Special Program Root Tag

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for more estate planning services.

By any other name; a different kind of clearing house; dodgy digital; and other highlights of recent tax cases.

With the development of artificial intelligence proceeding at a breakneck pace,

Our co-chairs return to the stage to wrap up the event, highlighting the most important takeaways from the previous two days,

Both before and after a deal, private equity will rouse a lot of emotions inside an accounting firm — and change a lot of people's roles.

Private equity is reshaping the accounting profession—fueling growth and modernization for some firms,

Once the ink on a private equity deal dries, accounting firms enter a new phase of their existence — one that requires fresh thinking,

Get ready for a dynamic, fast-paced session where thought leaders in private equity and capital funding take the stage to share their perspectives on its role in accounting.

What does PE want? Leaders from the private equity side of the equation share why they're interested in accounting,

The path to taking on private equity can take many forms; in this session, accounting firm leaders and industry experts share the main milestones on that path,

In this session, a panel of top experts and deal-makers (including our conference co-chairs) will survey the current state of play in the accounting profession —

When private equity firms invest in accounting firms, they're ultimately acquiring two assets: client relationships and the teams that serve them.

Private equity's theses for CPA+ platforms is increasingly nuanced and increasingly linked to the believability of a firm's organic growth prospects.

Discover the pivotal milestones of the past four years as CPA firms have partnered with private equity.