AAA-CPA Listserv ‘Alone Is Worth The Annual Dues’

From discounts with numerous retailers to earning your CPE and CLE credit simultaneously, the American Academy Of Attorney-CPAs offers a number of useful resources to its members. However, one of the most beneficial (and often underappreciated) is the AAA-CPA Listserv, which connects all members of the organization regardless of where you practice.

Utilizing this service offers an almost incalculable value, as you are able to draw on the combined knowledge and expertise of hundreds of dually-licensed practitioners from a variety of backgrounds and experiences.

Additionally, the Listserv offers a sense of community and camaraderie by increasing your network of like-minded professionals across the country — something that would typically be very difficult to accomplish due to the exclusivity of dually-licensed Attorney-CPAs.

A wealth of knowledge at your fingertips

“The Listserv alone is worth the annual dues.”
Matthew McBride
AAA-CPA Member
Marine City, MI

Whether you have been a practicing attorney or CPA for 5 years or thirty, you are never going to have all the answers. You are bound to have a problem come up at some point that leaves you scratching your head or at least unsure of exactly how to proceed.

The AAA-CPA Listserv offers a go-to resource to seek advice and guidance from hundreds of professionals in your field. You are able to start a discussion regarding extremely technical aspects of accounting or law and receive real-time input that is sure to tackle the problem from every angle, guaranteeing that you do not miss anything.

The combined experience of the organization available at your fingertips is an invaluable resource, as you will not be able to access this exclusive knowledgebase anywhere else.

It is also particularly useful for solo practitioners, since you do not have an entire firm of experts available to help brainstorm solutions to complex problems.

The AAA-CPA Listserv offers small firms and practices a resource that is potentially even greater than what is available to the largest law or accounting firms.

Bringing Attorney-CPAs together

The Attorney-CPA designation is exceedingly unique, leaving individuals who hold a dual-certification in fairly exclusive company. Even in major markets, you are unlikely to have a large number of local dually-licensed attorneys or CPAs available to be a part of your professional network.

In addition to serving as a tool to aid your practice, the AAA-CPA Listserv expands your access to professionals with equivalent credentials to a network that spans the country.

You are able to get to know other like-minded individuals from a variety of different practice areas, offering you the opportunity to make new friends and colleagues from the comfort of your home or office.

You are also able to find individuals who specialize in different areas than your own area of expertise to become a point of contact for problems that are out of your comfort zone.

And since the member base focuses on a wide variety of practice areas, the Listserv becomes an excellent referral source for clients who may need an expert in a different jurisdiction or with different skillsets.

For example, you may have a local client come in who has needs guidance on an issue out of state. By a simple post in the Listserv, you will be able to refer your client to an equally-qualified individual that can provide for their needs in less than 24 hours.

While some of the American Academy of Attorney-CPAs benefits have value that is more tangible, none offer more potential worth than the AAA-CPA Listserv.

Through an improved network of dually-licensed professionals that offers an excellent referral source and a wealth of unparalleled knowledge in the field, the Listserv alone is worth membership in the organization.

Twitter 101: A Practical Guide For Small Firms

When you are developing a presence for your legal or accounting practice on social media, it is important to analyze which networks offer the best opportunity to reach your target audience.

With more than 310 million active users worldwide and 65 million US users (more than 80 percent of which are between the ages of 25 and 65), Twitter has established itself as a crucial second link in every small business’ social media strategy.

Although it may not have the numbers of Facebook, Twitter is a valuable and easy-to-use platform to promote your small practice with several distinct advantages over its competitors.

Here are a couple of simple tips on creating and managing a business Twitter account to maximize your reach to potential clients while establishing yourself as a subject-matter expert in the fields of accounting or law.

Setting up a business profile

Creating a new Twitter account is a fairly intuitive process, as the sign-up wizard takes you through a step-by-step guide to build your profile.

By simply clicking the signup button on, you are able to input your name (or firm name), email address and password to begin the process. You will then be asked to input a phone number, which is optional, though you can receive text alerts and additional features if you include a mobile number.

Next is where you will choose your firm’s unique username, which is how you will be tagged in posts. For example, if your firm name is Sally Smith Advisors, you can simply remove the spaces and Twitter will automatically determine whether it is available.

