Identification: PST19101
Just when you think the hype of blockchain and cryptos can't get any further inflated, you come across another article speculating the technology's disruption of EVERYTHING. The truth of the matter is, the disruption has already started in many industries, leaving many CPAs unprepared to consult and educate their clients. This interactive workshop will build upon your foundational knowledge of blockchain technology with exercises designed to illustrate why blockchain is so incredibly impactful and how your firm can prepare for, while keeping your client ahead of, blockchain's wave of disruption.
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Identification: PST19102
In this session, the attendee will learn how to monetize their practice from a cybersecurity perspective. The presenters will share best practices in this space, including how to identify and offer cyber advisory and attest services. Both presenters have years of experience in this space, providing these types of services to their clients.
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Identification: EST1902
This program will review recent changes in the estate, gift and generation-skipping tax rules, and provide updates on state law income tax of trust cases.
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Identification: NAA1902
The Auditing Standards Board Chair will discuss recently issued standards for audits (SASs) and attestation engagements (SSAEs). The discussion will also include the ASB’s active agendas including ongoing efforts to enhance the standard setters’ outreach to stakeholders regarding proposed standards and post-implementation reviews of issued standards. This session will feature a discussion of the current status of the ASB’s projects to: a) Revise and expand the auditor’s report, b) Enhance auditor attention on financial statement disclosures as part of the risk assessment process and throughout the audit, c) Revise the attestation standards to enable a practitioner to perform an examination, review, or agreed-upon procedures engagement without having to request a written assertion from the responsible party, d) Revise the auditor’s performance and reporting responsibilities with respect to ERISA audits, e) Explore potential changes to the audit evidence standard; and convergence efforts on estimates and auditor risk assessment.
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Identification: PFP1902
With 10,000 baby boomers retiring every day for the next decade, now more than ever is a critical time to give thoughtful consideration to the variables playing a role in retirement planning advice. This dynamic panel of experts led by moderator Bob Veres will actively explore how current client trends along with the changing landscape impact key assumptions including investment returns, inflation, longevity/life expectancy, spending (and changes over time) and Social Security.
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Identification: PFP1903
There is a revolution taking place in how advisors provide financial planning advice to clients, and how financial planning software is evolving. Join FinTech expect Joel Bruckenstein, and a panel of industry experts as they discuss the evolution of financial planning advice and the software that supports it.
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Identification: PFP1904
This session will cover 2 parts.
In part 1, a brief overview will be provided of investing for higher education, and an update on changes happening in the legal and political landscape. Then we will dive into conversations you should be having with every client in every age group about college planning.
The second part of this presentation will be focused on the ABLE savings program, which allows people with disabilities to open tax advantaged savings accounts that do not count against income limits for government benefit programs. This presentation will provide CPA's and other professionals with an additional tool to help people with disabilities and their families save for the future.
By the end of this session participants will:
Identification: PFP1905
In this session, we will discuss complexities associated with valuation of small and lower middle market businesses in the context of the business owner’s objective to monetize wealth stored in the company. We will consider an overview of appraisal methods, adjustments commonly required in small business valuations and issues that can interfere with realization of the appraised value in an actual sale transaction. Finally, we will discuss how financial professionals can assist their business owner clients to maximize the value of their business interests. This session is relevant to financial professionals who work with owner managed businesses.
Key learning objectives include increased understanding of:
Identification: EST1903
Preparation of Form 706 is becoming a lost art. IRS inspects every return that is filed. You don't want to look like a rookie - prevent that by avoiding common errors.
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Identification: EST1904
In the Decanting Session, the speakers will discuss how to utilize decanting to make trusts more efficient for creditor, estate and income tax purposes. Specifically, the speakers will discuss trust design that is most advantageous for creditor, income tax and estate tax protection, and how an otherwise irrevocable trust can be improved through decanting.
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