1. From Compliance to Impact: Reclaiming Control and Purpose in Public Accounting
Sam Mansour, CPA, Mansour Advisory Group

• Recognize the hidden value in their accumulated client knowledge and how to use it beyond compliance work to drive financial performance for clients.
• Differentiate between compliance services and financial performance services and understand the strategic advantage of offering the latter.
• Understand the personal and professional benefits of aligning firm services with high-impact, advisory-driven work that leads to more meaningful client relationships.
• Identify the critical role of client acquisition in reshaping a CPA practice and learn how taking control of the client pipeline can unlock pricing power, freedom, and firm sustainability.
• Apply mindset shifts and practical strategies that allow CPAs to build healthier firms, reduce stress, and reclaim the career satisfaction that inspired them to enter the profession.

2. PSR Ethics
Justin Breidenbach, CPA, CFE, Owner, Breidenbach Consulting Services, Assistant Professor, Capital University

• Develop a clear understanding of professional standards and ethical responsibilities
• Identify common ethical dilemmas and challenges encountered in professional practice, and explore effective strategies for ethical decision-making and resolution.
• Enhance awareness of the broader implications of ethical behavior on organizational reputation, client trust, and long-term professional success.

3. The Future of Tax Incentives

• Outline the evolution of R&D credits and 179D deductions.
• Explore recent updates in tax code.
• Anticipate the impact of expiring TCJA provisions and global economic shifts on these incentives.
• Emphasize the role of CPAs as trusted advisors in navigating the complexities of tax incentives.

4. OSCPA Legislative Update
Adam Garn, Plante MoranChris Smyke, Plant Moran

• Gain insights into timely state and federal legislative issues.
• Unpack regulatory reforms at the Ohio Department of Taxation and Accountancy Board of Ohio.
• Review state and federal judicial decisions impacting tax developments.

• Obtain an understanding of State tax developments across the country
• Learn hot topics in State tax audits
• State tax litigation updates

• Stay current with the latest developments and initiatives undertaken by the FASB in standard-setting and regulatory updates.
• Gain insights into upcoming changes in accounting standards and their potential impacts on financial reporting practices.
• Understand key FASB projects, priorities, and their implications for stakeholders, enabling better-informed decision-making and compliance efforts.

• Explore tax-efficient investment strategies
• Understand annuity tax implications
• Analyze integrated tax planning approaches