Just be aware that there is a character count of 15 for your Twitter handle, so for the example above, you would be limited to @SallySAdvisors.

You will then be asked to input categories that you might be interested in, such as finance, accounting, taxes, legal, attorneys, etc., which will help Twitter find accounts for you to follow. You will also have the opportunity to import email contacts to find people you may know who may already be on Twitter.

After that, the account setup wizard is complete, and you can begin customizing your firm’s Twitter page with a brief bio, website URL, location, profile photo and cover photo.

Just like with Facebook, your images need to fit within Twitter’s size parameters, though you can use similar designs as your Facebook photos for both the profile and cover image.

Twitter best practices

If you are unfamiliar with the Twitter world, it may seem a little intimidating at first. However, the basics of tweeting are fairly easy to pick up, and like most things, it gets easier as you practice.

Before you step foot into the Twitterverse, be sure to keep a few things in mind so you fit in with the established norms and etiquette.

Brevity is king — Twitter is a unique platform in that it limits the length of your posts to just 140 characters, and that number drops even lower when you include a hyperlink. This means you need to get into the practice of condensing long and protracted thoughts into concise sentences.

Ensure your tweets have value — Similar to Facebook, you will only begin to gain followers if you are posting insightful content. Do not bog down your feed with blatant advertising; post helpful tips, shrewd observations, useful links and other forms of compelling content that demonstrate your value and expertise in your field.

Share other people’s tweets — Again, you want to integrate yourself into the Twitter community, and a good way to do that is share the interesting content from other accounts. While it seems counter-productive to share articles and graphics your competitors put together, the whole point of Twitter is to give your followers a reason to follow you, and it’s guaranteed that others have created something useful to your audience. Try to follow a ratio of 70:30  shares vs. original tweets.

Strike a balance with post frequency — There is a fine line between coming across to your followers as spammy or inactive when it comes to how often you send a Tweet. However, it probably makes sense for a new business account to appear more active as you attempt to gain a following, so you should try to at least post at least 3-5 times a day. Additionally, there are many services that allow you to schedule posts days or weeks in advance, so you do not need to spend time on Twitter daily.

Engage with the community — Twitter offers a great platform to start conversations with your followers and connect on a personal level. If you want to improve your reputation, be ready to spend some time responding to the posts of others, as well as responding to comments on your own tweets. Community participation is one of the fastest ways you can gain credibility and followers on Twitter.

Hashtag responsibly — In the Twitterverse, a hashtag (#) is simply a way to highlight a word / phrase / acronym as a sort of search term to easily lump your tweet in with that particular topic. You should use hashtags on occasion, but many make the mistake of going overboard and including a dozen hashtags in every post, which only serves to annoy your followers.

Networking opportunities abound

While it may appear overly time-consuming and not worth it to begin using new social media platforms for your small practice, the benefits of essentially free publicity and networking opportunities are hard to deny.

Twitter gives you a chance to engage with industry experts across the globe and gain new followers as you prove through creative and thought-provoking content that you are a leader of your profession.

While you won’t gain thousands of followers overnight, learning to use Twitter and engaging with the community will eventually pay dividends as a valuable asset for promoting your firm. You’ll also have the opportunity to stay up to speed on current events in your industry while simultaneously connecting with other leaders in your field.

Plus, you may just find that tweeting can be an enjoyable experience instead of a burdensome piece of your practice’s social media strategy.

Creating A LinkedIn Company Page For Your Small Practice

Unlike Facebook and Twitter which incorporate a gamut of page types — from personal and comedy to news and business — LinkedIn is much more specific, focusing almost entirely of professional networking.
Building a LinkedIn company page allows you to share unique insight into the legal or accounting fields.
This creates a unique social media platform that can be utilized by law and accounting firms to improve their B2B marketing and build brand awareness among other industry thought leaders.

Small practices can incorporate LinkedIn into their social media strategy as a means to improve credibility and expand their professional network on both local and national level, while also increasing potential leads and referrals.

Additionally, LinkedIn has developed in a great recruiting tool, and a company page allows you to tap into a larger market of talented professionals in your area.

