Unlocking Tax Savings: Cost Segregation Studies Overview, Energy Efficiency Incentives & the R&D Credit

Jeff Hiatt, MS Consultants

Mike Smith, MS Consultants

Join industry leaders Jeff Hiatt and Mike Smith from MS Consultants for an insightful presentation as they guide you through the intricacies of tax savings for real estate and business owners. The presentation will cover benefits of Cost Segregation Studies, Energy Efficiency Incentives, and R&D credits and demonstrate how these tools can optimize your tax strategy and maximize savings. Join us to discover the key strategies that can uncover valuable deductions and credits for your clients and enhance your firm's value proposition and drive business growth. Don't miss this opportunity to learn from industry leaders and take your practice to the next level.

It's time to stretch.

Securing Your Business Against Cyber Attacks

Session speaker coming soon.

Things have changed. Learn how to protect your small business against the growing number of cyber-attacks.

Objectives:

• Understand the first step in securing your business.
• What has changed from 3 years ago concerning cyber security?
• Understand the true cost of a cybersecurity breach.
• New regulations and compliance requirements to be aware of.
• How has the cyber security insurance market changed?

It's time to stretch.

Breaking New Ground: A New Era of Accounting & Advisory for Agriculture

Erin Arick, Figured

Mitchell Parks, Figured

Accounting in agriculture is highly specialized and presents unique and complex challenges. On top of that, outdated accounting methods and a lack of agriculture-specific finance tools make it difficult for accountants to provide the types of services, beyond tax and bookkeeping, that their farming clients really need.

In this live webcast, leaders from Figured will reveal an innovative new way that CPAs can leverage their existing skills & expertise to deliver high-value client accounting & advisory services (CAS) at scale across their entire agribusiness client base. You’ll learn about:

• The significant commercial opportunity CAS presents to accountants and their farm clients.
• Why spreadsheets and general accounting tools don't meet agriculture's unique needs, and why CPAs require an industry-specific solution.
• Tips to streamline & enhance financial reporting and how to provide advisory services at scale to drive growth & profitability for you and your clients.

It's time to stretch.

Elevate Your Security Strategy: Unwinding the Tight Relationship Between Compliance and Security

Molly Gallaher Boddy, PhD, Rightworks

If you’ve ever wondered if security and compliance are intertwined, the answer is a solid “Yes.” Maintaining compliance with agencies like the IRS is standard practice, what you may not know is that you can leverage compliance standards to significantly elevate your security strategy. Join Molly Gallaher Boddy, PhD, Rightworks Director of Product Marketing, for a deep-dive discussion on how firms can use the Written Information Security Plan (WISP) as the foundation for a strong security culture.

Learning objectives:

At the end of this session, you will:

• Understand the current state of the WISP and what is required of your firm.
• Gain clarity on how to use the WISP to help you assess gaps in how you handle firm and client data.
• Learn how to strengthen your security approach to people, processes and technology—while implementing a continuous feedback and improvement framework.

Participate in this session to better understand the WISP and what it reveals about your security posture. 

It's time for a lunch break.

Meeting Client BOI Deadlines and Managing Continuous FinCEN Filings

Charles Wismer, FincenFetch

While a federal judge in Texas issued a ruling that temporarily suspends enforcement of the Corporate Transparency Act nationally, it is important to note that this is not a repeal but a temporary stay of enforcement. The Corporate Transparency Act's purpose as a national defense tool and its resilience in previous legal challenges suggest that a repeal is unlikely. Other cases, such as Firestone in Oregon (September) and the CAI case in Virginia (October), failed to lead to injunctions. Our upcoming webinar will cover the impact of the CTA on your company's bottom line. We’ll walk through how to incorporate FinCEN filings into your business and the filing processes—both manually and using software solutions. We break down the steps of filing FinCEN BOI reports and how to stay current on the regulatory state of affairs.

• Addressing past and current cases regarding the CTA
• How to quickly, efficiently and securely file mandatory reports
• Working with your CPA to file these reports
• Q&A on liability issues, cost to file, penalties for late and inaccurate reporting (and ongoing reporting)

It's time to stretch.

Modernization: What Does It Mean to Your Organization?

Ann Hirschfeld, Leaf Software Solutions

This presentation explores how modernization—through technology, processes, and culture—can drive efficiency, innovation, and growth in your organization. Learn practical strategies for implementing change, overcoming challenges, and gaining a competitive edge in today’s rapidly evolving landscape.

It's time to stretch.

AI In Accounting: Demystifying the Present and Shaping the Future

Billy Affleck, Netgain

Caleb Christensen, Netgain

Artificial Intelligence (AI) is increasingly becoming an essential tool in accounting, but many accounting professionals still wonder how it can best serve them today and what its future potential holds for tomorrow. With AI’s ability to automate repetitive tasks, detect anomalies, and improve data accuracy, there’s a growing belief that it could solve many of the profession’s key challenges, such as rising costs, declining data quality, and more complex accounting standards. But to fully leverage AI’s power, it’s crucial to demystify how it works and where it's headed.

Join us for this insightful session and take away actionable strategies to integrate AI into your accounting processes. Whether you’re grappling with longer financial close times, data complexity, or increasing costs, this webinar will help you understand how AI can address these issues and position your team for the future.