Past Events

NJCPA Real Estate Tax Conference

Date: Feb 2, 2023
Location: Live Webcast

The NJCPA Real Estate Tax Conference will provide updates on several topics related to the real estate and construction industries.  The Source Advisors team will touch on R&D tax credits in the construction industry, technical reporting requirements, outlook on new legislation, and the application of energy tax incentives.  The conference will conclude with a live Q&A discussion to answer any questions you may have.

Marcum Mid-South Construction Summit

Date: Jan 19, 2023
Location: Hilton Nashville Downtown Nashville, TN

Becky Scism-Hewitt, our Senior Director of Business Development, is scheduled to exhibit at this year’s conference.  The 2023 Marcum Mid-South Construction Summit, presented in collaboration with TRBA, ABC and AGC, is an annual “must” for construction contractors, and finance and accounting professionals, providing business-critical updates on the state of the industry from the country’s preeminent construction economist.

AICPA & CIMA Construction & Real Estate Conference

Date: Dec 8, 2022 - Dec 9, 2022
Location: Gaylord Rockies, Denver, CO, Live Online
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Description: Dedicated to bridging the gap between two powerful industries so that you can better serve your firm and clients as a leader and adviser.

KYCPA Commercial Real Estate Conference

Date: Dec 8, 2022
Location: Gratzer Education Center, Louisville, KY

Brian Coddington, our Director of Tax Accounting Methods & Credits and Karen Koch, our Senior Director will discuss Lookback and tax credits, 3115, BBA, and 163(j) – tax updates.

ICSC New York

Date: Dec 7, 2022 - Dec 8, 2022
Location: Javits Center, New York, New York

This event takes place annually in December. It is a two-day gathering of dealmakers and industry experts, who are driving innovation and evolution in the Marketplaces Industry.

March of Dimes Louisville Commercial REACH Awards

Date: Dec 1, 2022
Location: Churchill Downs, Louisville, KY

Source Advisors is excited to be a sponsor of this year’s REACH award.  The Commercial Real Estate Achievement Award (REACH) honors an outstanding individual in the commercial real estate industry who has made significant achievements both professionally and philanthropically. REACH has had enormous success since its inception in 2001, raising over $2,000,000 to support the life-saving mission of the March of Dimes.

NCACPA 83rd Annual Symposium

Date: Nov 14, 2022 - Nov 16, 2022
Location: Grandover Resort & Conference Center, Greensboro

Description: The Annual Symposium is NCACPA’s flagship event – offering engaging networking experiences, inspiring activities, and comprehensive updates covering a myriad of topics and enabling you to earn up to 24 hours of CPE.

TXCPA Austin Annual Tax Conference

Date: Nov 3, 2022 - Nov 4, 2022
Location: Norris Conference Center, Austin, TX

Brian Coddington, our Director of Tax Accounting Methods & Credits will discuss recent developments in tax accounting and capital recovery.  For over four decades, senior tax professionals throughout Austin and Central Texas have gathered for this two-day tax conference devoted to education on state and federal tax planning and compliance issues.

20th Annual Governor’s Advanced Manufacturing and High Technology Summit

Date: Oct 28, 2022
Location: The Grappone Conference Center, Concord, NH

This event will dive into several topics including models of manufacturing excellence, New Hampshire economic outlook, transforming the innovations of tomorrow into the solutions of today, and much more.

Illinois Construction Industry Conference

Date: Oct 27, 2022
Location: Virtual

Description: Imran Syed, our Senior Director of Energy Services, Max Vignola our Director of Technical Services, and Brian Coddington our Director of Tax Accounting Methods and Credits, will discuss the research and development tax credit, how innovative design may qualify for energy incentives, and how compliance reporting can be complex for claiming tax credits in prior years.

AICPA & CIMA Dealership Conference

Date: Oct 27, 2022 - Oct 28, 2022
Location: New Orleans Marriott, New Orleans, LA, Live Online
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Description: The premier event for CPAs and financial professionals working within all types of dealerships. Top experts provide the latest updates, current best practices and technical tools you need to shift your business into high gear.

KYCPA Ohio Valley Construction Conference

Date: Oct 27, 2022 - Oct 28, 2022
Location: Seelbach Hilton 500 S. Fourth Street Louisville, KY 40202

Description: The Ohio Valley Construction Conference will provide insightful information for financial professionals in construction-oriented businesses and CPAs in firms with construction clients.

Southern Federal Tax Institute

Date: Oct 24, 2022 - Oct 28, 2022
Location: Atlanta, GA

Description: The program is designed for the practitioner who must frequently anticipate and handle federal tax matters. Emphasis is placed on subjects which are new and current, including in-depth coverage of recent developments and problems which often prove difficult in planning clients’ affairs and transactions.

ICSC @ Southeast

Date: Oct 13, 2022 - Oct 14, 2022
Location: Georgia World Congress Center - Atlanta, Georgia, United States

Create connections and catalyze deals with the innovators, dealmakers and changemakers driving the marketplaces industry forward in your region. Advance your business goals and experience the latest trends shaping the spaces where consumers shop, dine, work, play, and gather.

Marcum Northeast Construction Summit

Date: Sep 29, 2022
Location: Omni New Haven Hotel, New Haven CT

The Marcum Construction Summit, presented with CT ABC and CFMA of CT, is dedicated to updating construction contractors, finance and accounting professionals on the economic state of the construction industry.

ACEC NY 2022 Bi-State Fall Conference

Date: Sep 18, 2022 - Sep 19, 2022
Location: Westchester Marriott, Tarrytown, NY

Join ACEC New York and ACEC NJ for an educational and networking opportunity unlike any other! With sessions featuring timely information essential to engineers in 2022, as well as programming dedicated to CFOs and Emerging Leaders (up-and-coming managers in firms).

Southeastern Accounting Show (SEAS) 2022

Date: Aug 24, 2022 - Aug 25, 2022
Location: Cobb Galleria Centre, Atlanta, Georgia

Description: The Southeastern Accounting Show (SEAS) is GSCPA’s premier event, providing you with a high-quality education in multiple interest areas. Explore all of the newest standards, issues and questions at one event. Don’t miss the CPE event of the year and discussions with local and national leaders on everything from tax to auditing to technology to best business practices.

Rise & Schein

Date: Jul 29, 2022
Location: Board and Box Charcuterie Store, Woodstock, Georgia

Description: Debbie Rodkin, a Senior Director at Source Advisors will discuss Cost Segregation and Employee Retention Credits and how the dental industry can capitalize on these tax-saving strategies.


Date: Jul 20, 2022 - Jul 21, 2022
Location: New York City

Description: Over two days, RETCON 2022 will bring together the world’s leading real estate owners, operators and developers to facilitate technology adoption & innovation within the real estate industry

Connecticut Society of CPAs Real Estate Conference

Date: Jun 29, 2022
Location: Virtual

Description: We are bringing our hands-on half-day (4.0 hour) learning event to the Connecticut Society of CPAs and will provide an overview of the changes related to the Tax Cuts and Jobs Act of 2017 (TCJA) and more recently, by the Coronavirus Aid, Relief, and Economic Security (CARES) Act. With a heavy emphasis on real-world case studies rather than academic theory, the focus will be primarily on changes that impact the tax incentives related to cost segregation, EPAct 179D certification, and R&D tax credits.