AAA-CPA 2026 Fall Education Conference
Date/Time
Thursday, November 5, 1:00 – 6:00 pm ET
This event is entirely virtual.
Agenda
(All times are ET. subject to change)
1:00pm – 2:00pm: Relocating the Crown Jewels: IP Transfers, § 367(d) & Traps for the Runway in Mergers, Acquisitions, and Reorganizations
L. Ulysses Chatman, Director & International Tax Counsel, Frost Law
Amanda Scott, LLM, Senior Associate, Frost Law
2:00pm-2:15pm: Break
2:15pm-3:15pm: Federal Tax Developments November 2025-October 2026
David De Jong, LLM, CPA, Principal, Stein Sperling
David will cover important federal tax developments affecting individuals, retirement and estate planning, business and procedure including new regulations, cases and rulings.
3:15pm-3:30pm: Break
3:30pm-4:30pm: Whistleblower Award Programs – Tax Whistleblowing and Beyond
Randall M. Fox, Partner, Kirby McInerney LLP
The people who have the best information about wrongful conduct are typically the people who work for the enterprise or have a window into its actions. Whistleblower programs recognize that the best way to battle the financial incentives to engage in illegal conduct is to give a financial incentive to persons who can report it. This session will focus on the IRS and state tax whistleblower programs as well as programs aimed at protecting government and investor dollars.
4:30pm-4:45pm: Break
4:45pm-5:45pm: Law Firm Processes, Finances, and Trust Accounting Obligations
Knight Lancaster, CPA, JD, MBA, Shareholder, The Lancaster CPA Firm, P.C.
This program approaches the handling of client and firm money as a professional-responsibility subject throughout. It starts with the attorney's affirmative duties under RPC 1.15, safekeeping, notification, delivery, recordkeeping, and accounting, and the fee-arrangement obligations of RPC 1.5 and ABA Formal Opinion 505. It then examines the controls that satisfy those duties in practice: three-way reconciliation, separation of duties, attorney review, and record retention.
The program next addresses the internal processes and integrated practice-management technology through which client funds move, and the specific ways in which system integration produces trust-accounting and billing errors that expose the attorney to risk of non-compliance. It concludes with the firm financial-management practices for budgeting and tax-compliance practices that keep a law practice solvent and able to satisfy fiduciary obligations to clients.
The program is designed to protect attorneys from costly mistakes of non-compliance and to strengthen their professional competence from a financial and firm management standpoint.
5:45pm: Recap/Optional Networking (virtual)
Continuing Education
We are applying for continuing education credits for the following states: Florida, Georgia, Illinois, Pennsylvania, Texas, Virginia, and Washington. If you require AAA-CPA to submit this course to a state not listed above, please notify [email protected]. Deadline for new state submissions is October 2, 2026. Provided you submit your state bar by the deadline, AAA-CPA will make every effort to secure state credit on your behalf.
Attendees who attended the full session and completed the evaluation will receive a Certificate of Attendance. AAA-CPA will only report education credit for members and non-members who paid the full conference or day-pass fee. Otherwise, reporting and state fees are the individual's responsibility.
To get credit, attendees MUST:
- Be registered for the webinar (e.g., not logging in with a link forwarded from someone else) and join the webinar via the link sent to you from [email protected].
- Respond to the poll questions presented on screen during the sessions. Polls will be announced, polls can not be answered by dial-in only participants (speakers are exempt from this requirement for their session)
- Complete the post-event evaluation (speakers are exempt from this requirement for their session)
State bar numbers must have been provided at registration in order for AAA CPA to apply for approval. Note: some states may require a lead time that does not allow us to apply.
The American Academy of Attorney CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Cost
This program is free for all to attend, with a fee if continuing education is needed.
Members, no CE: no charge
Nonmember, no CE: no charge
Members, with Continuing Education: $50
Nonmember, with Continuing Education: $100
Registration
Registration will close at 11:00am ET the day of the event so that unique login access can be sent to all registrants.
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