AICPA ENGAGE 2019

Jun 8, 2019 ‐ Jun 12, 2019


You’ve seen what’s out there. The possibilities of your career in accounting. The challenges to our profession around the bend. Now is the time to push forward — faster, higher.

AICPA ENGAGE is the way forward. It’s about driving your future, choosing your ideal path and inspiring each other along the way.

The experience: Fresh ideas to strengthen your core practice. Candid conversations about the disruption you’re experiencing now and how to prepare for even more. Technical number-crunching sessions, because sometimes, there’s no better way to solve a problem.

All that and more, at the event for accounting and finance professionals ready for the next step.


The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately. 

Packages Display Packages

This includes sessions from AICPA ENGAGE 2019:

  • Advanced Accounting and Auditing 2019
  • Advanced Estate Planning 2019
  • Advanced Personal Financial Planning 2019
  • Association for Accounting Marketing Summit 2019
  • CPAFMA National Practice Management 2019
  • EDGE Career Development 2019
  • Finance Redefined Track 2019
  • Practitioners Symposium and TECH+ Conference 2019
  • Tax Strategies for the High-Income Individual 2019

Sessions Included:

Intersection of Tax-Smart Investing & Wealth Management Planning, presented by HD Vest (Jun 09, 2019 03:10 PM)

Planning for the Non-Taxable Estate (Jun 09, 2019 04:10 PM)

Trust, Value and Opportunity in Assurance (Jun 09, 2019 04:10 PM)

Economic Update Followed by the presentation of the Standing Ovation Award Winners (Jun 09, 2019 04:10 PM)

Running the Numbers (Jun 10, 2019 06:00 AM)

Basic Estate Planning Q&A (Jun 10, 2019 06:00 AM)

Protecting the Privacy of Critical Data (NAA, FIN) (Jun 10, 2019 06:00 AM)

CECL Implementation (Jun 10, 2019 06:00 AM)

Planning for Health Care Costs in Retirement (Jun 10, 2019 06:00 AM)

Alternative Fee Structures (Jun 10, 2019 06:00 AM)

Integration of Behavioral Finance with Options (Jun 10, 2019 06:00 AM)

The Truth About Annuities: Dispelling the Myths and Misconceptions - Sponsored by Prudential Annuities (Jun 10, 2019 06:00 AM)

Estate Planning Update (Jun 10, 2019 08:05 AM)

ASB Update (Jun 10, 2019 08:05 AM)

Retirement Assumptions (Jun 10, 2019 08:05 AM)

Financial Planning Software (Jun 10, 2019 08:05 AM)

College Planning For Every Client (Jun 10, 2019 08:05 AM)

Factors Affecting Valuations of Smaller Businesses (Jun 10, 2019 08:05 AM)

Basic 706 Preparation: Common Errors (Jun 10, 2019 10:15 AM)

Decanting (Jun 10, 2019 10:15 AM)

Communicating the Estate Plan (Jun 10, 2019 10:15 AM)

Ethics Update (Jun 10, 2019 10:15 AM)

Business Combinations: Accounting and Auditing Issues (Jun 10, 2019 10:15 AM)

Peer Review - Part 1 (Jun 10, 2019 10:15 AM)

Successes and Failure with Mergers (Jun 10, 2019 10:15 AM)

Why Trusts (Still) Matter (Jun 10, 2019 10:15 AM)

Practical Issues in Portfolio Structuring and Management: A Strategy Update (Jun 10, 2019 10:15 AM)

P&C Insurance Review for the Financial Planner (Jun 10, 2019 10:15 AM)

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 02:45 PM)

Roth IRA Conversion After the TCJA (PFP, EST) (Jun 10, 2019 02:45 PM)

Intra-Family Loans and Notes (Jun 10, 2019 02:45 PM)

IDIT's and BDIT's and BDOT's. What Works, and Why? (Jun 10, 2019 02:45 PM)

Accounting for Employee Compensation - Unique Awards (Jun 10, 2019 02:45 PM)

Independence and Nonattest Services: Don't Cross the Line (Jun 10, 2019 02:45 PM)

Panel: Does Your Client Have to Adopt the Revenue and Lease Standards? An Alternative Solution (Jun 10, 2019 02:45 PM)

How to Motivate and Retain Talent (Jun 10, 2019 02:45 PM)

Thinking Differently about Diversification (Jun 10, 2019 02:45 PM)

Alternatives for LTC Options (Jun 10, 2019 02:45 PM)

Situs Selection for Income Tax Purposes (EST, PFP) (Jun 10, 2019 03:50 PM)

DNI Bootcamp (Jun 10, 2019 03:50 PM)

Early Observations - Topic 606 (Jun 10, 2019 03:50 PM)

Data Extraction and Analytics (An Introduction) (Jun 10, 2019 03:50 PM)

Peer Review - Part 2 (Jun 10, 2019 03:50 PM)

How Lifetime Income Streams Affect Asset Allocation in Retirement (Jun 10, 2019 03:50 PM)

Annual Technology Survey (Advisor Technology Trends) (Jun 10, 2019 03:50 PM)

Information-Based on Economic Cycle (Jun 10, 2019 03:50 PM)

New Life Settlement and Policy Valuation Best Practices Impacting Planners (Jun 10, 2019 03:50 PM)

PCPS Roundtables (Jun 10, 2019 03:50 PM)

Stacking the Deck for a Successful CAS Practice (Jun 10, 2019 03:50 PM)

PCR Engagements Transformed (Jun 10, 2019 05:45 PM)

Is Your Tax Practice Future-ready? (Jun 11, 2019 05:30 AM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 05:30 AM)

Tax Planning Strategies Using Virtual Currencies (TAX, PFP) (Jun 11, 2019 06:00 AM)

Creating a Data-Driven Business Strategy (Jun 11, 2019 06:00 AM)

Professional Firm Management: What Does This Partnership Look Like? (Jun 11, 2019 06:00 AM)

Changes in How Learning is Done (Jun 11, 2019 06:00 AM)

Group and Component Auditor Issues (Jun 11, 2019 06:00 AM)

Accounting Implementation Issues In Response to the 2018 Tax Law Change (Jun 11, 2019 06:00 AM)

Developing a Sound Investment Policy Statement for Your Client (Jun 11, 2019 06:00 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 06:00 AM)

Comment Letters-Advocacy in Action (Jun 11, 2019 06:00 AM)

Welcome/AAM Summit Kick-off (Jun 11, 2019 07:00 AM)

State of AAM (Jun 11, 2019 07:55 AM)

Inside the Mind of the Managing Partner: Marketing That Really Matters (Jun 11, 2019 08:05 AM)

Freedom to Fail (Jun 11, 2019 07:00 AM)

199A: Beyond the Basics (EST, PFP, TAX) (Jun 11, 2019 07:00 AM)

Excellence & Innovation Acceleration: Unleashing the Power of Great People and Organizations (Jun 11, 2019 07:00 AM)

Creating a Pathway for Your Technical People to Transform Into Advisors (Jun 11, 2019 07:00 AM)

Optimizing Retirement Income by Combining Actuarial Science and Investments (Jun 11, 2019 07:00 AM)

Family Business Succession Planning (Jun 11, 2019 07:00 AM)

Taking Stock: Planning with Executive Compensation (Jun 11, 2019 07:00 AM)

Humanizing Technology to Deepen Client Relationships (Jun 11, 2019 07:00 AM)

Practitioners Kickoff (Jun 11, 2019 07:00 AM)

Tech Update: Today's Biggest Trends, Solutions, and Opportunities (Jun 11, 2019 07:00 AM)

How Much Should You Spend on Marketing: Results of AAM’s 2019 Marketing Budget Survey (Jun 11, 2019 08:55 AM)

Lose the Excuses, Reach the Results! (Jun 11, 2019 08:30 AM)

Different Ways to Bump up Your Cost Basis (Jun 11, 2019 08:30 AM)

How to Build and Support a Team of Innovators - an Interview with Panasonic Automotive's CFO (Jun 11, 2019 08:30 AM)

KPI / KRI Technologies (Jun 11, 2019 08:30 AM)

The Dark Web: Do You Know Who's Watching (Jun 11, 2019 08:30 AM)

Meeting Client Sales & Use Tax Needs in the Wake of Wayfair (Jun 11, 2019 08:30 AM)

IRS Controversies (Jun 11, 2019 08:30 AM)

The Power of Data to Strengthen Your Audit Practice, presented by Wolters Kluwer (PST, NAA) (Jun 11, 2019 09:35 AM)

Selling Your Brain: Creating Access-Level Agreements (Jun 11, 2019 09:35 AM)

Content for Conversion (Jun 11, 2019 10:20 AM)

Accountability and Consistency: Developing and Executing on an Internal Sales Process (Jun 11, 2019 10:20 AM)

The Power of Focus (Jun 11, 2019 10:20 AM)

How to Move to a Zero-Tax State (TAX, PFP, EST) (Jun 11, 2019 10:20 AM)

Uncovering Unconscious Bias (EDG, PST, AAM) (Jun 11, 2019 10:20 AM)

GDPR - An Increase in North America Privacy - Are You in Compliance? (PST, AAM) (Jun 11, 2019 10:20 AM)

Trusts and 199A (Jun 11, 2019 10:20 AM)

CRT Compliance (Jun 11, 2019 10:20 AM)

Creating a Framework for Cross-Functional Collaboration and Business Partnering Success (Jun 11, 2019 03:45 PM)

Engaging All Generations in the Firm's Future (Jun 11, 2019 10:20 AM)

