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The course will be an interactive review and discussion of Construction Tax topics, issues, updates and legislation that trusted advisors need to know.

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Our annual surety update will include thoughts on implementing the Revenue Recognition Standards and what is expected with the new Lease Standards. Additional content includes: what sureties like and don't like when reviewing financial statements and what they're seeing with CPA firm malpractice suits. The session will also include an update on the current surety environment.

We are living in unique times and dealing with challenges that many in the profession today have never encountered. Adjusting to remote and hybrid work environments, historic inflation levels, generational shifts in the workforce, and technological advancements have had a dramatic impact on many firms’ perspective on growth and the strategic priorities needed to achieve it.

Throughout this and other times of change we have seen throughout the history of the profession, growth remains important. However, the overall approach for achieving growth tends to rebalance across three primary strategies: Acquire new clients, retain existing clients, and expand existing client relationships with new services.

In this session, we will explore each of these and attendees will:

· Understand the trends and market shifts over time that rebalance strategic priorities

· Identify the components of a growth goal and align strategies with them

· Learn a method to prioritize clients and prospects to maximize growth potential

· Understand the elements of trust and how to optimize them to strengthen client relationships

· Learn a model for assessing client needs and aligning solutions to increase relationship value

This session is for those with three plus years experience in the construction industry and will drill into tax issues unique to the construction industry.

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