AICPA ENGAGE 2019

Jun 9, 2019 ‐ Jun 13, 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 04:10 PM)

Planning for the Non-Taxable Estate (Jun 09, 2019 05:10 PM)

Trust, Value and Opportunity in Assurance (Jun 09, 2019 05:10 PM)

Economic Update Followed by the presentation of the Standing Ovation Award Winners (Jun 09, 2019 05:10 PM)

Running the Numbers (Jun 10, 2019 07:00 AM)

Basic Estate Planning Q&A (Jun 10, 2019 07:00 AM)

Protecting the Privacy of Critical Data (NAA, FIN) (Jun 10, 2019 07:00 AM)

CECL Implementation (Jun 10, 2019 07:00 AM)

Planning for Health Care Costs in Retirement (Jun 10, 2019 07:00 AM)

Alternative Fee Structures (Jun 10, 2019 07:00 AM)

Integration of Behavioral Finance with Options (Jun 10, 2019 07:00 AM)

The Truth About Annuities: Dispelling the Myths and Misconceptions - Sponsored by Prudential Annuities (Jun 10, 2019 07:00 AM)

Estate Planning Update (Jun 10, 2019 09:05 AM)

ASB Update (Jun 10, 2019 09:05 AM)

Retirement Assumptions (Jun 10, 2019 09:05 AM)

Financial Planning Software (Jun 10, 2019 09:05 AM)

College Planning For Every Client (Jun 10, 2019 09:05 AM)

Factors Affecting Valuations of Smaller Businesses (Jun 10, 2019 09:05 AM)

Basic 706 Preparation: Common Errors (Jun 10, 2019 11:15 AM)

Decanting (Jun 10, 2019 11:15 AM)

Communicating the Estate Plan (Jun 10, 2019 11:15 AM)

Ethics Update (Jun 10, 2019 11:15 AM)

Business Combinations: Accounting and Auditing Issues (Jun 10, 2019 11:15 AM)

Peer Review - Part 1 (Jun 10, 2019 11:15 AM)

Successes and Failure with Mergers (Jun 10, 2019 11:15 AM)

Why Trusts (Still) Matter (Jun 10, 2019 11:15 AM)

Practical Issues in Portfolio Structuring and Management: A Strategy Update (Jun 10, 2019 11:15 AM)

P&C Insurance Review for the Financial Planner (Jun 10, 2019 11:15 AM)

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 03:45 PM)

Roth IRA Conversion After the TCJA (PFP, EST) (Jun 10, 2019 03:45 PM)

Intra-Family Loans and Notes (Jun 10, 2019 03:45 PM)

IDIT's and BDIT's and BDOT's. What Works, and Why? (Jun 10, 2019 03:45 PM)

Accounting for Employee Compensation - Unique Awards (Jun 10, 2019 03:45 PM)

Independence and Nonattest Services: Don't Cross the Line (Jun 10, 2019 03:45 PM)

Panel: Does Your Client Have to Adopt the Revenue and Lease Standards? An Alternative Solution (Jun 10, 2019 03:45 PM)

How to Motivate and Retain Talent (Jun 10, 2019 03:45 PM)

Thinking Differently about Diversification (Jun 10, 2019 03:45 PM)

Alternatives for LTC Options (Jun 10, 2019 03:45 PM)

Situs Selection for Income Tax Purposes (EST, PFP) (Jun 10, 2019 04:50 PM)

DNI Bootcamp (Jun 10, 2019 04:50 PM)

Early Observations - Topic 606 (Jun 10, 2019 04:50 PM)

Data Extraction and Analytics (An Introduction) (Jun 10, 2019 04:50 PM)

Peer Review - Part 2 (Jun 10, 2019 04:50 PM)

How Lifetime Income Streams Affect Asset Allocation in Retirement (Jun 10, 2019 04:50 PM)

Annual Technology Survey (Advisor Technology Trends) (Jun 10, 2019 04:50 PM)

Information-Based on Economic Cycle (Jun 10, 2019 04:50 PM)

New Life Settlement and Policy Valuation Best Practices Impacting Planners (Jun 10, 2019 04:50 PM)

PCPS Roundtables (Jun 10, 2019 04:50 PM)

Stacking the Deck for a Successful CAS Practice (Jun 10, 2019 04:50 PM)

PCR Engagements Transformed (Jun 10, 2019 06:45 PM)

Is Your Tax Practice Future-ready? (Jun 11, 2019 06:30 AM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 06:30 AM)

Tax Planning Strategies Using Virtual Currencies (TAX, PFP) (Jun 11, 2019 07:00 AM)

Creating a Data-Driven Business Strategy (Jun 11, 2019 07:00 AM)

Professional Firm Management: What Does This Partnership Look Like? (Jun 11, 2019 07:00 AM)

Changes in How Learning is Done (Jun 11, 2019 07:00 AM)

Group and Component Auditor Issues (Jun 11, 2019 07:00 AM)

Accounting Implementation Issues In Response to the 2018 Tax Law Change (Jun 11, 2019 07:00 AM)

Developing a Sound Investment Policy Statement for Your Client (Jun 11, 2019 07:00 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 07:00 AM)

Comment Letters-Advocacy in Action (Jun 11, 2019 07:00 AM)

Welcome/AAM Summit Kick-off (Jun 11, 2019 08:00 AM)

State of AAM (Jun 11, 2019 08:55 AM)

Inside the Mind of the Managing Partner: Marketing That Really Matters (Jun 11, 2019 09:05 AM)

Freedom to Fail (Jun 11, 2019 08:00 AM)

199A: Beyond the Basics (EST, PFP, TAX) (Jun 11, 2019 08:00 AM)

Excellence & Innovation Acceleration: Unleashing the Power of Great People and Organizations (Jun 11, 2019 08:00 AM)

Creating a Pathway for Your Technical People to Transform Into Advisors (Jun 11, 2019 08:00 AM)

Optimizing Retirement Income by Combining Actuarial Science and Investments (Jun 11, 2019 08:00 AM)

Family Business Succession Planning (Jun 11, 2019 08:00 AM)

Taking Stock: Planning with Executive Compensation (Jun 11, 2019 08:00 AM)

Humanizing Technology to Deepen Client Relationships (Jun 11, 2019 08:00 AM)

Practitioners Kickoff (Jun 11, 2019 08:00 AM)

Tech Update: Today's Biggest Trends, Solutions, and Opportunities (Jun 11, 2019 08:00 AM)

How Much Should You Spend on Marketing: Results of AAM’s 2019 Marketing Budget Survey (Jun 11, 2019 09:55 AM)

Lose the Excuses, Reach the Results! (Jun 11, 2019 09:30 AM)

Different Ways to Bump up Your Cost Basis (Jun 11, 2019 09:30 AM)

How to Build and Support a Team of Innovators - an Interview with Panasonic Automotive's CFO (Jun 11, 2019 09:30 AM)

KPI / KRI Technologies (Jun 11, 2019 09:30 AM)

The Dark Web: Do You Know Who's Watching (Jun 11, 2019 09:30 AM)

Meeting Client Sales & Use Tax Needs in the Wake of Wayfair (Jun 11, 2019 09:30 AM)

IRS Controversies (Jun 11, 2019 09:30 AM)

The Power of Data to Strengthen Your Audit Practice, presented by Wolters Kluwer (PST, NAA) (Jun 11, 2019 10:35 AM)