Although similar to other social networks, the business emphasis of the user base means a slightly different approach should be taken to use LinkedIn effectively. However, like all social networks, you must create a compelling company page before you begin promoting your practice.

Setting up a LinkedIn company page

You will need to use your personal LinkedIn account to create a company page, but it only takes a few steps to get your practice’s profile up and running.

First, log into your LinkedIn account, and then hover over “Interests” on the top dropdown menu. Select “Companies” and click the “Create” button on the right-hand side of the screen. Now you simply need to follow the setup wizard and input the appropriate information.

You will be asked to include your company’s name, your business email, and a description of your business. Be sure you include a detailed explanation of the services you offer, as well as what makes your practice stand out from the competition.

Next, you will need to upload your company logo and a banner image. The logo should be similar to what you use for your Facebook and Twitter profile images. The company page creation wizard recommends a size of 300 x 300 pixels.

The banner should feature a clean, attention-grabbing image that can include additional information such as your practice’s primary message or tagline. Several programs are available that make producing images easier, such as Canva, which allows for simple photo manipulation and creation. LinkedIn’s recommended banner size is 646 x 220 pixels.

Finally, you can add several specializations that emphasize your firm’s practice areas.

You can also gain some insights into the information that should be included by visiting some of your competitor’s company pages.

Share company updates & industry information

While Facebook and Twitter will include a variety of post types, including direct advertisements, LinkedIn updates need to focus on industry-related information.

You can still post links to your website’s blog, but you also want to mix in external links to helpful resources, commentary on current events or updates in your field, or questions that encourage participation.

Since LinkedIn is more about engaging with other professionals in your industry, you are able to use more technical language than other social networks that are geared towards consumers.

This freedom allows you to demonstrate your expertise and participate in discussions about specific aspects of your field.

Due to the focus on business and a user base that tends to be industry-oriented, you do not need to be nearly as active with status updates as your other social accounts; a few updates per week is enough, though you are certainly able to post more frequently if you’d like.

Research has found that weekdays during business hours are the best times to post on LinkedIn so keep that in mind when you are scheduling your updates.

Grow your following

Like all social media, it will take some time to grow your following when starting from scratch. However, there are steps you can take to speed up the process.

First, you should leverage the networking power of your employees by encouraging them to add your company page to their profile and share your company updates. This will give an immediate boost to your following and potential reach of your updates.

Next, you can promote the ability to follow your firm on LinkedIn through other social media channels, such as Twitter and Facebook. Cross-promoting your active social networks will help your followers find you, particularly since people tend to use certain sites more than others.

Finally, ensure social sharing is enabled on your blog and that the LinkedIn button is prominently displayed by each post. You want to make it as simple as possible for viewers to share your posts.

LinkedIn can be a powerful tool in your social media strategy by demonstrating your practice’s knowledge on a medium that is frequently utilized by industry thought leaders.

Building a company page allows you to share unique insight into the legal or accounting fields, which leads to improved brand awareness, a larger pool of talented professionals, improved networking, and quality referrals.

AAA-CPA: The Only Organization For Dually-Certified Attorney-CPAs

For dually-licensed Attorney-CPAs, only the American Academy of Attorney-CPAs is tailored toward your diverse skillset.
There are a plethora of professional organizations in the legal and accounting sectors ranging from state Bar and AICPA associations to more specialized groups focusing on particular areas of practice.

With all the choices available and each owning specific membership requirements and yearly dues, it can be difficult for an attorney or accountant to determine which organizations are worth the time, effort, and money to join.

To further complicate the decision, dually-licensed Attorney-CPAs have it even harder since they are qualified in both fields, essentially doubling the pool of professional organizations they have to choose from.

However, one organization stands out as the exceptional option for these uniquely qualified individuals: The American Academy of Attorney-CPAs.

The only organization for your unique skillset

There are many advantages to joining professional organizations, such as professional development, networking opportunities, and continuing education. However, only the American Academy of Attorney-CPAs tailors their association toward the particular needs of dually-certified professionals.

Attorney-CPAs combine a special combination of talents, and the requirements to maintain both accreditations are significant.

