Summary

The Workshop Follow-Up Sessions are extensions of the Tax Technical & Advisory Conference (TTAC) and are designed to:

  • Provide RSM US Alliance firm TTAC attendees with advanced topics related to specific specialty tax practice discussion topics such as technical developments, RSM tools/resources and practice management topics with RSM subject matter experts
  • Keep Repeatable Model Workshop attendees focused on development of a client opportunity pipeline with RSM resources available for collaboration around scoping, risk management and client deliverables
  • Share best practices and peer-group discussions of success stories, barriers and CPA firm culture in development of specialty tax areas

While attendance at the Repeatable Model Workshops are not a requirement to attend the Workshop Follow-Up Session and vice-versa, RSM US Alliance firm tax leaders have told us they want to have other avenues to connect with RSM subject matter experts and other RSM US Alliance firms. We highly encourage participants to attend both the Workshops in Chicago and the Workshop Follow-Up Sessions in Orlando as part of TTAC.

Agendas are still being developed; however, below are topics to be included.

All Follow-Up Sessions

  • 2-hour working sessions with RSM Subject Matter Experts on specific clients
  • 1-hour session on sales roadmap application
  • 1-hour roundtable discussion of opportunity pipeline
  • 1-hour discussion of possible niche community development
  • 1-hour discussion on training requirements for specialty tax personnel development

Accounting Methods and Periods Follow-Up Session

  • 3-hour discussion and overview of most common Accounting Method changes
  • 2-hour refresher on Revenue Recognition repeatable model tool

R&D Credit Follow-Up Session

  • 2-hour R&D Credit deep dive technical update
  • 2-hour refresher on R&D repeatable model tool
  • 1-hour discussion on small R&D engagements using tools
  • 1-hour discussion of federal and state specific controversy
  • 1-hour discussion of niche community playbook activity scheduling

State and Local Tax Follow-Up Session

  • 4-hour discussion of state specific controversy in sales/use and income/franchise
  • 2-hours refresher on tool development/resources and application of other services such as Work Opportunity Tax Credit and local credits and incentives

Tentative Meeting Timeframe

Thursday, November 30
7:00 a.m. Breakfast
8:00 a.m. - 5:00 p.m. Meeting
6:00 p.m. Dinner 
Friday, December 1
7:00 a.m. Breakfast
8:00 a.m. - noon. Meeting

Location 

Rosen Shingle Creek
9939 Universal Boulevard
Orlando, FL 32819
866.996.9939
http://www.rosenshinglecreek.com/

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