CPAcon

What an Experience! Thank You for Making CPAcon Unforgettable Last week was HUGE! We witnessed the first-ever CPAcon, and it was nothing short of extraordinary. Together, we celebrated accountants as industry champions, explored innovative ideas, and laid the foundation for a stronger, more dynamic profession. From the thought-provoking panels to the interactive games and everything in between, CPAcon was a moment of transformation—a call to action for our industry to evolve, connect, and inspire. ? Why this matters: This is a movement. CPAcon represents one of the first steps. A chance to redefine accounting, attract fresh talent, and embrace the diverse career pathways that make our profession so impactful. We set out to showcase what’s possible when education, entertainment, and innovation collide, and the energy in the room proved that our vision resonates. ?? Thank you to everyone who made it happen: To our attendees, you were the heart of this event. Thank you for showing up, engaging, and sharing your passion for accounting. To our incredible panelists, speakers, and moderators, your expertise and stories inspired us to think bigger and aim higher. To our generous sponsors, including CalCPA, Kaiser Permanente, Beta Alpha Psi, June15 Consulting, and so many more, your support made this dream a reality. And finally, to our founder, Kendale King, CPA ?? King, whose vision brought this all to life—thank you for believing in a better, brighter future for accounting. ?? What’s next? We’re just getting started. CPAcon 2024 was a glimpse of what’s to come. Stay tuned as we reflect on this year’s event, share key takeaways, and begin planning for the next edition of CPAcon, coming soon. Thank you for being part of history. Let’s keep building this movement together.

??? The Creator’s Tax Strategist Podcast – LIVE at #CPAcon! CPAcon was the stage for another exciting “first” as Jasmine Hajimomen launched her highly anticipated podcast, The Creator’s Tax Strategist! This new podcast is set to become the ultimate resource for high-earning creators looking to master their financial strategies while pursuing their creative passions. ? About Jasmine: A financial magic maker, Jasmine’s firm, Momen Tax Services has saved creators over $6M and counting. She helps her clients turn creativity into lasting wealth, proving that solid financial strategies can fuel boundless possibilities. ?? Special Guest: Jasmine was joined by the incredible Berleezy!!! A content creator with global reach and an entrepreneur who has transformed his creativity into a multi-million dollar brand. Fun fact: Jasmine and Berleezy have been friends since they were 12 years old—a full-circle moment we were honored to witness! ?? Together, they explored the topic of Taxes & Accounting for Creators, sharing actionable advice, heartfelt stories, and expert insights. It was a conversation filled with energy, laughter, and invaluable takeaways for creators looking to thrive both financially and creatively. ?? Stay tuned—the first episode is coming soon, and trust us, you won’t want to miss it! Tag a creator who should tune in! What tax questions would YOU like answered on the podcast? #CPAcon #CreatorsTaxStrategist #TaxPlanning #CreativeWealth #AccountingInnovation #Berleezy #PodcastLaunch

??? Tax Planning: The Other Tax Season at #CPAcon Tax planning isn’t just about April—it’s a year-round strategy to create value and help clients achieve their financial goals. Our Tax Planning: The Other Tax Season panel gave attendees a front-row seat to some of the most advanced strategies and trends shaping the future of tax services. Here’s who we were blessed to hear from and what they shared: ?? Dr. Jackie Meyer, CPA, CCTA shared her groundbreaking ROI Method of Value Pricing, revolutionizing how tax professionals price their services by focusing on measurable client outcomes. ?? Jasmine Hajimomen brought her expertise as the Creator’s Tax Strategist, bridging traditional tax planning with the needs of content creators and today’s digital entrepreneurs. ?? Natia Simon, MPA shared her insights on Health and Public Administration and how Minority and Women-Owned Business Certification consulting ties into tax planning strategies. Guided by our founder Kendale King, CPA ??, this discussion spotlighted how innovative tax planning can provide clients with unmatched value while paving the way for tax professionals to thrive. ?? If you missed it, don’t worry—we’ll share highlights soon. For now, let us know: What’s one innovative tax planning strategy that’s worked for you or your clients? #TaxPlanning #CPAcon #CPEDifferently #TaxStrategies #AccountingInnovation

Last week was amazing! Let’s talk about a panel that we just can’t get off of our minds: ???Connected Intelligence: How AI and Blockchain are Redefining Accounting ?? What a time. We explored how cutting-edge technologies like AI and blockchain are revolutionizing the accounting profession. ???? This was the type advice you need to hear to avoid being left behind! From fraud prevention to financial reporting and transparency, these innovations are reshaping how accountants work and redefining the possibilities in our field. Our incredible panelists shared deep insights: ?? Ellen Choi: A digital transformation leader, Ellen demonstrated how AI can streamline processes and elevate outcomes through her experience leading Aiwyn. ?? Wesley Hartman: A blockchain and fintech expert, Wesley showcased the power of blockchain to improve security, accuracy, and efficiency in accounting systems. ?? Rafael Casas: With expertise in enterprise solutions, Rafael offered practical strategies for adopting innovative tech to stay competitive. ?? Dr. James Ramon Gibson: Academic and industry leader, Dr. Gibson provided an educational perspective on preparing the next generation of accountants for a tech-driven future. ??? Kendale King, CPA ?? King: Our visionary founder and host guided the discussion with passion and purpose. The panel tackled not just the opportunities but also the challenges in integrating AI and blockchain, providing attendees with actionable strategies to navigate this tech revolution. From streamlining operations to enhancing transparency in financial reporting, these tools are shaping the future of accounting. ? Missed it? Don’t worry! We’ll be sharing key takeaways from this session in the days to come. ?? What excites you most about the intersection of AI, blockchain, and accounting? Let us know in the comments! #CPAcon #CPEDifferently #ConnectedIntelligence #AIinAccounting #BlockchainFinance

