AICPA & CIMA ENGAGE 2021


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

Standard: $595.00

Products

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

Preview Available

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


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.

Speaker(s):
  • Susan S. Coffey, CPA, CGMA, Chief Executive Officer - Public Accounting, Association of International Certified Professional Accountants
Standard: $49.00

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

Preview Available

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


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. 

Speaker(s):
Standard: $49.00

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

Preview Available

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


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.

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

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

Preview Available

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


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).

Speaker(s):
  • Mike P. Glynn, CPA, CGMA, Senior Manager - Audit & Attest Standards, AICPA
  • Denny Ard, CPA, Partner, Dixon Hughes Goodman LLP
Standard: $49.00

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

Preview Available

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


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.

Speaker(s):
Standard: $49.00

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

Preview Available

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


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.

Speaker(s):
Standard: $49.00

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

Preview Available

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


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.

Speaker(s):
  • David M. Cieslak, CPA, CITP, CGMA, GSEC, EVP, Chief Cloud Officer, RKL eSolutions, LLC
Standard: $49.00

ENG2136. Peer Review Update

Preview Available

ENG2136. Peer Review Update


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.

Speaker(s):
Tags: NAA CFP AICPA
Standard: $49.00

NAA2102. Malpractice Risks and Going Concern

Preview Available

NAA2102. Malpractice Risks and Going Concern


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. 

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

EST2103. AICPA Trust Estate and Gift Tax TRP Round Table

Preview Available

EST2103. AICPA Trust Estate and Gift Tax TRP Round Table


AICPA works hard for its members. This session will show what projects the TRP is advocating for in the estate and trust area. Contacts with IRS and tax writing groups are emphasized.

Speaker(s):
Standard: $49.00