AAA-CPA tailors our programs and benefits specifically to the needs of dually-qualified professionals, including the ability to earn both CPE, CE and (m)CLE credits simultaneously, unique dual-liability insurance that covers both professions, discounts from a variety of different companies, networking events throughout the country, and more.

Through unique services like the listserv, AAA-CPA members are exposed to a variety of dually-licensed professionals working in many different fields.

Being a part of the AAA-CPA organization exposes members to an assortment of professionals with experience and expertise in a number of law and accounting fields, creating an invaluable referral network spanning the country.

AAA-CPA protects your right to dually practice

For more than 70 years, the American Academy of Attorney-CPAs has worked tirelessly to protect the rights of dually-licensed attorneys and accountants  to practice both of their professions.

Despite numerous attempts to block dual practice over the decades, AAA-CPA has fought to ensure dually-certified Attorney-CPAs are allowed to continue their trades and advertise their unique qualifications.

After years of battles both in and out of the courtroom, dual practice is now fully allowed without any sort of restrictions on advertising your credentials. The diligent work of Attorney-CPAs over the years has paid off by allowing dually-qualified professionals to practice without fear of legal or ethical issues.

Join a long history of exclusive practitioners

The exhaustive list of professional organizations in the legal and accounting fields can be overwhelming, particularly when you consider keeping up on yearly dues and events for multiple associations.

However, for dually-licensed Attorney-CPAs, only the American Academy of Attorney-CPAs is tailored toward your diverse skillset.

Membership benefits, events, and services are specifically designed to meet the educational needs of your extensive qualifications, and AAA-CPA is the only organization you can rely upon to stand up for your rights as a dual-practitioner.

By joining, you become a part of a long history of dually-licensed professionals who have fought for — and won — the right for you to continue dual practice.

Attorney-CPAs own a distinct combination of talents, intelligence and determination; don’t you deserve to be a part of an organization that works to meet your unique needs?

Why Professional Organizations Are Worth Joining

Many recent graduates are foregoing professional organizations, as they no longer see joining associations as a requirement for success in their fields.

However, even in the modern business era, the advantages offered by professional organizations are considerable and well worth the yearly membership fees — particularly for attorneys and accountants.

Here are five reasons recent graduates in the legal or accounting fields should consider joining a professional organization.

Job prospects

As many young professionals discover, trying to find a job fresh out of college can be discouraging; the market is overcrowded, it is difficult to stand out from your competition and companies simply aren’t offering that much in the way of decent entry-level positions.

Many professional organizations, such as the American Academy of Attorney-CPAs, offer career resources to help members find new positions, which can be an excellent opportunity since you already have your foot in the door as a member of the Academy.

Networking opportunities

Professional organizations typically offer numerous occasions throughout the year to network with peers in your respective field. From local chapter events to annual summits, many of these conferences are designed as a way for members to connect with local and national industry leaders.

These events allow you to easily acquire new contacts, which will expand your professional network and potentially lead to future referral and employment opportunities.

Mentoring programs

One of the greatest benefits for recent college graduates offered by professional organizations is the ability to be mentored by an experienced attorney or accountant in the field. This offers the ability to shadow and learn the trade from someone who has been in the industry for years.

You are also able to improve your networking by incorporating your mentor’s connections into your own, which helps give a boost as you attempt to grow your own professional network from the ground up.

Continuing education

Attorneys and CPAs have annual educational requirements to maintain their license to practice, and professional organizations for these industries usually offer the ability to obtain your yearly credits as a membership benefit.

This greatly simplifies the task of keeping up with continuing education, as you can earn credits by simply participating in the association’s events. Even better, specialized organizations like the American Academy of Attorney-CPAs offer the ability to earn education credits for both licenses.

Professional development

Most associations will have some form of professional development material, whether it is in the form of workshops, online classes, pamphlets, emails, or member-only documents. These benefits help young attorneys and CPAs stay on track for a long and successful career by sharing valuable insight into how the industries work.

Additionally, law and accounting fields are always changing, and professional organizations offer exclusive resources and updates on the latest industry trends.

