This program is in-person only.

Continuing Education
We are applying for Continuing Education in the following states: Florida, Georgia, Illinois, Nevada, Ohio, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington. If you require AAA-CPA to submit this course to a state not listed above, please notify [email protected] by April 30, 2025 (requests received after this date are not guaranteed). CLE will be provided in 50-minute or 60-minute hours, depending on the state. One 50-minute period is equal to one CPE credit. See Education section below for more information.

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Venue

Conference Hotel

The Westin Georgetown, Washington D.C. 
2350 M St NW
Washington, DC
Click here to reserve your room. Room block expires on Tuesday, May 20, 2025.
Sleeping rooms are $280/night plus applicable taxes. The hotel is 15 minutes from Ronald Reagan Washington National Airport; 35 minutes from Dulles International Airport. Self-parking: $48+ tax/day. Valet parking: $59+ tax/day, with a $10 surcharge for oversized vehicles.

Thank You to Our Sponsors

Thank you to our event sponsors:  
   
Sponsorship opportunities are available. Click here for more information.

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Conference Agenda (subject to change)

Education sponsored by the AAA-CPA Foundation

All sessions and events are held at the Georgetown Westin unless otherwise noted.

 Wednesday, June 11, 2025

2:45 pm - 3:45 pm
AAA-CPA Foundation Board Meeting
Teams option for virtual attendees

4:00 pm - 5:30 pm
Academy of Attorney CPAs Board Meeting & Annual Membership Meeting; open to all

6:30 pm - 9:30 pm
Welcome Reception
Appetizers and hosted bar from 6:30-7:30pm; cash bar follows

Thursday, June 12, 2025

7:30 am - 8:30 am
Attendee Breakfast

9:00 am - 10:30 am
Spouse & Guest Breakfast

8:25 am – 8:30 am
Welcome Remarks
Daniel Rosefelt, JD, CPA, Rosefelt Tax Law

8:30 am – 9:30 am
Building a Sustainable Practice Through Ethics
Sharyn Fisk, Former Director, Office of Professional Responsibility, Internal Revenue Service
This presentation explores how ethical conduct and professional standards serve as essential pillars for sustainable tax practice success, covering key frameworks and best practices that build client trust, ensure regulatory compliance, and create long-term business value. 

9:45 am – 10:45 am
Navigating Tax Debt in Bankruptcy
Russell Haynes, Esq., Burton J. Haynes, P.C.
Learn how to use bankruptcy to deal with unpaid federal and state tax liabilities through a review of the relevant portions of the Bankruptcy Code that determine whether and when tax liabilities can be effectively eliminated in bankruptcy. Gain an understanding of the impact of bankruptcy on liens, and tax types other than income taxes. 

11:00 am – 12:00 pm
IRS Pilot Programs - Post-Appeals Mediation and Alternative Dispute Resolution Made More Attractive
Michael Baillif, JD, Senior Advisor, Independent Office of Appeals & Director, ADR Program Management Office, IRS
E. Martin Davidoff, CPA, Esq., Partner In Charge, National Tax Controversy, Prager Metis CPAs
Learn about the current IRS Alternative Dispute Resolution (“ADR”) programs available to taxpayers and their representatives.  Marty Davidoff will interview the current Director of the IRS Independent Office of Appeals ADR Program Management Office, Michael Baillif.  The discussion will provide information regarding  the recently implemented ADR pilot programs and will furnish an excellent opportunity to learn more about the advantages of Fast Track Settlement and Post-Appeals Mediation.  Michael will also advise us of any new developments in this area, as the IRS is committed to expanding these programs and providing more opportunities to resolve cases administratively. 

12:00 pm – 1:45 pm
Lunch on Own

1:45 pm – 2:45 pm
Avoiding Fiduciary Liability in a Tax-Indebted Estate
Richard Chisholm, JD, CPA, Shareholder, Chisholm Oliver, LLP
Bradley Shriver, JD, CPA, Associate Attorney, Rosefelt Tax Law
Fiduciaries of trusts and estates become personally liable to the IRS if they fail to identify and pay any tax liabilities owed by a decedent at death, or by an estate or trust the fiduciary is administering.  This session will help you identify and resolve the various tax issues a fiduciary may confront when administering a trust or estate.

3:00 pm – 4:00 pm
Business Valuation: The Basics for the Practicing Attorney
Alan Zipp, JD, CPA
The value of a closely-held business is often in issue in cases involving family law and marital property, lost profits, negligence damages, death taxes, partnership dissolution, shareholder disputes, buying and selling a business, insurance claims, and a host of matters where a closely-held business is involved.  This session will provide the practicing attorney with a clear understanding of how a business is valued under generally accepted business valuation methods using the income, asset, and market approaches.  Standards of value including fair market value, fair value, intrinsic value, and divorce value are explained with reference to court cases.  This session will explain the different types of valuations and what is needed for court; what professional standards are required for a credible appraisal; how to effectively cross-examine a business valuation expert; what will a business valuation cost; and how to maximize the benefit of a business valuation expert.  After this session the attorney will have the tools to calculate the value of any business to assist the client in making the decision whether to invest in a full appraisal, a limited calculation, or no appraisal at all. 

4:15 pm – 5:15 pm
Federal Law Enforcement in the Trump Era: Where We’ve Been, Where We Are, and Where We’re Headed
Rod Rosenstein, Former Attorney General
President Trump’s former Deputy Attorney General and the Maryland U.S. Attorney under Presidents Bush and Obama will address the history of and recent developments at the U.S. Department of Justice, where he served for 29 years, and discuss what to expect from federal law enforcement during the second Trump Administration.

