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

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

Succession Planning Case Studies

Preview Available

Succession Planning Case Studies

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

As baby boomers and other business owners face issues of aging, health concerns and the desire to retire, what is to be done with the business? Will family members step in to take over? Is there liquidity to address possible transfer tax issues? If no interested family members, are there potential buyers that should be addressed? What are the goals of the business owner? What are special succession planning challenges facing owners in different professions? This Program will address a wide range of planning concerns that must be faced from both a tax and a non-tax perspective. Special attention will be paid to transferring professional practices, such as accounting., medicine and law.

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

IRAs at Death & Beyond: Planning for post-mortem distributions after the proposed regulations implementing the SECURE Act

Preview Available

IRAs at Death & Beyond: Planning for post-mortem distributions after the proposed regulations implementing the SECURE Act

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

After much delay and anticipation, Treasury has finally promulgated the proposed regulations to implement the SECURE Act. It includes many refinements to the post-mortem distribution rules. Reviewing beneficiary designations and otherwise updating estate plans will be necessary. Specifically, this session will include the following: A review of how the new regulations are structured Flowcharts to distill the new rules to common practical situations Nuisances to the new 10-year rule Planning for the surviving spouse Planning to capture the exceptions to the new 10-year rule

Speaker(s):
  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler and Associates, LLP
Standard: $49.00

Live Interview in the ENGAGE Studio with Kimberly Ellison Taylor

Preview Available

Live Interview in the ENGAGE Studio with Kimberly Ellison Taylor

Jun 6, 2022 12:05pm ‐ Jun 6, 2022 12:30pm

Join Jill Schlesinger as she interviews Kimberly Ellison Taylor in the ENGAGE Live Studio.

Free

Estate Planning Themes For 2022 and Beyond

Preview Available

Estate Planning Themes For 2022 and Beyond

Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm

In recent years, the need for “traditional” estate tax planning has dramatically decreased. Nevertheless, financial advisors can continue to provide an extraordinary amount of value in the overall estate planning process. This session will explore three key estate planning themes advisors can focus on for success in 2022 and beyond.

Attendees will analyze the paradigm shift in end-of-life tax planning created by the ballooning estate/gift tax exemption, where for more than 99% of families, the primary focus has shifted away from estate tax minimization, and towards basis management and income tax planning. Advisors will also gain a deeper understanding of how today’s rising interest rates impact estate planning for the “lucky” few families who still must contend with the Federal estate tax. Finally, the program will explore how the rise of the digital world has created a new and largely unaddressed wrinkle in estate planning: how to effectively transition “digital” assets, which may include assets with a monetary value, as well as assets with “just” personal or sentimental value, such as social media profiles and digital photos, and online subscriptions.

Speaker(s):
  • Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA, Lead Financial Planning Nerd, Kitces.com
Standard: $49.00

Legislation and Regulation Updates

Preview Available

Legislation and Regulation Updates

Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm

The failure to pass significant partisan legislation 2021 surprised us all. However, the Democrats remain likely to capture the moment. They last controlled the House, Senate and the Presidency in 2009-2010 and 1993-1995 before that. This session will focus on the latest proposed changes (or legislation) and planning ideas.

Speaker(s):
  • Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler and Associates, LLP
Standard: $49.00

Ideate, Create and Elevate: Systematizing Your Practice

Preview Available

Ideate, Create and Elevate: Systematizing Your Practice

Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm

Have you ever dreamed of creating a self-managing practice? If leading an efficient and effective team of professionals that allow you the opportunity to focus on value-creation for your clients is your ultimate goal, you must create systems to help you achieve exponential growth. This session will provide participants the opportunity to learn and implement practical systems that will allow greater control of your time to focus on those areas that drive the greatest value in the marketplace. You will gain ideas, strategies and tactics from this session that will immediately aid you in taking control of your practice and designing a future that provides greater freedom to live life by your design. The speaker will share systems that have created a highly profitable and efficient business that allows him to achieve outstanding growth while continuing to enjoy significant time traveling and spending time with family.

Speaker(s):
Standard: $49.00

How Alternative Investments Can Be Incorporated Into Your Financial Planning Practice

Preview Available

How Alternative Investments Can Be Incorporated Into Your Financial Planning Practice

Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm

Many financial planning practitioners handle investment strategy for clients as well, but do not use private alternative investments as part of their investment strategy. In this session, we will explore options (some old, some new) available to financial planners in the alternative investment space. We will plan to dig into some common misconceptions about the often misunderstood private alternatives asset class, and help attendees better understand the risk, and pros/cons of various options available to them to incorporate use of alternative investments into their practices.

Speaker(s):
Standard: $49.00

CAS Workflow and a Continuous Close, Not Just a Myth

Preview Available

CAS Workflow and a Continuous Close, Not Just a Myth

Jun 6, 2022 1:30pm ‐ Jun 6, 2022 2:45pm

Remember the old days of write-up work and waiting on the client for everything? Well, not anymore. CAS (Client Accounting/Advisory Services) is all about automating the workflow to have information at your fingertips. With automation and new timing techniques of CAS, there's an opportunity to move into a continuous close cycle, not just end of month or end of year.

Speaker(s):
  • Dixie McCurley, Partner, Digital Advisory, Client Accounting Services Leader, Cherry Bekaert Advisory LLC
Tags: PST FIN ENG
Standard: $49.00