Tax Strategies for the High-Income Individual (as part of ENGAGE 2020)


This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of ENGAGE 2020)

Standard: $299.00

Products

ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators

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ENG201.03. Investing in Innovation: AICPA/CPA.com 2020 Startup Accelerators


Identification: ENG201.03

The Association (unified voice of AICPA & CIMA) and CPA.com launched a shark-tank style startup accelerator three years ago with a focus on FinTech and EdTech solutions. Its purpose is to foster innovation and bring emerging technologies to the accounting profession. Investment into new technologies and solutions is critical for not only staying ahead of the curve, but providing client-centric service. In this session, you will hear about trends in FinTech developments and see the 4 startup companies that make up the 2020 cohort. These solutions have a leading role in a diverse range of categories including: crypto-asset management, financial impacts of climate change, accounting task automation and cash flow management.

Learning Objectives:
· Discover trends in FinTech that are impacting the profession and your role
· Hear from the front lines of designing new tech for business
· Learn about the 4 startups that are members of the third cohort of the Association and CPA.com Startup Accelerator
· Get inspired to rethink how you can leverage emerging technologies to be ahead of mass adoption

Speaker(s):
Standard: $49.00

ENG201.04. Preparing your Practice for the Tax Revolution

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ENG201.04. Preparing your Practice for the Tax Revolution


Identification: ENG201.04



How is your practice preparing for tomorrow? Adding the latest technology isn’t enough anymore. The tax profession is evolving in many aspects and at a rapid pace. Join us for an interactive discussion on changes being driven by tax law changes, staff, clients, competitors and technology. Learn how your practice will be impacted and the AICPA resources available to help your business evolve.

Learning Objectives:
· Understand the challenges involved with a changing tax landscape.
· Identify tax planning opportunities for a more productive and efficient practice.

Speaker(s):
  • Cari Weston, CPA, CGMA, Director - Tax Practice & Ethics, Association of International Certified Professional Accountants
  • April Walker, CPA, CGMA, Lead Manager, Tax Practice & Ethics - Tax Section, AICPA
Standard: $49.00

ENG201.07. Special Edition of the AICPA Town Hall Series

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ENG201.07. Special Edition of the AICPA Town Hall Series


Identification: ENG201.07

Join this exciting special Town Hall with AICPA Leadership to hear about the latest issues affecting the profession and how we're working to help guide the way forward. We'll cover things like:

- the Firms role in business relief and restarting of the economy 

- How firms are operating in new normal environment, and;

- Online platforms and new firm strategies to drive success.

Learning Objectives:
· Identify your role in business relief and restarting of the economy
· Identify how to operate in the new normal
· Recognize the AICPA resources and tools

Speaker(s):
Standard: $49.00

ENG201.17. AICPA Tax Policy and Advocacy Updates

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ENG201.17. AICPA Tax Policy and Advocacy Updates


Identification: ENG201.17

Join members of the AICPA's Individual and Self Employed Tax Technical Resource Panel (ISET TRP) for a debrief of key issues to be aware of for this filing season, along with a review of current legislative developments- including new COVID-19 rules and how the AICPA is working to advocate for our members. The panel will also cover new cases and revenue rulings, as well as report on significant code section cases that may affect your practice. Attendees are encouraged to bring their questions to the session as well as get feedback and tips on how to complete the 2020 filing season and start planning for a better 2021 filing season.

Learning Objectives:
· Identify legislative and regulatory tax developments in individual & self-employed tax area.
· Identify emerging individual & self-employed tax policy and advocacy issues important to AICPA members.

Speaker(s):
Standard: $49.00

EST2010. Grantor Trusts - The Key Rules and the Useful Tools

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EST2010. Grantor Trusts - The Key Rules and the Useful Tools


Identification: EST2010

This session will address the importance of grantor trusts in the tax and estate planning process. It will cover the most important rules to be followed, and will then describe the variety of planning tools that are available when grantor trusts are utilized. The session will explore alternatives to grantor trusts if political uncertainty raises questions about their continued viability.

