AICPA & CIMA ENGAGE 2021

Jul 26, 2021 ‐ Jul 29, 2021



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 & CIMA ENGAGE 2021:

  • Advanced Accounting and Auditing 2021
  • Advanced Estate Planning 2021
  • Advanced Personal Financial Planning 2021
  • Corporate Finance 2021
  • CPAFMA National Practice Management 2021
  • Diversity, Equity and Inclusion 2021
  • EDGE Career Development 2021
  • Practitioners Symposium and TECH+ Conference 2021
  • Tax Strategies for the High-Income Individual 2021

Sessions Included:

EDG2110. How to Create Compelling Content and Become a Thought Leader (Jul 29, 2021 09:30 AM)

EDG2113. The Blind Side (Jul 29, 2021 01:30 PM)

EDG2102. Change Your Mindset, Change Your Life (Jul 27, 2021 09:30 AM)

EDG2104. How to Innovate When Your Boss Says No (Jul 27, 2021 11:15 AM)

EDG2115. Becoming an Entrepreneurial Accountant (Jul 29, 2021 03:00 PM)

EDG2108. Evolution of a Staff / Manager Relationship (Jul 28, 2021 03:30 PM)

EDG2107. Building Trust in the Smallest of Moments (Jul 28, 2021 02:00 PM)

ENG2125. Leadership Academy Backstage Pass (Jul 28, 2021 03:30 PM)

EDG2103. Cultivate Your Own Dream Team: Unlock the Hidden Potential in Others (Jul 27, 2021 11:15 AM)

EDG2111. Building your Personal Brand (Jul 29, 2021 11:15 AM)

NAA2101. AICPA Update: Trust, Value and Opportunity in Assurance (Jul 26, 2021 08:00 AM)

PFP2102. Middlescence: New age. New stage. Midlife redefined. (Jul 26, 2021 09:30 AM)

ENG2121. Planning for Those Under $10 Million (Jul 28, 2021 03:30 PM)

ENG2108. Determining Trust Accounting Income - Frequently Encountered Issues (Jul 27, 2021 11:15 AM)

ENG2117. Advanced Fiduciary Income Tax - Selected Issues (Jul 28, 2021 02:00 PM)

ENG2118. KEYNOTE: Running the WNBA - 2020 Style | A Conversation with Cathy Engelbert (Jul 28, 2021 02:00 PM)

ENG2126. The Financial Challenges of Global Entertainment Organizations (Jul 29, 2021 08:00 AM)

EST2103. AICPA Trust Estate and Gift Tax TRP Round Table (Jul 26, 2021 11:15 AM)

EST2101. Current Developments in Estate Planning, followed by the presentation of the P. Thomas Austin Personal Financial Planning Division Scholarship Award (Jul 26, 2021 08:00 AM)

ENG2101. Estate Planning in the Current Environment: What to tell clients to do Now! (Jul 26, 2021 09:30 AM)

EST2104. State Income Taxation of Trusts (Jul 26, 2021 11:15 AM)

EST2105. Taking the plunge into potential pitfalls in international estate tax planning (Jul 27, 2021 08:00 AM)

EST2107. Utilizing GST Rules to Maximum Advantage for Your Clients: Basic GST allocations to “inclusion ratios” to novel and powerful strategies (Jul 26, 2021 03:00 PM)

EST2109. Reporting Foreign Trust & Cross-Border Gift Transactions (Jul 26, 2021 03:00 PM)

EST2111. Modifying Irrevocable Trusts to Maximize Flexibility (Jul 27, 2021 08:00 AM)

ENG2105. 2021 IRA and Retirement Planning Update (Jul 27, 2021 09:30 AM)

EST2113. Overview of charitable giving techniques (Jul 27, 2021 11:15 AM)

ENG2110. Philanthropy in a Family Office (Jul 27, 2021 02:30 PM)

EST2116. The Formerly Perfect Estate Plan and How to Undo What Has Been Done (Jul 28, 2021 02:00 PM)

TAX2101. Ready for a Sale Panel on Businesses in Distress (Jul 27, 2021 09:30 AM)

TAX2103. Dealing with the IRS - Compliance (Jul 27, 2021 11:15 AM)

ENG2107. Best Ideas For You, Your Practice, and Your Clients (Jul 27, 2021 11:15 AM)

TAX2104. 1041s, 709s, Trust, and Common Transfer Tax Planning Issues CPAs can Identify and Fix (Jul 27, 2021 02:30 PM)

TAX2105. Qualified Small Business Stock: It’s More than a $10 Million Exclusion (Jul 27, 2021 02:30 PM)

ENG2102. Real World Planning: Working with Clients with Diminishing Mental Capacity (Jul 26, 2021 01:30 PM)

ENG2114. Education Planning for the Next Decade: Practical Strategies for Success (Jul 28, 2021 02:00 PM)

FMA2107. 5 Things You Need to Know to Successfully Manage a Remote Team (Jul 29, 2021 08:00 AM)

FMA2110. Transforming Your Firm from Compliance to Advisory (Jul 29, 2021 01:30 PM)

PFP2122. Best Planning Ideas Panel, preceded by the PFP Distinguished Award Presentation (Jul 27, 2021 02:30 PM)

PFP2121. Navigating the Compensation Playing Field (Jul 27, 2021 11:15 AM)

FMA2106. Managing the Health of Your Human Capital (Jul 28, 2021 03:30 PM)

TAX2102. Pass Through Entities (Jul 27, 2021 09:30 AM)

ENG2120. Social Security with Medicare (Jul 28, 2021 03:30 PM)

TAX2107. Individual Tax Update, following the presentation of the Sid Kess Award for Excellence in Continuing Education (Jul 29, 2021 08:00 AM)

TAX2108. Business Tax Update (Jul 29, 2021 09:30 AM)

TAX2109. Losses, Losses, Losses (Jul 29, 2021 11:15 AM)

TAX2110. S-Corp (Jul 29, 2021 11:15 AM)

TAX2111. Planning for Real Estate after the Election (Jul 29, 2021 11:15 AM)

TAX2112. Disaster Filing Deadlines and Casualty Losses (Jul 29, 2021 01:30 PM)

TAX2113. International Tax - Update (Jul 29, 2021 01:30 PM)

TAX2117. K-1 to 1040 Update - New Schedule K-2 and K-3 for 2021 (Jul 29, 2021 03:00 PM)

FMA2109. The Impact the Firm Manager Can Play in a Growing Firm (Jul 29, 2021 11:15 AM)

PST2121. Transformation of the Audit (Jul 29, 2021 11:15 AM)

FMA2103. Everything Has Changed Including Leadership (Jul 27, 2021 11:15 AM)

PST2114. International Technology Perspectives on the Profession - Around the Globe (Jul 29, 2021 08:00 AM)

PFP2101. KEYNOTE: Economic Update - Investing in a Post-Pandemic World, followed by the presentation of the PFP Standing Ovation Awards (Jul 26, 2021 08:00 AM)

PST2106. Cybersecurity Advisory Opportunities, It's not just the Big firms (Jul 27, 2021 11:15 AM)

ENG2119. Turbocharge Your Life with Emotional Intelligence (EQ) (Jul 28, 2021 02:00 PM)

NAA2120. Attestation Standards (Jul 28, 2021 03:30 PM)

NAA2103. ARSC Update - Reviews, Compilations and Financial Statement Preparation (Jul 26, 2021 09:30 AM)

NAA2108. ASB Update (Jul 27, 2021 08:00 AM)

ENG2137. Accounting & Auditing FAQs (Jul 28, 2021 02:00 PM)

