An extraordinary event – where you will be able to identify advisory services you can plug and play to better serve your clients.
Starts in…
Many CPA firms are making the move from compliance to advisory
But how do you shorten the road to the goal in today’s time constrained environment?
Join us for an extraordinary event at the Renaissance Legacy West – where you will meet a team of vetted cohorts who can help you expand your firm’s advisory offerings.
- Networking opportunities among other advisory-minded public accounting firms focused on providing exceptional service to clients by functioning as trusted in-depth advisors
- Exciting TED Talk style content – to give you quick insight into a variety of ways you can serve your clients more proactively
- Personal connections with vetted resources who can help your firm “punch above your weight class” by driving significant value into key client relationships while also holding your competitors at bay
Learn more about the Engineered Advisory Accelerator program
Event Details
Dates: August 2 – 3, 2022
Location: Renaissance Dallas at Plano Legacy West
Agenda: Download PDF
HABU Guest Speakers
Julio Gonzalez
Engineered Advisory
Looking Ahead From Capitol Hill: A Legislative Update
Jeff Pawlow
Engineered Advisory
The Call to Advisory
Kim Lochridge
Engineered Advisory
Maximizing the Research & Development Credit to Improve Cash Flow and Profitability
View Details | Schedule a call with Kim
Heidi Henderson
Engineered Advisory
Achieving a Higher ROI on Real Estate Investments with Accelerated Depreciation
View Details | Schedule a call with Heidi
Michael D’Onofrio
Engineered Advisory
Using Strategic Valuation Analysis to Create Added Benefit for Real Estate & Business Sales
View Details | Schedule a call with Mike
Jerry Winkelmann
Engineered Advisory Jet Program
Using Private Aviation as Tax Minimization Strategy. Is It as Out of Reach as You May Think?
Contact Jerry Winkelmann to discuss
Jack Lambert
Jet Access Aviation
Using Private Aviation as Tax Minimization Strategy. Is It as Out of Reach as You May Think?
Contact Jerry Winkelmann to discuss
Bart Peters
Business Aviation Law Group PLLC
Using Private Aviation as Tax Minimization Strategy. Is It as Out of Reach as You May Think?
Contact Jerry Winkelmann to discuss
Philip Wentworth
Rockerbox
Capitalizing on Employment Tax Credits
View Details
Oggi Ruiz
Income Strategies
Establishing a Virtual Financial Services Practice
View Details | Contact Dave Mitchell to discuss
David Schieffelin
Skylab
Capitalizing on the Decentralization of
Social Media & the Metaverse
Michael McCue
Lewis Roca
Protecting Intellectual Property in the Metaverse and Other New Technologies
Glenn Dunlap
Peerview Data
Using Advanced Analytics to Function as a Trusted Advisor
View Details
Wendy Whiteford
ABLE
Accelerating Advisory with the ABLE CRM System
David Spray
IC-DISC
Developing Efficient Tax Structures for Exporters
View Details
Stephen Way
Paragon Tax
Growing Your Firm’s Capability Set in Today’s Complex Tax Environment
View Details
Benny Wright
Victory Claims
Protecting Assests When Disaster Strikes
View Details
Nick Burgess
The Burgess Group
Maximizing Tax Efficient Strategies with Premium Finance for Corporate, Estate & Gift Planning
Amanda Garner
The Growth Partnership
Making Time for Advisory by Better Leveraging Your Technology
Charles Hylan
The Growth Partnership
Benchmarking Your Firm’s Performance as a Trusted Advisor
Alan Tsarovsky
Tax Advisory Group
– Identifying and Capturing State and Local Tax Credits
– Using a Reverse Sales Tax Audit to Capture State Tax Refunds and Savings
Brad Gornto
iClat
Leveraging Charitable Giving to Minimize Tax Liability
View Details | Contact Jerry Winkelmann to discuss
Seth Hummel
ISO & Lean Six Sigma
Helping Clients Understand the Benefits of Commiting to Process Excellence
Contact Jerry Winkelmann to discuss
David Trepeck
TriTec Americas
Adding Solar Credits to a Portfolio to Minimize Taxes
Ryan Zega
T-Zero
Understanding the Tokenization of Real Estate in the Context of the Block Chain
Dave Ronen
IL Solar Inc
Going Green to Make Green – Capturing Today’s Solar Incentives
Contact Jerry Winkelmann to discuss
Tom Bottenberg
Engineered Tax Strategies
Eliminating Capital Gains on Real Estate Transactions Through 1031 Exchanges
Jean Louis Guinchard
Engineered Tax Strategies
Eliminating Capital Gains on Real Estate Transactions Through 1031 Exchanges
Camille Renshaw
Engineered Tax Strategies
Eliminating Capital Gains on Real Estate Transactions Through 1031 Exchanges
Michael Scherer
Engineered Tax Strategies
Eliminating Capital Gains on Real Estate Transactions Through 1031 Exchanges
Brenton Atcheson
Everest Infrastructure
Unlocking the Value of Rooftop Real Estate in a 5G World
Vince Nelson
Everest Infrastructure
Exploring Alternative Investments as a Tax
Minimization Strategy
John Pardue
Hancock Askew
Helping Your Clients Navigate Cyber Threats
Where We Will Be
Renaissance Dallas at Plano Legacy West
At the end of the day, settle into your spacious guest room or suite with pillow top bedding, high-speed Wi-Fi, smart TV and floor-to-ceiling windows with views of Legacy West urban village.
Registration
IMPORTANT: You must be an Engineered Advisory Accelerator member to register and attend this event.
Learn more about the benefits of membership and how to become an Accelerator member.