ENGAGE 2020

Jun 7, 2020 ‐ Jun 11, 2020



Sessions

Exponential: A new way of thinking about growth.


Operation Credit Type : Business Management & Organziation

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

A truth has emerged: growth begins with behavior. The idea that growth begins with behavior should be no stranger to leaders of professional service, including advisory firm owners. While a focus on behavior has always been present, today there is a major trend within wealth management to help investors focus on their behavior and to shed light on how their actions and attitudes affect their retirement and financial goals. And yet, focusing on behavior is often the last place firm owners think to look when analyzing their own revenue and profit growth. In this session, you will learn the behaviors that are holding back growth, how to look at them differently, and how to overcome them to grow exponentially.

Learning Objectives:
  • The three most common problems holding back firm growth, including how to capture overlooked opportunities for growth.
  • The most common firm growth barriers and how to overcome them.
Speaker(s):

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

Jun 6, 2020 12:30pm ‐ Jun 6, 2020 6:00pm

Identification: PFP20101A

Tax, Retirement, Estate, Risk Management & Investments

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:

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

Day 1 Topics Include: 

• PFP Business Models: True Stories from Successful CPAs
• Regulatory and Compliance Issues

Speaker(s):
Tags: PFP
Category: Pre-Conference Optional Workshop (Additional Fee)

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

Jun 7, 2020 8:00am ‐ Jun 7, 2020 5:00pm

Identification: PFP20101B

Tax, Retirement, Estate, Risk Management & Investments

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:

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

Day 2 Topics Include:
• How to Get Started
• Practical Approach to Client Meetings
• Technology Topics for PFP
• Business Model Roundtables
• Where are they now?
• Presenting and Communicating a Financial Plan to Your Clients (Case Studies)
• Next Steps: Practical Advice from the Panel and Q&A

Speaker(s):
Tags: PFP
Category: Pre-Conference Optional Workshop (Additional Fee)

Risk Assessment & Peer Reviews In-depth

Jun 7, 2020 2:00pm ‐ Jun 7, 2020 5:00pm

To Be Announced.

Tags: NAA
Category: All Access Pre-Conference Workshop (Onsite Only)

2020 Form 1041 – Behind the Software!

Jun 7, 2020 2:00pm ‐ Jun 7, 2020 5:00pm

Operation Credit Type : Taxes

Operation Level : Overview

Operation Prerequisites : 1-2 Years in the Profession

Operation Advanced Prep : None

Part of the challenge in preparing Form 1041 is keeping up with the changes in the tax and accounting laws. This presentation reviews some of the new as well as continuing issues regarding changes in the fiduciary tax law and accounting rules. Participants will review a series of problems that specifically review the law, the necessary calculations and the presentation on Form 1041.

Learning Objectives:
  • Review the basic approach to fiduciary accounting and taxation that continues to be relevant;
  • Analyze 2017 TCJA impact that includes IRC Sec. 67(g) and Sec. 199A; and
  • Review updates and issues in fiduciary accounting that include distributions from entities and including capital gains in DNI.
Speaker(s):
Tags: EST

Basic Estate Planning Workshop

Jun 7, 2020 2:00pm ‐ Jun 7, 2020 5:00pm

This workshop will provide a foundation in estate planning that you cannot get elsewhere. The course is geared towards individuals with less than 5-years of experience in estate planning; and individuals with more than five years of experience who would benefit from an estate planning refresher.

This workshop will:

1. Provide an opportunity to hone your skills in communication, networking and building client rapport

2. Provide an opportunity to hone your basic estate planning skills, including a review of property law concepts, transfer taxes, gifting strategies and charitable trusts.

Speaker(s):
Tags: EST

Insurance 101 - For the Dabbler and Curious

Jun 7, 2020 2:00pm ‐ Jun 7, 2020 5:00pm

Identification: PFP20102

According to Andy Rooney, in a famous Chicago Tribune article, "The average red-blooded American hates insurance companies." Many financial advisors feel the same way. Unless a financial advisor is directly involved in implementing insurance recommendations, insurance can seem confusing and deeply complicated, with a unique language that requires constant study. At first glance, these observations look valid, but at a deeper level, it turns out that the topic of insurance can be made accessible and interesting. The purpose of this session is to provide a fast-paced, interactive, and fun introduction to insurance topics for financial advisors who want to learn how insurance can serve as the foundation for an effective financial plan. The session will cover topics related to life, health, disability, and long-term care insurance, property and casualty coverages, and special needs insurance.

Speaker(s):
Tags: PFP
Category: All Access Pre-Conference Workshop (Onsite Only)

Overall Risk Management & Quality Control

Jun 8, 2020 7:00am ‐ Jun 8, 2020 7:50am

To Be Announced.

Tags: NAA
Category: Early Riser (Onsite and Online)

Estate Session to Be AnnouncedEstate Session to Be Announced

Preview Available

Estate Session to Be Announced

Jun 8, 2020 7:00am ‐ Jun 8, 2020 7:50am

Tags: EST
Category: Early Riser (Onsite and Online)

Uniform Principal and Income Act (UPIA) - Trust Accounting Income

Jun 8, 2020 7:00am ‐ Jun 8, 2020 7:50am

Operation Credit Type : Taxes

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

The calculation of trust accounting income is essential to the administration and taxation of trusts. This session will provide a broad overview of the UPIA and how trust accounting income is calculated and how it is different from distributable net income and taxable income. The program will highlight the most important features of the UPIA that CPAs must know.

Learning Objectives:
  • Learn what the Uniform Principal and Income Act is and how it affects trust administration and taxation
  • The program will highight the most important things a CPA should know about the UPIA
Speaker(s):
  • Jeremiah Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Tags: EST
Category: Concurrent Session (Onsite and Online)
Print Certificate
Review Answers
Print Transcript
Completed on: token-completed_on
Review Answers
Please select the appropriate credit type:
/
test_id: 
credits: 
completed on: 
rendered in: 
* - Indicates answer is required.
token-content

token-speaker-name
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
token-index
token-content
/
/
token-index
token-content
token-index
token-content