Quality Control (Jun 11, 2019 10:20 AM)

FASB ASC 606 Implementation: Manufacturing Industry (Jun 11, 2019 10:20 AM)

Artificial Intelligence in an A&A Practice (Jun 11, 2019 10:20 AM)

Linking Cash Flow Management to Life Planning: A More Engaging & Effective Client Conversation (Jun 11, 2019 10:20 AM)

Latest Research on Risk Tolerance (Jun 11, 2019 10:20 AM)

Most Profitable Niches and How to Build One (Jun 11, 2019 10:20 AM)

The Mobile CPA: What's in My Bag (Jun 11, 2019 10:20 AM)

Evolution of Compliance and Advisory Services for the Future Ready Firm (Jun 11, 2019 10:20 AM)

FBAR & FACTA: The Crackdown on Unreported Foreign Assets Continues (Jun 11, 2019 10:20 AM)

Schedule C Audit Issues (Jun 11, 2019 10:20 AM)

Donor Advised Funds vs Private Foundations vs Supporting Orgs (Jun 11, 2019 11:25 AM)

Estate Planning & Hollywood (Jun 11, 2019 11:25 AM)

Information Security Exposures and Mitigation of Loss (Jun 11, 2019 11:25 AM)

IT Compatibility (Jun 11, 2019 11:25 AM)

Performing SOC Engagements: Best Practices (Jun 11, 2019 11:25 AM)

How Do I Stay Up to Date In Our Industry? (Jun 11, 2019 11:25 AM)

The Sandwich Generation (Jun 11, 2019 11:25 AM)

Education Planning Under the Tax Cuts and Jobs Act (Jun 11, 2019 11:25 AM)

How to Conquer the Podcast Game: ENGAGE Your Audience & Invigorate Your Brand (Jun 11, 2019 12:25 PM)

Party of One: Maximizing Your Impact as a Solo Firm Marketer (Jun 11, 2019 12:25 PM)

Marketing and Sales: Two Disciplines, One Process (Jun 11, 2019 12:25 PM)

Courageous Authenticity (Jun 11, 2019 12:25 PM)

Planning for Clients with a $2 million to $22 million Estate (EST, PFP, TAX) (Jun 11, 2019 12:25 PM)

Portfolio Management for Non-Portfolio Managers (PFP, TAX) (Jun 11, 2019 12:25 PM)

Trusts and Flow Through Entities (Jun 11, 2019 12:25 PM)

GST Tax Planning, Pitfalls & Pointers (Jun 11, 2019 12:25 PM)

Audit Documentation (Jun 11, 2019 12:25 PM)

FAQs - Accounting (Jun 11, 2019 12:25 PM)

Variable Interest Entities (Jun 11, 2019 12:25 PM)

Attracting and Developing Non-Accounting Professionals (Jun 11, 2019 12:25 PM)

M & A Trends and 5 Key Variables to Value an Accounting Firm (Jun 11, 2019 12:25 PM)

AI of the Future (Jun 11, 2019 12:25 PM)

Small Firm Technology (Jun 11, 2019 12:25 PM)

S Corp Update (Jun 11, 2019 12:25 PM)

Asset Protection (Jun 11, 2019 12:25 PM)

Guest List Envy: Creating Your Most Attended Event Yet (Jun 11, 2019 02:40 PM)

Rise of the AI Marketing Machine - Driving Growth in Accounting Firms (Jun 11, 2019 02:40 PM)

Negotiate to Win (Jun 11, 2019 02:40 PM)

Thanks for the Feedback - Lessons in Giving and Receiving Feedback (Jun 11, 2019 02:40 PM)

Finding Your Unique Leadership Voice (Jun 11, 2019 02:40 PM)

Blockchain, Part 1: The ABCs of Digital Disruption: B is for Blockchain (PST, NAA, FIN) (Jun 11, 2019 02:40 PM)

New to Practice Management - Here's a Cheat Sheet of Tools (FMA, PST) (Jun 11, 2019 02:40 PM)

Creating a Culture of Partner Collaboration: How Can a Firm Manager Make This Happen? (Jun 11, 2019 02:40 PM)

Auditing Accounting Estimates (Jun 11, 2019 02:40 PM)

Revenue Recognition for Health Care Providers (Jun 11, 2019 02:40 PM)

Single Audit Failures: Lessons from Quality Reviews (Jun 11, 2019 02:40 PM)

Rise of the Robo Accountant (Jun 11, 2019 02:40 PM)

Partner Succession: Planning a 3 Year Approach to Retirement (Jun 11, 2019 02:40 PM)

New Qualified Opportunity Funds (Jun 11, 2019 02:40 PM)

Creepy Nexus (Jun 11, 2019 02:40 PM)

Fiduciary Income Tax Return Topics (Jun 11, 2019 02:40 PM)

IRS Due Diligence Requirements (Jun 11, 2019 02:40 PM)

Communication on Point: Successful Strategies for Paid Social Media Campaigns (Jun 11, 2019 03:45 PM)

Building an Optimal Customer Experience and Effective Customer Journeys (Jun 11, 2019 03:45 PM)

Introduction to Well-Being (Jun 11, 2019 03:45 PM)

Charismatic Communication and Powerful Presentations (Jun 11, 2019 03:45 PM)

Practical & Real Life Applications Involving Qualified Opportunity Funds (TAX, EST) (Jun 11, 2019 03:45 PM)

Blockchain, Part 2: What's Next (PST, NAA, FIN) (Jun 11, 2019 03:45 PM)

Estate Planning in the 21st Century: Digital Assets and Cryptocurrencies (Jun 11, 2019 02:40 PM)

Review of Documents (Jun 11, 2019 03:45 PM)

How Can Finance Help Build and Support an Insights-Driven Digital Business? (Jun 11, 2019 03:45 PM)

Risk Assessment Standards (Jun 11, 2019 03:45 PM)

ARSC Update & Audit and Attest FAQ (Jun 11, 2019 03:45 PM)

Basics of the New Lease Accounting Standards (Jun 11, 2019 03:45 PM)

Best Planning Ideas (Preceded by the Presentation of the 2018 Distinguished Service Award) (Jun 11, 2019 03:45 PM)

Practical Approaches to Managing Change In Your Firm (Jun 11, 2019 03:45 PM)

Excel for Fraud (Jun 11, 2019 03:45 PM)

How Ideas Spread: Kickstarting Technological Change within Your Firm (Jun 11, 2019 03:45 PM)

International Tax Update (Jun 11, 2019 03:45 PM)

Partnership Tax Update (Jun 11, 2019 03:45 PM)

Culture Rules: Designing Family Meetings for Maximum Impact (Jun 11, 2019 03:45 PM)

FRF for SMEs (NAAATS, PST) (Jun 11, 2019 05:15 PM)

What's Keeping Your Clients Up at Night? (EST, PFP, TAX) (Jun 11, 2019 05:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 05:30 AM)

Reimagine (Jun 12, 2019 07:00 AM)

8 Simple Techniques To Grow Your Business With Video Marketing (Jun 12, 2019 10:30 AM)

Marketing's Important Role in Building a CPA Firm's Consulting Practice (Jun 12, 2019 10:30 AM)

Defining Your Version of Entrepreneurship (Jun 12, 2019 10:30 AM)

Leading Leaders (Jun 12, 2019 10:30 AM)

IRA Planning Update (TAX, PFP) (Jun 12, 2019 10:30 AM)

QSBS: The Quest for Quantum Exclusions (Queries, Qualms & Qualifications) (PFP, TAX) (Jun 12, 2019 10:30 AM)

Kaestner Trust Case (Jun 12, 2019 10:30 AM)

How to Develop the Optimal Finance Operating Model Which is Right for Your Business (Jun 12, 2019 10:30 AM)

Email Extinguisher: Simple Steps to Shrink the Inbox (Jun 12, 2019 10:30 AM)

The Alien Invasion: Non CPAs in Our CPA World (Jun 12, 2019 10:30 AM)

Applying the Leasing Standard: Implementation Challenges and Illustrations (Jun 12, 2019 10:30 AM)

Methodology Providers Address Common Missteps (Jun 12, 2019 10:30 AM)

Behavioral Aspects of Portfolio Construction (Jun 12, 2019 10:30 AM)

Enhancing Firm Profitability (Jun 12, 2019 10:30 AM)

Futuristic Technologies That are Changing Our World (Jun 12, 2019 10:30 AM)

Technology Budgeting: A New Hierarchy to Reduce Technical Debt and Support Innovation (Jun 12, 2019 10:30 AM)

Panel: How Not To Get Fired By Clients (Jun 12, 2019 10:30 AM)

Choice of Entity Decisions After Tax Reform (Jun 12, 2019 10:30 AM)

Family Office & Financial Planning (Jun 12, 2019 10:30 AM)

Endgame: Preparing Your Firm for Imminent Change (FMA, EDG, PST) (Jun 12, 2019 11:55 AM)

Transform Your Audit Practice with Thomson Reuters and Inflo (Jun 12, 2019 11:55 AM)

Top HR Issues - Are You and Your Clients Prepared? (Jun 12, 2019 11:55 AM)

Grow Your Tax Practice With Advisory Services (PST, FMA) (Jun 12, 2019 11:55 AM)

The Data Door - Getting Your Organization Ready For The Pivot To Data (PST, FMA, EDG) (Jun 12, 2019 11:55 AM)

The Private Insurance Company: An 831(b) Alternative - presented by Captive Alternatives (Jun 12, 2019 11:55 AM)

Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial (Jun 12, 2019 12:00 PM)

Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward (Jun 12, 2019 03:05 PM)

Track This, Not That - Digital Marketing Metrics Your Managing Partner Will Care About (Jun 12, 2019 12:55 PM)

Seven Firms in Five Years - I Have a Feeling We're Not in Kansas Anymore (Jun 12, 2019 12:55 PM)

Optimizing Your Role as a Business Development Professional (Jun 12, 2019 12:55 PM)

How to Identify and Successfully Work With Different Personality Traits (Jun 12, 2019 12:55 PM)

How to Run a Meeting That Doesn't Suck (Jun 12, 2019 12:55 PM)

Grantor Trust Rules and Planning (Jun 12, 2019 12:55 PM)

Estate Freezes with 2701 (Jun 12, 2019 12:55 PM)

Practical Issues for Multi-National Planning (Jun 12, 2019 12:55 PM)

Shifting to a Learning Culture (Jun 12, 2019 12:55 PM)

Delivering Impact Through Diversity (Jun 12, 2019 12:55 PM)

Yellowbook Update (Jun 12, 2019 12:55 PM)

Employee Benefit Plan A&A Update (Jun 12, 2019 12:55 PM)

Sampling Applications (Jun 12, 2019 12:55 PM)

Differentiation is the Challenge - Niche is the Solution (Jun 12, 2019 12:55 PM)

Comparison of ETFs vs Mutual Funds (Jun 12, 2019 12:55 PM)

BYO (Build Your Own) CAS Tech Stack (Jun 12, 2019 12:55 PM)

Business Case for Diversity (Jun 12, 2019 12:55 PM)

Hot Topics in Today's Small Firm Environment (Jun 12, 2019 12:55 PM)

Coaching Teams & Individuals to Maximize Performance (Jun 12, 2019 02:00 PM)

Let Your Clients Tell Your Story: Getting Great Testimonials (Jun 12, 2019 02:00 PM)

Building and Scaling Your Marketing Team (Jun 12, 2019 02:00 PM)

High-Trust = High-Performance (Jun 12, 2019 02:00 PM)

Trusts from A to Z and Why They are Still Relevant (EST, TAX) (Jun 12, 2019 02:00 PM)

Enhancing Attest Workflow Beyond Digitizing (PST, NAA) (Jun 12, 2019 02:00 PM)

Leading Digital Transformation (PST, EDG) (Jun 12, 2019 02:00 PM)

Top Tax and Estate Planning Techniques after "Tax Reform" (Sorting Through the COVFEFE) (Jun 12, 2019 02:00 PM)

Estate Planning for Real Estate (Jun 12, 2019 02:00 PM)

Using Strategic Questions to Drive a More Successful Culture (Jun 12, 2019 02:00 PM)

Implementing an Effective Cyber Risk Management Program (Jun 12, 2019 02:00 PM)

Auditor's Report (Jun 12, 2019 02:00 PM)

Transitioning to Medicare (Jun 12, 2019 02:00 PM)

Why Great Client Service is Table Stakes & How It Will Differentiate Your Business (Jun 12, 2019 02:00 PM)

SALT Limitations and Charitable Planning for Tax Purposes (Jun 12, 2019 02:00 PM)

Start Mentoring Now with Turnkey Resources (Jun 12, 2019 02:00 PM)

Leveraging Infrastructure as a Service to Build a Nimbler More Resilient Firm (Jun 12, 2019 02:00 PM)

Anti-Fraud Programs: Anomaly Detection Using Data Analytics (Jun 12, 2019 02:00 PM)

Depreciation and Cost Recovery Update (Jun 12, 2019 02:00 PM)

Estate Planning Strategies for Moderate, High & Ultra High Net Worth Clients Post-TCJA (Jun 12, 2019 02:00 PM)

Google 2019: What You Need to Know  (Jun 12, 2019 03:50 PM)

Inclusion as a Brand Advantage (Jun 12, 2019 03:50 PM)

Listening! The Key to Being a Better Boss, Employee, and Mentor (Jun 12, 2019 03:50 PM)

Vulnerability: Mental Wellness in the Workplace (Jun 12, 2019 03:50 PM)

SOC for Cybersecurity (PST, NAA) (Jun 12, 2019 03:50 PM)

What You Need to Know about Social Security (PFP, TAX) (Jun 12, 2019 03:50 PM)

Inspector Gadget (PST, PFP) (Jun 12, 2019 03:50 PM)

Advanced Post Mortem Estate Planning (EST, PFP, TAX) (Jun 12, 2019 03:50 PM)

Legislative Update (Jun 12, 2019 03:50 PM)

Hot Topics in Estate and Gift Tax Audits and Litigation (Jun 12, 2019 03:50 PM)

Transitioning CFO to Co-Pilot (Jun 12, 2019 03:50 PM)

LinkedIn Case Study: Drive Sales Performance and CX Through Receivables Data Visibility (Jun 12, 2019 03:50 PM)

How to Build a High Performing Culture (Jun 12, 2019 03:50 PM)

Testing Internal Controls as a Strategy for Smaller Audited Entities (Jun 12, 2019 03:50 PM)

Revenue Recognition: Software Technology (Jun 12, 2019 03:50 PM)

Dealing with IRS Representation (Jun 12, 2019 03:50 PM)

Are You Guiding Your Clients Towards A Bright Future? Position Yourself as a Valued Retirement Advisor (Jun 12, 2019 05:15 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 05:30 AM)

Operating Technology as a Business (Jun 13, 2019 06:00 AM)

Agile Transformation & Finance - How Agile Changes the View on Funding Development (Jun 13, 2019 06:00 AM)

Tax Season Debrief (Jun 13, 2019 06:00 AM)

Hot Topics in Practice Management (Jun 13, 2019 06:00 AM)

2019 Individual Tax Reform and Advocacy Updates (Jun 13, 2019 06:00 AM)

Change of Accounting Method (Jun 13, 2019 06:00 AM)

When to Form a Family Office (Jun 13, 2019 06:00 AM)

Building Relationships and Referrals Through Networking: Online and the Real World (Jun 13, 2019 08:30 AM)

No Time, No Problem: How Content Creation Can Compete (And Win) Against the Billable Hour (Jun 13, 2019 08:30 AM)

Finding Hidden Business Development Horsepower at Your Firm (Jun 13, 2019 08:30 AM)

Lovin' You: The Raw Truth About Fear and Self-Trust (Jun 13, 2019 08:30 AM)

Getting Stuff Done in Today's World (Jun 13, 2019 08:30 AM)

AI 101: How to Have More Meaningful Conversation Within the Business (Jun 13, 2019 08:30 AM)

Lean CPA Firm Operations (Jun 13, 2019 08:30 AM)

Enabling Remote Workers & Virtual Offices (Jun 13, 2019 08:30 AM)

An Overview of Leading Audit Tools (Jun 13, 2019 08:30 AM)

Is Your Tech a Wreck?  (Jun 13, 2019 08:30 AM)

Individual Income Tax Update (Jun 13, 2019 08:30 AM)

When Accounting and Content Add Up: How to Measure Content ROI (Jun 13, 2019 10:15 AM)

Tales from the Other Side: The CPA as a BD Executive (Jun 13, 2019 10:15 AM)

We Have Too Many Projects Planned for Next Year - How Do We *Wisely* Prioritize Them? (Jun 13, 2019 10:15 AM)

The Evolution of Accounting and Finance to Add Value, TODAY. (Jun 13, 2019 10:15 AM)

Unscripted: The Role of Improv in Developing High-Performing Teams (Jun 13, 2019 10:15 AM)

The Legal View of Being Non-Politically Correct (Jun 13, 2019 10:15 AM)

Panel: Working in the Cannabis Industry (Jun 13, 2019 10:15 AM)

Time Management for Accountants (Jun 13, 2019 10:15 AM)

Collaborate With Your Customers Using Microsoft Teams (Jun 13, 2019 10:15 AM)

How the Firm of Tomorrow is Using Data Today (PST, FIN) (Jun 13, 2019 10:15 AM)

K-1 Reporting (Jun 13, 2019 10:15 AM)

Succession Planning (Jun 13, 2019 10:15 AM)

Employee Stock Option Strategies (Jun 13, 2019 10:15 AM)

Tax Strategies for Life's Big Changes (Jun 13, 2019 10:15 AM)

Developing a Coaching Culture (Jun 13, 2019 12:15 PM)

Are You Running Your Business or is it Running You? (EDG, PST) (Jun 13, 2019 12:15 PM)

Is Leadership Going Soft? (Jun 13, 2019 12:15 PM)

2018 PCPS MAP Survey Results (Jun 13, 2019 12:15 PM)

Office 365 - The Lesser Known Apps (Jun 13, 2019 12:15 PM)

Effective Strategies to Secure and Retain Top Talent (Jun 13, 2019 12:15 PM)

Like-Kind Exchanges (Jun 13, 2019 12:15 PM)

Should you Convert to a C-Corp (Jun 13, 2019 12:15 PM)

Family Investment Partnerships (Jun 13, 2019 12:15 PM)

Real Estate Tax Update (Jun 13, 2019 12:15 PM)

7 Seconds for Success: Discover and Build Your Personal Brand (Jun 13, 2019 01:45 PM)

Unleash Your Peak Performance Potential (Jun 13, 2019 01:45 PM)

What is the Purpose of a CRM and How Do I Find The Right One? (PST, AAM) (Jun 13, 2019 01:45 PM)

