Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2021)


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

Standard: $459.00

Products

ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators

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ENG21ACCEL. Investing in Innovation: AICPA/CPA.com 2021 Startup Accelerators


The Association (unified voice of AICPA & CIMA) and CPA.com launched a shark-tank style startup accelerator four 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  startup companies that make up the 2021 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.

Speaker(s):
Standard: $49.00

ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker

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ENG21SS03. Nuts & Bolts of Cryptocurrency Taxation, presented by CoinTracker


46 million Americans now own bitcoin. Yet, only a few tax professionals understand how to help individuals and businesses dealing with cryptocurrency. This session walks you through the tax implications of common cryptocurrency-related transactions and how to successfully service clients affiliated with cryptocurrency. We will also cover current developments surrounding this topic, such as the inclusion of the virtual currency question on the front of Form 1040, how to successfully navigate through tax notices (CP2000, Letter 6173, Letter 6174 & Letter 6174-A), and tax planning opportunities. 

Speaker(s):
Standard: $49.00

ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero

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ENG21SS02. Create Your Advisory Service Lines Using KPIs, presented by Xero


Looking to clearly define your CAS business model, but aren’t sure where to start? Join Joshua Lance, CPA, as he shares how key performance indicators can help you make better decisions about your service lines, and bring more value to your clients. We’ll discuss KPI tools and resources, and touch on some KPIs that can be used across various industries.

Speaker(s):
Standard: $49.00

ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE)

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ENG21LL24. Tech Demo - Online Payments Designed for the Accounting Industry, presented by CPACharge (non-CPE)


CPACharge was specifically designed to give CPAs and accounting professionals a simple and secure way to accept client payments online. Plus, there are no long-term contracts, setup fees, or cancellation fees. Watch our quick demo and see why over 150,000 professionals trust us to help them get paid faster and more reliably.

Speaker(s):
Standard: $49.00

ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge

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ENG21LL01. Risk Discovery for all: The AI-augmented CPA, presented by MindBridge


As a profession, CPAs are at the tipping point of fully harnessing artificial intelligence, RPA, and analytics with ease. The market has accepted that these technologies will impact every function a CPA is already performing - audits, reviews, transaction services, risk advisory, fraud, and controls management. Firms and enterprises alike are investing in technology and skill development, while preparing for massive transformation. In addition, CPAs, with their technical mindset, commitment to continuous professional development, and close affinity to critical business data, are well positioned to deliver value using these technologies.

But technologies like AI, RPA, or analytics in-and-of-itself have a hard time standing on their own - in fact, 70% of transformation projects fail. BCG partner Sylvain Duranton says the real formula for success is: Algorithms (10%) + Technology (20%) + People & Process (70%). Is this the magic needed to create the AI-powered human, where judgement is greatly enhanced by technology?

Join to learn from our insights over the past 5 years, and how to get your team ready for the shift to becoming a technology-powered firm.

Speaker(s):
Standard: $49.00

ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify?

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ENG21LL04. The new experienced CPA pathway for the CPA/PFS credential. Do you qualify?


The Personal Financial Specialist credential is the only CPA-exclusive financial planning credential that builds on your CPA foundation.  As a CPA working with individuals and families, its only natural that topics like tax, estate, retirement, investment, and risk management planning (and much more) are a part of your client relationships.  They trust your objectivity, integrity, and professional competence as you seek out answers and recommendations for them.  Learn how this valuable experience working with clients can streamline the process to obtain the CPA/PFS credential. 

Join Dave Stolz, CPA/PFS & chair of the PFS Credential Committee, and Dan Snyder, CPA/PFS & director of AICPA's PFP Division as they explain the program and answer your questions.

Speaker(s):
  • Daniel P. Snyder, CPA/PFS, Director - Personal Financial Planning (PA), Association of International Certified Professional Accountants
  • David Stolz, CPA, PFS, President, Stolz and Associates
Standard: $49.00

ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage

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ENG21LL05. Stay Connected with Clients in a Changing World with Sage Business Cloud Accounting - Presented by Sage


During this demo, you will learn about the advanced accounting features and cloud capabilities within Sage Business Cloud Accounting, so you can deliver the best accounting and advisory services possible to your clients. These features include unlimited users with different levels of access, automated bank feeds with bank rules, dimensional accounting capabilities, customizable reporting and so much more!

Speaker(s):
  • Lisa Beaver, Cloud Solutions Engineer, Accountant Solutions, Sage
Standard: $49.00

ENG2105. 2021 IRA and Retirement Planning Update

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ENG2105. 2021 IRA and Retirement Planning Update


This session will cover the best 2021 retirement tax planning strategies, following a year that upended even the best-laid plans. The program will show CPAs how to react to the most recent tax changes, including the SECURE and CARES Act and more. Most clients will need to have their current retirement tax and estate plans revised based on the recent tax rule changes. 

Speaker(s):
  • Ed Slott, CPA, Partner, Ed Slott and Company, LLC
Standard: $49.00

TAX2102. Pass Through Entities

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TAX2102. Pass Through Entities


LLC CHAPTER HIGHLIGHTS
• CARES Changes Have Special Mention for Partnerships
• Tax Cuts and Jobs Act Makes Few Changes to Partnership Tax Law
• IRS Launches Website for Streamlined Partnership Audit Process
• IRS Adds Reporting Requirements to Form K-1
• IRS Says Small Partnership Abatement of Late Filing Penalties Not Automatic
• Doctor’s Surgery Center K-1 Income Not Subject to SE Tax. Why Not?
• Attorneys’ Law Practice K-1 Income Subject to SE Tax. Why?

S CORPORATION CHAPTER HIGHLIGHTS
• Minimal Changes to S Corporation Tax in CARES and TCJA
• IRS Targets S Corporation Shareholder Basis and Reasonable Compensation
• Court Cases Illustrate IRS Targets

PASS THROUGH ENTITIES - Generally
• Pass-Through Entity Decision Making and the QBI Deduction
• IRS Promises More Audits of Pass-Through Entities
• Covid Relief and its Impact on Pass-Through Entities

Speaker(s):
Standard: $49.00

TAX2101. Ready for a Sale Panel on Businesses in Distress

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TAX2101. Ready for a Sale Panel on Businesses in Distress


The aftermath of COVID-19 has required many CPAs to help clients during their most unusual time. This session will use a panel approach to address what is a distressed business and how CPAs and advisors can advise clients with their options. Panelists will bring their real world examples to illustrate the professional role in assisting business owners through their most challenging time.

Speaker(s):
Tags: TAX CFP
Standard: $49.00