Selling Your Brain: Creating Access-Level Agreements (Jun 11, 2019 10:35 AM)

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

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

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

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

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

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

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

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

Creating a Framework for Cross-Functional Collaboration and Business Partnering Success (Jun 11, 2019 04:45 PM)

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

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

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

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

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

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

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

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

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

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

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

Donor Advised Funds vs Private Foundations vs Supporting Orgs (Jun 11, 2019 12:25 PM)

Estate Planning & Hollywood (Jun 11, 2019 12:25 PM)

Information Security Exposures and Mitigation of Loss (Jun 11, 2019 12:25 PM)

IT Compatibility (Jun 11, 2019 12:25 PM)

Performing SOC Engagements: Best Practices (Jun 11, 2019 12:25 PM)

How Do I Stay Up to Date In Our Industry? (Jun 11, 2019 12:25 PM)

The Sandwich Generation (Jun 11, 2019 12:25 PM)

Education Planning Under the Tax Cuts and Jobs Act (Jun 11, 2019 12:25 PM)

How to Conquer the Podcast Game: ENGAGE Your Audience & Invigorate Your Brand (Jun 11, 2019 01:25 PM)

Party of One: Maximizing Your Impact as a Solo Firm Marketer (Jun 11, 2019 01:25 PM)

Marketing and Sales: Two Disciplines, One Process (Jun 11, 2019 01:25 PM)

Courageous Authenticity (Jun 11, 2019 01:25 PM)

Planning for Clients with a $2 million to $22 million Estate (EST, PFP, TAX) (Jun 11, 2019 01:25 PM)

Portfolio Management for Non-Portfolio Managers (PFP, TAX) (Jun 11, 2019 01:25 PM)

Trusts and Flow Through Entities (Jun 11, 2019 01:25 PM)

GST Tax Planning, Pitfalls & Pointers (Jun 11, 2019 01:25 PM)

Audit Documentation (Jun 11, 2019 01:25 PM)

FAQs - Accounting (Jun 11, 2019 01:25 PM)

Variable Interest Entities (Jun 11, 2019 01:25 PM)

Attracting and Developing Non-Accounting Professionals (Jun 11, 2019 01:25 PM)

M & A Trends and 5 Key Variables to Value an Accounting Firm (Jun 11, 2019 01:25 PM)

AI of the Future (Jun 11, 2019 01:25 PM)

Small Firm Technology (Jun 11, 2019 01:25 PM)

S Corp Update (Jun 11, 2019 01:25 PM)

Asset Protection (Jun 11, 2019 01:25 PM)

Guest List Envy: Creating Your Most Attended Event Yet (Jun 11, 2019 03:40 PM)

Rise of the AI Marketing Machine - Driving Growth in Accounting Firms (Jun 11, 2019 03:40 PM)

Negotiate to Win (Jun 11, 2019 03:40 PM)

Thanks for the Feedback - Lessons in Giving and Receiving Feedback (Jun 11, 2019 03:40 PM)

Finding Your Unique Leadership Voice (Jun 11, 2019 03:40 PM)

Blockchain, Part 1: The ABCs of Digital Disruption: B is for Blockchain (PST, NAA, FIN) (Jun 11, 2019 03:40 PM)

New to Practice Management - Here's a Cheat Sheet of Tools (FMA, PST) (Jun 11, 2019 03:40 PM)

Creating a Culture of Partner Collaboration: How Can a Firm Manager Make This Happen? (Jun 11, 2019 03:40 PM)

Auditing Accounting Estimates (Jun 11, 2019 03:40 PM)

Revenue Recognition for Health Care Providers (Jun 11, 2019 03:40 PM)

Single Audit Failures: Lessons from Quality Reviews (Jun 11, 2019 03:40 PM)

Rise of the Robo Accountant (Jun 11, 2019 03:40 PM)

Partner Succession: Planning a 3 Year Approach to Retirement (Jun 11, 2019 03:40 PM)

New Qualified Opportunity Funds (Jun 11, 2019 03:40 PM)

Creepy Nexus (Jun 11, 2019 03:40 PM)

Fiduciary Income Tax Return Topics (Jun 11, 2019 03:40 PM)

IRS Due Diligence Requirements (Jun 11, 2019 03:40 PM)

Communication on Point: Successful Strategies for Paid Social Media Campaigns (Jun 11, 2019 04:45 PM)

Building an Optimal Customer Experience and Effective Customer Journeys (Jun 11, 2019 04:45 PM)

Introduction to Well-Being (Jun 11, 2019 04:45 PM)

Charismatic Communication and Powerful Presentations (Jun 11, 2019 04:45 PM)

Practical & Real Life Applications Involving Qualified Opportunity Funds (TAX, EST) (Jun 11, 2019 04:45 PM)

Blockchain, Part 2: What's Next (PST, NAA, FIN) (Jun 11, 2019 04:45 PM)

Estate Planning in the 21st Century: Digital Assets and Cryptocurrencies (Jun 11, 2019 03:40 PM)

Review of Documents (Jun 11, 2019 04:45 PM)

How Can Finance Help Build and Support an Insights-Driven Digital Business? (Jun 11, 2019 04:45 PM)

Risk Assessment Standards (Jun 11, 2019 04:45 PM)

ARSC Update & Audit and Attest FAQ (Jun 11, 2019 04:45 PM)

Basics of the New Lease Accounting Standards (Jun 11, 2019 04:45 PM)

Best Planning Ideas (Preceded by the Presentation of the 2018 Distinguished Service Award) (Jun 11, 2019 04:45 PM)

Practical Approaches to Managing Change In Your Firm (Jun 11, 2019 04:45 PM)

Excel for Fraud (Jun 11, 2019 04:45 PM)

How Ideas Spread: Kickstarting Technological Change within Your Firm (Jun 11, 2019 04:45 PM)

International Tax Update (Jun 11, 2019 04:45 PM)

Partnership Tax Update (Jun 11, 2019 04:45 PM)

Culture Rules: Designing Family Meetings for Maximum Impact (Jun 11, 2019 04:45 PM)

FRF for SMEs (NAAATS, PST) (Jun 11, 2019 06:15 PM)

What's Keeping Your Clients Up at Night? (EST, PFP, TAX) (Jun 11, 2019 06:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 06:30 AM)

Reimagine (Jun 12, 2019 08:00 AM)

8 Simple Techniques To Grow Your Business With Video Marketing (Jun 12, 2019 11:30 AM)

Marketing's Important Role in Building a CPA Firm's Consulting Practice (Jun 12, 2019 11:30 AM)

Defining Your Version of Entrepreneurship (Jun 12, 2019 11:30 AM)

Leading Leaders (Jun 12, 2019 11:30 AM)

IRA Planning Update (TAX, PFP) (Jun 12, 2019 11:30 AM)

QSBS: The Quest for Quantum Exclusions (Queries, Qualms & Qualifications) (PFP, TAX) (Jun 12, 2019 11:30 AM)

Kaestner Trust Case (Jun 12, 2019 11:30 AM)

How to Develop the Optimal Finance Operating Model Which is Right for Your Business (Jun 12, 2019 11:30 AM)

Email Extinguisher: Simple Steps to Shrink the Inbox (Jun 12, 2019 11:30 AM)

The Alien Invasion: Non CPAs in Our CPA World (Jun 12, 2019 11:30 AM)