Data Visualisation and the Art of Storytelling the Business Performance (Jun 13, 2019 01:45 PM)

Data Driven Firm Automation Panel (Jun 13, 2019 01:45 PM)

Roundtable Discussions: TECH (Jun 13, 2019 01:45 PM)

Advanced S 199A Planning Strategies (Jun 13, 2019 01:45 PM)

Why Do You Want to Be a Manager? Tips to Transition Into Your New Leadership Role (Jun 13, 2019 03:15 PM)

Be More than a Machine: Why Emotional Intelligence Matters (Jun 13, 2019 03:15 PM)

Reimagining Cross-Selling as Cross-Solving (PST, AAM) (Jun 13, 2019 03:15 PM)

50 Ideas in 50 Minutes (Jun 13, 2019 03:15 PM)

Moving to a Virtual Audit (Jun 13, 2019 03:15 PM)

(Repeated in ENG1936) A First Look at IRA Life Expectancy Payout Changes Under the "Secure Bill" and the Best Ideas So Far (PFP, EST, TAX) (Jun 09, 2019 01:45 PM)

Digital Finance: Harnessing Agility and Foresight - Presented by Genpact (Jun 11, 2019 10:20 AM)

Collaboration: The New, Old Skill You’ll Need to Succeed (Jun 11, 2019 11:25 AM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 08:15 AM)

(Repeat of PFP19001) A First Look at IRA Life Expectancy Payout Changes Under the "Secure Bill" and the Best Ideas so Far (PFP, EST, TAX) (Jun 12, 2019 03:50 PM)

Adapt Standard Accounting Systems to Enhance Your Business Transformation (Jun 13, 2019 10:15 AM)

Standard: $1595.00

This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA ENGAGE 2019)

Sessions Included:

Trust, Value and Opportunity in Assurance (Jun 09, 2019 04:10 PM)

Protecting the Privacy of Critical Data (NAA, FIN) (Jun 10, 2019 06:00 AM)

CECL Implementation (Jun 10, 2019 06:00 AM)

ASB Update (Jun 10, 2019 08:05 AM)

Ethics Update (Jun 10, 2019 10:15 AM)

Business Combinations: Accounting and Auditing Issues (Jun 10, 2019 10:15 AM)

Peer Review - Part 1 (Jun 10, 2019 10:15 AM)

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 02:45 PM)

Accounting for Employee Compensation - Unique Awards (Jun 10, 2019 02:45 PM)

Independence and Nonattest Services: Don't Cross the Line (Jun 10, 2019 02:45 PM)

Panel: Does Your Client Have to Adopt the Revenue and Lease Standards? An Alternative Solution (Jun 10, 2019 02:45 PM)

Early Observations - Topic 606 (Jun 10, 2019 03:50 PM)

Data Extraction and Analytics (An Introduction) (Jun 10, 2019 03:50 PM)

Peer Review - Part 2 (Jun 10, 2019 03:50 PM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 05:30 AM)

Group and Component Auditor Issues (Jun 11, 2019 06:00 AM)

Accounting Implementation Issues In Response to the 2018 Tax Law Change (Jun 11, 2019 06:00 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 06:00 AM)

The Power of Data to Strengthen Your Audit Practice, presented by Wolters Kluwer (PST, NAA) (Jun 11, 2019 09:35 AM)

Quality Control (Jun 11, 2019 10:20 AM)

FASB ASC 606 Implementation: Manufacturing Industry (Jun 11, 2019 10:20 AM)

Artificial Intelligence in an A&A Practice (Jun 11, 2019 10:20 AM)

Performing SOC Engagements: Best Practices (Jun 11, 2019 11:25 AM)

Audit Documentation (Jun 11, 2019 12:25 PM)

FAQs - Accounting (Jun 11, 2019 12:25 PM)

Variable Interest Entities (Jun 11, 2019 12:25 PM)

Blockchain, Part 1: The ABCs of Digital Disruption: B is for Blockchain (PST, NAA, FIN) (Jun 11, 2019 02:40 PM)

Auditing Accounting Estimates (Jun 11, 2019 02:40 PM)

Revenue Recognition for Health Care Providers (Jun 11, 2019 02:40 PM)

Single Audit Failures: Lessons from Quality Reviews (Jun 11, 2019 02:40 PM)

Blockchain, Part 2: What's Next (PST, NAA, FIN) (Jun 11, 2019 03:45 PM)

Risk Assessment Standards (Jun 11, 2019 03:45 PM)

ARSC Update & Audit and Attest FAQ (Jun 11, 2019 03:45 PM)

Basics of the New Lease Accounting Standards (Jun 11, 2019 03:45 PM)

FRF for SMEs (NAAATS, PST) (Jun 11, 2019 05:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 05:30 AM)

Reimagine (Jun 12, 2019 07:00 AM)

Applying the Leasing Standard: Implementation Challenges and Illustrations (Jun 12, 2019 10:30 AM)

Methodology Providers Address Common Missteps (Jun 12, 2019 10:30 AM)

Yellowbook Update (Jun 12, 2019 12:55 PM)

Employee Benefit Plan A&A Update (Jun 12, 2019 12:55 PM)

Sampling Applications (Jun 12, 2019 12:55 PM)

Enhancing Attest Workflow Beyond Digitizing (PST, NAA) (Jun 12, 2019 02:00 PM)

Implementing an Effective Cyber Risk Management Program (Jun 12, 2019 02:00 PM)

Auditor's Report (Jun 12, 2019 02:00 PM)

SOC for Cybersecurity (PST, NAA) (Jun 12, 2019 03:50 PM)

Testing Internal Controls as a Strategy for Smaller Audited Entities (Jun 12, 2019 03:50 PM)

Revenue Recognition: Software Technology (Jun 12, 2019 03:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 05:30 AM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 08:15 AM)

Standard: $459.00

This includes sessions from the conference: Advanced Estate Planning (as part of AICPA ENGAGE 2019)

Sessions Included:

Planning for the Non-Taxable Estate (Jun 09, 2019 04:10 PM)

Running the Numbers (Jun 10, 2019 06:00 AM)

Basic Estate Planning Q&A (Jun 10, 2019 06:00 AM)

The Truth About Annuities: Dispelling the Myths and Misconceptions - Sponsored by Prudential Annuities (Jun 10, 2019 06:00 AM)

Estate Planning Update (Jun 10, 2019 08:05 AM)

Basic 706 Preparation: Common Errors (Jun 10, 2019 10:15 AM)

Decanting (Jun 10, 2019 10:15 AM)

Communicating the Estate Plan (Jun 10, 2019 10:15 AM)

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 02:45 PM)

Roth IRA Conversion After the TCJA (PFP, EST) (Jun 10, 2019 02:45 PM)

Intra-Family Loans and Notes (Jun 10, 2019 02:45 PM)

IDIT's and BDIT's and BDOT's. What Works, and Why? (Jun 10, 2019 02:45 PM)

Situs Selection for Income Tax Purposes (EST, PFP) (Jun 10, 2019 03:50 PM)

DNI Bootcamp (Jun 10, 2019 03:50 PM)

Is Your Tax Practice Future-ready? (Jun 11, 2019 05:30 AM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 05:30 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 06:00 AM)

Different Ways to Bump up Your Cost Basis (Jun 11, 2019 08:30 AM)

How to Move to a Zero-Tax State (TAX, PFP, EST) (Jun 11, 2019 10:20 AM)

Trusts and 199A (Jun 11, 2019 10:20 AM)

CRT Compliance (Jun 11, 2019 10:20 AM)

Donor Advised Funds vs Private Foundations vs Supporting Orgs (Jun 11, 2019 11:25 AM)

Estate Planning & Hollywood (Jun 11, 2019 11:25 AM)

Planning for Clients with a $2 million to $22 million Estate (EST, PFP, TAX) (Jun 11, 2019 12:25 PM)

Trusts and Flow Through Entities (Jun 11, 2019 12:25 PM)

GST Tax Planning, Pitfalls & Pointers (Jun 11, 2019 12:25 PM)

Practical & Real Life Applications Involving Qualified Opportunity Funds (TAX, EST) (Jun 11, 2019 03:45 PM)

Estate Planning in the 21st Century: Digital Assets and Cryptocurrencies (Jun 11, 2019 02:40 PM)

Review of Documents (Jun 11, 2019 03:45 PM)

What's Keeping Your Clients Up at Night? (EST, PFP, TAX) (Jun 11, 2019 05:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 05:30 AM)

Reimagine (Jun 12, 2019 07:00 AM)

Kaestner Trust Case (Jun 12, 2019 10:30 AM)

Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial (Jun 12, 2019 12:00 PM)

Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward (Jun 12, 2019 03:05 PM)

Grantor Trust Rules and Planning (Jun 12, 2019 12:55 PM)

Estate Freezes with 2701 (Jun 12, 2019 12:55 PM)

Practical Issues for Multi-National Planning (Jun 12, 2019 12:55 PM)

Trusts from A to Z and Why They are Still Relevant (EST, TAX) (Jun 12, 2019 02:00 PM)

Top Tax and Estate Planning Techniques after "Tax Reform" (Sorting Through the COVFEFE) (Jun 12, 2019 02:00 PM)

Estate Planning for Real Estate (Jun 12, 2019 02:00 PM)

Advanced Post Mortem Estate Planning (EST, PFP, TAX) (Jun 12, 2019 03:50 PM)

Legislative Update (Jun 12, 2019 03:50 PM)

