Agenda

8:00 AM – 8:50 AM
Top Exit Strategies to Mitigate Cognitive Dissonance
Buyer’s remorse is the last thing any buyer or seller of a practice wants to experience. Weigh the pros and cons associated with the top three exit options and learn best practices for creating an effective strategy by addressing the most common concerns among both buyers and sellers.
Trent Holmes – Business Broker, Accounting Practice Sales, Flower Mound, TX​
Credits: 1.0 OT

9:00 AM – 9:50 AM
Inside the Cost Segregation Power Play
Cost segregation is a powerful income tax planning tool, particularly for real estate. Determine winning tax planning strategies by exploring cost segregation and its impact on the cost of capital as well as its relationship with tangible property repair regulations, recent legislation and more.
Craig Miller, CPA, CGMA, CCSP – President and Managing Partner, Duffy + Duffy Cost Segregation, Detroit, Cleveland & Columbus
Credits: 1.0 OT

10:00 AM – 10:50 AM
Marijuana Matters: What the CTA & Federal Rescheduling Means for Cannabiz
Between the Corporate Transparency Act (CTA), which requires businesses to report beneficial ownership information (BOI), and new regulations proposed by the U.S. Justice Department to reclassify marijuana from schedule I to schedule III under the Controlled Substances Act, much is happening within the realm of the cannabis industry. Determine the impacts of these regulations on the cannabis industry, from who should comply with BOI and when, to what rescheduling marijuana would mean for 280E, interstate markets and more.
Denise Pollicella – Funder, Pollicella Law Group, PLLC
Credits: 1.0 OT

11:00 AM – 11:50 AM
Simplify Your Company’s Digital Transformation
Developments in generative AI and intelligent automation have made technology solutions more accessible than ever. But how do you know where to begin? Discover simple ways to implement emerging technologies to improve efficiency, accuracy, and client satisfaction in this interactive ideation session that can jumpstart your business transformation.
Chris Stephenson – Managing Director, Intelligent Automation, AI & Digital Services, alliantgroup, Houston, TX
Credits: 1.0 OT

12:00 PM – 12:50 PM
Generative AI: The Great Equalizer
Discover how AI is reshaping everything from advisory services to organizational decision-making processes. Engage with real-world use cases that highlight AI implementations in accounting and finance, key trends in the vendor ecosystem that are moving the needle and outline the seven steps to building your own AI strategy.
Todd Cooper – Director, Channels, CPA.com
Credits: 1.0 OT

12:50 PM
Program Adjournment

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