Applying the Leasing Standard: Implementation Challenges and Illustrations (Jun 12, 2019 11:30 AM)

Methodology Providers Address Common Missteps (Jun 12, 2019 11:30 AM)

Behavioral Aspects of Portfolio Construction (Jun 12, 2019 11:30 AM)

Enhancing Firm Profitability (Jun 12, 2019 11:30 AM)

Futuristic Technologies That are Changing Our World (Jun 12, 2019 11:30 AM)

Technology Budgeting: A New Hierarchy to Reduce Technical Debt and Support Innovation (Jun 12, 2019 11:30 AM)

Panel: How Not To Get Fired By Clients (Jun 12, 2019 11:30 AM)

Choice of Entity Decisions After Tax Reform (Jun 12, 2019 11:30 AM)

Family Office & Financial Planning (Jun 12, 2019 11:30 AM)

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

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

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

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

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

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

Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial (Jun 12, 2019 01:00 PM)

Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward (Jun 12, 2019 04:05 PM)

Track This, Not That - Digital Marketing Metrics Your Managing Partner Will Care About (Jun 12, 2019 01:55 PM)

Seven Firms in Five Years - I Have a Feeling We're Not in Kansas Anymore (Jun 12, 2019 01:55 PM)

Optimizing Your Role as a Business Development Professional (Jun 12, 2019 01:55 PM)

How to Identify and Successfully Work With Different Personality Traits (Jun 12, 2019 01:55 PM)

How to Run a Meeting That Doesn't Suck (Jun 12, 2019 01:55 PM)

Grantor Trust Rules and Planning (Jun 12, 2019 01:55 PM)

Estate Freezes with 2701 (Jun 12, 2019 01:55 PM)

Practical Issues for Multi-National Planning (Jun 12, 2019 01:55 PM)

Shifting to a Learning Culture (Jun 12, 2019 01:55 PM)

Delivering Impact Through Diversity (Jun 12, 2019 01:55 PM)

Yellowbook Update (Jun 12, 2019 01:55 PM)

Employee Benefit Plan A&A Update (Jun 12, 2019 01:55 PM)

Sampling Applications (Jun 12, 2019 01:55 PM)

Differentiation is the Challenge - Niche is the Solution (Jun 12, 2019 01:55 PM)

Comparison of ETFs vs Mutual Funds (Jun 12, 2019 01:55 PM)

A Seat at the Table - Diverse Perspectives Lead to Value (Jun 12, 2019 01:55 PM)

BYO (Build Your Own) CAS Tech Stack (Jun 12, 2019 01:55 PM)

Business Case for Diversity (Jun 12, 2019 01:55 PM)

Hot Topics in Today's Small Firm Environment (Jun 12, 2019 01:55 PM)

Coaching Teams & Individuals to Maximize Performance (Jun 12, 2019 03:00 PM)

Let Your Clients Tell Your Story: Getting Great Testimonials (Jun 12, 2019 03:00 PM)

Building and Scaling Your Marketing Team (Jun 12, 2019 03:00 PM)

High-Trust = High-Performance (Jun 12, 2019 03:00 PM)

Trusts from A to Z and Why They are Still Relevant (EST, TAX) (Jun 12, 2019 03:00 PM)

Enhancing Attest Workflow Beyond Digitizing (PST, NAA) (Jun 12, 2019 03:00 PM)

Leading Digital Transformation (PST, EDG) (Jun 12, 2019 03:00 PM)

Top Tax and Estate Planning Techniques after "Tax Reform" (Sorting Through the COVFEFE) (Jun 12, 2019 03:00 PM)

Estate Planning for Real Estate (Jun 12, 2019 03:00 PM)

Using Strategic Questions to Drive a More Successful Culture (Jun 12, 2019 03:00 PM)

Implementing an Effective Cyber Risk Management Program (Jun 12, 2019 03:00 PM)

Auditor's Report (Jun 12, 2019 03:00 PM)

Transitioning to Medicare (Jun 12, 2019 03:00 PM)

Why Great Client Service is Table Stakes & How It Will Differentiate Your Business (Jun 12, 2019 03:00 PM)

SALT Limitations and Charitable Planning for Tax Purposes (Jun 12, 2019 03:00 PM)

Start Mentoring Now with Turnkey Resources (Jun 12, 2019 03:00 PM)

Leveraging Infrastructure as a Service to Build a Nimbler More Resilient Firm (Jun 12, 2019 03:00 PM)

Anti-Fraud Programs: Anomaly Detection Using Data Analytics (Jun 12, 2019 03:00 PM)

Depreciation and Cost Recovery Update (Jun 12, 2019 03:00 PM)

Estate Planning Strategies for Moderate, High & Ultra High Net Worth Clients Post-TCJA (Jun 12, 2019 03:00 PM)

Google 2019: What You Need to Know  (Jun 12, 2019 04:50 PM)

Inclusion as a Brand Advantage (Jun 12, 2019 04:50 PM)

Listening! The Key to Being a Better Boss, Employee, and Mentor (Jun 12, 2019 04:50 PM)

Vulnerability: Mental Wellness in the Workplace (Jun 12, 2019 04:50 PM)

SOC for Cybersecurity (PST, NAA) (Jun 12, 2019 04:50 PM)

What You Need to Know about Social Security (PFP, TAX) (Jun 12, 2019 04:50 PM)

Inspector Gadget (PST, PFP) (Jun 12, 2019 04:50 PM)

Advanced Post Mortem Estate Planning (EST, PFP, TAX) (Jun 12, 2019 04:50 PM)

Legislative Update (Jun 12, 2019 04:50 PM)

Hot Topics in Estate and Gift Tax Audits and Litigation (Jun 12, 2019 04:50 PM)

Transitioning CFO to Co-Pilot (Jun 12, 2019 04:50 PM)

LinkedIn Case Study: Drive Sales Performance and CX Through Receivables Data Visibility (Jun 12, 2019 04:50 PM)

How to Build a High Performing Culture (Jun 12, 2019 04:50 PM)

Testing Internal Controls as a Strategy for Smaller Audited Entities (Jun 12, 2019 04:50 PM)

Revenue Recognition: Software Technology (Jun 12, 2019 04:50 PM)

Dealing with IRS Representation (Jun 12, 2019 04:50 PM)

Are You Guiding Your Clients Towards A Bright Future? Position Yourself as a Valued Retirement Advisor (Jun 12, 2019 06:15 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 06:30 AM)

Operating Technology as a Business (Jun 13, 2019 07:00 AM)

Agile Transformation & Finance - How Agile Changes the View on Funding Development (Jun 13, 2019 07:00 AM)

Tax Season Debrief (Jun 13, 2019 07:00 AM)

Hot Topics in Practice Management (Jun 13, 2019 07:00 AM)

2019 Individual Tax Reform and Advocacy Updates (Jun 13, 2019 07:00 AM)

Change of Accounting Method (Jun 13, 2019 07:00 AM)

When to Form a Family Office (Jun 13, 2019 07:00 AM)

Building Relationships and Referrals Through Networking: Online and the Real World (Jun 13, 2019 09:30 AM)

No Time, No Problem: How Content Creation Can Compete (And Win) Against the Billable Hour (Jun 13, 2019 09:30 AM)

Finding Hidden Business Development Horsepower at Your Firm (Jun 13, 2019 09:30 AM)

Lovin' You: The Raw Truth About Fear and Self-Trust (Jun 13, 2019 09:30 AM)

