Engineered-Advisory-Accelerator

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

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.

https://www.legacywest.com

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.