Professional organizations remain a vital resource to help you achieve a long and successful career. So long as you select the right organizations and participate in events, you will find that the benefits far outweigh the yearly dues.

Why Aspiring Lawyers Should Consider A CPA License

Becoming an attorney is no easy task: it requires an undergrad degree, gaining admission to law school by passing the LSAT, getting through three years of often tedious coursework with classes that have little room for error, and passing a state’s Bar exam,.

However, law school graduates are having more and more trouble finding jobs, and the problem doesn’t seem to be ending soon. With skyrocketing student loan debt, this clearly presents a problem for new lawyers.

One alternative would be to seek additional credentials, such as a CPA license, to pad your resume or even direct you to a new career path.

A stagnant job market for lawyers

What is often considered to be a prestigious career track that should hold many job opportunities, recent law school graduates saw the lowest number of new lawyers land private sector jobs in 20 years.

Combined with a meager 6 percent projection on attorney job growth over the next 10 years, it does not appear that trend will be changing anytime soon.

Attributed to improved efficiencies created by technology and business systems, the grim outlook for attorneys finding well-paying entry-level positions in the future means prospective law school graduates need to at least find ways of standing out from their peers — if not qualify for new job opportunities all together.

Accounting market looks optimistic

Meanwhile, with 11 percent projected growth over the next 10 years, accountants and auditors are expected to see plenty of future opportunities open up.

This presents a good opportunity for aspiring lawyers to select accounting as an undergraduate degree before attending law school, as the background in finance not only is a great skillset to have in general, but also serves as a fallback option should you find yourself in a tough job market.

Complementary certifications

As two fairly difficult and educationally intense careers, it is fair to question why someone would want to achieve qualification as both an attorney and a CPA — wouldn’t it be easier to simply choose one?

Becoming dually-qualified will help you excel in either industry by giving you are far more in-depth understanding of many financial and legal principles that form the foundation of both fields.

There is a surprising amount of crossover when it comes to finance and law, and either a practicing attorney or practicing CPA will benefit from having the skillset that comes with dual-qualification.

Whether you are an attorney who understands balance sheets better than your peers or a CPA who knows the fine points of the litigation process, becoming a dually-qualified Attorney-CPA will serve to open new doors and can only help you achieve a successful career.

5 Reasons To Join The American Academy of Attorney-CPAs

Attorneys and CPAs have plenty of options when it comes to selecting the professional associations they want to join, but only the American Academy of Attorney-CPAs tailors our services to fit the needs of dually-qualified professionals.

With an organizational structure and programs designed to offer exclusive benefits for individuals who went above and beyond to obtain both a law degree and CPA license, AAA-CPA is a great fit for those unique professionals.
Only AAA-CPA customizes their programs to meet the specific needs of dually-qualified professionals.
Becoming a dually-qualified Attorney-CPA demonstrates exceptional determination, intelligence, and ambition, and the American Academy of Attorney-CPAs works to ensure you have the tools you need for a successful career.

The only professional organization specifically created to meet the demands and challenges of dually-licensed Attorney-CPAs, AAA-CPA stands out among other professional organizations in the legal and accounting industries.

Here are five of the countless benefits AAA-CPA offers its members.

Continuing education credits

Attorneys and CPAs must meet yearly continuing education requirements to maintain their ability to practice. For dually-licensed professionals, that means finding the time to attend both law and accounting courses.

AAA-CPA understands how this can be difficult for a busy dually-licensed professional and offers several different programs to simultaneously earn CE, CPE and (M)CLE credits. Simply participating in the organization’s events is an easy way to meet your yearly requirements for both industries.

Various membership options

You do not have to have both your law degree and CPA license to join the organization; in fact, there are many different membership levels available depending on where you are in your career.

Whether you are a student pursuing your degree, you teach higher education law or accounting, you have a law or CPA license and are seeking dual qualification, or you are already dually-certified, AAA-CPA has a membership option that will allow you to take advantage of the many benefits provided by the organization.

Networking opportunities

Abundant professional networking opportunities is one of the most influential reasons to join an industry association, and one of the biggest advantages AAA-CPA has is the ability to connect dually-qualified individuals across the country.

