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Alexandra DeFelice served as co-moderator of “Ensuring Success” a two-day seminar consisting of 16 panel discussions aimed at helping partners and other firm leaders navigate hot topics in professional service environments, many of which straddle both the accounting and legal fields.
Topics included:
- 10 Tax Planning Tips for Year-End and the Year Ahead
- Retooling Your Practice to Include Financial Planning and Wealth Management Services
- Firm Workflow in a Remote World
- 10 Things You Need to Know About Paying Your Workers
- 10 Apps You Can’t Live Without
- 10 Ways to Improve Your Audits
- 10 Things You Didn’t Know About Sales and Use Tax
- Innovation Beyond Technology: Leading Your Team to Success
- 10 Recruiting Tips that Will Change the Way You Hire
- 10 Cryptocurrency Facts that You and Your Clients Need to Know
- Federal Tax Update
- 10 Services that will Expand Your Practice
- 10 Ways to Ensure Retirement Security–Including Social Security Update
- COVID-19 Issues to Consider in 2021–What is Temporary and What is Here to Stay?
- Cybersecurity in a Pandemic World
- The Future of Electronic Payments