EDGE Career Development (as part of AICPA ENGAGE 2018)


This includes sessions from the conference: EDGE Career Development (as part of AICPA ENGAGE 2018)

Standard: $459.00

Products

Virtual Morning Coffee Chat: Key Tax Issues Impacting the Profession

Preview Available

Virtual Morning Coffee Chat: Key Tax Issues Impacting the Profession

Identification: ENG18VC03

Join us as we run through this the current tax landscape and what key issues are top of mind in the tax profession. We will also show you how to find valuable Tax Section resources and learning opportunities to assist you along the way.

Learning Objectives:

• Identify the key issues impacting the tax profession

• Know how to access Tax Section resources to help practitioners in their practice.

Speaker(s):
Standard: $49.00

Virtual Morning Coffee Chat: Building a CPA Culture for Firm Success

Preview Available

Virtual Morning Coffee Chat: Building a CPA Culture for Firm Success

Identification: ENG18VC04

Work environment ranks as the number one influence for CPA exam candidate success according to AICPA research and new CPAs are vital to the future success of your firm. Invest in your CPA Exam candidates to invest in your firm. Join us to hear about CPA exam experiences from firms and let us share our CPA Culture Toolkit to help you and your exam candidates on a successful journey.

Learning Objectives:

• Understand the importance of a CPA culture for your firm’s future success

• Know what tools are available to assist in the implementation of a CPA culture

Speaker(s):
  • Kari L. Hipsak, CPA, CGMA, Senior Manager - Firm Services, Association of International Certified Professional Accountants
  • Jason Deshayes, CPA, CGMA, Director of Tax Planning, Cook Wealth Management Group
Standard: $49.00

ENGAGE KEYNOTE: Go Beyond

Preview Available

ENGAGE KEYNOTE: Go Beyond

Identification: ENG18K02

In this era of unprecedented and fast-paced change, the accounting profession can go beyond disruption by embracing the limitless possibilities it offers to remain vital and relevant well into the future.

You’ll learn:

• The latest trends reshaping the accounting profession
• How technology can enable us to enhance quality in existing service areas, and provide opportunity in new service areas our clients and businesses increasingly demand
• How to evolve our skillsets to remain trusted advisors in an increasingly digital world

Speaker(s):
Standard: $49.00

Solving the Retirement Crisis - Creating Tax-Efficient Withdrawal Strategies To Optimize Retirement Income - Presented by Retiree Income

Preview Available

Solving the Retirement Crisis - Creating Tax-Efficient Withdrawal Strategies To Optimize Retirement Income - Presented by Retiree Income

Identification: PFP18EL06

You’re already an expert in taxes – you know that clients’ retirement assets have varying tax consequences. But the order in which they’re tapped for income can have an amazing – or devastating – impact on the retirement portfolio. So what happens when you integrate the details of the tax code with wealth management best practices? A withdrawal strategy that can provide years of additional income.

This discovery comes from more than a decade of research published in the article, "Tax-Efficient Withdrawal Strategies," in The Financial Analysts Journal and written by William Meyer, CEO, Retiree Inc., and William Reichenstein, PhD, Co-founder, Retiree Inc. Their research shows how to combine tax-smart withdrawal strategies with sound investment management principles to help you optimize clients’ retirement income.

Learning Objectives

• Assess the impact of the new tax code on your clients’ retirement

• Use tax-smart withdrawal strategies to generate more retirement income for your clients

• Coordinate Social Security into a holistic retirement plan

• Use tax optimization with financial planning and investment management

• Create, analyze and compare tax-efficient withdrawal strategies

• Assess portfolio longevity in varying tax and capital market environments

• Produce easy-to-understand visuals and intuitive outputs for your clients

Speaker(s):
Standard: $49.00

The Private Insurance Company: A New Alternative to the 831(b) Captive

Preview Available

The Private Insurance Company: A New Alternative to the 831(b) Captive

Identification: TAX18EL01

This session will:
1. Review the decline of the 831(b) Captive: tax issues, negative press and excess baggage.
2. Introduce Captive 2.0: The Private Insurance Company, and the numerous benefits and uses: Risk Management, Tax Planning, Asset Protection, Estate Planning, Investment Options and Exit Strategy. CPAs familiar with 831(b) captives will be particularly interested in the 831(b) Conversion option – which will enable clients to close their 831(b) captives under a tax free exchange.