Reflecting on an amazing panel… ? ?? Wealth Wise: Building, Securing, and Growing Your Financial Legacy ?? We dove into what it truly means to create and protect a financial legacy that lasts. ??? The Wealth Wise panel brought together an incredible lineup of experts who shared actionable insights, strategic advice, and inspirational stories about building wealth to create financial security for generations. Our esteemed panelists: ???? Kareem Maddison: A seasoned attorney specializing in helping high-net-worth individuals and families secure and grow their wealth. ?? Alan Pruitt, CPA: An innovative CPA empowering small business owners, particularly in entertainment, with tax reduction and growth-maximizing strategies. ?? Oscar David Flores de Valgaz: A financial expert with global experience, helping US and non-US investors navigate complex structures to achieve lasting financial success. This panel was about strategy, security, and making informed decisions that align with long-term goals. The energy in the room was palpable as attendees explored investment trends, risk management, and wealth management fundamentals. And the best part? This is just the beginning! We'll be sharing a deeper dive into the strategies and tools discussed in the panel over the next week, so stay tuned. ?? What’s the one strategy you swear by when it comes to building your financial legacy? Drop your thoughts below or tag someone who could use these insights! #CPAcon #CPEDifferently #WealthWise #FinancialLegacy #WealthManagement

We will have recaps ready to post at the end of this week / early next week. but for anyone that wants a raw and INSIDE LOOK at CPAcon before then, here is where you should be. Our Founder went LIVE at halftime ?? ?? ?? ?? ??

?? Global Talent, Local Impact: Leveraging Offshoring in Accounting ?? Earlier today, we had an INCREDIBLE solo panel featuring Anshul Agrawal from June15 Consulting. Anshul is a true innovator in the offshoring space! ?? Attendees at Fearless LA gained firsthand insights into how the Direct Ownership model is transforming accounting for small and mid-size CPA firms. Anshul shared actionable strategies to overcome capacity challenges, improve quality, and save on costs—all while maintaining full control and ensuring top-tier data security. ?? The session explored: ? Best practices for effective offshoring ? Bridging cultural differences for smooth collaboration ? Real-world success stories showing the power of global talent Anshul's expertise and passion left the room buzzing with ideas. ?? It’s clear that the future of accounting will be shaped by innovative models like his, driving local impact through global solutions. ?? Couldn’t make it? Don’t worry—this is just the start of the conversation. Stay tuned for more highlights from CPAcon! #CPAcon #CPEDifferently #GlobalTalent #AccountingInnovation #OffshoringSuccess

?? The Balance Sheet Showdown: It's a Wrap! ?? Today, fearless competitors brought their financial finesse to the ultimate accounting game—The Balance Sheet—and it did not disappoint! ?? ?? When: Earlier today ?? Where: Fearless LA, Los Angeles, CA This was where strategy met excitement! Participants navigated an interactive game board, made critical financial decisions, and worked to maximize net income for their “clients” while avoiding financial pitfalls. ?? What made it special: 1?? Strategic thinking and accounting expertise on full display ?? 2?? High-energy competition for the title of Ultimate Book-Balancer ?? 3?? A fun, engaging twist on financial decision-making ?? ?? The stakes were high, and the moves were bold—who came out on top? ?? Stay tuned because we’ll be highlighting the winner later this week! ?? Tag someone who should compete next time or share your favorite moment from today’s showdown! #CPAcon #CPEDifferently #AccountingOlympics #StrategicThinking #FinancialGames

?? HAPPENING NOW: Ignite Your Business Success! ?? The Small Business Financial Health Fair is underway, running alongside CPAcon today, December 3rd! ?? When: 11:00 AM – 7:00 PM (Join us now!) ?? Where: Fearless LA, 1611 S Hope St, Los Angeles, CA Whether you’re a small business owner, freelancer, or entrepreneur, this event is designed just for YOU. Dive into: ? Interactive workshops ? Live demonstrations ? One-on-one opportunities with financial professionals ?? Why you should stop by today: 1?? Gain actionable financial insights to grow your business ?? 2?? Strengthen your financial literacy with hands-on learning ?? 3?? Enjoy food trucks, fun activities, and networking with like-minded professionals ?? Don’t miss the chance to level up your business! Head over now to Fearless LA and be part of the excitement. Tag a friend who should join you today—accountant or not. Let’s make financial literacy accessible and exciting for all! #CPAcon #SmallBusinessSuccess #FinancialHealth #Entrepreneurship #CPEDifferently

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