AAA-CPA 2025 Fall Education Conference
Date/Time
Thursday, November 6, 1:00 – 7:00 pm ET
Agenda
(subject to change)
1:00pm ET
Welcome Remarks/Meet & Greet
1:15pm-2:15pm: Federal Tax Developments June 2025-October 2025
David De Jong, LLM, CPA, Principal, Stein Sperling
David will cover the tax provisions of the One Big Beautiful Bill Act as well as the most important other federal tax developments affecting individuals, retirement and estate planning, business and procedure including new regulations, cases and rulings.
2:15pm-2:30pm: Break
2:30pm-3:30pm: Navigating Mergers and Acquisitions in Today’s New Landscape
Glenn L. Friedman, CPA, CGMA, CEO, Prager Metis
Gain valuable insight into developing and implementing an M&A strategy, identifying the opportunity, completing the transaction, creating "One Firm" (Structure and Transition), and the aftermath of discovering the unknown. You will also learn the benefits and consequences of economies of scale, how to be flexible and open to change, and the ability to evolve as the world evolves. Today's landscape and technology are changing how we view mergers and acquisitions, the risks/rewards, how to create an efficient and streamlined process to combine firms, key trends, what that means for both parties, and how to accomplish a successful combination of firms.
3:30pm-3:45pm: Break
3:45pm-4:45pm: The Ins and Outs of Social Security
Michael Polis, JD, CPA (inactive), Of Counsel, Wilke Fleury
Michael will present on the ABCs of Social Security Benefits and how best to advise your clients in 2025 post Big Beautiful Bill. He will provide information as to what has changed (and remained the change) effective 2025.
4:45pm-5:00pm: Break
5:00pm-6:00pm: Unpacking the Big Beautiful Bill’s Bold Individual Provisions
Robbin E. Caruso, CPA, CGMA, Co Partner In Charge National Tax Controversy, Prager Metis
The One Big Beautiful Bill introduces sweeping changes to the U.S. tax code with implications that extend far beyond compliance. We’ll dissect the bill’s most consequential individual provisions—from the legal mechanics behind eliminating taxation on tips and overtime, to the statutory framework supporting expanded deductions, retirement incentives, and Opportunity Zone enhancements. Attendees will gain critical insights into how these reforms affect estate planning, coordination with business structuring, and tax controversy strategies. With a focus on statutory interpretation, regulatory guidance, and practical application, this session equips dual-licensed professionals to advise clients with precision and foresight in a rapidly evolving tax landscape.
6:00pm-7:00pm: Networking (virtual)
Continuing Education
We are applying for continuing education credits for the following states: Florida, Georgia, Illinois, Nevada, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington. If you require AAA-CPA to submit this course to a state not listed above, please notify [email protected]. Deadline for new state submissions is September 30, 2025. Provided you submit your state bar by the deadline, AAA-CPA will make every effort to secure state credit on your behalf.
Attendees who attended the full session and completed the evaluation will receive a Certificate of Attendance. AAA-CPA will only report education credit for members and non-members who paid the full conference or day-pass fee. Otherwise, reporting and state fees are the individual's responsibility.
To get credit, attendees MUST:
- Be registered for the webinar (e.g., not logging in with a link forwarded from someone else) and join the webinar via the link sent to you from [email protected].
- Respond to the poll questions presented on screen during the sessions. Polls will be announced, polls can not be answered by dial-in only participants (speakers are exempt from this requirement for their session)
- Complete the post-event evaluation (speakers are exempt from this requirement for their session)
State bar numbers must have been provided at registration in order for AAA CPA to apply for approval. Note: some states may require a lead time that does not allow us to apply.
The American Academy of Attorney CPAs 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.
Cost
This program is free for all to attend, with a fee if continuing education is needed.
Members, no CE: no charge
Nonmember, no CE: no charge
Members, with Continuing Education: $50
Nonmember, with Continuing Education: $100
Registration
Registration will close at 11:00am ET the day of the event so that unique login access can be sent to all registrants.
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