ENG2106. The Leadership Journey | Leading in the Midst of Change (Jul 27, 2021 09:30 AM)

PST2113. Cybersecurity from Small & Medium Firm Perspective (Jul 29, 2021 08:00 AM)

PFP2123. Estimating the End of Retirement (Jul 28, 2021 02:00 PM)

NAA2117. Exposure Draft on Quality Management (Jul 28, 2021 02:00 PM)

PFP2119. The Pros and Cons of ESG Investing (Jul 27, 2021 11:15 AM)

PFP2105. Exponential: A New Way of Thinking About Growth (Jul 26, 2021 11:15 AM)

ENG2112. How to get IT in your Audit Right (Jul 27, 2021 02:30 PM)

PFP2108. Different Perspectives: Financial Planning Technology: Where are we at, and where are we going? (Jul 26, 2021 01:30 PM)

PFP2109. The Unlimited Roth IRA - Tax free saving inside a Life insurance policy: Good or too good to be true? (Jul 26, 2021 01:30 PM)

PST2105. Trends in 2021 CPA M & A and how the pandemic changed the marketplace (Jul 27, 2021 11:15 AM)

PST2123. Four Must Haves in your Firm Strategy (Jul 29, 2021 01:30 PM)

ENG2103. Essential Elements of a Special Needs Financial Plan (Jul 27, 2021 08:00 AM)

PFP2120. Heightened Challenges, Opportunistic Growth (Jul 27, 2021 11:15 AM)

PFP2103. Using Insurance Products for Tax Sheltered Growth (Jul 26, 2021 11:15 AM)

PFP2111. Behavioral Finance Advice with Magic (Jul 26, 2021 03:00 PM)

PFP2112. Estate Planning Issues in 2021 (Jul 26, 2021 03:00 PM)

PFP2113. How the Mass Affluent and HNW can benefit from Long Term Care Planning. Importance, Impetus, Incentives (Jul 26, 2021 03:00 PM)

PFP2107. Global Investing: The Alpha and The Beta Omega (Jul 26, 2021 01:30 PM)

PFP2115. Insurance Best Practice RAPID FIRE: If Only I Knew! (Jul 27, 2021 08:00 AM)

PFP2118. RIA Firm of the Future (Jul 27, 2021 09:30 AM)

PFP2104. Fixed Income in a Low Interest Rate Environment (Jul 26, 2021 11:15 AM)

PFP2110. The Biden Tax Plan: Proposed Changes and Planning Opportunities (Jul 26, 2021 03:00 PM)

PFP2117. Investment Best Ideas Panel (Jul 27, 2021 09:30 AM)

PFP2114. Tax Efficient Withdrawal Strategies in Retirement (Jul 27, 2021 08:00 AM)

NAA2102. Malpractice Risks and Going Concern (Jul 26, 2021 09:30 AM)

NAA2104. Special Edition: Inspector Gadget for A&A Practices (Jul 26, 2021 09:30 AM)

NAA2116. Remote Audit - Impact for Future (Jul 28, 2021 02:00 PM)

NAA2110. Quality Management Considerations for New Audit Technologies (AI/Machine Learning) (Jul 27, 2021 09:30 AM)

NAA2109. SOC Engagements: How to Evaluate SOC Reports (Jul 27, 2021 09:30 AM)

NAA2112. Deep Dive: Issues in Risk Assessment (Jul 27, 2021 11:15 AM)

NAA2113. Ethics Update - A Peek at the PEEC (Jul 27, 2021 11:15 AM)

ENG2109. Exploring Data Analytics in Today's Audit (Jul 27, 2021 11:15 AM)

NAA2114. Stump the Chumps (Jul 27, 2021 02:30 PM)

FMA2108. CPA Firm Merger Process (Jul 29, 2021 09:30 AM)

NAA2115. Audit Evidence (SAS 142) & Sampling (Jul 27, 2021 02:30 PM)

FMA2102. Interviewing to Fit Your Culture (Jul 27, 2021 09:30 AM)

NAA2111. Auditing Revenue Recognition – Peer Review Tips (Jul 27, 2021 09:30 AM)

NAA2121. Harnessing Technology to Modernize the Audit (Jul 28, 2021 03:30 PM)

PST2102. Tax Season Debrief (Jul 27, 2021 09:30 AM)

PST2103. Tech Update 2021 (Jul 27, 2021 09:30 AM)

PST2104. What's the Future of the CPA post-pandemic (Jul 27, 2021 11:15 AM)

PST2107. From Transactional to Relational: Subscription Business Model for Accounting Professionals (Jul 27, 2021 02:30 PM)

ENG2113. How to Effectively Lead Your Firm through DEI in Times of Crisis and Beyond (Jul 27, 2021 02:30 PM)

PST2108. Navigating the Future: Disruption Map Exercise to Future-Proof Your Firm (Jul 27, 2021 02:30 PM)

PST2110. Power BI vs. Excel for ENGAGE (Jul 28, 2021 02:00 PM)

ENG2116. New Trends in the Digital Client Experience (Jul 28, 2021 02:00 PM)

ENG2124. How to Assess Your Firm's Future Succession Paths - Internal vs. External (Jul 28, 2021 03:30 PM)

PST2112. Financial Forecasting: Add Value, Save Time and Delight Clients (Jul 28, 2021 03:30 PM)

ENG2122. Inspector Gadget (Jul 28, 2021 03:30 PM)

ENG2127. Just Say It! Making ANY Conversation Easy (Jul 29, 2021 08:00 AM)

PST2115. RPA Use Cases for the Small Practice (Jul 29, 2021 08:00 AM)

PST2116. Setting Yourself Up as A Trusted Advisor through Tactical strategies at EVERY level (Jul 29, 2021 09:30 AM)

PST2117. Hot Topics in Firm Practice Management (Jul 29, 2021 09:30 AM)

PST2119. Top HR Trends - Are Your Clients Prepared and Aware? (Jul 29, 2021 09:30 AM)

ENG2132. How Successful Firms are Growing in a Virtual and Hybrid Environment (Jul 29, 2021 11:15 AM)

PST2120. Excellent Excel Effective Techniques (Jul 29, 2021 11:15 AM)

PST2122. Perfecting Client Proposals (Jul 29, 2021 01:30 PM)

PST2124. How to Pull Money out of your SOC (Jul 29, 2021 01:30 PM)

PST2125. Becoming a Highly Automated Firm – Learnings From the Experts (Jul 29, 2021 01:30 PM)

ENG2135. How to Optimize Your Client Roster for Better Cash Flow (Jul 29, 2021 03:00 PM)

PST2126. Networking In A Virtual Space (Jul 29, 2021 03:00 PM)

FMA2111. Top Issues Firm Managers are Dealing With & Firm Manager of the Year Awa (Jul 29, 2021 03:00 PM)

TAX2115. Bankruptcy: Planning, Execution & Solutions for Debtors and Creditors (Jul 29, 2021 03:00 PM)

ENG2115. The Unexpected State Tax Consequences of Employees who Work from Home (Jul 28, 2021 02:00 PM)

ENG2111. Mind your T's and Qs: Ethics of Planning for All Families (Jul 27, 2021 02:30 PM)

EST2102. Real World Estate Planning for Owners of Closely Held Businesses (Jul 26, 2021 11:15 AM)

EST2110. Advanced 709 Form Issues (Jul 26, 2021 01:30 PM)

EST2114. Communicating the Estate Plan (Jul 27, 2021 02:30 PM)

EST2106. A View from the Trenches - Current Issues in Estate and Gift Tax Audits (Jul 26, 2021 01:30 PM)

TAX2106. Top Ten Federal Tax Cases Of All Time (Jul 28, 2021 03:30 PM)

