Uncertainty is high worldwide. Washington's federal fiscal policies on taxing, spending, regulation and foreign trade have been shifting sharply and often. The Federal Reserve's independence in setting interest rates is under challenge, and its policies have changed. Can inflation decline and stay low? Will interest rates fall or rise? Have stock prices reached the "irrationally exuberant" level from which a bear market decline has become inevitable? Will federal deficits diminish or remain a threat to future living standards? Explore what the most reliable indicators predict for 2026 and beyond.

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This session will provide an overview of H.R. 1, commonly known as the One Big Beautiful Bill Act, and dive into the key provisions affecting businesses and individuals.

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Accounting standards never stand still --and neither should you. This session will break down the most important FASB updates, what's coming next, and how these changes could impact your financial reporting.

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Consumers today are seeking proactivity, not just compliance. While the CPA is often viewed as the most trusted advisor, that paradigm is shifting to financial advisors. Consumers want more sophisticated strategies, a proactive approach, and a plan that connects all the dots between tax, legal, investments, risk management, and family governance. This session will provide you with actionable items to help you increase collaboration with other professionals, achieve better outcomes for clients, and improve retention and business development.

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AI-focused headlines are everywhere, but what does it really mean for the work of accountants today? This session will cut through the hype and focus on what matters most. You will learn how AI and Excel can work together to save time, reduce errors, and uncover insights without adding complexity. With real-world examples and easy-to-use tips, you will walk away ready to put these tools to work in your own practice.

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In this interactive session, you will learn and share best practices for developing or refining an impactful onboarding experience. Using practical insights, relevant statistics, and a focus on balancing a positive new hire experience with internal efficiency, you will participate in a hands-on exercise and leave with a takeaway document that incorporates your organization's core values.

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This engaging session will include a discussion on timely tax and ethics issues that every tax practitioner should know. You will learn about the latest "hot" IRS practice and procedure and ethics issues, along with the blunders and mistakes practitioners should avoid. This session is particularly relevant, given the recent changes at the IRS and the Wisconsin Department of Revenue. 

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