Getting Stuff Done in Today's World (Jun 13, 2019 09:30 AM)

AI 101: How to Have More Meaningful Conversation Within the Business (Jun 13, 2019 09:30 AM)

Lean CPA Firm Operations (Jun 13, 2019 09:30 AM)

Enabling Remote Workers & Virtual Offices (Jun 13, 2019 09:30 AM)

An Overview of Leading Audit Tools (Jun 13, 2019 09:30 AM)

Is Your Tech a Wreck?  (Jun 13, 2019 09:30 AM)

Individual Income Tax Update (Jun 13, 2019 09:30 AM)

When Accounting and Content Add Up: How to Measure Content ROI (Jun 13, 2019 11:15 AM)

Tales from the Other Side: The CPA as a BD Executive (Jun 13, 2019 11:15 AM)

We Have Too Many Projects Planned for Next Year - How Do We *Wisely* Prioritize Them? (Jun 13, 2019 11:15 AM)

The Evolution of Accounting and Finance to Add Value, TODAY. (Jun 13, 2019 11:15 AM)

Unscripted: The Role of Improv in Developing High-Performing Teams (Jun 13, 2019 11:15 AM)

The Legal View of Being Non-Politically Correct (Jun 13, 2019 11:15 AM)

Panel: Working in the Cannabis Industry (Jun 13, 2019 11:15 AM)

Time Management for Accountants (Jun 13, 2019 11:15 AM)

Collaborate With Your Customers Using Microsoft Teams (Jun 13, 2019 11:15 AM)

How the Firm of Tomorrow is Using Data Today (PST, FIN) (Jun 13, 2019 11:15 AM)

K-1 Reporting (Jun 13, 2019 11:15 AM)

Succession Planning (Jun 13, 2019 11:15 AM)

Employee Stock Option Strategies (Jun 13, 2019 11:15 AM)

Tax Strategies for Life's Big Changes (Jun 13, 2019 11:15 AM)

Developing a Coaching Culture (Jun 13, 2019 01:15 PM)

Are You Running Your Business or is it Running You? (EDG, PST) (Jun 13, 2019 01:15 PM)

Is Leadership Going Soft? (Jun 13, 2019 01:15 PM)

2018 PCPS MAP Survey Results (Jun 13, 2019 01:15 PM)

Office 365 - The Lesser Known Apps (Jun 13, 2019 01:15 PM)

Effective Strategies to Secure and Retain Top Talent (Jun 13, 2019 01:15 PM)

Like-Kind Exchanges (Jun 13, 2019 01:15 PM)

Should you Convert to a C-Corp (Jun 13, 2019 01:15 PM)

Family Investment Partnerships (Jun 13, 2019 01:15 PM)

Real Estate Tax Update (Jun 13, 2019 01:15 PM)

7 Seconds for Success: Discover and Build Your Personal Brand (Jun 13, 2019 02:45 PM)

Unleash Your Peak Performance Potential (Jun 13, 2019 02:45 PM)

What is the Purpose of a CRM and How Do I Find The Right One? (PST, AAM) (Jun 13, 2019 02:45 PM)

Data Visualisation and the Art of Storytelling the Business Performance (Jun 13, 2019 02:45 PM)

Data Driven Firm Automation Panel (Jun 13, 2019 02:45 PM)

Roundtable Discussions: TECH (Jun 13, 2019 02:45 PM)

Advanced S 199A Planning Strategies (Jun 13, 2019 02:45 PM)

Why Do You Want to Be a Manager? Tips to Transition Into Your New Leadership Role (Jun 13, 2019 04:15 PM)

Be More than a Machine: Why Emotional Intelligence Matters (Jun 13, 2019 04:15 PM)

Reimagining Cross-Selling as Cross-Solving (PST, AAM) (Jun 13, 2019 04:15 PM)

50 Ideas in 50 Minutes (Jun 13, 2019 04:15 PM)

Moving to a Virtual Audit (Jun 13, 2019 04:15 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 02:45 PM)

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

Collaboration: The New, Old Skill You’ll Need to Succeed (Jun 11, 2019 12:25 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 09:15 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 04:50 PM)

Adapt Standard Accounting Systems to Enhance Your Business Transformation (Jun 13, 2019 11:15 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 05:10 PM)

Protecting the Privacy of Critical Data (NAA, FIN) (Jun 10, 2019 07:00 AM)

CECL Implementation (Jun 10, 2019 07:00 AM)

ASB Update (Jun 10, 2019 09:05 AM)

Ethics Update (Jun 10, 2019 11:15 AM)

Business Combinations: Accounting and Auditing Issues (Jun 10, 2019 11:15 AM)

Peer Review - Part 1 (Jun 10, 2019 11:15 AM)

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 03:45 PM)

Accounting for Employee Compensation - Unique Awards (Jun 10, 2019 03:45 PM)

Independence and Nonattest Services: Don't Cross the Line (Jun 10, 2019 03:45 PM)

Panel: Does Your Client Have to Adopt the Revenue and Lease Standards? An Alternative Solution (Jun 10, 2019 03:45 PM)

Early Observations - Topic 606 (Jun 10, 2019 04:50 PM)

Data Extraction and Analytics (An Introduction) (Jun 10, 2019 04:50 PM)

Peer Review - Part 2 (Jun 10, 2019 04:50 PM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 06:30 AM)

Group and Component Auditor Issues (Jun 11, 2019 07:00 AM)

Accounting Implementation Issues In Response to the 2018 Tax Law Change (Jun 11, 2019 07:00 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 07:00 AM)

The Power of Data to Strengthen Your Audit Practice, presented by Wolters Kluwer (PST, NAA) (Jun 11, 2019 10:35 AM)

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

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

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

Performing SOC Engagements: Best Practices (Jun 11, 2019 12:25 PM)

Audit Documentation (Jun 11, 2019 01:25 PM)

FAQs - Accounting (Jun 11, 2019 01:25 PM)

Variable Interest Entities (Jun 11, 2019 01:25 PM)

Blockchain, Part 1: The ABCs of Digital Disruption: B is for Blockchain (PST, NAA, FIN) (Jun 11, 2019 03:40 PM)

Auditing Accounting Estimates (Jun 11, 2019 03:40 PM)

Revenue Recognition for Health Care Providers (Jun 11, 2019 03:40 PM)

Single Audit Failures: Lessons from Quality Reviews (Jun 11, 2019 03:40 PM)

Blockchain, Part 2: What's Next (PST, NAA, FIN) (Jun 11, 2019 04:45 PM)

Risk Assessment Standards (Jun 11, 2019 04:45 PM)

ARSC Update & Audit and Attest FAQ (Jun 11, 2019 04:45 PM)

Basics of the New Lease Accounting Standards (Jun 11, 2019 04:45 PM)

FRF for SMEs (NAAATS, PST) (Jun 11, 2019 06:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 06:30 AM)

Reimagine (Jun 12, 2019 08:00 AM)

Applying the Leasing Standard: Implementation Challenges and Illustrations (Jun 12, 2019 11:30 AM)

Methodology Providers Address Common Missteps (Jun 12, 2019 11:30 AM)

Yellowbook Update (Jun 12, 2019 01:55 PM)

Employee Benefit Plan A&A Update (Jun 12, 2019 01:55 PM)

Sampling Applications (Jun 12, 2019 01:55 PM)

