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Association for Accounting Marketing January/February 2010
Issue Editor: Sara Robertson, GBQ Holdings LLC
Education
IRS Issues Two New Rulings 

 

Have you been following the recent IRS rulings on the AAM Web site? The IRS recently issued two revenue rulings that are likely to be of great interest to AAM members. The rulings clarify (and in effect loosen) the restrictions of IRC Section 7216 on the use of tax return information to communicate with clients. We've just added a practice guide from the AICPA to help you interpret the rulings, and we're in the process of interviewing thought leaders to write our own article to provide you with further clarification. 
 
 
Conf News
 

Registration Now Open!


2010 AAM Summit - Building Strong Foundations for Firm Success

 

June 22-25, 2010
Washington, D.C.

 

Don't leave your firm's success to chance. Build a strong foundation by attending the "can't miss" event of the year -- the 21st annual AAM Summit at the Grand Hyatt in Washington, D.C.
 
Strengthen your firm, improve your team with fresh ideas and get strategies to succeed in positively affecting your bottom line. Learn from leaders in the industry, gain exclusive access to the brightest minds in the industry and build a foundation by attending pre-conference workshops. Come learn how to succeed in a challenging economy. With more than
30 professional sessions to choose from, you'll find the right session to help improve your marketing strategies.

 

Click here to register!  

 
Stay up to date on all Summit activities by visiting the new interactive 2010 conference web site.
Education
Tips for Busy Season Marketing

Kristen L. Lewis, Amper, Politziner & Mattia, LLP and Stuart Baum, Blackman Kallick

 

CPA firms traditionally slow down their marketing efforts in the busy season, but in an environment like this one, it's important to take advantage of the business development opportunities that spring up this time of year. Marketers face the tough task of helping their firm's professionals make things happen when they are heavily booked. By focusing their efforts on "low hanging fruit" and time-efficient networking strategies, your professionals can achieve results while spending just a little more time on business development.

 

Read more >>

 
Education
Marketing vs. Business Development

 

The Business Learning Institute presentation titled "Marketing and Sales: What's the Difference? ...and Who Cares?" is now posted in the business development folder of AAM's Member Toolbox. The presentation discusses the difference between the big three concepts of business development: sales, marketing and wasting your time and money. 

 

Save the Date!
The sales vs. marketing discussion is also available as a webcast - February 23, 2010, 1:00 - 2:00 PM EST.  Further details are available at: http://bit.ly/businessdevelopmentormarketing.

 

For AAM members who are not CPAs, the $20 discount applies. Questions? Contact Pam Devine at: pam@bizlearning.net.

 
Education
Social Networking AAM Roundtable Recap
Melissa Farmer, Somerset CPAs, P.C. and Hope Cooper, Alexander Thompson Arnold PLLC
 

We recently participated in the AAM Seasoned Marketer call on the topic of Social Networking. The speakers were Michelle Golden of Golden Practices and Amy Hoppenrath of AccelerAction. They are truly experts on this topic and presented a lot of great information-not to mention it was a bargain at only $10 and an hour of time.

 

The speakers did their homework up-front and asked participants to take a survey and shared the results.

 

Read full article >> 

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