L Sessions
Tuesday, November 18,
4:10 p.m. - 5 p.m.
L1. The Art of Roth Conversions
Room: L100
Speaker(s): George Koutelieris, Greg White
NASBA field of study: Specialized Knowledge - Technical (1)
Roth conversions remain one of the most powerful yet underutilized tools in tax planning. Learn how to identify the best years to convert to Roth IRAs, determine which spouse should make a conversion and choose the most effective beneficiaries for both Roth and traditional IRAs. Also, explore strategies such as backdoor Roths to boost tax-free retirement income and provide guidance on computing the taxable portion of conversions.
Room: L100, Lower Level | View map
L2. Building a Sustainable Tax Practice Through Ethics
Room: M100C
Speaker(s): Sharyn Fisk
NASBA field of study: Regulatory Ethics - Technical (1)
Building a sustainable tax practice requires more than technical expertise: it demands a careful balance of ethical compliance, risk management and strong client relationships. Gain a practical, comprehensive approach to integrating Circular 230 requirements throughout the client engagement lifecycle. Learn how to transform professional responsibility obligations into opportunities for practice growth while protecting both practitioner and client interests. Through proven best practices, discover how to build a robust practice foundation that supports long-term success.
Room: M100C, Mezzanine Level | View map
L3. Collaboration Tools
Room: M100E
Speaker(s): Tommy Stephens
NASBA field of study: Computer Software & Applications - Non-Technical (1)
Collaboration remains one of today’s hottest topics. Technology has fueled today’s collaboration options, and work-from-anywhere environments virtually demand collaboration platforms. Explore today’s mainstream collaboration platforms like Microsoft 365, Google Workspace, and Zoho. Learn about other collaboration options, including Slack, Zoom and Webex, so you can incorporate these tools into your collaboration environments. Further, gain some of the best practices and procedures that must be in place to optimize your collaborative environments and experiences.
Room: M100E, Mezzanine Level | View map
L4. The Subtle Art of Standing Out
Room: M101BC
Speaker(s): Linda Wedul
NASBA field of study: Personal Development - Non-Technical (1)
Standing out opens doors to greater success. Discover how subtle choices in how you show up, listen and communicate can differentiate you, especially early in your accounting career. Examine how your presence and communication style build trust and shape a reputation that earns respect. Leave with practical strategies to boost your confidence, credibility and strengthen connections with colleagues and clients from day one.
Room: M101BC, Mezzanine Level | View map