
This program is in-person only.
Venue
Conference Hotel Holiday Inn Missoula Downtown 200 S Pattee Street Missoula, MT 59802
Room block expires on May 23, 2026. Rates: $249+tax/night through Saturday morning check out. Option to stay over Saturday night $369+tax and enjoy the Missoula Marathon. If you decide to stay on Saturday night, your average rate for the five nights (Check in on Tuesday; Check out on Sunday) will be $273 per night.
Click here to reserve your room in our block. Call In reservations can be made at 406-721-8550; Group Name: AAA-CPA's Annual Meeting 2026 Booking link is not mobile compatible. On a phone, the IHG app will open: go to filters, rate preference and click on "Best Available", enter Group Code A26 and Apply
Confirmed Speakers & Topics
- Joshua Smeltzer and Angela Alloju of Grey Reed: Taxation of Cryptocurrency and Digital Assets
- Russ O’Haver, Northeastern University (retired from E&Y): Emerging Trends in AI as it intersects with Law & Accounting
- Sherri Davidoff, LMG Security: Deep Fakes, Real Threats: Cybercrime’s AI Evolution
- Melissa Briggs, Hochberg Salkin Toscher Perez, and Lisa Nelson, Taylor Nelson Amitrano: Best Practices in Securing IRS Refunds
- Sarah Green, Dentons: Name Image Likeness
- Robert Wood, Wood, LLP: Taxation of Sexual Abuse Damages
- Robbin Caruso and Nicole Bononi-Wilson of Prager Metis: Audit Reconsideration – The Art of Second Chances
- Rick Reisig, Pinion, LLC & KCoe Isom, LLP; former Chairman, National Association of State Boards of Accountancy (NASBA) and Montana Board of Public Accountants: Private Equity (“PE”) and its impact on the accounting profession practice and structure
- Mark Klein, Hodgson Russ LLP: State Domicile/Residency Tax Issues - A Sophisticated Approach
- Brendan Beatty, Director, Montana Department of Revenue: MT DOR priorities and policies – Now and Going Forward
- E. Martin Davidoff, Prager Metis CPAs & Davidoff Tax Law: Selling Real Estate Subject to Real Estate Tax Liens
We have other great speakers in the pipeline.
Explore Missoula
Recommendations from the Davidoffs Missoula Events | Local Missoula Online community events calendar by GatherBoard Trip Advisor Destination Missoula Summer Activities
Sponsors
Sponsorship opportunities are available. Click here for more information.
Agenda Overview (subject to change)
Education sponsored by the AAA-CPA Foundation

Tuesday, June 23, 2026 Academy of Attorney CPAs Board Meeting & Annual Membership Meeting Welcome Reception/Dinner
Wednesday, June 24, 2026 Full day of education at University of Montana Alexander Blewett III School of Law Dine Arounds Hospitality/networking
Thursday, June 25, 2026 Half day of education Optional afternoon activity (White water rafting or river float; additional fee) Missoula Downtown Tonight (Caras Park, Missoula; features music, artists, food trucks, carousel & playground for children) Dine Arounds Hospitality/networking
Friday, June 26, 2026 Half day of education Optional afternoon activities Whiskey Tasting with Montana’s Premier Expert (additional fee) Cocktail Reception & Installation Dinner
Saturday, June 27, 2026 Two hours of education
Post Conference Adventure
Glacier National Park is about 2.5 hours from Missoula. If you are interested in extending your trip, we have some rooms blocked at the Apgar Village Lodge from June 27 to July 1 and at the Belton Chalet from June 28 to July 1. If you are interested in reserving a room for a post conference visit, please contact conference chair Marty Davidoff at [email protected] or 732-274-1600 x16000. When you contact Marty, please advise him which of the two facilities you wish to stay at in your initial contact.
Registration Fees
| |
AAA CPA Member/ Event Supporter Member |
Non-Member |
| Full Conference (includes all education, receptions, hospitality & Installation Dinner) |
$1,050.00 |
$1,260.00 |
| First Time Attedeee Full Conference (includes all education, receptions, hospitality & Installation Dinner) |
$750.00 |
n/a |
| Young Professional Full Conference (first license 2016 or later) |
$525.00 |
n/a |
| Full Education Only (includes Wednesday breakfast & lunch, Thursday breakfast, Friday breakfast, Sat breakfast) |
$900.00 |
$1,080.00 |
| Wednesday Education Only (includes breakfast & lunch) |
$425.00 |
$510.00 |
| Thursday Education Only (includes breakfast) |
$225.00 |
$270.00 |
| Friday Education Only (includes breakfast) |
$225.00 |
$270.00 |
| Saturday Education Only (includes breakfast) |
$150.00 |
$180.00 |
| Guest/Spouse Registration (includes welcome reception, Wednesday guest/spouse, Thursday breakfast, Friday breakfast, Saturday breakfast, Installation Dinner) |
$500.00 |
$500.00 |
| Child Attendee (age 0-2) |
$0.00 |
$0.00 |
| Child Attendee (age 3-10) (includes welcome reception, Wednesday guest/spouse, Thursday breakfast, Friday breakfast, Saturday breakfast, child's meal at Installation Dinner) |
$75.00 |
$75.00 |
| Child Attendee (age 11-18) (includes welcome reception, Wednesday guest/spouse, Thursday breakfast, Friday breakfast, Saturday breakfast, Installation Dinner) |
$180.00 |
$180.00 |
| Add-On Activity: Friday Whiskey Tasting with Montana’s Premier Expert (limit 24) |
$90.00 |
$90.00 |
Continuing Education
We are applying for Continuing Education in the following states: Florida, Georgia, Illinois, Nevada, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, and Washington. If you require AAA-CPA to submit this course to a state not listed above, please notify [email protected] by April 30, 2026 (requests received after this date are not guaranteed). CLE will be provided in 50-minute or 60-minute hours, depending on the state. One 50-minute period is equal to one CPE credit. We are applying for continuing education credits for the following states: Florida, Georgia, Illinois, Nevada, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington.
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: - Have paid for the full conference or a day pass. - Have attended the entirety of the session they are claiming credit for. - Have filled out the post-session evaluation in full for EACH session they would like credit for.
State bar numbers must be 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.
Cancellation Policy
Cancellations received prior to 5:00 pm ET on Friday, June 5, 2026 may be refunded, less a 25% processing fee. No refunds can be issued for cancellations received after this deadline. Substitutions can be made.
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