Speaker(s):
Standard: $49.00

DIN2001. How to Advance Women into the C-Suite

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DIN2001. How to Advance Women into the C-Suite


Identification: DIN2001

Join this session sponsored by the AICPA’s Women Initiatives Executive Committee and National Commission on Diversity and Inclusion, to hear panelists not only present the challenges that women face, but also expand upon how those challenges present for women of color, and how allyship and sponsorship are critical to advancement.

Speaker(s):
Standard: $49.00

DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1)

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DIN2002. Inclusion is Good for Business – A 12-step Plan (Part 1)


Identification: DIN2002

Kimberly Ellison-Taylor, National Commission on Diversity and Inclusion Vice-Chair and Past AICPA Chairman, will walk participants through the components of her June 9th Journal of Accountancy article entitled, “Together, we can make a difference: A 12-step plan to address racism and unconscious bias,” and provide additional context around how best to incorporate the steps.

Speaker(s):
  • Kimberly N. Ellison-Taylor, CPA, CGMA, Past Chairman of the Association of International CPA's and the American Institute of CPA's, Oracle
Standard: $49.00

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion

Preview Available

DIN2003. The 12-Step Plan in Action (Part 2) - NCDI Panel Discussion


Identification: DIN2003

As a part 2 to Kimberly Ellison-Taylor’s Inclusion is Good for Business-A 12-Step plan session, members of the AICPA’s National Commission on Diversity and Inclusion will share their successes and lessons learned around their implementation of Kimberly Ellison-Taylor’s suggested 12-step plan to address racism and unconscious bias in their respective workplaces.

Speaker(s):
  • Kimberly N. Ellison-Taylor, CPA, CGMA, Past Chairman of the Association of International CPA's and the American Institute of CPA's, Oracle
  • Richard J. Caturano, CPA, CGMA, Partner, National Leader of Culture, Diversity and Inclusion, NCDI Chair, RSM US LLP
  • Ken Bouyer, Americas Director, Inclusiveness Recruiting, EY
  • Elena Richards, Talent Management & Minority Initiatives Leader, PwC LLP
  • Tony Torres, CPA, Audit and Assurance Chief Inclusion Officer, Deloitte LLP
Standard: $49.00

DIN2004. Member Value: Diversity & Inclusion Activities & Resources

Preview Available

DIN2004. Member Value: Diversity & Inclusion Activities & Resources


Identification: DIN2004

In this session, the AICPA member-facing Diversity & Inclusion Team will highlight some of their activities and resources to support firms, professionals, students and educators.

Speaker(s):
  • Crystal Cooke, Director - Diversity & Inclusion, Association of International Certified Professional Accountants
  • Dr Florence M. Holland, EdD, Lead Manager - Pipeline Initiatives, Diversity & Inclusion, Association of International Certified Professional Accountants
  • Shelly Frazier, Senior Manager - Women's Initiatives, Diversity & Inclusion, Association of International Certified Professional Accountants
  • Yuliana Sanchez, Associate Manger - Diversity & Inclusion, Association of International Certified Professional Accountants
Standard: $49.00

ENG2001. Aging and Long Term Illness (EST, PFP)

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ENG2001. Aging and Long Term Illness (EST, PFP)


Identification: ENG2001

The population is aging. More than 130 million Americans are living with chronic illness. As but one example 1 in 2 men will be diagnosed with cancer during their lifetime. CPAs as the "trusted adviser" are in a unique and critical position of being able to help clients facing the challenges of aging and/or illness. How has this changed during COVID? What lessons have we learned from COVID to help clients plan better? What roles can the CPA serve? What estate and other planning changes should be made? How will longevity impact financial and estate planning? What tools can practitioners use to assist in this type of planning? What is different in the legal documentation practitioners should advise these clients to get from their attorneys?

This program will explain what the aging population, and in particular the increase in chronic disease and other health issues that accompany aging, means to planning for clients. This is not only about being certain that the client has the appropriate legal documents, but about creating checks and balances, financial safeguards, and much more.

Speaker(s):
Standard: $49.00
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