AICPA & CIMA ENGAGE 2022

Jun 6, 2022 ‐ Jun 9, 2022


This includes sessions from AICPA & CIMA ENGAGE 2022:

  • Advanced Accounting and Auditing 2022
  • Advanced Estate Planning 2022
  • Advanced Personal Financial Planning 2022
  • Corporate Finance 2022
  • EDGE Career Development 2022
  • Practitioners Symposium and TECH+ Conference 2022
  • Tax Strategies for the High-Income Individual 2022

Standard: $595.00

Products

ENGAGE Morning Studio

Preview Available

ENGAGE Morning Studio

Jun 6, 2022 7:45am ‐ Jun 6, 2022 8:00am

Join us daily as our host Jill Schlesinger talks about what you can expect at the ENGAGE 2022 conference onsite and what you don’t want to miss virtually! These segments will include interviews/q&a with speakers, behind-the-scenes look at the Studio, and what’s happening onsite this year!! Make sure to check the Studio out to enhance your experience as a virtual attendee!

Free

Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award

Preview Available

Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award

Jun 6, 2022 9:30am ‐ Jun 6, 2022 10:45am

This session will review recent cases, rulings and legislation in the area of estate, gift and generation-skipping tax. How those new rules impact estate planning approaches will also be discussed.

Speaker(s):
Standard: $49.00

AICPA Update: How a Global Pandemic and Emerging Technology is Reshaping Assurance

Preview Available

AICPA Update: How a Global Pandemic and Emerging Technology is Reshaping Assurance

Jun 6, 2022 9:30am ‐ Jun 6, 2022 10:45am

The business environment is complex and evolving more rapidly than ever. A world-wide pandemic has required us to work differently, accelerated our adoption of technology by years and injected new risks and opportunities into the system. 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

Investing in Innovation, Emerging Trends in FinTech & ESG Solutions

Preview Available

Investing in Innovation, Emerging Trends in FinTech & ESG Solutions

Jun 6, 2022 9:30am ‐ Jun 6, 2022 10:45am

The Association and CPA.com launched a shark-tank style startup accelerator five years ago focusing on Accounting, Finance & Regulatory tech solutions. Its purpose is to foster innovation and assist emerging technologies to better understand and service the accounting profession. Investment into new technologies and solutions is critical for not only staying ahead of the curve, but providing client-centric services. In this session, you will hear about trends in FinTech and ESG developments – and meet the startup companies that represent the 2022 cohort.

Speaker(s):
Standard: $49.00

Investing in a World of Uncertainty | preceded by the PFP Standing Ovation Awards

Preview Available

Investing in a World of Uncertainty | preceded by the PFP Standing Ovation Awards

Jun 6, 2022 9:30am ‐ Jun 6, 2022 10:45am

Understand the current state of and outlook for growth, employment, profits, inflation and interest rates, as well as what it means for the capital markets.

Speaker(s):
  • David Lebovitz, Executive Director & Global Market Strategist, J.P. Morgan Asset Management
Standard: $49.00

Community Property Basics for Accountants and other Planners

Preview Available

Community Property Basics for Accountants and other Planners

Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm

Understanding what is community property is key to helping a married client with their planning goals and objectives. Although community property predominantly exists in 11 states, many clients move in and out of these states and bring their community property with them. Many of the non-community property states (or common law states) have laws that address community property brought to their state. This course will explain: (1) how assets obtain their classification as community or separate property, (2) what presumptions and rules are applied in classifying an asset as community property or separate property, (3) the significance of methods of holding title in determining whether an asset is community or separate property, (4) how agreements between spouses impact these classifications (5) the consequences of moving to or from a community property state and (6) the impact of community property on income taxes and transfer taxes.

Speaker(s):
Standard: $49.00

Remote Audit - Impact for the Future

Preview Available

Remote Audit - Impact for the Future

Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm

Auditing remotely is quickly becoming the new normal. Join this session for practical considerations when conducting your audits remotely. From evaluating internal controls and identifying fraud risks to observing inventory counts and considering the authenticity of client records, we've got you covered.

Speaker(s):
Standard: $49.00

Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts

Preview Available

Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts

Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm

A Long-term care insurance contract is an important risk management tool in the personal financial planning process. The contract provides benefits in the event of a future need for a nursing home, assisted living facility, or home health care. Hybrid long-term care insurance, which is also known as asset-based long-term care insurance, consists of a life insurance or annuity contract, with long-term care benefits as part of the contract.

Speaker(s):
  • Thomas N. Tillery, MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.
Standard: $49.00

Featuring Finance and FinTech in your Client Advisory Practice

Preview Available

Featuring Finance and FinTech in your Client Advisory Practice

Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm

The CPA profession played a critical role in helping small businesses acquire funding during the pandemic. This role naturally led to CPAs providing their clients with business advice. In turn, the opportunity for deeper client advisory services through business financing was revealed. In this session, leading voices will share how practitioners are expanding their client advisory services by providing financing assistance. You'll hear exactly what steps firms are taking to feature finance and FinTech as part of their CAS offering.

Speaker(s):
Standard: $49.00

Top Technical Hotline Accounting, Auditing, Compilation, Reviews FAQs

Preview Available

Top Technical Hotline Accounting, Auditing, Compilation, Reviews FAQs

Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm

This session covers frequently asked A&A questions asked by AICPA members through their technical hotline and CPEA in the areas of accounting, financial reporting, audit, compilation, and review engagements, with a focus on private company issues.

Speaker(s):
Standard: $49.00