39th Annual CPE Event

This year’s program will feature an important OBBA legislative and planning update covering critical changes impacting clients in 2026 and 2027, along with presentations showcasing state-of-the-art technology and advanced AI-driven tools that can identify sophisticated planning opportunities in minutes instead of hours.

Attendees will also learn innovative and often overlooked strategies designed to help clients significantly reduce taxes while improving long-term financial outcomes.

In addition, we will explore the evolving landscape of exit planning for business owners as trillions of dollars in privately held business value are expected to transition over the next decade. Learn a comprehensive holistic framework that aligns business, personal, and financial planning to help owners move from simply “successful” to truly “significant,” while positioning CPAs as key strategic advisors throughout the process and creating significant billables. 

As technology increasingly automates many traditional accounting and compliance functions — often at little or no cost — this event is designed to help CPAs remain highly relevant, deepen client relationships, increase billable opportunities, and create greater value for both clients and their firms. This is far more than a CPE event — it is a forward-looking experience focused on the future of the CPA profession.