EDG2109. The 5 AM Club (Jul 29, 2021 09:30 AM)

EDG2114. Step Out of Your Comfort Zone to Achieve Your Maximum Potential (Jul 29, 2021 03:00 PM)

EDG2101. ROE (Return on Energy): Your Secret Ingredient for Greater ROI, preceded by the announcement of the AICPA Outstanding Young CPA Award winners (Jul 27, 2021 08:00 AM)

EDG2105. Impostor Syndrome Is Real: Here's How You Can Overcome It (Jul 27, 2021 02:30 PM)

EDG2106. Achieving Greater Productivity and Creativity with Mindfulness (Jul 27, 2021 02:30 PM)

EDG2112. Courageous Feedback: Give It, Receive It, Encourage It (Jul 29, 2021 01:30 PM)

ENG2136. Peer Review Update (Jul 26, 2021 09:30 AM)

TAX2114. Partnership Tax Update Including Partnership Distressed Debt Workout Issues (Jul 29, 2021 01:30 PM)

PFP2124. Improving Business Transition Outcomes of Financial Advisors and Their Clients (Jul 28, 2021 03:30 PM)

FIN2104. The Shift from Business Partnering to Value Partnering (Jul 27, 2021 02:30 PM)

FIN2101. A Conversation: CFOs as Deputy CEO (Jul 27, 2021 08:00 AM)

FIN2103. There is Nothing like a Crisis to be Innovative (Jul 27, 2021 11:15 AM)

FIN2102. Bringing People Back into the Transformation Equation (Jul 27, 2021 09:30 AM)

FIN2105. Reimagine Business Models (Jul 29, 2021 09:30 AM)

DEI2101. KEYNOTE: The Competitive Advantage of Inclusion (Jul 26, 2021 03:00 PM)

DEI2102. Watch Women Lead (Jul 27, 2021 08:00 AM)

DEI2103. How Small Firms can Improve Diversity (Jul 27, 2021 09:30 AM)

DEI2106. Allyship: What Great Leaders Know About Engaging People for Success (Jul 29, 2021 09:30 AM)

DEI2105. Emerging Women Partners (Jul 28, 2021 02:00 PM)

DEI2104. Sponsorship – What Does it Really Mean? (Jul 27, 2021 11:15 AM)

ENG21K04. Adapt + Thrive (Jul 28, 2021 09:00 AM)

DEI2107. Want to Be an Ally?: Making the Business Case for LGBTQ+ Equality (Jul 29, 2021 11:15 AM)

FMA2101. CPAFMA Kickoff - Leadership and Succession for Firms in the Next New Normal (Jul 27, 2021 08:00 AM)

EST2112. Everything you need to know about business valuation discounts (Jul 27, 2021 11:15 AM)

PFP2116. Sudden Wealth (Jul 27, 2021 09:30 AM)

FIN2106. The CFO Agenda for the “Next-Normal” (Jul 29, 2021 01:30 PM)

ENG21TH. AICPA Town Hall (Jul 27, 2021 01:00 PM)

ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators (Jul 26, 2021 01:30 PM)

ENG21LL10. Top Financial Reporting Issues Facing Private Companies (Jul 27, 2021 01:20 PM)

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com (Jul 28, 2021 05:00 PM)

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com (Jul 27, 2021 01:55 PM)

ENG21SS06. Top Regulatory Items Facing Businesses. Are Your Clients Prepared? - Presented by Paychex (Jul 27, 2021 01:00 PM)

ENG21LL13. Transform Your Firm Using A New Model for Auditing, presented by Wolters Kluwer (Jul 28, 2021 12:15 PM)

ENG21SS05. How Addressing Ongoing Change, Retaining Talent & Retaining Clients are Connected, presented by Wolters Kluwer (Jul 27, 2021 01:00 PM)

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage (Jul 27, 2021 07:25 AM)

TAX2118. Individual Tax Reform and Advocacy Updates (Jul 29, 2021 09:30 AM)

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify? (Jul 26, 2021 05:25 PM)

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE) (Jul 28, 2021 01:25 PM)

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE) (Jul 26, 2021 04:50 PM)

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker (Jul 26, 2021 04:30 PM)

ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech (Jul 28, 2021 12:50 PM)

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge (Jul 26, 2021 04:50 PM)

ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE) (Jul 28, 2021 05:30 PM)

ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero (Jul 26, 2021 04:30 PM)

ENG21LL16. Don’t put your tax practice in jeopardy. Test your know-how (Jul 28, 2021 12:50 PM)

ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax (Jul 28, 2021 12:50 PM)

ENG21SS14. Destroy Your Payroll Services and Rebuild Them Right with People Advisory, presented by Gusto (Jul 29, 2021 07:00 AM)

ENG21LL03. Tech Demo - The Future of Accounting Practice Management, presented by Canopy Tax (non-CPE) (Jul 26, 2021 05:25 PM)

ENG21LL11. Tech Demo - How Artificial Intelligence is Powering the End-to-End Digital 1040 Tax Return, presented by SurePrep (non-CPE) (Jul 27, 2021 01:55 PM)

ENG21LL19. Tech Demo - Paychex Accountant HQ Technology Review, presented by Paychex (non-CPE) (Jul 28, 2021 05:00 PM)

ENG21LL18. Tech Demo - Easy and Affordable Ways to Improve Your Video and Audio Productions (non-CPE) (Jul 28, 2021 01:25 PM)

ENG21SS01. Tax Workflow Automation using APIs, presented by Thomson Reuters (Jul 26, 2021 04:30 PM)

ENG21LL06. Gaining Strategic Insights from Company Spend Data, presented by SAP Concur (Jul 27, 2021 07:25 AM)

ENG21KAWARD. AICPA & CPA Practice Advisor Most Powerful Women In Accounting Awards (not eligible for CPE) (Jul 28, 2021 10:15 AM)

ENG21LL15. Tech Demo - How are you staying connected in a remote landscape?, presented by Doc.It (non-CPE) (Jul 28, 2021 12:50 PM)

ENG21LL09. Workforce Transformation - Implementing Your Digital Workplace, presented by Dell (Jul 27, 2021 01:20 PM)

ENG21SS07. Grow your Practice: How to specialize by industry vertical to grow more efficiently, presented by Rippling (Jul 27, 2021 01:00 PM)

Standard: $595.00

This includes sessions from the conference: Advanced Accounting and Auditing (as part of AICPA & CIMA ENGAGE 2021)

Sessions Included:

NAA2101. AICPA Update: Trust, Value and Opportunity in Assurance (Jul 26, 2021 08:00 AM)

NAA2120. Attestation Standards (Jul 28, 2021 03:30 PM)

NAA2103. ARSC Update - Reviews, Compilations and Financial Statement Preparation (Jul 26, 2021 09:30 AM)

NAA2108. ASB Update (Jul 27, 2021 08:00 AM)

ENG2137. Accounting & Auditing FAQs (Jul 28, 2021 02:00 PM)

NAA2117. Exposure Draft on Quality Management (Jul 28, 2021 02:00 PM)

ENG2112. How to get IT in your Audit Right (Jul 27, 2021 02:30 PM)

NAA2102. Malpractice Risks and Going Concern (Jul 26, 2021 09:30 AM)

NAA2104. Special Edition: Inspector Gadget for A&A Practices (Jul 26, 2021 09:30 AM)

NAA2116. Remote Audit - Impact for Future (Jul 28, 2021 02:00 PM)

NAA2110. Quality Management Considerations for New Audit Technologies (AI/Machine Learning) (Jul 27, 2021 09:30 AM)