Hot Topics in Estate and Gift Tax Audits and Litigation (Jun 12, 2019 03:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 05:30 AM)

(Repeated in ENG1936) A First Look at IRA Life Expectancy Payout Changes Under the "Secure Bill" and the Best Ideas So Far (PFP, EST, TAX) (Jun 09, 2019 01:45 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 08:15 AM)

(Repeat of PFP19001) A First Look at IRA Life Expectancy Payout Changes Under the "Secure Bill" and the Best Ideas so Far (PFP, EST, TAX) (Jun 12, 2019 03:50 PM)

Standard: $459.00

This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA ENGAGE 2019)

Sessions Included:

Intersection of Tax-Smart Investing & Wealth Management Planning, presented by HD Vest (Jun 09, 2019 03:10 PM)

Economic Update Followed by the presentation of the Standing Ovation Award Winners (Jun 09, 2019 04:10 PM)

Planning for Health Care Costs in Retirement (Jun 10, 2019 06:00 AM)

Alternative Fee Structures (Jun 10, 2019 06:00 AM)

Integration of Behavioral Finance with Options (Jun 10, 2019 06:00 AM)

The Truth About Annuities: Dispelling the Myths and Misconceptions - Sponsored by Prudential Annuities (Jun 10, 2019 06:00 AM)

Retirement Assumptions (Jun 10, 2019 08:05 AM)

Financial Planning Software (Jun 10, 2019 08:05 AM)

College Planning For Every Client (Jun 10, 2019 08:05 AM)

Factors Affecting Valuations of Smaller Businesses (Jun 10, 2019 08:05 AM)

Successes and Failure with Mergers (Jun 10, 2019 10:15 AM)

Why Trusts (Still) Matter (Jun 10, 2019 10:15 AM)

Practical Issues in Portfolio Structuring and Management: A Strategy Update (Jun 10, 2019 10:15 AM)

P&C Insurance Review for the Financial Planner (Jun 10, 2019 10:15 AM)

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 02:45 PM)

Roth IRA Conversion After the TCJA (PFP, EST) (Jun 10, 2019 02:45 PM)

How to Motivate and Retain Talent (Jun 10, 2019 02:45 PM)

Thinking Differently about Diversification (Jun 10, 2019 02:45 PM)

Alternatives for LTC Options (Jun 10, 2019 02:45 PM)

Situs Selection for Income Tax Purposes (EST, PFP) (Jun 10, 2019 03:50 PM)

How Lifetime Income Streams Affect Asset Allocation in Retirement (Jun 10, 2019 03:50 PM)

Annual Technology Survey (Advisor Technology Trends) (Jun 10, 2019 03:50 PM)

Information-Based on Economic Cycle (Jun 10, 2019 03:50 PM)

New Life Settlement and Policy Valuation Best Practices Impacting Planners (Jun 10, 2019 03:50 PM)

Is Your Tax Practice Future-ready? (Jun 11, 2019 05:30 AM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 05:30 AM)

Tax Planning Strategies Using Virtual Currencies (TAX, PFP) (Jun 11, 2019 06:00 AM)

Developing a Sound Investment Policy Statement for Your Client (Jun 11, 2019 06:00 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 06:00 AM)

199A: Beyond the Basics (EST, PFP, TAX) (Jun 11, 2019 07:00 AM)

Optimizing Retirement Income by Combining Actuarial Science and Investments (Jun 11, 2019 07:00 AM)

Family Business Succession Planning (Jun 11, 2019 07:00 AM)

Taking Stock: Planning with Executive Compensation (Jun 11, 2019 07:00 AM)

Humanizing Technology to Deepen Client Relationships (Jun 11, 2019 07:00 AM)

How to Move to a Zero-Tax State (TAX, PFP, EST) (Jun 11, 2019 10:20 AM)

Linking Cash Flow Management to Life Planning: A More Engaging & Effective Client Conversation (Jun 11, 2019 10:20 AM)

Latest Research on Risk Tolerance (Jun 11, 2019 10:20 AM)

Planning for Clients with a $2 million to $22 million Estate (EST, PFP, TAX) (Jun 11, 2019 12:25 PM)

Portfolio Management for Non-Portfolio Managers (PFP, TAX) (Jun 11, 2019 12:25 PM)

Best Planning Ideas (Preceded by the Presentation of the 2018 Distinguished Service Award) (Jun 11, 2019 03:45 PM)

What's Keeping Your Clients Up at Night? (EST, PFP, TAX) (Jun 11, 2019 05:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 05:30 AM)

Reimagine (Jun 12, 2019 07:00 AM)

IRA Planning Update (TAX, PFP) (Jun 12, 2019 10:30 AM)

QSBS: The Quest for Quantum Exclusions (Queries, Qualms & Qualifications) (PFP, TAX) (Jun 12, 2019 10:30 AM)

Behavioral Aspects of Portfolio Construction (Jun 12, 2019 10:30 AM)

Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial (Jun 12, 2019 12:00 PM)

Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward (Jun 12, 2019 03:05 PM)

Differentiation is the Challenge - Niche is the Solution (Jun 12, 2019 12:55 PM)

Comparison of ETFs vs Mutual Funds (Jun 12, 2019 12:55 PM)

Transitioning to Medicare (Jun 12, 2019 02:00 PM)

Why Great Client Service is Table Stakes & How It Will Differentiate Your Business (Jun 12, 2019 02:00 PM)

SALT Limitations and Charitable Planning for Tax Purposes (Jun 12, 2019 02:00 PM)

What You Need to Know about Social Security (PFP, TAX) (Jun 12, 2019 03:50 PM)

Inspector Gadget (PST, PFP) (Jun 12, 2019 03:50 PM)

Advanced Post Mortem Estate Planning (EST, PFP, TAX) (Jun 12, 2019 03:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 05:30 AM)

(Repeated in ENG1936) A First Look at IRA Life Expectancy Payout Changes Under the "Secure Bill" and the Best Ideas So Far (PFP, EST, TAX) (Jun 09, 2019 01:45 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 08:15 AM)

(Repeat of PFP19001) A First Look at IRA Life Expectancy Payout Changes Under the "Secure Bill" and the Best Ideas so Far (PFP, EST, TAX) (Jun 12, 2019 03:50 PM)

Standard: $459.00

This includes sessions from the conference: Association for Accounting Marketing Summit (as part of AICPA ENGAGE 2019)

Sessions Included:

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 05:30 AM)

Welcome/AAM Summit Kick-off (Jun 11, 2019 07:00 AM)

State of AAM (Jun 11, 2019 07:55 AM)

Inside the Mind of the Managing Partner: Marketing That Really Matters (Jun 11, 2019 08:05 AM)

How Much Should You Spend on Marketing: Results of AAM’s 2019 Marketing Budget Survey (Jun 11, 2019 08:55 AM)

Content for Conversion (Jun 11, 2019 10:20 AM)

Accountability and Consistency: Developing and Executing on an Internal Sales Process (Jun 11, 2019 10:20 AM)

Uncovering Unconscious Bias (EDG, PST, AAM) (Jun 11, 2019 10:20 AM)

GDPR - An Increase in North America Privacy - Are You in Compliance? (PST, AAM) (Jun 11, 2019 10:20 AM)

How to Conquer the Podcast Game: ENGAGE Your Audience & Invigorate Your Brand (Jun 11, 2019 12:25 PM)

Party of One: Maximizing Your Impact as a Solo Firm Marketer (Jun 11, 2019 12:25 PM)

Marketing and Sales: Two Disciplines, One Process (Jun 11, 2019 12:25 PM)

Guest List Envy: Creating Your Most Attended Event Yet (Jun 11, 2019 02:40 PM)

Rise of the AI Marketing Machine - Driving Growth in Accounting Firms (Jun 11, 2019 02:40 PM)

Negotiate to Win (Jun 11, 2019 02:40 PM)

Communication on Point: Successful Strategies for Paid Social Media Campaigns (Jun 11, 2019 03:45 PM)

Building an Optimal Customer Experience and Effective Customer Journeys (Jun 11, 2019 03:45 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 05:30 AM)

Reimagine (Jun 12, 2019 07:00 AM)

8 Simple Techniques To Grow Your Business With Video Marketing (Jun 12, 2019 10:30 AM)

Marketing's Important Role in Building a CPA Firm's Consulting Practice (Jun 12, 2019 10:30 AM)

Track This, Not That - Digital Marketing Metrics Your Managing Partner Will Care About (Jun 12, 2019 12:55 PM)

Seven Firms in Five Years - I Have a Feeling We're Not in Kansas Anymore (Jun 12, 2019 12:55 PM)

Optimizing Your Role as a Business Development Professional (Jun 12, 2019 12:55 PM)

Coaching Teams & Individuals to Maximize Performance (Jun 12, 2019 02:00 PM)

Let Your Clients Tell Your Story: Getting Great Testimonials (Jun 12, 2019 02:00 PM)

Building and Scaling Your Marketing Team (Jun 12, 2019 02:00 PM)

Google 2019: What You Need to Know  (Jun 12, 2019 03:50 PM)

Inclusion as a Brand Advantage (Jun 12, 2019 03:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 05:30 AM)

Building Relationships and Referrals Through Networking: Online and the Real World (Jun 13, 2019 08:30 AM)

No Time, No Problem: How Content Creation Can Compete (And Win) Against the Billable Hour (Jun 13, 2019 08:30 AM)

Finding Hidden Business Development Horsepower at Your Firm (Jun 13, 2019 08:30 AM)