Speaker(s):
Standard: $49.00

Courageous Leadership: Adding Accountability to Organizations

Preview Available

Courageous Leadership: Adding Accountability to Organizations

Identification: EDG1809

Great leaders have courage. They make the tough choices. How do they have that courage? Is it a rogue sense of "My way is the best way?" Is it a sense of high moral values of right and wrong? In this session we'll visit some famous courageous leaders like Teddy Roosevelt, Winston Churchill, and Harry Truman. I'll also tell some personal stories and mix in some of the work "The Oz Principle" dealing with the Cowardly Lion and the Tin Man with no heart. Participants will understand how to add accountability by Seeing It, Owning It, Solving It, and Doing It.

Learning objectives:
• Understanding and developing the courage that it takes to lead
• Take away a simple 4 step process to add accountability to your organization.

Speaker(s):
Tags: EDGE
Standard: $49.00

The Art of "Owning It"

Preview Available

The Art of "Owning It"

Identification: EDG1810

Whether you work in business & industry, public or non-profit accounting as you move up the career ladder more and more of your responsibilities will rely on your ability to “Own” your assignments. Learning to master this art is crucial to your success as well as the success of your team. It also encompasses learning to extend that ownership upstream at times when your project may be in the hands of those higher up the ladder.

In this session we will look inward and participants will work through real-life scenarios of “Owning It". Exercises will also cover balance between "Owning It" and setting/maintaining appropriate boundaries and accountability.

This course will give participants the tools to:
• Establish best practices for effectively managing and/or participating in projects that involve group effort.
• Clearly communicate expectations with group members to maximize accountability and define responsibility boundaries.

Speaker(s):
  • Erin Roche, CPA, CGMA, Team Leader, Elliott CPA Group Inc.
Tags: EDGE
Standard: $49.00

Ask the Experts Virtual Addition: Quality Control for Your Firm (not eligible for CPE)

Preview Available

Ask the Experts Virtual Addition: Quality Control for Your Firm (not eligible for CPE)

Identification: NAA18ASK02

For online audience only

Join Brad Smith and ask any lingering questions you may have on quality control for your firm.

Speaker(s):
Standard: $49.00

Future-proof Your Services to Individuals

Preview Available

Future-proof Your Services to Individuals

Identification: PFP18EL09

This engaging session will highlight how the services to individuals are continuing to change as tax reform drives new and far ranging conversations. Don’t just read the data, use trends in demographics, technology, and client expectations to make decisive and proactive changes today. Attend this session to gather ideas to continue to be that primary point of contact and position your firm securely for your current and future clients.

Learning Objectives:

- Recognize the opportunity that tax reform presents to meet personal finance needs

- Understand how consumers perceive these services

- Identify ways to leverage key trends to make proactive decisions that will affect your firms future

- Discuss key resources to better help CPAs be successful with individuals

Speaker(s):
Standard: $49.00

Achieving Your Highest Priorities

Preview Available

Achieving Your Highest Priorities

Identification: EDG1811

Do you feel like a majority of your time is spent managing crises? At the end of the day are you completely drained of energy and unable to accomplish anything of real significance? We live in a time sensitive world where overlapping commitments are the norm and the line between what’s urgent and important are inevitably blurred. How can you manage the flood of responsibilities, do quality work and maintain positivity? This interactive session will help reset your internal compass to achieve your highest personal and professional priorities.

Learning objectives:
• Time management
• Prioritization setting

Speaker(s):
Tags: EDGE
Standard: $49.00