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

Leading with Tax Advisory in your Practice, presented by Intuit

Preview Available

Leading with Tax Advisory in your Practice, presented by Intuit

Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am

The CPA profession played a critical role in helping taxpayers secure valuable tax stimulus incentives during the pandemic. Learn how traditional tax firms are updating their services to lead with tax advisory services and proactive tax saving strategies. Get the latest tax advisory benchmarks to see how you compare to peers and GET A SNEAK PEEK AT THE TOOLS THAT WILL TRANSFORM YOUR PRACTICE to lead with tax advisory and showcase your expertise.

Speaker(s):
Standard: $49.00

Giving You Tax Credit Where Credit is Due, presented by ADP

Preview Available

Giving You Tax Credit Where Credit is Due, presented by ADP

Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am

Pursuing tax credits like the Employee Retention Tax Credit (ERTC) created by the CARES Act can be complex and takes significant effort to maximize the result. Few small businesses have the time, tools or expertise to identify where they were impacted, determine what the impact was and understand how to calculate the benefit in the face of shifting requirements. Additionally, the Research & Development (R&D) Tax Credits are some of the least claimed and understood tax credits available to small business. There are synergies and challenges to understanding and using both credits during the same tax period.

Speaker(s):
Standard: $49.00

Winning & Retaining HNW Clients, presented by City National Rochdale

Preview Available

Winning & Retaining HNW Clients, presented by City National Rochdale

Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am

High-net-worth individuals have more needs and developing sophisticated investment strategies is key to winning and retaining HNW clients. This session will cover how using individual securities and bonds is used as a mechanism to actively manage not only Risk but also Tax mitigation by partnering to develop a tax budget that is managed to throughout the year.

Speaker(s):
  • Vern Montross, CFA, CPWA®, Western Division Managing Director, Senior Investment Consultant, City National Rochdale
Standard: $49.00

Rewriting the Book on Auditing, presented by Wolters Kluwer

Preview Available

Rewriting the Book on Auditing, presented by Wolters Kluwer

Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am

The next exciting frontier for auditors is data-driven auditing, which goes beyond just data analytics. It's about leveraging data throughout th entire audit process, including ingesting data from outside sources, leveraging the data created when performing audits, and visualizing that data for better sense of data connections - like how risk connects to procedures and whether we're over/under auditing. Seeing those relationships, not just in an index file but visually on-screen, is the biggest change coming the audit profession. The challenge for firms that continue their traditional approach to auditing is they will find themselves boxed out as firms who do adopt a data driven approach will be more efficient, provide better insights back to their clients, and be a more attractive option when it comes to finding and retaining talent. During this 50-minute solution session, we’ll discuss: Similarities and differences that matter between a data-driven audit and traditional auditing. The downside to your audit workflow, and you firm, if you wait too long to implement change. What innovative technologies are here, or coming, that will help. Attendees will leave this session clearly understanding the value a data-driven audit will bring their firm, and have an action plan to progressively implement change toward driving the highest value-add to their audit workflow.

Speaker(s):
  • Colleen Knuff, CPA, CITP, CIA, CISA, CRMA, NPDP, Vice President of Audit Product Management, Wolters Kluwer
Standard: $49.00

Embrace Automation, Empower Staff, & Reduce Frustration for Remote Clients, presented by SafeSend

Preview Available

Embrace Automation, Empower Staff, & Reduce Frustration for Remote Clients, presented by SafeSend

Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am

The height of tax season is often the time when firms feel the impact of inefficiency. Outdated processes filled with manual tasks that haven’t been updated in years can cause burnout among staff. In this session, we will examine a variety of options for automating client touchpoints across the tax engagement – gather source documents, collect digital organizers, assemble, and deliver completed tax returns, collect e-signatures, send reminders, and accept tax prep fees just to name a few. We’ll explore what does and doesn’t work for tax professionals and review the benefits of using a suite of automation solutions built specifically for tax and accounting firms.

Speaker(s):
Standard: $49.00

Leveraging the Pooled Employer Plan (PEP) to Grow Your Practice, presented by Paychex

Preview Available

Leveraging the Pooled Employer Plan (PEP) to Grow Your Practice, presented by Paychex

Jun 7, 2022 7:00am ‐ Jun 7, 2022 7:50am

Many retirement experts are calling the Pooled Employer Plan (PEP) 401(k) the most revolutionary change to the retirement market since the first 401(k) plan was launched in the 1970s. The PEP has the potential to be a game changer for millions of Americans who don’t currently have a way to save for retirement. Since the PEP makes it easier for more businesses to offer an employee 401(k), it could potentially expand your client base.

Speaker(s):
  • Alex Valdez, Accredited Retirement Plan Consultant, Director, Retirement Plan Sales, Paychex
Standard: $49.00

ENGAGE Morning Studio

Preview Available

ENGAGE Morning Studio

Jun 7, 2022 7:45am ‐ Jun 7, 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

Future of Finance AICPA Initiatives Panel

Preview Available

Future of Finance AICPA Initiatives Panel

Jun 7, 2022 8:00am ‐ Jun 7, 2022 9:15am

In 2021, AICPA & CIMA formed a Future of Finance Group. They were charged with how to transform the profession in its broadest context and re-imagine the finance function of the future. In this candid panel discussion with members of our Future of Finance Leadership Advisory Group we will discuss the key findings from our recent Future of Finance Summits and what the panel are doing to take advantage of these issues and opportunities. Also, in conjunction with Wharton Business Consulting we have been investigating whether the pandemic has changed the skills, capabilities and mindsets the successful finance leaders need. With 80% of businesses and firms facing a leadership talent shortage, building an internal pipeline of leaders has never been more critical. Working closely with finance leaders we identified four key traits. Which set of underpinning skills and mindsets do finance leaders need to play a key role in influencing the future of their organizations?

Moderator(s):
  • Tom Hood, CPA, CITP, CGMA, EVP of Business Engagement & Growth, Association of International Certified Professional Accountants and Business Learning Institute
Speaker(s):
Standard: $49.00

Partnership Tax Update

Preview Available

Partnership Tax Update

Jun 7, 2022 8:00am ‐ Jun 7, 2022 9:15am

The only constant in partnership taxation seems to be change. This session will highlight certain recent federal tax developments affecting partnerships and their partners. This session is designed to cover considerations that arise in reporting and transactions involving partnerships, and may include the following: the centralized partnership audit regime (BBA), potential international considerations, and TCJA and CARES Act related guidance.

Speaker(s):
Standard: $49.00

Grantor Trust Planning

Preview Available

Grantor Trust Planning

Jun 7, 2022 8:00am ‐ Jun 7, 2022 9:15am

Did Grantor Trusts Survive the Challenges of the 2021 Tax Proposals? What Planning Can Be Done? Are GRATs, SLATs and IDGTs still viable planning techniques?

Speaker(s):
Standard: $49.00