Only a small fraction of attorneys and CPAs achieve dual-certification, and through the AAA-CPAs national and regional events, study groups, and exclusive Listserv, members are able to expand their professional network and learn from the combined experience of other dually-qualified Attorney-CPAs.

Leadership potential

The American Academy of Attorney-CPAs offers ample opportunities for members to take an active role in the organization’s direction through a variety of committees that help shape policies benefiting the entire organization.

From committees that deal with developing the organization’s education programs to committees that highlight issues in specific practice areas, there are more than a dozen different options if you want to get involved in the decision-making process.

Sponsor discounts

Reducing the cost of daily operations for a solo practice or small firm can go a long way toward your bottom line, and AAA-CPA membership offers many fantastic savings opportunities through our affiliated sponsors.

With discounts ranging from office supplies and shipping costs to liability insurance and support services, the money you can save by taking advantage of the organization’s discount program can be worth the cost of membership alone.

All law and accounting industry associations have their fair share of benefits, but only AAA-CPA customizes their programs to meet the specific needs of dually-qualified professionals.

If you are looking for an organization that connects you with peers, offers events to meet your continuing education requirements, and has ample leadership opportunities, look no further than the American Academy of Attorney-CPAs.

Member Spotlight: Ronald I. Heller

Ronald I. Heller
Ronald I. Heller

Ronald I. Heller practices with the Torkildson Katz law firm in Honolulu, Hawaii. He concentrates in the areas of tax litigation, business/commercial litigation, taxation and business law. He received both JD and MBA degrees from the University of Michigan.

Mr. Heller is a Fellow of the American College of Tax Counsel, and a past Chair of the Tax Section of the Hawaii State Bar Association.

He has litigated tax cases at the county, state, and federal levels. See, e.g., Kaheawa Wind Power, LLC v. County of Maui, 135 Hawai’i 202, 347 P.3d 632 (2014); Air Tour Acquisition Corp. v. US, 781 F.Supp 669 (D Hawaii, 1991); US v. Vellalos, 780 F.Supp 705 (D Hawaii 1992), affirmed w/o published opinion 990 F2d 1265 (9th Cir. 1993).

He has also handled a wide variety of other business disputes, including CPA malpractice defense in litigation or arbitration proceedings. In 2005, he was appointed by Governor Linda Lingle to the Tax Review Commission of the State of Hawaii and was subsequently elected Vice Chairman of the Commission.

In 2004, Mr. Heller received the “Small Business Champion” award for the State of Hawaii from the National Federation of Independent Business, then went on to win the Small Business Champion award for the 7-state Southwest U.S. region.

He has served on the Board of Directors of the Hawaii Society of Certified Public Accountants continuously since 1988 and as the Society’s President for 1994-95.  Mr. Heller served as one of the two Hawaii representatives on the Council of the American Institute of Certified Public Accountants in 1994-96, 2002-04 and 2011-13, and was re-elected to Council in 2015.

Mr. Heller has also served as an appointed member of the AICPA’s national committee on Accountants’ Legal Liability, as a member of the Panel of Arbitrators (Commercial) of the American Arbitration Association, and as a court-appointed arbitrator in the Court-Annexed Arbitration Program of the Circuit Court of the First Circuit, State of Hawaii.

He is a co-author and instructor of “Hawaii Taxes – A Basic Course” offered by the Hawaii Society of CPAs. He has been an Adjunct Professor at the University of Hawaii School of Law, and has taught a number of continuing professional education courses for attorneys, CPAs, and others.

Contact Ron at

The Power Of The Dual View: Why CPAs Should Consider A Law Degree

Becoming dually-qualified gives you far greater insight and perspective than your average lawyer or accountant.
The requirements for obtaining a CPA license are demanding, with a recommended 150 credit hours of higher education, several years of field experience, and passing the rigorous CPA exam.

Yet despite a CPA license rewarding dedicated accountants with a variety of job prospects in both the public and private sector, many are pursuing additional qualifications to further expand their knowledge and career opportunities.

One such option is seeking a law degree to complement your CPA license.

Not only will you receive further education and understanding into the nuances of tax and accounting principles, you will expand your expertise in other legal fields where your CPA license gives you a substantial advantage.

