AICPA Employee Benefit Plans Accounting, Auditing, and Tax Update Online Conference 2020

May 4, 2020 ‐ May 5, 2020


Education, community and expertise when you need it most.

The coronavirus (COVID-19) is making an enormous impact across the globe, including creating challenges for our profession. We recognize the pandemic means you’ll work differently this year. It’s requiring us to make changes, too.

This year, we are hosting a new online conference, the AICPA Employee Benefit Plans Accounting, Auditing, and Tax Update Conference in May. We’ve specially designed the conference by splitting it into two half days, so it works more easily with your schedule.

The live online event addresses critical auditing and tax issues with industry experts, panel discussions, and Q&A opportunities. The virtual learning experience means you can interact, and chat live during sessions with the speakers and fellow virtual attendees.


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 the conference: AICPA Employee Benefit Plans Accounting, Auditing, and Tax Update Online Conference

Sessions Included:

Learning From The Challenges Of Others: A Review Of Common Peer Review Findings (May 05, 2020 01:05 PM)

Round Table on COVID-19 (May 04, 2020 01:05 PM)

Secure Your Understanding of the SECURE Act (May 04, 2020 02:20 PM)

Managing Liquidity in Turbulent Times (May 05, 2020 01:05 PM)

FAQs CARES and SECURE Act Part I (May 05, 2020 02:20 PM)

FAQs CARES and SECURE Act Part II (May 05, 2020 03:20 PM)

Welcome, followed by Advocacy Update & Exploring Mindfulness and Well-being with a CPA (May 05, 2020 12:00 PM)

Sponsor Chat Lobby: CPA.com (not eligible for CPE) (May 05, 2020 02:00 PM)

Standard: $299.00

Sessions

Round Table on COVID-19Round Table on COVID-19

Preview Available

Round Table on COVID-19

May 4, 2020 1:05pm ‐ May 4, 2020 1:55pm

Identification: EBPAAT02

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Minutes : 50

Operation Credits : 1

Operation Archive : 1

Operation Prerequisites : 3-5 Years in the Profession

Operation Credit Type : Tax (25), Accounting (25)

Operation Level : Intermediate

Operation Advanced Prep : None

Operation Sale : 1

Round Table discussion about real world operational issues faced by Plan Sponsors in connection with implementing the CARES Act provisions relating to Retirement plans. Discussion will include different views and perspectives from speakers in different market segments.

Learning Objectives:
  • Learn about key participant communications that plan sponsors should be consider providing to participants as a best practice for CARES Act changes, employer contribution changes and how the new loan and hardship options dovetail with current options.
  • Hear about the latest issues with determining who is a COVID-Eligible Participant under The CARES Act and how plan recordkeepers are implementing CARES options for Certification.
  • Partial plan termination potential in 2020 and how categorizing employee status and compensation is important to consider will all be discussed.
Speaker(s):
Standard: $49.00

Secure Your Understanding of the SECURE Act

May 4, 2020 2:20pm ‐ May 4, 2020 3:10pm

Identification: EBPAAT03

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Minutes : 50

Operation Credits : 1

Operation Credit Type : Taxes, Accounting

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

Operation Archive : 1

Operation Sale : 1

This session will hit the highlights of the SECURE Act; covering topics such as the expansion of access to multiple employer plans (MEPS), changes to required minimum distributions: increase in age from 70 ½ to 72 & additional limitations placed on stretch distributions for certain beneficiaries, tax incentives for small businesses that implement auto enrollment, and more.

Get ready to:

Learning Objectives:
  • Learn about the major provisions of the SECURE Act and how they will affect retirement planning and savings.
  • Understand what the changes mean for you and your clients.
  • Identify new planning opportunities and open implementation issues.
  • Explore other implications of the law change.
Facilitator(s): Speaker(s):
Standard: $49.00

Welcome, followed by Advocacy Update & Exploring Mindfulness and Well-being with a CPA

May 5, 2020 12:00pm ‐ May 5, 2020 12:55pm

Identification: EBPAAT05

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Polling : 1

Operation Minutes : 50

Operation Credits : 1

Operation Archive : 1

Operation Credit Type : Specialized Knowledge

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

Operation Sale : 1

Join the AICPA staff for an update on AICPA’s advocacy efforts and election outlook followed by a presentation on mindfulness and the practicality of it in everyone’s life, even EBP professionals during this 2020 filing season!