NAA2109. SOC Engagements: How to Evaluate SOC Reports (Jul 27, 2021 09:30 AM)

NAA2112. Deep Dive: Issues in Risk Assessment (Jul 27, 2021 11:15 AM)

NAA2113. Ethics Update - A Peek at the PEEC (Jul 27, 2021 11:15 AM)

ENG2109. Exploring Data Analytics in Today's Audit (Jul 27, 2021 11:15 AM)

NAA2114. Stump the Chumps (Jul 27, 2021 02:30 PM)

NAA2115. Audit Evidence (SAS 142) & Sampling (Jul 27, 2021 02:30 PM)

NAA2111. Auditing Revenue Recognition – Peer Review Tips (Jul 27, 2021 09:30 AM)

NAA2121. Harnessing Technology to Modernize the Audit (Jul 28, 2021 03:30 PM)

ENG2136. Peer Review Update (Jul 26, 2021 09:30 AM)

ENG21K04. Adapt + Thrive (Jul 28, 2021 09:00 AM)

ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators (Jul 26, 2021 01:30 PM)

ENG21LL10. Top Financial Reporting Issues Facing Private Companies (Jul 27, 2021 01:20 PM)

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com (Jul 28, 2021 05:00 PM)

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com (Jul 27, 2021 01:55 PM)

ENG21LL13. Transform Your Firm Using A New Model for Auditing, presented by Wolters Kluwer (Jul 28, 2021 12:15 PM)

ENG21SS05. How Addressing Ongoing Change, Retaining Talent & Retaining Clients are Connected, presented by Wolters Kluwer (Jul 27, 2021 01:00 PM)

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage (Jul 27, 2021 07:25 AM)

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify? (Jul 26, 2021 05:25 PM)

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE) (Jul 28, 2021 01:25 PM)

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE) (Jul 26, 2021 04:50 PM)

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker (Jul 26, 2021 04:30 PM)

ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech (Jul 28, 2021 12:50 PM)

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge (Jul 26, 2021 04:50 PM)

ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE) (Jul 28, 2021 05:30 PM)

ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero (Jul 26, 2021 04:30 PM)

ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax (Jul 28, 2021 12:50 PM)

Standard: $379.00

This includes sessions from the conference: Advanced Estate Planning (as part of AICPA & CIMA ENGAGE 2021)

Sessions Included:

ENG2121. Planning for Those Under $10 Million (Jul 28, 2021 03:30 PM)

ENG2108. Determining Trust Accounting Income - Frequently Encountered Issues (Jul 27, 2021 11:15 AM)

ENG2117. Advanced Fiduciary Income Tax - Selected Issues (Jul 28, 2021 02:00 PM)

EST2103. AICPA Trust Estate and Gift Tax TRP Round Table (Jul 26, 2021 11:15 AM)

EST2101. Current Developments in Estate Planning, followed by the presentation of the P. Thomas Austin Personal Financial Planning Division Scholarship Award (Jul 26, 2021 08:00 AM)

ENG2101. Estate Planning in the Current Environment: What to tell clients to do Now! (Jul 26, 2021 09:30 AM)

EST2104. State Income Taxation of Trusts (Jul 26, 2021 11:15 AM)

EST2105. Taking the plunge into potential pitfalls in international estate tax planning (Jul 27, 2021 08:00 AM)

EST2107. Utilizing GST Rules to Maximum Advantage for Your Clients: Basic GST allocations to “inclusion ratios” to novel and powerful strategies (Jul 26, 2021 03:00 PM)

EST2109. Reporting Foreign Trust & Cross-Border Gift Transactions (Jul 26, 2021 03:00 PM)

EST2111. Modifying Irrevocable Trusts to Maximize Flexibility (Jul 27, 2021 08:00 AM)

ENG2105. 2021 IRA and Retirement Planning Update (Jul 27, 2021 09:30 AM)

EST2113. Overview of charitable giving techniques (Jul 27, 2021 11:15 AM)

ENG2110. Philanthropy in a Family Office (Jul 27, 2021 02:30 PM)

EST2116. The Formerly Perfect Estate Plan and How to Undo What Has Been Done (Jul 28, 2021 02:00 PM)

ENG2102. Real World Planning: Working with Clients with Diminishing Mental Capacity (Jul 26, 2021 01:30 PM)

ENG2103. Essential Elements of a Special Needs Financial Plan (Jul 27, 2021 08:00 AM)

ENG2111. Mind your T's and Qs: Ethics of Planning for All Families (Jul 27, 2021 02:30 PM)

EST2102. Real World Estate Planning for Owners of Closely Held Businesses (Jul 26, 2021 11:15 AM)

EST2110. Advanced 709 Form Issues (Jul 26, 2021 01:30 PM)

EST2114. Communicating the Estate Plan (Jul 27, 2021 02:30 PM)

EST2106. A View from the Trenches - Current Issues in Estate and Gift Tax Audits (Jul 26, 2021 01:30 PM)

ENG21K04. Adapt + Thrive (Jul 28, 2021 09:00 AM)

EST2112. Everything you need to know about business valuation discounts (Jul 27, 2021 11:15 AM)

ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators (Jul 26, 2021 01:30 PM)

ENG21LL10. Top Financial Reporting Issues Facing Private Companies (Jul 27, 2021 01:20 PM)

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com (Jul 28, 2021 05:00 PM)

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com (Jul 27, 2021 01:55 PM)

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage (Jul 27, 2021 07:25 AM)

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify? (Jul 26, 2021 05:25 PM)

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE) (Jul 28, 2021 01:25 PM)

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE) (Jul 26, 2021 04:50 PM)

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker (Jul 26, 2021 04:30 PM)

ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech (Jul 28, 2021 12:50 PM)

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge (Jul 26, 2021 04:50 PM)

ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE) (Jul 28, 2021 05:30 PM)

ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero (Jul 26, 2021 04:30 PM)

ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax (Jul 28, 2021 12:50 PM)

Standard: $379.00

This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2021)

Sessions Included:

PFP2102. Middlescence: New age. New stage. Midlife redefined. (Jul 26, 2021 09:30 AM)

ENG2121. Planning for Those Under $10 Million (Jul 28, 2021 03:30 PM)

ENG2101. Estate Planning in the Current Environment: What to tell clients to do Now! (Jul 26, 2021 09:30 AM)

ENG2105. 2021 IRA and Retirement Planning Update (Jul 27, 2021 09:30 AM)

ENG2107. Best Ideas For You, Your Practice, and Your Clients (Jul 27, 2021 11:15 AM)

ENG2102. Real World Planning: Working with Clients with Diminishing Mental Capacity (Jul 26, 2021 01:30 PM)

ENG2114. Education Planning for the Next Decade: Practical Strategies for Success (Jul 28, 2021 02:00 PM)

PFP2122. Best Planning Ideas Panel, preceded by the PFP Distinguished Award Presentation (Jul 27, 2021 02:30 PM)

PFP2121. Navigating the Compensation Playing Field (Jul 27, 2021 11:15 AM)

ENG2120. Social Security with Medicare (Jul 28, 2021 03:30 PM)

PFP2101. KEYNOTE: Economic Update - Investing in a Post-Pandemic World, followed by the presentation of the PFP Standing Ovation Awards (Jul 26, 2021 08:00 AM)

PFP2123. Estimating the End of Retirement (Jul 28, 2021 02:00 PM)

PFP2119. The Pros and Cons of ESG Investing (Jul 27, 2021 11:15 AM)

PFP2105. Exponential: A New Way of Thinking About Growth (Jul 26, 2021 11:15 AM)

PFP2108. Different Perspectives: Financial Planning Technology: Where are we at, and where are we going? (Jul 26, 2021 01:30 PM)