Enhancing Attest Workflow Beyond Digitizing (PST, NAA) (Jun 12, 2019 03:00 PM)

Implementing an Effective Cyber Risk Management Program (Jun 12, 2019 03:00 PM)

Auditor's Report (Jun 12, 2019 03:00 PM)

SOC for Cybersecurity (PST, NAA) (Jun 12, 2019 04:50 PM)

Testing Internal Controls as a Strategy for Smaller Audited Entities (Jun 12, 2019 04:50 PM)

Revenue Recognition: Software Technology (Jun 12, 2019 04:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 06:30 AM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 09:15 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 05:10 PM)

Running the Numbers (Jun 10, 2019 07:00 AM)

Basic Estate Planning Q&A (Jun 10, 2019 07:00 AM)

The Truth About Annuities: Dispelling the Myths and Misconceptions - Sponsored by Prudential Annuities (Jun 10, 2019 07:00 AM)

Estate Planning Update (Jun 10, 2019 09:05 AM)

Basic 706 Preparation: Common Errors (Jun 10, 2019 11:15 AM)

Decanting (Jun 10, 2019 11:15 AM)

Communicating the Estate Plan (Jun 10, 2019 11:15 AM)

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 03:45 PM)

Roth IRA Conversion After the TCJA (PFP, EST) (Jun 10, 2019 03:45 PM)

Intra-Family Loans and Notes (Jun 10, 2019 03:45 PM)

IDIT's and BDIT's and BDOT's. What Works, and Why? (Jun 10, 2019 03:45 PM)

Situs Selection for Income Tax Purposes (EST, PFP) (Jun 10, 2019 04:50 PM)

DNI Bootcamp (Jun 10, 2019 04:50 PM)

Is Your Tax Practice Future-ready? (Jun 11, 2019 06:30 AM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 06:30 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 07:00 AM)

Different Ways to Bump up Your Cost Basis (Jun 11, 2019 09:30 AM)

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

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

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

Donor Advised Funds vs Private Foundations vs Supporting Orgs (Jun 11, 2019 12:25 PM)

Estate Planning & Hollywood (Jun 11, 2019 12:25 PM)

Planning for Clients with a $2 million to $22 million Estate (EST, PFP, TAX) (Jun 11, 2019 01:25 PM)

Trusts and Flow Through Entities (Jun 11, 2019 01:25 PM)

GST Tax Planning, Pitfalls & Pointers (Jun 11, 2019 01:25 PM)

Practical & Real Life Applications Involving Qualified Opportunity Funds (TAX, EST) (Jun 11, 2019 04:45 PM)

Estate Planning in the 21st Century: Digital Assets and Cryptocurrencies (Jun 11, 2019 03:40 PM)

Review of Documents (Jun 11, 2019 04:45 PM)

What's Keeping Your Clients Up at Night? (EST, PFP, TAX) (Jun 11, 2019 06:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 06:30 AM)

Reimagine (Jun 12, 2019 08:00 AM)

Kaestner Trust Case (Jun 12, 2019 11:30 AM)

Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial (Jun 12, 2019 01:00 PM)

Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward (Jun 12, 2019 04:05 PM)

Grantor Trust Rules and Planning (Jun 12, 2019 01:55 PM)

Estate Freezes with 2701 (Jun 12, 2019 01:55 PM)

Practical Issues for Multi-National Planning (Jun 12, 2019 01:55 PM)

Trusts from A to Z and Why They are Still Relevant (EST, TAX) (Jun 12, 2019 03:00 PM)

Top Tax and Estate Planning Techniques after "Tax Reform" (Sorting Through the COVFEFE) (Jun 12, 2019 03:00 PM)

Estate Planning for Real Estate (Jun 12, 2019 03:00 PM)

Advanced Post Mortem Estate Planning (EST, PFP, TAX) (Jun 12, 2019 04:50 PM)

Legislative Update (Jun 12, 2019 04:50 PM)

Hot Topics in Estate and Gift Tax Audits and Litigation (Jun 12, 2019 04:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 06:30 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 02:45 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 09:15 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 04:50 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 04:10 PM)

Economic Update Followed by the presentation of the Standing Ovation Award Winners (Jun 09, 2019 05:10 PM)

Planning for Health Care Costs in Retirement (Jun 10, 2019 07:00 AM)

Alternative Fee Structures (Jun 10, 2019 07:00 AM)

Integration of Behavioral Finance with Options (Jun 10, 2019 07:00 AM)

The Truth About Annuities: Dispelling the Myths and Misconceptions - Sponsored by Prudential Annuities (Jun 10, 2019 07:00 AM)

Retirement Assumptions (Jun 10, 2019 09:05 AM)

Financial Planning Software (Jun 10, 2019 09:05 AM)

College Planning For Every Client (Jun 10, 2019 09:05 AM)

Factors Affecting Valuations of Smaller Businesses (Jun 10, 2019 09:05 AM)

Successes and Failure with Mergers (Jun 10, 2019 11:15 AM)

Why Trusts (Still) Matter (Jun 10, 2019 11:15 AM)

Practical Issues in Portfolio Structuring and Management: A Strategy Update (Jun 10, 2019 11:15 AM)

P&C Insurance Review for the Financial Planner (Jun 10, 2019 11:15 AM)

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 03:45 PM)

Roth IRA Conversion After the TCJA (PFP, EST) (Jun 10, 2019 03:45 PM)

How to Motivate and Retain Talent (Jun 10, 2019 03:45 PM)

Thinking Differently about Diversification (Jun 10, 2019 03:45 PM)

Alternatives for LTC Options (Jun 10, 2019 03:45 PM)

Situs Selection for Income Tax Purposes (EST, PFP) (Jun 10, 2019 04:50 PM)

How Lifetime Income Streams Affect Asset Allocation in Retirement (Jun 10, 2019 04:50 PM)

Annual Technology Survey (Advisor Technology Trends) (Jun 10, 2019 04:50 PM)

Information-Based on Economic Cycle (Jun 10, 2019 04:50 PM)

New Life Settlement and Policy Valuation Best Practices Impacting Planners (Jun 10, 2019 04:50 PM)

Is Your Tax Practice Future-ready? (Jun 11, 2019 06:30 AM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 06:30 AM)

Tax Planning Strategies Using Virtual Currencies (TAX, PFP) (Jun 11, 2019 07:00 AM)

Developing a Sound Investment Policy Statement for Your Client (Jun 11, 2019 07:00 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 07:00 AM)

199A: Beyond the Basics (EST, PFP, TAX) (Jun 11, 2019 08:00 AM)

Optimizing Retirement Income by Combining Actuarial Science and Investments (Jun 11, 2019 08:00 AM)

Family Business Succession Planning (Jun 11, 2019 08:00 AM)

Taking Stock: Planning with Executive Compensation (Jun 11, 2019 08:00 AM)

Humanizing Technology to Deepen Client Relationships (Jun 11, 2019 08:00 AM)

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

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

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

Planning for Clients with a $2 million to $22 million Estate (EST, PFP, TAX) (Jun 11, 2019 01:25 PM)

Portfolio Management for Non-Portfolio Managers (PFP, TAX) (Jun 11, 2019 01:25 PM)

Best Planning Ideas (Preceded by the Presentation of the 2018 Distinguished Service Award) (Jun 11, 2019 04:45 PM)

What's Keeping Your Clients Up at Night? (EST, PFP, TAX) (Jun 11, 2019 06:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 06:30 AM)