6:30 pm – 9:30 pm 
Dine Arounds
Sign up via Sign Up Genius or at conference registration (Link coming soon!)

9:00 pm - 11:00 pm
No-host hospitality/networking 

Friday, June 13, 2025

7:30 am - 8:30 am; Westin Georgetown
Attendee and Spouse/Guest Breakfast

8:25 am – 8:30 am; Georgetown Westin
Welcome Remarks
Daniel Rosefelt, JD, CPA, Rosefelt Tax Law 

8:30 am – 9:30 am
When the IRS Says No (or Nothing at All): Litigation Considerations and Strategies for Refund Claims
Peter Haukebo, JD, Frost Law
Kaitlyn Loughner, JD, CPA, Frost Law
This session will explore the legal landscape of refund claim litigation against the government. When a taxpayer's refund is disallowed or simply not processed by the IRS, litigation becomes a potential remedy. This session will cover jurisdictional prerequisites, venue considerations (what might be changing with pending legislation), appellate issues, and trends in current refund claim cases.

9:45 am – 10:45am
Refining Firm Processes: Avoid Becoming the Bottleneck In Your Firm
Knight Lancaster, The Lancaster CPA Firm, P.C.
There is a process that accounts for every potential scenario and there is a process that requires too much human judgement. Somewhere in the middle is a reasonable process for your firm that handles the "normal" situation with ease and handles difficult situations with the least amount of disruption.

11:00 am – 12:00 pm
You Can't Spell AICPA Without AI: The Impact of GenAI, ChatGPT, and Artificial Intelligence on the Finance and Accounting Profession
Tom Hood, CPA, CGMA, CITP, Association of International Certified Professional Accountants
The rapid advancement of Artificial Intelligence (AI) and Generative AI (GenAI), including tools like ChatGPT, is transforming the finance and accounting profession. From automation and risk governance to talent acquisition and firm strategy, AI is fundamentally reshaping how CPAs, CFOs, and financial professionals operate. In this session, participants will explore the implications, risks, and opportunities AI presents for finance, accounting, and advisory services. We will examine the evolving landscape of AI governance, discuss the future of accounting jobs, and highlight strategies for AI adoption and integration within firms. This course will also provide actionable insights on AI-driven financial transformation, client advisory services, and leadership skills needed to navigate this technological shift. By understanding the regulatory considerations, investment risks, and new skill requirements, finance professionals will be better prepared to harness AI for competitive advantage while mitigating potential disruptions in the industry.

12:00 pm – 1:15 pm
Attorney-CPA Foundation Board Sponsored Lunch

1:15 pm – 2:15 pm
The Intersection of Law & Accounting
Anthony Tucci, Law Office of Anthony J. Tucci 

2:30 pm – 3:30 pm
Federal Tax Developments—June 2024-July 2025
David DeJong, LLM, CPA, Stein Sperling
The speaker will provide an outline of approximately 200 of the leading new tax statutes, regulations, cases and rulings and will discuss the “top 40” in his presentation.  They will be selected from those affecting individuals, retirement and estate planning, business and procedure.

3:45 pm – 4:45 pm
The No Surprises Act - Advice to your Medical/Doctor Clients
Michael Polis, JD, CPA, Wilke Fleury
The No Surprises Act is a federal law that lawyers who advise medical doctors should understand relative to proper charging patients for covered and uncovered services. Regardless whether you advise your medical doctor clients on healthcare compliance legal areas, the No Surprises Act is a simple and often missed compliance issue that lawyers who advice health care practitioners should know.

7:00 pm - 10:00 pm
Cocktail Reception & Installation Dinner
Attire: Business/Cocktail

Saturday, June 14, 2025

7:30 am - 8:30 am; Westin Georgetown
Breakfast

8:30 am - 9:30 am
Drafting Considerations for the Asset Protection Trust
Howard Rosen, JD, CPA, Donley-Rosen & Rosen, P.A.
Often an attorney will utilize the trust form supplied by an offshore trustee company to expedite the process of implementing an asset protection trust for the client. Serious problems have been seen with such supplied trust forms. Quite frequently such forms do not take into consideration U.S. tax consequences and other important matters.

9:30 am - 10:30 am
Federal Tax Cases to Know to Show Your Tax Chops
Annette Nellen, San Jose State University
Key tax cases that stand for important tax doctrines are often needed to fully address tax issues for compliance and planning. This presentation covers the key tax doctrines and their sources and examples of their application as well as when they should be considered. 

10:30 am - 10:45 am
Break

10:45 am - 11:45 am
Specialized Planning: An Effective Creditor Protection Technique for Real Estate
Patricia Donlevy-Rosen, JD, Donley-Rosen & Rosen, P.A.
This session will explain a technique that may be available to clients who have an offshore trust but also own valuable real estate. Clients with Offshore Asset Protection Trusts often have valuable real estate that may be vulnerable to future creditors. This technique will remove the value and protect it for the benefit of the client.

Optional Activities 
Thursday, June 12: Smithsonian Zoo Tour, 11:30am (No Fee)
Thursday, June 12: Smithsonian American Art Museum, 1:00am (No Fee)
Friday, June 13: Tea Around Town, 12:00pm
Saturday, June 14: Wreath Laying at Arlington National Cemetery, 12:00pm
Saturday, June 14: Washington Nationals vs Miami Marlins, 4:05pm

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Continuing Education

Registration Fees

Cancellation Policy

Cancellations received prior to 5:00 pm ET on Friday, May 30, 2025 may be refunded, less a 25% processing fee. No refunds can be issued for cancellations received after this deadline. Substitutions can be made. 

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