Post OBBBA planning involves a careful analysis of which taxes need to navigate the estate planning ship. Though estate and gift tax still remains a factor, proper income tax planning continues to be increasingly important. This session will offer a look into some unique, out of the box strategies that can be utilized to maximize planning under both the income tax and wealth transfer tax regimes.
Advisory isn’t about just reporting numbers—it’s about sparking decisions that drive growth. In this dynamic session, you’ll discover how to lead client meetings that inspire action by translating complex financial data into simple, powerful insights. You’ll learn how to harness AI tools to present numbers in ways that truly resonate, build trust, and position you as the indispensable advisor your clients can’t live without. Walk away with a proven framework to conduct exceptional meetings that excite business owners, unlock new opportunities, and set the stage for long-term advisory relationships.
1 CPE Credit Free to members!
Non-members: $49.00
Instructor: Adam Lean Bio:
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that turns accountants and bookkeepers into high-earning CFOs for small businesses.
Do you think only bad CPAs and firms act unethically or do illegal things? This class draws upon case studies to understand the basis of
unethical and illegal behavior and what we can learn from them to prevent us from falling into their traps.
CPE: 2 Behavioral Ethics Free to members!
Non-members: $79.00
