O Sessions
Wednesday, November 19,
10:45 a.m. - 12 p.m.
O1. BBA Partnership Exams and AARs: Ten Years on From the Bipartisan Budget Act of 2015
Speaker(s): Edward Zollars
NASBA field of study: Taxes - Technical (1.5)
It has now been over ten years since the enactment of the Bipartisan Budget Act of 2015 on November 2, 2015. Review of the BBA audit rules, what entities can and cannot opt-out of these rules, why a partnership should or should not consider opting out, the partnership representative’s choice between paying tax at the entity level or undertaking the work to handle a push-out adjustment and the issues that many failed to notice at first.
O2. General Risk Management Tips and Techniques for Protecting Your Practice
Speaker(s): Duncan Will
NASBA field of study: Management Services - Technical (1.5)
Gain practical guidance to navigate risks that threaten both firms and personal reputations by identifying common and emerging dangers, applying defensive strategies and meeting client expectations while enhancing profitability. Explore new professional standards, peer review expectations, recent tax laws and defensive documentation techniques, while also addressing surprising standards, ethical dilemmas and real-world lessons drawn from “claim chronicles” and CAMICO’s Loss Prevention Hotline.
YP FriendlySpeaker(s): Tommy Stephens
NASBA field of study: Information Technology - Technical (1.5)
Technology – an indispensable asset – continues to amaze and mature. However, keeping up with advances in Artificial Intelligence, collaboration tools, new features in common tools such as Excel and the expansion of business intelligence platforms can seem like a full-time job! Learn about these and other technologies that can help you and your team reach levels of productivity you may have never dreamed possible.