Tax Roundtable: Key Takeaways from ARM

ICYMI, this is your chance to hear some of the highlights and key takeawys from AGN’s Americas Regional Meeting (ARM). If you attended the conference, here’s a chance to double-back and ask follow-up questions on the information shared. Either way, you’ll also have a chance to bring your questions/challenges to the group and learn how other firms are handling them. Topics will include:

• Key takeaways from the presentations and roundtables at ARM
• Staffing and scheduling
• Tech: What platforms are you using? Did you implement anything new this year?
• And more! (You can submit your topic when you register.)

The format is different from a traditional webinar. This is an open idea exchange where you can ask questions of the group, share best practices, and brainstorm solutions. Don’t miss it!

Learning Objectives:

• Discuss recent changes and current trends in the practice area and their impact on firms and clients.
• Discuss solutions to challenges and share best practices.
• Expand your network of professional peers.

Roundtables 101:

• Bring your questions. If you have a specific issue you want to discuss, you can submit it during the registration process, but you will also have an opportunity to pose questions during the discussion.
• It’s an open discussion. You will not be muted by the hosts and being on camera is encouraged, but not mandatory.
• Add your firm’s name to your screen name – it helps to keep track of which firm is doing what.

Core Team Leads/Discussion Leaders:

• Kimberley Miller, Sisterson
• Mike McNerney, SFW Partners
• Angelina Milo, Meaden & Moore
•  Tammy Ordway, Faw Casson
• Dee Palaschak, Sisterson

CPE Information:

• CPE Credits: 1 hour
• Field of Study: Taxation (Technical)
• Delivery Method: Group Internet Based
• Level: Basic
• Prerequisites: None

Accessibility/Language Assistance: If you would like closed captioning or translation services, you can access those by clicking the arrow on the ‘Show captions’ button at the bottom of your screen. You can choose captioning and/or translation and set your preferences there.

AGN International – Americas, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Texas CPAs: AGN International – Americas, LLC is also registered with the Texas State Board of Public Accountancy. (Sponsor ID: 010173)

Questions and comments can be directed to AGN Programs Manager Misean Reed.