Reimagine (Jun 12, 2019 08:00 AM)

IRA Planning Update (TAX, PFP) (Jun 12, 2019 11:30 AM)

QSBS: The Quest for Quantum Exclusions (Queries, Qualms & Qualifications) (PFP, TAX) (Jun 12, 2019 11:30 AM)

Behavioral Aspects of Portfolio Construction (Jun 12, 2019 11:30 AM)

Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial (Jun 12, 2019 01:00 PM)

Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward (Jun 12, 2019 04:05 PM)

Differentiation is the Challenge - Niche is the Solution (Jun 12, 2019 01:55 PM)

Comparison of ETFs vs Mutual Funds (Jun 12, 2019 01:55 PM)

Transitioning to Medicare (Jun 12, 2019 03:00 PM)

Why Great Client Service is Table Stakes & How It Will Differentiate Your Business (Jun 12, 2019 03:00 PM)

SALT Limitations and Charitable Planning for Tax Purposes (Jun 12, 2019 03:00 PM)

What You Need to Know about Social Security (PFP, TAX) (Jun 12, 2019 04:50 PM)

Inspector Gadget (PST, PFP) (Jun 12, 2019 04:50 PM)

Advanced Post Mortem Estate Planning (EST, PFP, TAX) (Jun 12, 2019 04:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 06:30 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 02:45 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 09:15 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 04:50 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 06:30 AM)

Welcome/AAM Summit Kick-off (Jun 11, 2019 08:00 AM)

State of AAM (Jun 11, 2019 08:55 AM)

Inside the Mind of the Managing Partner: Marketing That Really Matters (Jun 11, 2019 09:05 AM)

How Much Should You Spend on Marketing: Results of AAM’s 2019 Marketing Budget Survey (Jun 11, 2019 09:55 AM)

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

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

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

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

How to Conquer the Podcast Game: ENGAGE Your Audience & Invigorate Your Brand (Jun 11, 2019 01:25 PM)

Party of One: Maximizing Your Impact as a Solo Firm Marketer (Jun 11, 2019 01:25 PM)

Marketing and Sales: Two Disciplines, One Process (Jun 11, 2019 01:25 PM)

Guest List Envy: Creating Your Most Attended Event Yet (Jun 11, 2019 03:40 PM)

Rise of the AI Marketing Machine - Driving Growth in Accounting Firms (Jun 11, 2019 03:40 PM)

Negotiate to Win (Jun 11, 2019 03:40 PM)

Communication on Point: Successful Strategies for Paid Social Media Campaigns (Jun 11, 2019 04:45 PM)

Building an Optimal Customer Experience and Effective Customer Journeys (Jun 11, 2019 04:45 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 06:30 AM)

Reimagine (Jun 12, 2019 08:00 AM)

8 Simple Techniques To Grow Your Business With Video Marketing (Jun 12, 2019 11:30 AM)

Marketing's Important Role in Building a CPA Firm's Consulting Practice (Jun 12, 2019 11:30 AM)

Track This, Not That - Digital Marketing Metrics Your Managing Partner Will Care About (Jun 12, 2019 01:55 PM)

Seven Firms in Five Years - I Have a Feeling We're Not in Kansas Anymore (Jun 12, 2019 01:55 PM)

Optimizing Your Role as a Business Development Professional (Jun 12, 2019 01:55 PM)

Coaching Teams & Individuals to Maximize Performance (Jun 12, 2019 03:00 PM)

Let Your Clients Tell Your Story: Getting Great Testimonials (Jun 12, 2019 03:00 PM)

Building and Scaling Your Marketing Team (Jun 12, 2019 03:00 PM)

Google 2019: What You Need to Know  (Jun 12, 2019 04:50 PM)

Inclusion as a Brand Advantage (Jun 12, 2019 04:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 06:30 AM)

Building Relationships and Referrals Through Networking: Online and the Real World (Jun 13, 2019 09:30 AM)

No Time, No Problem: How Content Creation Can Compete (And Win) Against the Billable Hour (Jun 13, 2019 09:30 AM)

Finding Hidden Business Development Horsepower at Your Firm (Jun 13, 2019 09:30 AM)

When Accounting and Content Add Up: How to Measure Content ROI (Jun 13, 2019 11:15 AM)

Tales from the Other Side: The CPA as a BD Executive (Jun 13, 2019 11:15 AM)

We Have Too Many Projects Planned for Next Year - How Do We *Wisely* Prioritize Them? (Jun 13, 2019 11:15 AM)

What is the Purpose of a CRM and How Do I Find The Right One? (PST, AAM) (Jun 13, 2019 02:45 PM)

Reimagining Cross-Selling as Cross-Solving (PST, AAM) (Jun 13, 2019 04:15 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 09:15 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 06:30 AM)

Professional Firm Management: What Does This Partnership Look Like? (Jun 11, 2019 07:00 AM)

Changes in How Learning is Done (Jun 11, 2019 07:00 AM)

Creating a Pathway for Your Technical People to Transform Into Advisors (Jun 11, 2019 08:00 AM)

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

Information Security Exposures and Mitigation of Loss (Jun 11, 2019 12:25 PM)

IT Compatibility (Jun 11, 2019 12:25 PM)

New to Practice Management - Here's a Cheat Sheet of Tools (FMA, PST) (Jun 11, 2019 03:40 PM)

Creating a Culture of Partner Collaboration: How Can a Firm Manager Make This Happen? (Jun 11, 2019 03:40 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 06:30 AM)

Reimagine (Jun 12, 2019 08:00 AM)

Email Extinguisher: Simple Steps to Shrink the Inbox (Jun 12, 2019 11:30 AM)

The Alien Invasion: Non CPAs in Our CPA World (Jun 12, 2019 11:30 AM)

Shifting to a Learning Culture (Jun 12, 2019 01:55 PM)

Delivering Impact Through Diversity (Jun 12, 2019 01:55 PM)

Using Strategic Questions to Drive a More Successful Culture (Jun 12, 2019 03:00 PM)

How to Build a High Performing Culture (Jun 12, 2019 04:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 06:30 AM)

Lean CPA Firm Operations (Jun 13, 2019 09:30 AM)

Unscripted: The Role of Improv in Developing High-Performing Teams (Jun 13, 2019 11:15 AM)

The Legal View of Being Non-Politically Correct (Jun 13, 2019 11:15 AM)

Is Leadership Going Soft? (Jun 13, 2019 01:15 PM)

Data Driven Firm Automation Panel (Jun 13, 2019 02:45 PM)

50 Ideas in 50 Minutes (Jun 13, 2019 04:15 PM)

Collaboration: The New, Old Skill You’ll Need to Succeed (Jun 11, 2019 12:25 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 09:15 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 03:45 PM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 06:30 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 07:00 AM)

Freedom to Fail (Jun 11, 2019 08:00 AM)

Lose the Excuses, Reach the Results! (Jun 11, 2019 09:30 AM)

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

Courageous Authenticity (Jun 11, 2019 01:25 PM)

Thanks for the Feedback - Lessons in Giving and Receiving Feedback (Jun 11, 2019 03:40 PM)

Finding Your Unique Leadership Voice (Jun 11, 2019 03:40 PM)

Introduction to Well-Being (Jun 11, 2019 04:45 PM)

Charismatic Communication and Powerful Presentations (Jun 11, 2019 04:45 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 06:30 AM)

