2022 AICPA & CIMA Employee Benefit Plans Conference

May 10, 2022 ‐ May 12, 2022


This includes sessions from the conference: 2022 AICPA & CIMA Employee Benefit Plans Conference

Standard: $459.00

Products

Prohibited Transactions and Other Out-of-the-Ordinary Audit Findings

Preview Available

Prohibited Transactions and Other Out-of-the-Ordinary Audit Findings

May 12, 2022 8:00am ‐ May 12, 2022 9:15am

Be sure that the plans you audit are not engaging in prohibited transactions, resulting in a need to unwind the transaction and restore the plan to the financial status that would have existed if the transaction had not occurred. There are many things that may not appear to be prohibited but are. For instance, renting property owned in a corporation owned by a family member of an individual who sits on the Board of Directors of the employer sponsoring the plan. Similarly, the plan co-investing with the son of a 10% shareholder of the employer sponsoring the plan. Learn to both identify and correct prohibited transactions at the lowest tax cost.

Speaker(s):
  • Deb Walker, CPA, MBA, National Director, Compensation and Benefits, Cherry Bekaert LLP
  • Tiana D. Wynn, CPA, MBA, Partner, SB & Company LLC
Tags: TAX Audit
Standard: $49.00

Multi-employer Plans Annual Update and Considerations

Preview Available

Multi-employer Plans Annual Update and Considerations

May 12, 2022 8:00am ‐ May 12, 2022 9:15am

For the first time the AICPA has published a separate chapter covering multi-employer plans in the AICPA Employee Benefit Plan Audit and Accounting Guide. This session will highlight key areas of the new chapter, as well as focus on audit and accounting best practices and examples around auditing contributions and census data in a multi-employer plan.

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

Best Practices in Project Management

Preview Available

Best Practices in Project Management

May 12, 2022 8:00am ‐ May 12, 2022 9:15am

This session will delve into successful project management approaches when dealing with common issues faced by EBP auditors at each phase of the engagement. This interactive session will involve group collaboration and best practice examples to help streamline engagements and optimize efficiencies.

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

ESOP Audit and Accounting Nuances

Preview Available

ESOP Audit and Accounting Nuances

May 12, 2022 9:30am ‐ May 12, 2022 10:45am

The objective of this session is to highlight the ways in which auditing an ESOP differs from auditing a 401(k) plan. Topics to be covered include risk assessment considerations, how to audit key ESOP accounts and transactions, and unique ESOP financial statement presentation and disclosure matters. Prior to attending this session, please consider reading the Employee Stock Ownership Plans chapter in the AICPA Employee Benefit Plan Audit and Accounting Guide (Chapter 6 in the August 2021 Guide) as this session will not be covering the basics of what an ESOP is and how it works.

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

Equity Compensation Advanced

Preview Available

Equity Compensation Advanced

May 12, 2022 9:30am ‐ May 12, 2022 10:45am

This course will assume a general understanding of different types of equity and cover more advanced technical aspects such as section 409A implications, definitions within section 83, payroll timing rules and common errors or misconceptions that occur with equity compensation. For a general understanding of what equity compensation is, and the associated general tax consequences, please consider Equity Compensation Basics.

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

Asking for a Friend

Preview Available

Asking for a Friend

May 12, 2022 9:30am ‐ May 12, 2022 10:45am

There will be a tremendous amount of information covered in the fundamental track sessions, and we are sure there will be questions that may not get answered during the sessions or topics that just need a little bit more explanation. This is your chance to ask about any of the topics covered in the fundamental track sessions – by a panel of the instructors that led these sessions. Come prepared with all of your, or “your friend’s”, questions for our case study leaders.

Speaker(s):
Standard: $49.00