PFP2109. The Unlimited Roth IRA - Tax free saving inside a Life insurance policy: Good or too good to be true? (Jul 26, 2021 01:30 PM)

ENG2103. Essential Elements of a Special Needs Financial Plan (Jul 27, 2021 08:00 AM)

PFP2120. Heightened Challenges, Opportunistic Growth (Jul 27, 2021 11:15 AM)

PFP2103. Using Insurance Products for Tax Sheltered Growth (Jul 26, 2021 11:15 AM)

PFP2111. Behavioral Finance Advice with Magic (Jul 26, 2021 03:00 PM)

PFP2112. Estate Planning Issues in 2021 (Jul 26, 2021 03:00 PM)

PFP2113. How the Mass Affluent and HNW can benefit from Long Term Care Planning. Importance, Impetus, Incentives (Jul 26, 2021 03:00 PM)

PFP2107. Global Investing: The Alpha and The Beta Omega (Jul 26, 2021 01:30 PM)

PFP2115. Insurance Best Practice RAPID FIRE: If Only I Knew! (Jul 27, 2021 08:00 AM)

PFP2118. RIA Firm of the Future (Jul 27, 2021 09:30 AM)

PFP2104. Fixed Income in a Low Interest Rate Environment (Jul 26, 2021 11:15 AM)

PFP2110. The Biden Tax Plan: Proposed Changes and Planning Opportunities (Jul 26, 2021 03:00 PM)

PFP2117. Investment Best Ideas Panel (Jul 27, 2021 09:30 AM)

PFP2114. Tax Efficient Withdrawal Strategies in Retirement (Jul 27, 2021 08:00 AM)

ENG2116. New Trends in the Digital Client Experience (Jul 28, 2021 02:00 PM)

ENG2122. Inspector Gadget (Jul 28, 2021 03:30 PM)

ENG2115. The Unexpected State Tax Consequences of Employees who Work from Home (Jul 28, 2021 02:00 PM)

PFP2124. Improving Business Transition Outcomes of Financial Advisors and Their Clients (Jul 28, 2021 03:30 PM)

ENG21K04. Adapt + Thrive (Jul 28, 2021 09:00 AM)

PFP2116. Sudden Wealth (Jul 27, 2021 09:30 AM)

ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators (Jul 26, 2021 01:30 PM)

ENG21LL10. Top Financial Reporting Issues Facing Private Companies (Jul 27, 2021 01:20 PM)

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com (Jul 28, 2021 05:00 PM)

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com (Jul 27, 2021 01:55 PM)

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage (Jul 27, 2021 07:25 AM)

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify? (Jul 26, 2021 05:25 PM)

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE) (Jul 28, 2021 01:25 PM)

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE) (Jul 26, 2021 04:50 PM)

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker (Jul 26, 2021 04:30 PM)

ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech (Jul 28, 2021 12:50 PM)

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge (Jul 26, 2021 04:50 PM)

ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE) (Jul 28, 2021 05:30 PM)

ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero (Jul 26, 2021 04:30 PM)

ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax (Jul 28, 2021 12:50 PM)

Standard: $459.00

This includes sessions from the conference: Corporate Finance (as part of AICPA & CIMA ENGAGE 2021)

Sessions Included:

ENG2118. KEYNOTE: Running the WNBA - 2020 Style | A Conversation with Cathy Engelbert (Jul 28, 2021 02:00 PM)

ENG2126. The Financial Challenges of Global Entertainment Organizations (Jul 29, 2021 08:00 AM)

ENG2122. Inspector Gadget (Jul 28, 2021 03:30 PM)

FIN2104. The Shift from Business Partnering to Value Partnering (Jul 27, 2021 02:30 PM)

FIN2101. A Conversation: CFOs as Deputy CEO (Jul 27, 2021 08:00 AM)

FIN2103. There is Nothing like a Crisis to be Innovative (Jul 27, 2021 11:15 AM)

FIN2102. Bringing People Back into the Transformation Equation (Jul 27, 2021 09:30 AM)

FIN2105. Reimagine Business Models (Jul 29, 2021 09:30 AM)

ENG21K04. Adapt + Thrive (Jul 28, 2021 09:00 AM)

FIN2106. The CFO Agenda for the “Next-Normal” (Jul 29, 2021 01:30 PM)

ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators (Jul 26, 2021 01:30 PM)

ENG21LL10. Top Financial Reporting Issues Facing Private Companies (Jul 27, 2021 01:20 PM)

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com (Jul 28, 2021 05:00 PM)

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com (Jul 27, 2021 01:55 PM)

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage (Jul 27, 2021 07:25 AM)

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify? (Jul 26, 2021 05:25 PM)

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE) (Jul 28, 2021 01:25 PM)

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE) (Jul 26, 2021 04:50 PM)

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker (Jul 26, 2021 04:30 PM)

ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech (Jul 28, 2021 12:50 PM)

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge (Jul 26, 2021 04:50 PM)

ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE) (Jul 28, 2021 05:30 PM)

ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero (Jul 26, 2021 04:30 PM)

ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax (Jul 28, 2021 12:50 PM)

Standard: $379.00

This includes sessions from the conference: CPAFMA National Practice Management (as part of AICPA & CIMA ENGAGE 2021)

Sessions Included:

FMA2107. 5 Things You Need to Know to Successfully Manage a Remote Team (Jul 29, 2021 08:00 AM)

FMA2110. Transforming Your Firm from Compliance to Advisory (Jul 29, 2021 01:30 PM)

FMA2106. Managing the Health of Your Human Capital (Jul 28, 2021 03:30 PM)

FMA2109. The Impact the Firm Manager Can Play in a Growing Firm (Jul 29, 2021 11:15 AM)

FMA2103. Everything Has Changed Including Leadership (Jul 27, 2021 11:15 AM)

FMA2108. CPA Firm Merger Process (Jul 29, 2021 09:30 AM)

FMA2102. Interviewing to Fit Your Culture (Jul 27, 2021 09:30 AM)

FMA2111. Top Issues Firm Managers are Dealing With & Firm Manager of the Year Awa (Jul 29, 2021 03:00 PM)

FMA2101. CPAFMA Kickoff - Leadership and Succession for Firms in the Next New Normal (Jul 27, 2021 08:00 AM)

ENG21LL10. Top Financial Reporting Issues Facing Private Companies (Jul 27, 2021 01:20 PM)

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com (Jul 28, 2021 05:00 PM)

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com (Jul 27, 2021 01:55 PM)

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage (Jul 27, 2021 07:25 AM)

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify? (Jul 26, 2021 05:25 PM)

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE) (Jul 28, 2021 01:25 PM)

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE) (Jul 26, 2021 04:50 PM)

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker (Jul 26, 2021 04:30 PM)

ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech (Jul 28, 2021 12:50 PM)

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge (Jul 26, 2021 04:50 PM)

ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE) (Jul 28, 2021 05:30 PM)

ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero (Jul 26, 2021 04:30 PM)

ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax (Jul 28, 2021 12:50 PM)

Standard: $379.00

This includes sessions from the conference: Diversity, Equity and Inclusion (as part of AICPA & CIMA ENGAGE 2021)

Sessions Included:

ENG2125. Leadership Academy Backstage Pass (Jul 28, 2021 03:30 PM)

ENG2113. How to Effectively Lead Your Firm through DEI in Times of Crisis and Beyond (Jul 27, 2021 02:30 PM)

ENG2111. Mind your T's and Qs: Ethics of Planning for All Families (Jul 27, 2021 02:30 PM)