Reimagine (Jun 12, 2019 08:00 AM)

Defining Your Version of Entrepreneurship (Jun 12, 2019 11:30 AM)

Leading Leaders (Jun 12, 2019 11:30 AM)

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

How to Identify and Successfully Work With Different Personality Traits (Jun 12, 2019 01:55 PM)

How to Run a Meeting That Doesn't Suck (Jun 12, 2019 01:55 PM)

High-Trust = High-Performance (Jun 12, 2019 03:00 PM)

Leading Digital Transformation (PST, EDG) (Jun 12, 2019 03:00 PM)

Listening! The Key to Being a Better Boss, Employee, and Mentor (Jun 12, 2019 04:50 PM)

Vulnerability: Mental Wellness in the Workplace (Jun 12, 2019 04:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 06:30 AM)

Lovin' You: The Raw Truth About Fear and Self-Trust (Jun 13, 2019 09:30 AM)

Getting Stuff Done in Today's World (Jun 13, 2019 09:30 AM)

Developing a Coaching Culture (Jun 13, 2019 01:15 PM)

7 Seconds for Success: Discover and Build Your Personal Brand (Jun 13, 2019 02:45 PM)

Unleash Your Peak Performance Potential (Jun 13, 2019 02:45 PM)

Why Do You Want to Be a Manager? Tips to Transition Into Your New Leadership Role (Jun 13, 2019 04:15 PM)

Be More than a Machine: Why Emotional Intelligence Matters (Jun 13, 2019 04:15 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 09:15 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 07:00 AM)

Excellence & Innovation Acceleration: Unleashing the Power of Great People and Organizations (Jun 11, 2019 08:00 AM)

How to Build and Support a Team of Innovators - an Interview with Panasonic Automotive's CFO (Jun 11, 2019 09:30 AM)

Creating a Framework for Cross-Functional Collaboration and Business Partnering Success (Jun 11, 2019 04:45 PM)

How Can Finance Help Build and Support an Insights-Driven Digital Business? (Jun 11, 2019 04:45 PM)

How to Develop the Optimal Finance Operating Model Which is Right for Your Business (Jun 12, 2019 11:30 AM)

Transitioning CFO to Co-Pilot (Jun 12, 2019 04:50 PM)

LinkedIn Case Study: Drive Sales Performance and CX Through Receivables Data Visibility (Jun 12, 2019 04:50 PM)

Operating Technology as a Business (Jun 13, 2019 07:00 AM)

Agile Transformation & Finance - How Agile Changes the View on Funding Development (Jun 13, 2019 07:00 AM)

AI 101: How to Have More Meaningful Conversation Within the Business (Jun 13, 2019 09:30 AM)

The Evolution of Accounting and Finance to Add Value, TODAY. (Jun 13, 2019 11:15 AM)

Data Visualisation and the Art of Storytelling the Business Performance (Jun 13, 2019 02:45 PM)

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

Adapt Standard Accounting Systems to Enhance Your Business Transformation (Jun 13, 2019 11:15 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 03:45 PM)

PCPS Roundtables (Jun 10, 2019 04:50 PM)

Stacking the Deck for a Successful CAS Practice (Jun 10, 2019 04:50 PM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 06:30 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 07:00 AM)

Practitioners Kickoff (Jun 11, 2019 08:00 AM)

Tech Update: Today's Biggest Trends, Solutions, and Opportunities (Jun 11, 2019 08:00 AM)

KPI / KRI Technologies (Jun 11, 2019 09:30 AM)

The Dark Web: Do You Know Who's Watching (Jun 11, 2019 09:30 AM)

Meeting Client Sales & Use Tax Needs in the Wake of Wayfair (Jun 11, 2019 09:30 AM)

The Power of Data to Strengthen Your Audit Practice, presented by Wolters Kluwer (PST, NAA) (Jun 11, 2019 10:35 AM)

Selling Your Brain: Creating Access-Level Agreements (Jun 11, 2019 10:35 AM)

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

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

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

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

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

How Do I Stay Up to Date In Our Industry? (Jun 11, 2019 12:25 PM)

Attracting and Developing Non-Accounting Professionals (Jun 11, 2019 01:25 PM)

M & A Trends and 5 Key Variables to Value an Accounting Firm (Jun 11, 2019 01:25 PM)

AI of the Future (Jun 11, 2019 01:25 PM)

Small Firm Technology (Jun 11, 2019 01:25 PM)

Blockchain, Part 1: The ABCs of Digital Disruption: B is for Blockchain (PST, NAA, FIN) (Jun 11, 2019 03:40 PM)

New to Practice Management - Here's a Cheat Sheet of Tools (FMA, PST) (Jun 11, 2019 03:40 PM)

Rise of the Robo Accountant (Jun 11, 2019 03:40 PM)

Partner Succession: Planning a 3 Year Approach to Retirement (Jun 11, 2019 03:40 PM)

Blockchain, Part 2: What's Next (PST, NAA, FIN) (Jun 11, 2019 04:45 PM)

Practical Approaches to Managing Change In Your Firm (Jun 11, 2019 04:45 PM)

Excel for Fraud (Jun 11, 2019 04:45 PM)

How Ideas Spread: Kickstarting Technological Change within Your Firm (Jun 11, 2019 04:45 PM)

FRF for SMEs (NAAATS, PST) (Jun 11, 2019 06:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 06:30 AM)

Reimagine (Jun 12, 2019 08:00 AM)

Enhancing Firm Profitability (Jun 12, 2019 11:30 AM)

Futuristic Technologies That are Changing Our World (Jun 12, 2019 11:30 AM)

Technology Budgeting: A New Hierarchy to Reduce Technical Debt and Support Innovation (Jun 12, 2019 11:30 AM)

Panel: How Not To Get Fired By Clients (Jun 12, 2019 11:30 AM)

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

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

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

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

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

A Seat at the Table - Diverse Perspectives Lead to Value (Jun 12, 2019 01:55 PM)

BYO (Build Your Own) CAS Tech Stack (Jun 12, 2019 01:55 PM)

Business Case for Diversity (Jun 12, 2019 01:55 PM)

Hot Topics in Today's Small Firm Environment (Jun 12, 2019 01:55 PM)

Enhancing Attest Workflow Beyond Digitizing (PST, NAA) (Jun 12, 2019 03:00 PM)

Leading Digital Transformation (PST, EDG) (Jun 12, 2019 03:00 PM)

Start Mentoring Now with Turnkey Resources (Jun 12, 2019 03:00 PM)

Leveraging Infrastructure as a Service to Build a Nimbler More Resilient Firm (Jun 12, 2019 03:00 PM)

Anti-Fraud Programs: Anomaly Detection Using Data Analytics (Jun 12, 2019 03:00 PM)

SOC for Cybersecurity (PST, NAA) (Jun 12, 2019 04:50 PM)

Inspector Gadget (PST, PFP) (Jun 12, 2019 04:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 06:30 AM)

Tax Season Debrief (Jun 13, 2019 07:00 AM)

Hot Topics in Practice Management (Jun 13, 2019 07:00 AM)

Enabling Remote Workers & Virtual Offices (Jun 13, 2019 09:30 AM)

An Overview of Leading Audit Tools (Jun 13, 2019 09:30 AM)

Is Your Tech a Wreck?  (Jun 13, 2019 09:30 AM)

Panel: Working in the Cannabis Industry (Jun 13, 2019 11:15 AM)

