AAA-CPA 2023 Fall Meeting & Education Conference

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Thursday, November 9, 1:00 – 7:00 pm ET


1:00pm ET
Welcome Remarks/Meet & Greet

1:15pm-2:15pm ET
Corporate Transparency Act
Stuart A. Simon, Esq., CPA, Of Counsel, Buchalter
For more than two decades, the U.S. Government has documented the use of legal entities by criminal actors to purchase real estate, conduct wire transfers, burnish the appearance of legitimacy when dealing with counterparties (including financial institutions), and control legitimate businesses for ultimately illicit ends, and has published extensively on this topic to raise awareness.

Beginning on January 1, 2024, many companies in the U.S. will have to report information about their beneficial owners, i.e., the individuals who ultimately own or control the company, to the Financial Crimes Enforcement Network FinCEN). The session will address what needs to be reported and when and review the impact of the new rules.

2:15pm-2:30pm ET

2:30pm-3:30pm ET
The More Things Change, The More They Stay the Same: Addressing the CPA Pipeline Crisis
Rick Reisig, CPA, Principal, Pinion; Chairman of the Board, National Association of State Boards of Accountancy (NASBA)
Mr. Reisig will address the CPA pipeline crisis, protecting CPA licensure mobility, and the 150 hour 5th year requirements for CPAs. Learn how becoming a CPA opens the door to later becoming a dual-certified attorney-CPA.
Mr. Reisig’s advocacy reveals that he is a big supporter of not cutting back quality education in favor of easing the burden of the pipeline crisis. The organization which he chairs, NASBA, is currently working very hard as partners to promote concepts to address the challenge.

3:30pm-3:45pm ET

3:45pm-4:45pm ET
Forensic Accounting – What is it? Who does it? How can I do it?
Joseph Rosenbaum, CPA, Rosenbaum & Co.
This session provides a definition of forensic accounting and provide examples of the types of projects involved. Also covered will be the skills necessary as well as resources to get more involved.


2023 Tax Update
David S. De Jong, Esq., CPA, Principal, Stein Sperling Bennett De Jong Driscoll PC
This program will review the top 40 federal tax developments of 2023 to date, including legislation, regulations, cases, and rulings as affecting individuals, retirement/ estate planning and business. Both substantive and procedural developments will be covered. A few humorous taxpayer claims will supplement the top 40.

Virtual networking

Continuing Education

We are applying for continuing education credits for this program. ALL attendees will receive a Certificate of Attendance. AAA-CPA will only report education credit for members and non-members who paid the continuing education 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]. This personalized link will be sent two days prior to the webinar and again around 30 minutes prior to the webinar.

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.

State bar numbers must be 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.


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 will close at 11:00am ET the day of the event so that unique login access can be sent to all registrants. 

Click here to register