DEI2101. KEYNOTE: The Competitive Advantage of Inclusion (Jul 26, 2021 03:00 PM)

DEI2102. Watch Women Lead (Jul 27, 2021 08:00 AM)

DEI2103. How Small Firms can Improve Diversity (Jul 27, 2021 09:30 AM)

DEI2106. Allyship: What Great Leaders Know About Engaging People for Success (Jul 29, 2021 09:30 AM)

DEI2105. Emerging Women Partners (Jul 28, 2021 02:00 PM)

DEI2104. Sponsorship – What Does it Really Mean? (Jul 27, 2021 11:15 AM)

ENG21K04. Adapt + Thrive (Jul 28, 2021 09:00 AM)

DEI2107. Want to Be an Ally?: Making the Business Case for LGBTQ+ Equality (Jul 29, 2021 11:15 AM)

ENG21LL10. Top Financial Reporting Issues Facing Private Companies (Jul 27, 2021 01:20 PM)

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com (Jul 28, 2021 05:00 PM)

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com (Jul 27, 2021 01:55 PM)

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage (Jul 27, 2021 07:25 AM)

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify? (Jul 26, 2021 05:25 PM)

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE) (Jul 28, 2021 01:25 PM)

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE) (Jul 26, 2021 04:50 PM)

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker (Jul 26, 2021 04:30 PM)

ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech (Jul 28, 2021 12:50 PM)

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge (Jul 26, 2021 04:50 PM)

ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE) (Jul 28, 2021 05:30 PM)

ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero (Jul 26, 2021 04:30 PM)

Standard: $379.00

This includes sessions from the conference: EDGE Career Development (as part of AICPA & CIMA ENGAGE 2021)

Sessions Included:

EDG2110. How to Create Compelling Content and Become a Thought Leader (Jul 29, 2021 09:30 AM)

EDG2113. The Blind Side (Jul 29, 2021 01:30 PM)

EDG2102. Change Your Mindset, Change Your Life (Jul 27, 2021 09:30 AM)

EDG2104. How to Innovate When Your Boss Says No (Jul 27, 2021 11:15 AM)

EDG2115. Becoming an Entrepreneurial Accountant (Jul 29, 2021 03:00 PM)

EDG2108. Evolution of a Staff / Manager Relationship (Jul 28, 2021 03:30 PM)

EDG2107. Building Trust in the Smallest of Moments (Jul 28, 2021 02:00 PM)

ENG2125. Leadership Academy Backstage Pass (Jul 28, 2021 03:30 PM)

EDG2103. Cultivate Your Own Dream Team: Unlock the Hidden Potential in Others (Jul 27, 2021 11:15 AM)

EDG2111. Building your Personal Brand (Jul 29, 2021 11:15 AM)

ENG2119. Turbocharge Your Life with Emotional Intelligence (EQ) (Jul 28, 2021 02:00 PM)

ENG2106. The Leadership Journey | Leading in the Midst of Change (Jul 27, 2021 09:30 AM)

ENG2127. Just Say It! Making ANY Conversation Easy (Jul 29, 2021 08:00 AM)

EDG2109. The 5 AM Club (Jul 29, 2021 09:30 AM)

EDG2114. Step Out of Your Comfort Zone to Achieve Your Maximum Potential (Jul 29, 2021 03:00 PM)

EDG2101. ROE (Return on Energy): Your Secret Ingredient for Greater ROI, preceded by the announcement of the AICPA Outstanding Young CPA Award winners (Jul 27, 2021 08:00 AM)

EDG2105. Impostor Syndrome Is Real: Here's How You Can Overcome It (Jul 27, 2021 02:30 PM)

EDG2106. Achieving Greater Productivity and Creativity with Mindfulness (Jul 27, 2021 02:30 PM)

EDG2112. Courageous Feedback: Give It, Receive It, Encourage It (Jul 29, 2021 01:30 PM)

ENG21K04. Adapt + Thrive (Jul 28, 2021 09:00 AM)

ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators (Jul 26, 2021 01:30 PM)

ENG21LL10. Top Financial Reporting Issues Facing Private Companies (Jul 27, 2021 01:20 PM)

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com (Jul 28, 2021 05:00 PM)

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com (Jul 27, 2021 01:55 PM)

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage (Jul 27, 2021 07:25 AM)

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify? (Jul 26, 2021 05:25 PM)

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE) (Jul 28, 2021 01:25 PM)

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE) (Jul 26, 2021 04:50 PM)

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker (Jul 26, 2021 04:30 PM)

ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech (Jul 28, 2021 12:50 PM)

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge (Jul 26, 2021 04:50 PM)

ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE) (Jul 28, 2021 05:30 PM)

ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero (Jul 26, 2021 04:30 PM)

ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax (Jul 28, 2021 12:50 PM)

Standard: $379.00

This includes sessions from the conference: Practitioners Symposium and TECH+ Conference (as part of AICPA & CIMA ENGAGE 2021)

Sessions Included:

PST2121. Transformation of the Audit (Jul 29, 2021 11:15 AM)

PST2114. International Technology Perspectives on the Profession - Around the Globe (Jul 29, 2021 08:00 AM)

PST2106. Cybersecurity Advisory Opportunities, It's not just the Big firms (Jul 27, 2021 11:15 AM)

ENG2119. Turbocharge Your Life with Emotional Intelligence (EQ) (Jul 28, 2021 02:00 PM)

ENG2137. Accounting & Auditing FAQs (Jul 28, 2021 02:00 PM)

ENG2106. The Leadership Journey | Leading in the Midst of Change (Jul 27, 2021 09:30 AM)

PST2113. Cybersecurity from Small & Medium Firm Perspective (Jul 29, 2021 08:00 AM)

ENG2112. How to get IT in your Audit Right (Jul 27, 2021 02:30 PM)

PST2105. Trends in 2021 CPA M & A and how the pandemic changed the marketplace (Jul 27, 2021 11:15 AM)

PST2123. Four Must Haves in your Firm Strategy (Jul 29, 2021 01:30 PM)

ENG2109. Exploring Data Analytics in Today's Audit (Jul 27, 2021 11:15 AM)

PST2102. Tax Season Debrief (Jul 27, 2021 09:30 AM)

PST2103. Tech Update 2021 (Jul 27, 2021 09:30 AM)

PST2104. What's the Future of the CPA post-pandemic (Jul 27, 2021 11:15 AM)

PST2107. From Transactional to Relational: Subscription Business Model for Accounting Professionals (Jul 27, 2021 02:30 PM)

ENG2113. How to Effectively Lead Your Firm through DEI in Times of Crisis and Beyond (Jul 27, 2021 02:30 PM)

PST2108. Navigating the Future: Disruption Map Exercise to Future-Proof Your Firm (Jul 27, 2021 02:30 PM)

PST2110. Power BI vs. Excel for ENGAGE (Jul 28, 2021 02:00 PM)

ENG2116. New Trends in the Digital Client Experience (Jul 28, 2021 02:00 PM)

ENG2124. How to Assess Your Firm's Future Succession Paths - Internal vs. External (Jul 28, 2021 03:30 PM)

PST2112. Financial Forecasting: Add Value, Save Time and Delight Clients (Jul 28, 2021 03:30 PM)

ENG2122. Inspector Gadget (Jul 28, 2021 03:30 PM)

ENG2127. Just Say It! Making ANY Conversation Easy (Jul 29, 2021 08:00 AM)

PST2115. RPA Use Cases for the Small Practice (Jul 29, 2021 08:00 AM)

PST2116. Setting Yourself Up as A Trusted Advisor through Tactical strategies at EVERY level (Jul 29, 2021 09:30 AM)