When Accounting and Content Add Up: How to Measure Content ROI (Jun 13, 2019 10:15 AM)

Tales from the Other Side: The CPA as a BD Executive (Jun 13, 2019 10:15 AM)

We Have Too Many Projects Planned for Next Year - How Do We *Wisely* Prioritize Them? (Jun 13, 2019 10:15 AM)

What is the Purpose of a CRM and How Do I Find The Right One? (PST, AAM) (Jun 13, 2019 01:45 PM)

Reimagining Cross-Selling as Cross-Solving (PST, AAM) (Jun 13, 2019 03:15 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 08:15 AM)

Standard: $379.00

This includes sessions from: CPAFMA National Practice Management (as part of AICPA ENGAGE 2019)

Sessions Included:

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 05:30 AM)

Professional Firm Management: What Does This Partnership Look Like? (Jun 11, 2019 06:00 AM)

Changes in How Learning is Done (Jun 11, 2019 06:00 AM)

Creating a Pathway for Your Technical People to Transform Into Advisors (Jun 11, 2019 07:00 AM)

Engaging All Generations in the Firm's Future (Jun 11, 2019 10:20 AM)

Information Security Exposures and Mitigation of Loss (Jun 11, 2019 11:25 AM)

IT Compatibility (Jun 11, 2019 11:25 AM)

New to Practice Management - Here's a Cheat Sheet of Tools (FMA, PST) (Jun 11, 2019 02:40 PM)

Creating a Culture of Partner Collaboration: How Can a Firm Manager Make This Happen? (Jun 11, 2019 02:40 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 05:30 AM)

Reimagine (Jun 12, 2019 07:00 AM)

Email Extinguisher: Simple Steps to Shrink the Inbox (Jun 12, 2019 10:30 AM)

The Alien Invasion: Non CPAs in Our CPA World (Jun 12, 2019 10:30 AM)

Shifting to a Learning Culture (Jun 12, 2019 12:55 PM)

Delivering Impact Through Diversity (Jun 12, 2019 12:55 PM)

Using Strategic Questions to Drive a More Successful Culture (Jun 12, 2019 02:00 PM)

How to Build a High Performing Culture (Jun 12, 2019 03:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 05:30 AM)

Lean CPA Firm Operations (Jun 13, 2019 08:30 AM)

Unscripted: The Role of Improv in Developing High-Performing Teams (Jun 13, 2019 10:15 AM)

The Legal View of Being Non-Politically Correct (Jun 13, 2019 10:15 AM)

Is Leadership Going Soft? (Jun 13, 2019 12:15 PM)

Data Driven Firm Automation Panel (Jun 13, 2019 01:45 PM)

50 Ideas in 50 Minutes (Jun 13, 2019 03:15 PM)

Collaboration: The New, Old Skill You’ll Need to Succeed (Jun 11, 2019 11:25 AM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 08:15 AM)

Standard: $379.00

This includes sessions from the conference: EDGE Career Development (as part of AICPA ENGAGE 2019)

Sessions Included:

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 02:45 PM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 05:30 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 06:00 AM)

Freedom to Fail (Jun 11, 2019 07:00 AM)

Lose the Excuses, Reach the Results! (Jun 11, 2019 08:30 AM)

The Power of Focus (Jun 11, 2019 10:20 AM)

Courageous Authenticity (Jun 11, 2019 12:25 PM)

Thanks for the Feedback - Lessons in Giving and Receiving Feedback (Jun 11, 2019 02:40 PM)

Finding Your Unique Leadership Voice (Jun 11, 2019 02:40 PM)

Introduction to Well-Being (Jun 11, 2019 03:45 PM)

Charismatic Communication and Powerful Presentations (Jun 11, 2019 03:45 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 05:30 AM)

Reimagine (Jun 12, 2019 07:00 AM)

Defining Your Version of Entrepreneurship (Jun 12, 2019 10:30 AM)

Leading Leaders (Jun 12, 2019 10:30 AM)

Endgame: Preparing Your Firm for Imminent Change (FMA, EDG, PST) (Jun 12, 2019 11:55 AM)

How to Identify and Successfully Work With Different Personality Traits (Jun 12, 2019 12:55 PM)

How to Run a Meeting That Doesn't Suck (Jun 12, 2019 12:55 PM)

High-Trust = High-Performance (Jun 12, 2019 02:00 PM)

Leading Digital Transformation (PST, EDG) (Jun 12, 2019 02:00 PM)

Listening! The Key to Being a Better Boss, Employee, and Mentor (Jun 12, 2019 03:50 PM)

Vulnerability: Mental Wellness in the Workplace (Jun 12, 2019 03:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 05:30 AM)

Lovin' You: The Raw Truth About Fear and Self-Trust (Jun 13, 2019 08:30 AM)

Getting Stuff Done in Today's World (Jun 13, 2019 08:30 AM)

Developing a Coaching Culture (Jun 13, 2019 12:15 PM)

7 Seconds for Success: Discover and Build Your Personal Brand (Jun 13, 2019 01:45 PM)

Unleash Your Peak Performance Potential (Jun 13, 2019 01:45 PM)

Why Do You Want to Be a Manager? Tips to Transition Into Your New Leadership Role (Jun 13, 2019 03:15 PM)

Be More than a Machine: Why Emotional Intelligence Matters (Jun 13, 2019 03:15 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 08:15 AM)

Standard: $379.00

This includes sessions from the Finance Redefined Track (as part of AICPA ENGAGE 2019)

Sessions Included:

Creating a Data-Driven Business Strategy (Jun 11, 2019 06:00 AM)

Excellence & Innovation Acceleration: Unleashing the Power of Great People and Organizations (Jun 11, 2019 07:00 AM)

How to Build and Support a Team of Innovators - an Interview with Panasonic Automotive's CFO (Jun 11, 2019 08:30 AM)

Creating a Framework for Cross-Functional Collaboration and Business Partnering Success (Jun 11, 2019 03:45 PM)

How Can Finance Help Build and Support an Insights-Driven Digital Business? (Jun 11, 2019 03:45 PM)

How to Develop the Optimal Finance Operating Model Which is Right for Your Business (Jun 12, 2019 10:30 AM)

Transitioning CFO to Co-Pilot (Jun 12, 2019 03:50 PM)

LinkedIn Case Study: Drive Sales Performance and CX Through Receivables Data Visibility (Jun 12, 2019 03:50 PM)

Operating Technology as a Business (Jun 13, 2019 06:00 AM)

Agile Transformation & Finance - How Agile Changes the View on Funding Development (Jun 13, 2019 06:00 AM)

AI 101: How to Have More Meaningful Conversation Within the Business (Jun 13, 2019 08:30 AM)

The Evolution of Accounting and Finance to Add Value, TODAY. (Jun 13, 2019 10:15 AM)

Data Visualisation and the Art of Storytelling the Business Performance (Jun 13, 2019 01:45 PM)

Digital Finance: Harnessing Agility and Foresight - Presented by Genpact (Jun 11, 2019 10:20 AM)

Adapt Standard Accounting Systems to Enhance Your Business Transformation (Jun 13, 2019 10:15 AM)

Standard: $299.00

This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA ENGAGE 2019)

Sessions Included:

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 02:45 PM)

PCPS Roundtables (Jun 10, 2019 03:50 PM)

Stacking the Deck for a Successful CAS Practice (Jun 10, 2019 03:50 PM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 05:30 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 06:00 AM)

Practitioners Kickoff (Jun 11, 2019 07:00 AM)

Tech Update: Today's Biggest Trends, Solutions, and Opportunities (Jun 11, 2019 07:00 AM)

KPI / KRI Technologies (Jun 11, 2019 08:30 AM)

The Dark Web: Do You Know Who's Watching (Jun 11, 2019 08:30 AM)

Meeting Client Sales & Use Tax Needs in the Wake of Wayfair (Jun 11, 2019 08:30 AM)

The Power of Data to Strengthen Your Audit Practice, presented by Wolters Kluwer (PST, NAA) (Jun 11, 2019 09:35 AM)

Selling Your Brain: Creating Access-Level Agreements (Jun 11, 2019 09:35 AM)

Uncovering Unconscious Bias (EDG, PST, AAM) (Jun 11, 2019 10:20 AM)

GDPR - An Increase in North America Privacy - Are You in Compliance? (PST, AAM) (Jun 11, 2019 10:20 AM)

Most Profitable Niches and How to Build One (Jun 11, 2019 10:20 AM)

The Mobile CPA: What's in My Bag (Jun 11, 2019 10:20 AM)

Evolution of Compliance and Advisory Services for the Future Ready Firm (Jun 11, 2019 10:20 AM)

How Do I Stay Up to Date In Our Industry? (Jun 11, 2019 11:25 AM)

Attracting and Developing Non-Accounting Professionals (Jun 11, 2019 12:25 PM)

M & A Trends and 5 Key Variables to Value an Accounting Firm (Jun 11, 2019 12:25 PM)

AI of the Future (Jun 11, 2019 12:25 PM)

Small Firm Technology (Jun 11, 2019 12:25 PM)

Blockchain, Part 1: The ABCs of Digital Disruption: B is for Blockchain (PST, NAA, FIN) (Jun 11, 2019 02:40 PM)

New to Practice Management - Here's a Cheat Sheet of Tools (FMA, PST) (Jun 11, 2019 02:40 PM)

Rise of the Robo Accountant (Jun 11, 2019 02:40 PM)

Partner Succession: Planning a 3 Year Approach to Retirement (Jun 11, 2019 02:40 PM)

