • Work/life balance
  • Information overload
  • Generational issues and technology
  • Social media
  • Networking 

(Email subscribers: See the live blog coverage on AICPA Insights).

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How Specialization Can Improve Your Service Offerings

In our last live blog session from the 2013 Practitioners Symposium and Tech+ Conference in Partnership with the Association for Accounting Marketing Summit, Jerry Love, CPA, CGMA, ABV, PFS, CFF, CITP of Abilene, Texas, offers insight as to how CPAs can specialize and improve their bottom line. Specializing will:

  • Deepen existing client relationships – with each additional value-added service that you offer a client, they rely on you more heavily as their trusted advisor.
  • Increase the firm’s bottom line with additional revenue streams.
  • Retain staff – specialized services provide staff exposure to a wider array of assignments and fulfilling career paths.

(Email subscribers: See the live blog coverage on AICPA Insights).

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What is the Next Generation of CPA Firms?

Join the new generation of CPA who is finding success by reimagining and recreating the traditional CPA firm for the 21st century at the 2013 Practitioners Symposium and Tech+ Conference in Partnership with the Association for Accounting Marketing Summit.

  • Leverage new technologies.
  • Implement new workflows.
  • Invent new client acquisition and relationship management systems.
  • Improve efficiency and effectiveness.
  • Grow revenues.
  • Optimize profitability.
  • Embrace value pricing.
  • Kill the billable hour.
  • Attract, nurture and motivate the best talent.

Get ready to renew your commitment – and be inspired anew – to transform your life, and the lives of colleagues and clients for the better.

Join Rick Telberg as he moderates this panel of young CPA professionals including:

  • Jason Deshayes, CPA, Vice President, Butler CPAs, Albuquerque, NM
  • Michael Elliott, CPA, Manager, Dittrick & Associates, Inc., Burton, OH
  • Joy Lizotte, CPA, Owner, Joy L. Lizotte, CPA, LLC, Lake City, FL

(Email subscribers: See the live blog coverage on AICPA Insights).

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Are You Using Digital Signatures?

Kicking off day two of the 2013 Practitioners Symposium and Tech+ Conference in Partnership with the Association for Accounting Marketing Summit is the session "What‘s in the Future for Digital Signatures?." Business in general, and the CPA profession specifically, have long sought a solution to the inefficiencies of ink and paper-based signatures. Has technology finally solved the problem or do we continue to wait? There are many popular “solutions,” but do they really solve the problem(s)? This session, presented by Erik Asgeirsson, CEO, CPA2Biz, a subsidiary of the AICPA, and Brian Fox, CPA, founder of Confirmation.com, will define the problems and compare and contrast some of the proposed solutions. (Email subscribers: See the live blog coverage on AICPA Insights).

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AICPA Launches #MainStFinancials (FRF for SMEs)

Earlier today, the AICPA announced the launch of the Financial Reporting Framework for Small- and Medium-Sized Entities. This session at the 2013 Practitioners Symposium and Tech+ Conference in Partnership with the Association for Accounting Marketing Summit covers AICPA Director of Private Company Financial Reporting, Robert Durak, CPA, CGMA, as he highlights key features and benefits of the Financial Reporting Framework for SMEs, as well as important accounting topics within the FRF for SMEs. You can find more information on the framework by following #MainStFinancials. (Email subscribers: See the live blog coverage on AICPA Insights).

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New Taxes and the Cost of Healthcare and Insurance

The 2013 Practitioners Symposium and Tech+ Conference in Partnership with the Association for Accounting Marketing Summit takes place June 10 to 12 in Las Vegas. I am live blogging from select sessions throughout the three days. The first session is "The Impact of Healthcare Reform on Small Business: New Taxes and the Cost of Healthcare and Insurance" with Mark Dietrich, CPA/ABV, of Framingham, Mass. Mark wrote a prelude on AICPA Insights which generated a lot of interest and conversation.

This session covers the Accountable Care Act, which is the most significant and costly social spending legislation since the Great Society programs of the 1960s. Its impact extends beyond health insurance, and envisions a system of regulation and taxation that aims to restrict the impact that income has on access to healthcare, except the wealthiest top .1% (one-tenth of 1%) of taxpayers. (Email subscribers: See the live blog coverage on AICPA Insights).

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Live from the AICPA Sustainability Workshop

I live blogged from the AICPA's Sustainability Workshop that took place May 2 to 3 in New York City. The workshop is part of the Executive Boardroom Series from the AICPA and the Enterprise Risk Management Initiative at the Poole College of Management at North Carolina State University. Below is a replay of the entire two-day event.

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Live Blogging the CGMA Launch

Chartered global management accountant logo

AICPA Insights live blogged from the interactive business forum celebrating the launch of the Chartered Global Management Accountant on January 31. Follow the real-time event as it unfolded in New York and London and was viewed live in other regions around the world. A launch event in Kuala Lumpur took place earlier in the day. The CGMA was established through a joint venture between the AICPA and the Chartered Institute of Management Accountants.

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