Learning Objectives:
  • Understand the AICPA’s major COVID-19 advocacy efforts
  • Identify how you can implement mindfulness into your daily routine, even during EBP busy season
  • Recall mindfulness practices held during session
Facilitator(s): Speaker(s):
  • Tricia VanVliet, CPA, Manager - Product Management & Development - PA, Association of International Certified Professional Accountants
  • Rachel Dresen, CPA, CGMA, Director of Congressional and Political Affairs, AICPA
  • Lauren Pfingstag, Director - Congressional & Political Affairs, Association of International Certified Professional Accountants
Standard: $49.00

Learning From The Challenges Of Others: A Review Of Common Peer Review Findings

May 5, 2020 1:05pm ‐ May 5, 2020 1:55pm

Identification: EBPAAT06

Operation Credit Type : Auditing

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Minutes : 50

Operation Credits : 1

Operation Archive : 1

Operation Sale : 1

This session will discuss key issues for employee benefit plans audits in peer review.  It will include a brief overview of the peer review process and a discussion of the grey areas that peer reviewers are looking for.  These are accented by the bold questions on the peer review checklists, which will be reviewed during this session.  Finally, I will discuss some actual issues identified in the peer review process in 2019 in my review of approximately 50 different employee benefit plan audits of all kinds.

Learning Objectives:
  • Overview of peer review
  • Discuss key areas in peer review for EBP audits
  • Review bold questions on EBP peer review checklist
  • Review actual issues noted in my 2019 peer reviews of EBP audits
Facilitator(s): Speaker(s):
  • Randy M. Dummer, CPA, Partner, Henderson, Hutcherson & McCullough, PLLC/Chattanooga, TN
Tags: Audit
Standard: $49.00

Managing Liquidity in Turbulent Times

May 5, 2020 1:05pm ‐ May 5, 2020 1:55pm

Identification: EBPAAT07

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Minutes : 50

Operation Credits : 1

Operation Credit Type : Specialized Knowledge

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

Operation Archive : 1

Operation Sale : 1

CPAs are not just accountants. We are also business advisors. CPAs must be able to advise businesses, including our own, on one of the most important issues they are facing today – liquidity. Cash is king, and businesses should consider all possible ways to conserve cash today and in the weeks and months to come. During this session, we will explore multiple opportunities to conserve cash involving the business’s retirement plans, healthcare plans and compensation arrangements.

Learning Objectives:
  • Explore opportunities to reduce cash expenditures related to retirement plans.
  • Avoid employer-sponsored retirement plan pitfalls that can cost businesses cash.
  • Identify opportunities to reduce healthcare costs.
  • Apply strategies to defer or reduce cash compensation expenditures.
Speaker(s):
Tags: Tax
Standard: $49.00

Sponsor Chat Lobby: CPA.com (not eligible for CPE)

May 5, 2020 2:00pm ‐ May 5, 2020 2:15pm

Identification: EBPAATSC

Operation Archive : 1

Operation Sale : 1

Join CPA.com to learn how to drive efficient, high quality employee benefit plan audits with OnPoint EBP. Discover how you can streamline the process, from planning to delivery of the auditor’s report through dynamic engagement tools, links to authoritative guidance, and practical implementation guidance. (Not eligible for CPE).

Speaker(s):
Standard: $49.00

FAQs CARES and SECURE Act Part I

May 5, 2020 2:20pm ‐ May 5, 2020 3:10pm

Identification: EBPAAT08

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Minutes : 50

Operation Credits : 1

Operation Credit Type : Taxes, Accounting

Operation Level : Intermediate

Operation Prerequisites : 3-5 Years in the Profession

Operation Advanced Prep : None

Operation Archive : 1

Operation Sale : 1

You will hear us talk about the new CARES Act and SECURE Act legislation and the changes they made to retirement plans. Now listen our experts answer your questions on the CARES Act and SECURE Act! During this session our experts will address questions asked during previous session and during the FAQ session, so submit your questions early. They will address questions about the new employee retention credit, payroll tax deferral, retirement plan loans and special distributions and other legislative provisions that affect compensation and benefits.

Learning Objectives:
  • Identify opportunities to help employees through implementing changes to retirement plans.
  • Improve cashflow by claiming the employee retention credit or deferring payroll taxes.
  • Discuss other aspects of the CARES Act and SECURE Act.
Speaker(s):
Tags: Tax
Standard: $49.00

FAQs CARES and SECURE Act Part II

May 5, 2020 3:20pm ‐ May 5, 2020 4:10pm

Identification: EBPAAT10

Operation Alertness Issued : 4

Operation Alertness Required : 3

Operation Minutes : 50

Operation Credits : 1

Operation Prerequisites : 3-5 Years in the Profession

Operation Archive : 1

Operation Credit Type : Taxes, Accounting

Operation Level : Intermediate

Operation Advanced Prep : None

Operation Sale : 1

You will hear us talk about the new CARES Act and SECURE Act legislation and the changes they made to retirement plans. Now listen our experts answer your questions on the CARES Act and SECURE Act! During this session our experts will address questions asked during previous session and during the FAQ session, so submit your questions early. They will address questions about the new employee retention credit, payroll tax deferral, retirement plan loans and special distributions and other legislative provisions that affect compensation and benefits.

Learning Objectives:
  • Identify opportunities to help employees through implementing changes to retirement plans.
  • Improve cashflow by claiming the employee retention credit or deferring payroll taxes
  • Discuss other aspects of the CARES Act and SECURE Act.
Speaker(s):
Tags: Tax
Standard: $49.00
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