Blockchain, Part 2: What's Next (PST, NAA, FIN) (Jun 11, 2019 03:45 PM)

Practical Approaches to Managing Change In Your Firm (Jun 11, 2019 03:45 PM)

Excel for Fraud (Jun 11, 2019 03:45 PM)

How Ideas Spread: Kickstarting Technological Change within Your Firm (Jun 11, 2019 03:45 PM)

FRF for SMEs (NAAATS, PST) (Jun 11, 2019 05:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 05:30 AM)

Reimagine (Jun 12, 2019 07:00 AM)

Enhancing Firm Profitability (Jun 12, 2019 10:30 AM)

Futuristic Technologies That are Changing Our World (Jun 12, 2019 10:30 AM)

Technology Budgeting: A New Hierarchy to Reduce Technical Debt and Support Innovation (Jun 12, 2019 10:30 AM)

Panel: How Not To Get Fired By Clients (Jun 12, 2019 10:30 AM)

Endgame: Preparing Your Firm for Imminent Change (FMA, EDG, PST) (Jun 12, 2019 11:55 AM)

Transform Your Audit Practice with Thomson Reuters and Inflo (Jun 12, 2019 11:55 AM)

Top HR Issues - Are You and Your Clients Prepared? (Jun 12, 2019 11:55 AM)

Grow Your Tax Practice With Advisory Services (PST, FMA) (Jun 12, 2019 11:55 AM)

The Data Door - Getting Your Organization Ready For The Pivot To Data (PST, FMA, EDG) (Jun 12, 2019 11:55 AM)

BYO (Build Your Own) CAS Tech Stack (Jun 12, 2019 12:55 PM)

Business Case for Diversity (Jun 12, 2019 12:55 PM)

Hot Topics in Today's Small Firm Environment (Jun 12, 2019 12:55 PM)

Enhancing Attest Workflow Beyond Digitizing (PST, NAA) (Jun 12, 2019 02:00 PM)

Leading Digital Transformation (PST, EDG) (Jun 12, 2019 02:00 PM)

Start Mentoring Now with Turnkey Resources (Jun 12, 2019 02:00 PM)

Leveraging Infrastructure as a Service to Build a Nimbler More Resilient Firm (Jun 12, 2019 02:00 PM)

Anti-Fraud Programs: Anomaly Detection Using Data Analytics (Jun 12, 2019 02:00 PM)

SOC for Cybersecurity (PST, NAA) (Jun 12, 2019 03:50 PM)

Inspector Gadget (PST, PFP) (Jun 12, 2019 03:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 05:30 AM)

Tax Season Debrief (Jun 13, 2019 06:00 AM)

Hot Topics in Practice Management (Jun 13, 2019 06:00 AM)

Enabling Remote Workers & Virtual Offices (Jun 13, 2019 08:30 AM)

An Overview of Leading Audit Tools (Jun 13, 2019 08:30 AM)

Is Your Tech a Wreck?  (Jun 13, 2019 08:30 AM)

Panel: Working in the Cannabis Industry (Jun 13, 2019 10:15 AM)

Time Management for Accountants (Jun 13, 2019 10:15 AM)

Collaborate With Your Customers Using Microsoft Teams (Jun 13, 2019 10:15 AM)

How the Firm of Tomorrow is Using Data Today (PST, FIN) (Jun 13, 2019 10:15 AM)

Are You Running Your Business or is it Running You? (EDG, PST) (Jun 13, 2019 12:15 PM)

2018 PCPS MAP Survey Results (Jun 13, 2019 12:15 PM)

Office 365 - The Lesser Known Apps (Jun 13, 2019 12:15 PM)

Effective Strategies to Secure and Retain Top Talent (Jun 13, 2019 12:15 PM)

What is the Purpose of a CRM and How Do I Find The Right One? (PST, AAM) (Jun 13, 2019 01:45 PM)

Roundtable Discussions: TECH (Jun 13, 2019 01:45 PM)

Reimagining Cross-Selling as Cross-Solving (PST, AAM) (Jun 13, 2019 03:15 PM)

Moving to a Virtual Audit (Jun 13, 2019 03:15 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 08:15 AM)

Standard: $459.00

This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2019)

Sessions Included:

The Truth About Annuities: Dispelling the Myths and Misconceptions - Sponsored by Prudential Annuities (Jun 10, 2019 06:00 AM)

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 02:45 PM)

Is Your Tax Practice Future-ready? (Jun 11, 2019 05:30 AM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 05:30 AM)

Tax Planning Strategies Using Virtual Currencies (TAX, PFP) (Jun 11, 2019 06:00 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 06:00 AM)

Comment Letters-Advocacy in Action (Jun 11, 2019 06:00 AM)

199A: Beyond the Basics (EST, PFP, TAX) (Jun 11, 2019 07:00 AM)

IRS Controversies (Jun 11, 2019 08:30 AM)

How to Move to a Zero-Tax State (TAX, PFP, EST) (Jun 11, 2019 10:20 AM)

FBAR & FACTA: The Crackdown on Unreported Foreign Assets Continues (Jun 11, 2019 10:20 AM)

Schedule C Audit Issues (Jun 11, 2019 10:20 AM)

The Sandwich Generation (Jun 11, 2019 11:25 AM)

Education Planning Under the Tax Cuts and Jobs Act (Jun 11, 2019 11:25 AM)

Planning for Clients with a $2 million to $22 million Estate (EST, PFP, TAX) (Jun 11, 2019 12:25 PM)

Portfolio Management for Non-Portfolio Managers (PFP, TAX) (Jun 11, 2019 12:25 PM)

S Corp Update (Jun 11, 2019 12:25 PM)

Asset Protection (Jun 11, 2019 12:25 PM)

New Qualified Opportunity Funds (Jun 11, 2019 02:40 PM)

Creepy Nexus (Jun 11, 2019 02:40 PM)

Fiduciary Income Tax Return Topics (Jun 11, 2019 02:40 PM)

IRS Due Diligence Requirements (Jun 11, 2019 02:40 PM)

Practical & Real Life Applications Involving Qualified Opportunity Funds (TAX, EST) (Jun 11, 2019 03:45 PM)

International Tax Update (Jun 11, 2019 03:45 PM)

Partnership Tax Update (Jun 11, 2019 03:45 PM)

Culture Rules: Designing Family Meetings for Maximum Impact (Jun 11, 2019 03:45 PM)

What's Keeping Your Clients Up at Night? (EST, PFP, TAX) (Jun 11, 2019 05:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 05:30 AM)

Reimagine (Jun 12, 2019 07:00 AM)

IRA Planning Update (TAX, PFP) (Jun 12, 2019 10:30 AM)

QSBS: The Quest for Quantum Exclusions (Queries, Qualms & Qualifications) (PFP, TAX) (Jun 12, 2019 10:30 AM)

Choice of Entity Decisions After Tax Reform (Jun 12, 2019 10:30 AM)

Family Office & Financial Planning (Jun 12, 2019 10:30 AM)

The Private Insurance Company: An 831(b) Alternative - presented by Captive Alternatives (Jun 12, 2019 11:55 AM)

Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial (Jun 12, 2019 12:00 PM)

Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward (Jun 12, 2019 03:05 PM)

Trusts from A to Z and Why They are Still Relevant (EST, TAX) (Jun 12, 2019 02:00 PM)

Depreciation and Cost Recovery Update (Jun 12, 2019 02:00 PM)

Estate Planning Strategies for Moderate, High & Ultra High Net Worth Clients Post-TCJA (Jun 12, 2019 02:00 PM)

What You Need to Know about Social Security (PFP, TAX) (Jun 12, 2019 03:50 PM)

Advanced Post Mortem Estate Planning (EST, PFP, TAX) (Jun 12, 2019 03:50 PM)

Dealing with IRS Representation (Jun 12, 2019 03:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 05:30 AM)

2019 Individual Tax Reform and Advocacy Updates (Jun 13, 2019 06:00 AM)

Change of Accounting Method (Jun 13, 2019 06:00 AM)

When to Form a Family Office (Jun 13, 2019 06:00 AM)

Individual Income Tax Update (Jun 13, 2019 08:30 AM)

K-1 Reporting (Jun 13, 2019 10:15 AM)

Succession Planning (Jun 13, 2019 10:15 AM)

Employee Stock Option Strategies (Jun 13, 2019 10:15 AM)

Tax Strategies for Life's Big Changes (Jun 13, 2019 10:15 AM)

Like-Kind Exchanges (Jun 13, 2019 12:15 PM)

Should you Convert to a C-Corp (Jun 13, 2019 12:15 PM)

Family Investment Partnerships (Jun 13, 2019 12:15 PM)

Real Estate Tax Update (Jun 13, 2019 12:15 PM)

Advanced S 199A Planning Strategies (Jun 13, 2019 01:45 PM)

(Repeated in ENG1936) A First Look at IRA Life Expectancy Payout Changes Under the "Secure Bill" and the Best Ideas So Far (PFP, EST, TAX) (Jun 09, 2019 01:45 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 08:15 AM)

(Repeat of PFP19001) A First Look at IRA Life Expectancy Payout Changes Under the "Secure Bill" and the Best Ideas so Far (PFP, EST, TAX) (Jun 12, 2019 03:50 PM)

Standard: $459.00

Sessions

Building a Tax and Financial Planning Advisory Business Workshop - Day 1

Jun 8, 2019 11:30am ‐ Jun 8, 2019 5:00pm

Identification: PFP19101A

Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives. CPAs are perfectly positioned to do this. Stepping into an expanded role to offer tax and planning advisory services requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await. If you’re up for the challenge, this two-day seminar will give you all the tools you need to get underway in tax and planning advisory services.

