Member Appreciation Day 2026: A Benefit of Belonging

When Does a Business Have Nexus? 

Nexus, a connection, link, or connected group that come together, can apply to you or your clients without you even realizing. Maybe your business-owner clients adopted a permanent work-from-home policy, or they expanded into new states due to increased demand. These are just some situations where a business has established nexus. But what about other scenarios? And what does a business have to do to stay compliant? 

In this session, Nellie Akalp of CorpNet.com will explain what nexus is and how to educate clients on compliance tasks to keep their company in good standing with a remote team. 

Objectives: 

• Summarize what constitutes nexus status across each state. 
• Evaluate when foreign qualifications may be needed. 
• List steps to set up payroll for a remote team. 
• Recognize insights on sales and use tax nexus.

Credits: 1 - Technical Business

This session is available to registrants only.

Session Pricing:

Non-Member Price

$49.00

This session is available to registrants only.

Session Pricing:

Non-Member Price

$49.00

Tax return delivery is not only the final step of the workflow — it is a critical compliance stage in the Form 1040 filing process. 

Even after returns are prepared, many firms experience delays due to missing taxpayer authorizations, last-minute changes, incomplete documentation, or unclear communication. These issues can impact filing timelines and compliance with IRS requirements. 

This program focuses on federal tax practice and procedures related to return delivery and filing readiness, including taxpayer authorization (e.g., Form 8879), documentation standards, record retention, and secure communication of taxpayer data in accordance with IRS e-file requirements. 

The session examines how delivery of Form 1040 returns has evolved — from in-person walkthroughs to email attachments to AI-era digital experiences — and teaches participants to turn compliance steps into client touchpoints, transforming disconnected steps that can delay filing into a unified experience that builds the client relationship while meeting IRS compliance. 

Participants will learn how to ensure returns are “filing-ready,” reduce compliance risks, and avoid delays between completion, client approval and submission. The session draws on operational data from 15,000+ firms and will be delivered as a live lecture with audience polls, scenario-based examples, and Q&A. 

• Objectives:
• Recognize every client-facing touchpoint — including routine administrative moments like tax return delivery — as a retention moment that either strengthens or erodes the client relationship. 
• Identify where their firm sits across a three-era framework of advisor-client relationships, and which delivery moments are currently costing them retention. 
• D

etermine how to apply a five-principal delivery framework to client-facing touchpoints that drive retention and faster payment.

Credits: 1 - Technical Business

This session is available to registrants only.

Session Pricing:

Non-Member Price

$49.00

This session examines why EBP audit quality is declining and firms are exiting the practice. The presenters will share a People + Process + Technology framework for building a sustainable, profitable EBP practice. Drawing on the Department of Labor (DOL) Audit Quality Study and the AICPA Employee Benefit Plan Audit Quality Center (EBPAQC) data, the session covers current market pressures, workforce model evolution, the case for standardized processes and a practical approach to evaluating audit technology.

Objectives:

• Interpret current DOL and EBPAQC data on EBP audit quality and firm population trends.
• Identify the core challenges facing EBP practices: quality, margin, talent, capacity and technology.
• Apply the People + Process + Technology framework to diagnose and strengthen your own practice.
• Evaluate hybrid workforce models as a response to capacity and burnout pressures.
• Assess EBP audit technology solutions against a defined set of evaluation criteria.

Credits: 1 - Accounting and Auditing

This session is available to registrants only.

Session Pricing:

Non-Member Price

$49.00

AI has crossed the line from being a chat-based novelty to agents that do real tax-prep work. This practical, vendor-neutral session shows CPAs what AI is, what it can do across the tax workflow today and how to adopt it safely. We cover where AI is already pulling weight, including document handling and K-1 extraction, workpaper preparation, tie-outs, and research, all source-linked with the reviewer in control. We also walk through IRC Section 7216 in plain English and the key questions to ask any vendor before sending a client file.

Objectives:

• Explain what AI agents are and how they differ from earlier AI tools.
• Identify where AI can save time in tax-prep workflow.
• Apply a practical framework to evaluate AI vendors on security and data handling.
• Describe IRC Section 7216 considerations when using third-party AI in return preparation.
  

Credits: 1 - Technical Business

This session is available to registrants only.

Session Pricing:

Non-Member Price

$49.00

Most small and midsize CPA firms expect offshoring to deliver long-term ROI, but somewhere between year one and year three, the returns quietly erode. Cost savings shrink, capacity gains plateau, and partners wonder what happened to the business case they signed up for. The reasons are rarely dramatic. They are small, compounding leaks across hiring, training, country selection, model fit, turnover, and vendor structure that go unnoticed until the math no longer works. Whether your firm is new to offshoring or already offshoring but not getting the results you want, this session will give you a clearer understanding of what drives long-term ROI, why some firms succeed where others fall short, and a decision framework you can take back to your firm.

Objectives:

• Identify the hidden leaks that quietly drain offshoring ROI at small and midsize firms, why they happen, and how to fix them.
• Recognize the difference between short-term cost savings and the long-term economics that determine whether offshoring pays off.
• Compare the cost, risk, and ROI of different offshoring models and destinations.
• Walk away with a decision framework to create or improve your firm's offshoring strategy.
• Learn from a real small firm case study showing what long-term offshoring success looks like.

Credits: 1 - Technical Business

This session is available to registrants only.

Session Pricing:

Non-Member Price

$49.00

The presentation goal is to educate those in attendance on the various complexities and potential pitfalls of the unregulated payment card industry that can cause fees to be higher than they should be.  Attendees will come away with an understanding of what PCI Compliance is and why it is so important for merchants across America to make sure to engage in best practices for the secure processing of credit cards.  This knowledge can potentially help the CPA firms themselves as well as be an asset to their clients.  Several case studies will be discussed showing the egregious nature of this unregulated payment card industry and why merchants should be concerned about this area of expense for their businesses.  

Objectives:
SSPFPS No. 1 stands for Statement on Standards in Personal Financial Planning Services No. 1.  I'm not sure if this applies to my presentation.  Perhaps we can discuss this in greater detail if you need clarification on my presentation.

Credits: 1 - Technical Business

This session is available to registrants only.

Session Pricing:

Non-Member Price

$49.00

This session is available to registrants only.

Session Pricing:

Non-Member Price

$49.00