Becoming a dually-certified Attorney-CPA is an obvious choice for CPAs looking for additional options and advantages over the course of their careers.

Knowledge is power

While attorneys may have taken courses on tax or estate law, it is unlikely that the majority of attorneys have comprehensive accounting knowledge — particularly if they practice in an area of law that doesn’t deal often with financial issues.

If a CPA obtains their law degree and decides to primarily focus their practice on law, they have a distinct advantage over the majority of attorneys whenever accounting issues arise.

Conversely, if a dually-licensed Attorney-CPA decides to continue an accounting career, they have a distinct advantage over most CPAs due to their familiarity with the litigation process, making them much better expert witnesses in court cases.

No matter what career path a dually-licensed Attorney-CPA follows, they will have an advantage on their competition because of additional training and education.

Become a well-rounded professional

Pursuing education in both law and accounting is beneficial to your career regardless of what you end up primarily practicing, as the skills learned in both professions complement one another extremely well.

The legal and accounting fields have many areas of overlap, and becoming dually-qualified gives you far greater insight and perspective than your average lawyer or accountant.

Everything from tax consequences to estate planning involves complex legal and financial principles that interlink. Becoming a dually-qualified Attorney-CPA gives you a more well-rounded understanding of how these often abstract concepts work.

Attorneys and CPAs are taught to view problems from unique perspectives as they pursue their education, and a dually-licensed professional is able to combine those distinct analytical approaches to ensure they see every angle.

This helps you give clients better legal or financial advice due to your ability to avoid blind spots in your problem-solving methodology.

Not only does obtaining a law degree help CPAs in their own field of practice by giving them a greater understanding of the legal principles that influence accounting, it opens the door on new career opportunities and helps the dually-licensed professional provide well-rounded advice.

Find Abundant Professional Networking Opportunities With AAA-CPA

One of the greatest benefits to joining a law or accounting industry association is the opportunity to expand your professional network.
Joining AAA-CPA is an easy choice for anyone looking to meet and share experiences with other dually-qualified professionals.
Through attending local, national and virtual events, attorneys and accountants are able to meet influential thought leaders, learn from more experienced members and gain recognition in your respective field.

This is even more important for dually-licensed Attorney-CPAs since you are able to learn how other dually-licensed professionals took advantage of their unique qualifications to become successful, which can help you define your career path and avoid mistakes along the way.

The American Academy of Attorney-CPAs offers numerous networking events throughout the year that offer excellent opportunities to connect with other dually-licensed professionals working in a diverse range of practice areas.

National & regional events

AAA-CPA hosts two major national events each year in their Annual Summer and Fall Conferences, which offers members the opportunity to attend multi-day events of networking and educational seminars on a variety of law and accounting topics.

Local chapters

With 14 chapters located across the country, most AAA-CPA members are able to network with dually-qualified professionals in their local area.

Study groups

AAA-CPA Study Group webinars allow members to attend hour-long teleconferences from the comfort of their home or office. This is a great opportunity to share knowledge and experience with other Attorney-CPAs who focus their practice on entirely different areas of law and accounting.


You are bound to run into questions you are unsure about in your practice. However, the exclusive AAA-CPA Listserv allows you to share your questions with dually-licensed professionals from around the world and solve problems with the combined brainpower of the organization. The AAA-CPA Listserv is a great place to network with other members, seek advice, and find referrals.

Synergy Summit

As an AAA-CPA member, you are automatically eligible to receive discounts when attending Synergy Summit events. Comprised of members from eight major financial and legal service organizations, including the ABA and the AICPA, Synergy Summit events offer the opportunity to meet professionals outside of AAA-CPA.

Obviously, networking is all about what you make of it: Organizations can offer all the tools and resources in the world to connect you with other like-minded professionals, but you must utilize them to actually improve your professional network.

The networking opportunities afforded by the American Academy of Attorney-CPAs are unique in their ability to connect dually-qualified professionals in your local area, as well as across the country.

As the only organization focused on the unique needs of dually-qualified Attorney-CPAs, joining AAA-CPA is an easy choice for anyone looking to meet and share experiences with other dually-qualified professionals.