Get ready to:

  1. Learn about the future of services to individuals
  2. Explore numerous business models
  3. Learn from CPAs who have built practices that provide the highest client value
  4. Learn tips to effectively communicate with clients use case study examples
  5. Hear from compliance, technology and practice management experts
  6. Gain expert guidance you need to be successful in providing PFP services

Day 1 Topics Include:

  1. PFP Business Models: True Stories from Sucessful CPAs
  2. Regulatory and Compliance Issues

This workshop is not part of the all access pass, and will not be offered virtually.

Speaker(s):
Standard: $79.00

Building a Tax and Financial Planning Advisory Business Workshop - Day 2

Jun 9, 2019 7:00am ‐ Jun 9, 2019 4:00pm

Identification: PFP19101B

Individuals, families and business owners have changing expectations of their trusted adviser. They expect their adviser to be a primary point of contact who can integrate their financial needs throughout their lives. CPAs are perfectly positioned to do this. Stepping into an expanded role to offer tax and planning advisory services requires foundational knowledge, responsiveness to changes and enthusiasm for the opportunities that await. If you’re up for the challenge, this two-day seminar will give you all the tools you need to get underway in tax and planning advisory services.

Get ready to:

  1. Learn about the future of services to individuals
  2. Explore numerous business models
  3. Learn from CPAs who have built practices that provide the highest client value
  4. Learn tips to effectively communicate with clients use case study examples
  5. Hear from compliance, technology and practice management experts
  6. Gain expert guidance you need to be successful in providing PFP services

Day 2 Topics Include: 

  1.  How to Get Started
  2. Practical Approach to Client Meetings
  3. Technology Topics for PFP
  4. Business Model Roundtables
  5. The Financial Planners' Retainer: A Compensation Model that Works
  6. Presenting and Communicating a Financial Plan to Your Clients
  7. Next Steps: Practical Advice from the Panel and Q&A

This workshop is not part of the all access pass, and will not be offered virtually.

Speaker(s):
Standard: $79.00

Basic Estate Planning Workshop iconBasic Estate Planning Workshop

Preview Available

Basic Estate Planning Workshop

Jun 9, 2019 12:00pm ‐ Jun 9, 2019 4:00pm

Identification: EST19101

This workshop will provide a foundation in estate planning that you cannot get elsewhere.

You will:

  1. Hone your skills in communication, networking and building client rapport
  2. Build your basic knowledge through practical applications of wills, trusts, property law and estate planning concepts — the knowledge foundation a practitioner needs to succeed in an estate planning practice.

Speaker(s):
Standard: $79.00

Basic 1041 and Trust Accounting Income

Jun 9, 2019 12:00pm ‐ Jun 9, 2019 4:00pm

Identification: EST19102

This session will address the preparation of IRS Form 1041 (Fiduciary Income Tax) and will describe how the Form is completed to report the income and deductions of trusts and estates. Discussion will include the distinctions between trust accounting income and principal and will highlight how the 2017 Tax Cuts and Jobs Act has impacted the income taxation of trusts and estates.

Learning Objectives:

  1. Gain an understanding of the detailed preparation of IRS Form 1041.
  2. Learn how to identify and distinguish trust accounting income and trust accounting principal.
  3. Determine the impact of the 2017 Tax Cuts and Jobs Act on the income taxation of trusts and estates.

Speaker(s):
Standard: $79.00

FASB ASC 606: Mastering the Mechanics

Jun 9, 2019 12:00pm ‐ Jun 9, 2019 4:00pm

Identification: NAA19101

Top impact areas of the revenue standard (FASB ASC 606) will be explored in depth. Lessons and insights from organizations already implementing FASB ASC 606 will be leveraged to provide attendees with practical advice on complying with the more relevant aspects of the revenue standard. Case studies and examples will be extensively employed to illustrate key principles and concepts. In addition, relevant audit considerations at the risk assessment, performance, and evaluation phases of the audit will be covered.

Learning objectives:

  1. Gain a deeper comprehension of and ability to implement key FASB ASC 606 principles and concepts.
  2. Learn best practices for auditing the implementation of FASB ASC 606.

Speaker(s):
  • Lynford Graham, CPA, PhD, CFE, Visiting Professor and Executive in Residence, Bentley University
  • Thomas Groskopf, CPA, Technical Director - Center for Plain English Accounting, AICPA/Barnes, Dennig & Co., Ltd
Standard: $79.00

(Repeated in ENG1936) A First Look at IRA Life Expectancy Payout Changes Under the "Secure Bill" and the Best Ideas So Far (PFP, EST, TAX)

Jun 9, 2019 1:45pm ‐ Jun 9, 2019 3:00pm

Identification: PFP19001

In the biggest bill for retirement planning in years, Congress is poised to change the law for life expectancy payouts to either a five- or ten-year payout. This legislation has strong bipartisan support and is supported by the President.

Advisors, CPAs and lawyers will need to quickly pivot with innovative strategies for this new paradigm. If you wait until this bill is signed before beginning to pivot you will miss the 2019 planning opportunities. This class will cover:

  1. Understanding the change in life expectancy payouts on traditional and Roth IRAs
  2. Impact of the loss of deferral and bracket compression on wealth transfer planning
  3. Using CRTs to maintain deferral and bracket management - the law and the math
  4. Roth conversions for better bracket management and greater wealth transfer
  5. Designing IRA trusts and the terrible payout result with RMD conduit trusts - the law and the math
  6. Using IRA trusts in low tax states to achieve state tax savings by avoiding or delaying the state taxation of the lump sum payout
  7. Using single life insurance to enhance bracket management - the unbiased math
  8. Using Second-to-Die insurance to increase wealth transfer
  9. Urgent action steps for ill and dying clients including avoiding conduit trusts and using out of state trusts.
  10. Charitable strategies for the mass-affluent and the wealthy

Speaker(s):
  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler and Associates, LLP
Tags: PFP EST TAX
Standard: $49.00

Intersection of Tax-Smart Investing & Wealth Management Planning, presented by HD Vest

Jun 9, 2019 3:10pm ‐ Jun 9, 2019 4:00pm

Identification: PFP19SS01

It is a fundamental belief that every investment decision is also a tax decision. Retirement planning, investments, education planning, legacy planning, and life insurance are all parts of a wealth management plan that have tax consequences. As a CPA, helping clients make tax-smart investment decisions within wealth management plans can help revitalize both your practice and your client relationships while minimizing client tax liabilities.

Learning Objectives – Attendees will leave this session

  1. Understanding the importance of integrating tax planning and wealth management planning into one comprehensive conversation with clients throughout the relationship.
  2. Discovering that there are tools that can help advisors communicate the importance of tax-smart investment strategies to help clients make better decisions to minimize taxes as part of their wealth management plan.

Speaker(s):
  • Duncan Gates, CFP, Senior Wealth Management Strategist, HD Vest Financial Services
Standard: $49.00

Planning for the Non-Taxable Estate

Jun 9, 2019 4:10pm ‐ Jun 9, 2019 5:00pm

Identification: EST1901

This presentation will discuss how tax advisors should tell their their wealthy (but not ultra-wealthy) clients who no longer have a Federal estate tax problem because of the very high (and temporarily doubled) applicable exclusion amounts. It will discuss estate and income tax planning techniques in light of estates of varying sizes, the risk of expiring exclusions, the “clawback” regulations, and state income and death tax considerations.

Learning Objectives:

  1. When (and how) should clients make large taxable gifts?
  2. How to build flexibility into client plans if tax laws change.
  3. Techniques that maximize income tax savings when transfer taxes are no longer a problem.

Speaker(s):
  • Paul S. Lee, J.D., LL.M. (Taxation), Global Fiduciary Strategist, Northern Trust Company
Tags: EST CFP EA
Standard: $49.00

Trust, Value and Opportunity in Assurance

Jun 9, 2019 4:10pm ‐ Jun 9, 2019 5:00pm

Identification: NAA1901

The business environment is complex and evolving more rapidly than ever. In order to position ourselves for success, we must understand prevailing environmental trends, how they impact what we do as assurance providers, and the opportunities they present.

Learning objectives:

  1. Learn about the trends in the environment that are impacting assurance practice
  2. Understand impacts on audit quality
  3. Obtain insights into developments that will affect practice in the near future
  4. Learn about new assurance opportunities

Speaker(s):
  • Susan S. Coffey, CPA, CGMA, Chief Executive Officer - Public Accounting, Association of International Certified Professional Accountants
Tags: NAA
Standard: $49.00

Economic Update Followed by the presentation of the Standing Ovation Award Winners

Jun 9, 2019 4:10pm ‐ Jun 9, 2019 5:00pm

Identification: PFP1901

This presentation provides detailed discussions of global, national and regional economies using the most up-to-date data available. Special attention is invested in critical elements of economic life, including the performance of financial, labor, and real estate markets. At the end of this presentation, audience members will:

  1. Understand the myriad ways in which global economic dynamics are impacting the U.S. economy.
  2. Understand which industries are expanding the fastest in America.
  3. Understand how policy-making continues to shape economic outcomes in the U.S.
  4. Understand the primary sources of risk to the current expansion cycle.
  5. Understand key factors shaping the U.S. economic outlook in the near and far terms.

Speaker(s):
Standard: $49.00