Time Management for Accountants (Jun 13, 2019 11:15 AM)

Collaborate With Your Customers Using Microsoft Teams (Jun 13, 2019 11:15 AM)

How the Firm of Tomorrow is Using Data Today (PST, FIN) (Jun 13, 2019 11:15 AM)

Are You Running Your Business or is it Running You? (EDG, PST) (Jun 13, 2019 01:15 PM)

2018 PCPS MAP Survey Results (Jun 13, 2019 01:15 PM)

Office 365 - The Lesser Known Apps (Jun 13, 2019 01:15 PM)

Effective Strategies to Secure and Retain Top Talent (Jun 13, 2019 01:15 PM)

What is the Purpose of a CRM and How Do I Find The Right One? (PST, AAM) (Jun 13, 2019 02:45 PM)

Roundtable Discussions: TECH (Jun 13, 2019 02:45 PM)

Reimagining Cross-Selling as Cross-Solving (PST, AAM) (Jun 13, 2019 04:15 PM)

Moving to a Virtual Audit (Jun 13, 2019 04:15 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 09:15 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 07:00 AM)

Association and CPA.com Startup Accelerator: Investing in Innovation (Jun 10, 2019 03:45 PM)

Is Your Tax Practice Future-ready? (Jun 11, 2019 06:30 AM)

Are You Guiding Your Clients Towards a Bright Future? Position Yourself as a Valued Retirement Adviser (Jun 11, 2019 06:30 AM)

Tax Planning Strategies Using Virtual Currencies (TAX, PFP) (Jun 11, 2019 07:00 AM)

Key Challenges and Solutions to Achieve Financial Wellness - Presented by Prudential (Jun 11, 2019 07:00 AM)

Comment Letters-Advocacy in Action (Jun 11, 2019 07:00 AM)

199A: Beyond the Basics (EST, PFP, TAX) (Jun 11, 2019 08:00 AM)

IRS Controversies (Jun 11, 2019 09:30 AM)

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

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

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

The Sandwich Generation (Jun 11, 2019 12:25 PM)

Education Planning Under the Tax Cuts and Jobs Act (Jun 11, 2019 12:25 PM)

Planning for Clients with a $2 million to $22 million Estate (EST, PFP, TAX) (Jun 11, 2019 01:25 PM)

Portfolio Management for Non-Portfolio Managers (PFP, TAX) (Jun 11, 2019 01:25 PM)

S Corp Update (Jun 11, 2019 01:25 PM)

Asset Protection (Jun 11, 2019 01:25 PM)

New Qualified Opportunity Funds (Jun 11, 2019 03:40 PM)

Creepy Nexus (Jun 11, 2019 03:40 PM)

Fiduciary Income Tax Return Topics (Jun 11, 2019 03:40 PM)

IRS Due Diligence Requirements (Jun 11, 2019 03:40 PM)

Practical & Real Life Applications Involving Qualified Opportunity Funds (TAX, EST) (Jun 11, 2019 04:45 PM)

International Tax Update (Jun 11, 2019 04:45 PM)

Partnership Tax Update (Jun 11, 2019 04:45 PM)

Culture Rules: Designing Family Meetings for Maximum Impact (Jun 11, 2019 04:45 PM)

What's Keeping Your Clients Up at Night? (EST, PFP, TAX) (Jun 11, 2019 06:15 PM)

Stop Overworking Prep, Comp, Review (Jun 12, 2019 06:30 AM)

Reimagine (Jun 12, 2019 08:00 AM)

IRA Planning Update (TAX, PFP) (Jun 12, 2019 11:30 AM)

QSBS: The Quest for Quantum Exclusions (Queries, Qualms & Qualifications) (PFP, TAX) (Jun 12, 2019 11:30 AM)

Choice of Entity Decisions After Tax Reform (Jun 12, 2019 11:30 AM)

Family Office & Financial Planning (Jun 12, 2019 11:30 AM)

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

Preparing for Outlier Events That May Trigger the Next Bear Market, presented by Fox Financial (Jun 12, 2019 01:00 PM)

Creating a Better Wealth Experience with Stories, Sketches, and Scripts, presented by Loring Ward (Jun 12, 2019 04:05 PM)

Trusts from A to Z and Why They are Still Relevant (EST, TAX) (Jun 12, 2019 03:00 PM)

Depreciation and Cost Recovery Update (Jun 12, 2019 03:00 PM)

Estate Planning Strategies for Moderate, High & Ultra High Net Worth Clients Post-TCJA (Jun 12, 2019 03:00 PM)

What You Need to Know about Social Security (PFP, TAX) (Jun 12, 2019 04:50 PM)

Advanced Post Mortem Estate Planning (EST, PFP, TAX) (Jun 12, 2019 04:50 PM)

Dealing with IRS Representation (Jun 12, 2019 04:50 PM)

CPAFMA: Connecting in Ways to Reveal the Way Forward (Jun 13, 2019 06:30 AM)

2019 Individual Tax Reform and Advocacy Updates (Jun 13, 2019 07:00 AM)

Change of Accounting Method (Jun 13, 2019 07:00 AM)

When to Form a Family Office (Jun 13, 2019 07:00 AM)

Individual Income Tax Update (Jun 13, 2019 09:30 AM)

K-1 Reporting (Jun 13, 2019 11:15 AM)

Succession Planning (Jun 13, 2019 11:15 AM)

Employee Stock Option Strategies (Jun 13, 2019 11:15 AM)

Tax Strategies for Life's Big Changes (Jun 13, 2019 11:15 AM)

Like-Kind Exchanges (Jun 13, 2019 01:15 PM)

Should you Convert to a C-Corp (Jun 13, 2019 01:15 PM)

Family Investment Partnerships (Jun 13, 2019 01:15 PM)

Real Estate Tax Update (Jun 13, 2019 01:15 PM)

Advanced S 199A Planning Strategies (Jun 13, 2019 02:45 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 02:45 PM)

AICPA & CPA Practice Advisor Top 25 Women in Accounting Awards (not eligible for CPE) (Jun 12, 2019 09:15 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 04:50 PM)

Standard: $459.00

Sessions

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

Jun 8, 2019 12:30pm ‐ Jun 8, 2019 6:00pm

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 8:00am ‐ Jun 9, 2019 5:00pm

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 WorkshopBasic Estate Planning Workshop

Preview Available

Basic Estate Planning Workshop

Jun 9, 2019 1:00pm ‐ Jun 9, 2019 5:00pm

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 1:00pm ‐ Jun 9, 2019 5:00pm

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 1:00pm ‐ Jun 9, 2019 5:00pm

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):
  • Thomas Groskopf, CPA, Technical Director - Center for Plain English Accounting, AICPA/Barnes, Dennig & Co., Ltd
  • Lynford E. Graham, CPA, PhD, CFE, CIDA, Visiting Professor, Bentley University
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 2:45pm ‐ Jun 9, 2019 4:00pm

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

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 5:10pm ‐ Jun 9, 2019 6:00pm

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 5:10pm ‐ Jun 9, 2019 6:00pm

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, Executive Vice President -Public Practice, AICPA
Tags: NAA
Standard: $49.00

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

Jun 9, 2019 5:10pm ‐ Jun 9, 2019 6:00pm

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):
  • Anirban Basu, JD, Chairman and CEO, Sage Policy Group,Inc.
Standard: $49.00
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