PST2117. Hot Topics in Firm Practice Management (Jul 29, 2021 09:30 AM)

PST2119. Top HR Trends - Are Your Clients Prepared and Aware? (Jul 29, 2021 09:30 AM)

ENG2132. How Successful Firms are Growing in a Virtual and Hybrid Environment (Jul 29, 2021 11:15 AM)

PST2120. Excellent Excel Effective Techniques (Jul 29, 2021 11:15 AM)

PST2122. Perfecting Client Proposals (Jul 29, 2021 01:30 PM)

PST2124. How to Pull Money out of your SOC (Jul 29, 2021 01:30 PM)

PST2125. Becoming a Highly Automated Firm – Learnings From the Experts (Jul 29, 2021 01:30 PM)

ENG2135. How to Optimize Your Client Roster for Better Cash Flow (Jul 29, 2021 03:00 PM)

PST2126. Networking In A Virtual Space (Jul 29, 2021 03:00 PM)

ENG21K04. Adapt + Thrive (Jul 28, 2021 09:00 AM)

ENG21TH. AICPA Town Hall (Jul 27, 2021 01:00 PM)

ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators (Jul 26, 2021 01:30 PM)

ENG21LL10. Top Financial Reporting Issues Facing Private Companies (Jul 27, 2021 01:20 PM)

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com (Jul 28, 2021 05:00 PM)

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com (Jul 27, 2021 01:55 PM)

ENG21SS06. Top Regulatory Items Facing Businesses. Are Your Clients Prepared? - Presented by Paychex (Jul 27, 2021 01:00 PM)

ENG21LL13. Transform Your Firm Using A New Model for Auditing, presented by Wolters Kluwer (Jul 28, 2021 12:15 PM)

ENG21SS05. How Addressing Ongoing Change, Retaining Talent & Retaining Clients are Connected, presented by Wolters Kluwer (Jul 27, 2021 01:00 PM)

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage (Jul 27, 2021 07:25 AM)

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify? (Jul 26, 2021 05:25 PM)

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE) (Jul 28, 2021 01:25 PM)

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE) (Jul 26, 2021 04:50 PM)

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker (Jul 26, 2021 04:30 PM)

ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech (Jul 28, 2021 12:50 PM)

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge (Jul 26, 2021 04:50 PM)

ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE) (Jul 28, 2021 05:30 PM)

ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero (Jul 26, 2021 04:30 PM)

ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax (Jul 28, 2021 12:50 PM)

Standard: $459.00

This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2021)

Sessions Included:

ENG2121. Planning for Those Under $10 Million (Jul 28, 2021 03:30 PM)

ENG2108. Determining Trust Accounting Income - Frequently Encountered Issues (Jul 27, 2021 11:15 AM)

ENG2117. Advanced Fiduciary Income Tax - Selected Issues (Jul 28, 2021 02:00 PM)

ENG2105. 2021 IRA and Retirement Planning Update (Jul 27, 2021 09:30 AM)

ENG2110. Philanthropy in a Family Office (Jul 27, 2021 02:30 PM)

TAX2101. Ready for a Sale Panel on Businesses in Distress (Jul 27, 2021 09:30 AM)

TAX2103. Dealing with the IRS - Compliance (Jul 27, 2021 11:15 AM)

ENG2107. Best Ideas For You, Your Practice, and Your Clients (Jul 27, 2021 11:15 AM)

TAX2104. 1041s, 709s, Trust, and Common Transfer Tax Planning Issues CPAs can Identify and Fix (Jul 27, 2021 02:30 PM)

TAX2105. Qualified Small Business Stock: It’s More than a $10 Million Exclusion (Jul 27, 2021 02:30 PM)

ENG2114. Education Planning for the Next Decade: Practical Strategies for Success (Jul 28, 2021 02:00 PM)

TAX2102. Pass Through Entities (Jul 27, 2021 09:30 AM)

ENG2120. Social Security with Medicare (Jul 28, 2021 03:30 PM)

TAX2107. Individual Tax Update, following the presentation of the Sid Kess Award for Excellence in Continuing Education (Jul 29, 2021 08:00 AM)

TAX2108. Business Tax Update (Jul 29, 2021 09:30 AM)

TAX2109. Losses, Losses, Losses (Jul 29, 2021 11:15 AM)

TAX2110. S-Corp (Jul 29, 2021 11:15 AM)

TAX2111. Planning for Real Estate after the Election (Jul 29, 2021 11:15 AM)

TAX2112. Disaster Filing Deadlines and Casualty Losses (Jul 29, 2021 01:30 PM)

TAX2113. International Tax - Update (Jul 29, 2021 01:30 PM)

TAX2117. K-1 to 1040 Update - New Schedule K-2 and K-3 for 2021 (Jul 29, 2021 03:00 PM)

TAX2115. Bankruptcy: Planning, Execution & Solutions for Debtors and Creditors (Jul 29, 2021 03:00 PM)

ENG2115. The Unexpected State Tax Consequences of Employees who Work from Home (Jul 28, 2021 02:00 PM)

TAX2106. Top Ten Federal Tax Cases Of All Time (Jul 28, 2021 03:30 PM)

TAX2114. Partnership Tax Update Including Partnership Distressed Debt Workout Issues (Jul 29, 2021 01:30 PM)

ENG21K04. Adapt + Thrive (Jul 28, 2021 09:00 AM)

ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators (Jul 26, 2021 01:30 PM)

ENG21LL10. Top Financial Reporting Issues Facing Private Companies (Jul 27, 2021 01:20 PM)

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com (Jul 28, 2021 05:00 PM)

ENG21LL08. Tech Demo - Increase the Value of Client Advisory with Forecasting, Budgeting, Reporting & Analytics, presented by Jirav (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21LL12. After PPP: The Playbook to Create a Business Financing Advisory Practice, presented by CPA.com (Jul 27, 2021 01:55 PM)

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage (Jul 27, 2021 07:25 AM)

TAX2118. Individual Tax Reform and Advocacy Updates (Jul 29, 2021 09:30 AM)

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify? (Jul 26, 2021 05:25 PM)

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE) (Jul 28, 2021 01:25 PM)

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE) (Jul 26, 2021 04:50 PM)

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker (Jul 26, 2021 04:30 PM)

ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech (Jul 28, 2021 12:50 PM)

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge (Jul 26, 2021 04:50 PM)

ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE) (Jul 28, 2021 05:30 PM)

ENG21LL07. Tech Demo - Xero for Advisory Services, presented by Xero (non-CPE) (Jul 27, 2021 12:45 PM)

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero (Jul 26, 2021 04:30 PM)

ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax (Jul 28, 2021 12:50 PM)

Standard: $459.00

Sessions

EST2101. Current Developments in Estate Planning, followed by the presentation of the P. Thomas Austin Personal Financial Planning Division Scholarship Award

Jul 26, 2021 8:00am ‐ Jul 26, 2021 9:15am

Identification: EST2101

This session will be a review of the most recent cases, rulings, and tax code changes that impact estate, gift and generation-skipping tax matters, and income taxation of trusts. 

