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After much delay and anticipation, Treasury has finally promulgated the proposed regulations to implement the SECURE Act. It includes many refinements to the most-mortem distribution rules. Reviewing beneficiary designations and otherwise updating estate plans will be necessary. Specifically, this session will include the following: * A review of how the new regulations are structured * Flowcharts to distill the new rules to common practical situations * Nuisances to the new 10-year rule * Planning for the surviving spouse * Planning to capture the exceptions to the new 10-year rule * Twenty-two practical examples make the new rules easy to absorb
Panel discussion with IT experts as it relates to our profession.
Members of the AICPA Virtual Currency Task Force will discuss the latest and greatest updates in the world of taxation of digital assets and virtual currency. Topics to be covered include the latest changes to virtual currency question on the draft 2022 Form 1040, legislative proposals and new laws related to reporting of virtual currency as well as other hot topics around how certain transactions should be reported for tax purposes.
Management does not just flow from the top to the bottom. This session will focus on strategies to assist attendees with managing both up and down the company ladder.
There are many areas in personal financial planning that are essential knowledge for the retiring client. Learn what you must cover to help your client enjoy a stress free retirement.
As the rate of change in the accounting profession continues to increase, merely keeping up is falling behind. Effective processes may improve efficiency while optimized technology is a good foundation. But, aligning these two offers the opportunity to accelerate and build capacity for your firm and your clients.
Finding great talent has never been more difficult. In this session, we'll explore ways to think differently about human capital in your organization. We'll also dive deeper into understanding when to recruit full-time employees and contrast that with when to utilize contract staff to meet your business objectives.
Eric will discuss how to best recruit full-time employees to your business and retain them. In addition, he'll discuss ways to use contract staff in new ways to benefit your firm.