Learning Objectives:
  • Understand changes to the estate tax rules.
  • Learn how to use the changes to the rules to advantage clients in the context of their estate plans.
Speaker(s):
Standard: $49.00

NAA2101. AICPA Update: Trust, Value and Opportunity in Assurance

Jul 26, 2021 8:00am ‐ Jul 26, 2021 9:15am

Identification: NAA2101

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:
  • Analyze the trends in the environment that are impacting assurance practice
  • Determine impacts on audit quality
  • Discover insights into developments that will affect practice in the near future
  • Evaluate new assurance opportunities
Speaker(s):
  • Susan S. Coffey, CPA, CGMA, Chief Executive Officer - Public Accounting, Association of International Certified Professional Accountants
Standard: $49.00

PFP2101. KEYNOTE: Economic Update - Investing in a Post-Pandemic World, followed by the presentation of the PFP Standing Ovation Awards

Jul 26, 2021 8:00am ‐ Jul 26, 2021 9:15am

Identification: PFP2101

As we enter the third quarter, the economic landscape is dominated by two surges – a fiscal surge and a vaccination surge. In combination, these surges should lead to much stronger economic growth and higher inflation. A key question for investors, however, is whether this will fuel a continued back up in long-term interest rates or a market correction in areas of the markets that look frothy. As the pandemic winds down, investors will likely once again focus on longer-term issues such as sustainable investing and the relentless growth of the Chinese economy and capital markets.

Learning Objectives:
  • Discover how global markets and economies can affect investors and the potential impacts on portfolios.
  • Identify both timely and long-term trends in the markets and global economic landscape.
Speaker(s):
  • David P. Kelly, PhD, CFA, Chief Global Strategist and Head of the Global Market Insights Strategy Team, J.P Morgan Asset Management
Standard: $49.00

ENG2101. Estate Planning in the Current Environment: What to tell clients to do Now!

Jul 26, 2021 9:30am ‐ Jul 26, 2021 10:45am

Identification: ENG2101

The tax environment is fluid and what will occur is uncertain. This session will be updated up until the date of the program to provide practitioners with practical, actionable, tax planning advice that can be given to clients. Depending on the status of tax legislation current proposals and what to do in light of them will be reviewed. If there is actual legislation that will be discussed. in all events the focus will be on specific planning you can guide clients with.

Learning Objectives:
  • Recognize specific planning strategies that can be recommended to clients of ALL wealth levels to take now in light of various tax proposals
  • Identify specific steps clients should take to create and fund life insurance trusts now and why is this so important for even more moderate wealth clients.
  • Spousal lifetime access trusts (“SLATs”) are all the rage. Discover specific planning techniques that can be used to enhance this type of planning, and discuss how greater access to trust assets be provided GRATs may be on the way out but there may be one last opportunity to use GRATs.
  • Identify how those GRATs should be structured and how and why are the different then GRATs that have been done in the past
  • Identify techniques can be used to try to mitigate retroactive tax changes
Speaker(s):
Standard: $49.00

ENG2136. Peer Review Update iconENG2136. Peer Review Update

Preview Available

ENG2136. Peer Review Update

Jul 26, 2021 9:30am ‐ Jul 26, 2021 10:45am

Identification: ENG2136

The session provides information essential to all peer reviewers, including an update on the Enhanced Audit Quality (EAQ) initiative, as well as a high-level overview of changes to Peer Review standards and guidance.

Learning Objectives:
  • Evaluate significant elements of the current Enhancing Audit Quality (EAQ) initiative.
  • Interpret the most recent developments in the Peer Review Program.
Speaker(s):
Tags: NAA CFP AICPA
Standard: $49.00

NAA2102. Malpractice Risks and Going Concern

Jul 26, 2021 9:30am ‐ Jul 26, 2021 10:45am

Identification: NAA2102

The consideration of going concern has received increased emphasis in recent years with new requirements and also the effects of COVID-19. In this up-tempo presentation, learn effective thought processes to effectively address conditions and events that raise substantial doubt about an entity's ability to continue as a going concern. 

Learning Objectives:
  • Identify the risks of material misstatement to financial statements related to going concern
  • Create effective risk assessment strategies regarding going concern in an evolving environment
Speaker(s):
Tags: NAA
Standard: $49.00

NAA2103. ARSC Update - Reviews, Compilations and Financial Statement Preparation

Jul 26, 2021 9:30am ‐ Jul 26, 2021 10:45am

Identification: NAA2103

The session will be an interactive discussion with the Chair of the Accounting and Review Services Committee(ARSC) and the AICPA staff liaison to the ARSC covering recent activities of the ARSC, performance and reporting requirements and best practices for reviews, compilations and financial statement preparation engagements performed in accordance with Statements on Standards for Accounting and Review Services (SSARSs).

Learning Objectives:
  • Identify recent revisions to standards for reviews, compilations and financial statement preparation engagements.
  • Discover best practices for performing and reporting for reviews, compilations and financial statement preparation engagements.
Speaker(s):
  • Mike P. Glynn, CPA, CGMA, Senior Manager - Audit & Attest Standards, AICPA
  • Denny Ard, CPA, Partner, Dixon Hughes Goodman LLP
Standard: $49.00

NAA2104. Special Edition: Inspector Gadget for A&A Practices

Jul 26, 2021 9:30am ‐ Jul 26, 2021 10:45am

Identification: NAA2104

Click here to ask a question or participate in polling. 

The year 2020 was unlike any other - requiring each of us to quickly pivot and transform virtually all aspects of our personal and professional lives. Working from home, video meetings and the elimination of business travel became the "new normal" in just a few day's times. But these significant changes also presented tremendous opportunity for innovation and digital transformation. Join Inspector Gadget has he examines the latest technology developments and products supporting these rapid changes. Topics will include blockchain, machine learning/AI, 5G, big data, cloud, quantum computing and more! This session will also uniquely examine the impact of these technologies on A&A. Technology has never been more critical and impactful than it is today. Make certain you have the essential details you need to navigate your next steps.

Learning Objectives:
  • Recall the latest technology trends and the impact these trends will have on next generation devices.
  • Assess how selected technologies are revolutionizing A&A practices, and how you can leverage these technologies within your own firm
  • Order technology initiatives based on greatest impact.
Speaker(s):
  • David M. Cieslak, CPA, CITP, CGMA, GSEC, EVP, Chief Cloud Officer, RKL eSolutions, LLC
Standard: $49.00

PFP2102. Middlescence: New age. New stage. Midlife redefined.

Jul 26, 2021 9:30am ‐ Jul 26, 2021 10:45am

Identification: PFP2102

Join Gerontologist, professional coach and life stage expert, Barbara Waxman, as she shares valuable insights that will turn everything you think about midlife on its head. During this interactive presentation you'll learn why this isn't your parents' midlife, why retirement as we know it is ready to be retired, and what specific tools and questions you can use to better serve your clients. Barbara will distill decades of research to help you develop insights into just how the aging of America and demographics of the 21st century have changed the way successful financial professionals think about their work.

Learning Objectives:
  • Identify why age alone is no longer the most important litmus test for planning.
  • Recall the most important questions you need to be asking your clients.
  • Recognize when being a ghostwriter becomes part of your job
  • Explain how the changing nature of ambition has changed financial planning.
  • Identify which soft skills are most useful and the hardest to cultivate.
Speaker(s):
Standard: $49.00

EST2102. Real World Estate Planning for Owners of Closely Held Businesses

Jul 26, 2021 11:15am ‐ Jul 26, 2021 12:05pm

Identification: EST2102

This session will cover case studies, descriptions and explanations of effective and practical estate planning techniques to not only save estate taxes, but also to protect clients and their heirs from future estate taxes, divorce and creditors at the same time. 

This session will also show you how to structure basic estate documents, uses of GRATs, sales to grantor trusts, preferred partnership freezes and the like. 

Learning Objectives:
  • Understand the balance between estate tax and income tax and how to potentially minimize both for clients.
  • Assist clients in succession planning for the business and providing for the financial well being of the family members at the same time
Speaker(s):
  • Gary A. Zwick, J.D., LL.M., CPA, AEP®, Attorney, Walter | Haverfield LLP
Standard: $49.00