Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2022)

Jun 6, 2022 ‐ Jun 9, 2022


This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2022)

Standard: $379.00

Products

Investment Best Ideas Panel

Preview Available

Investment Best Ideas Panel

Jun 7, 2022 11:15am ‐ Jun 7, 2022 12:30pm

Maximizing returns over inflation, while keeping risk at bay, is difficult at any time. Join us for a panel discussion to hear industry experts share their best investment strategies around using alternatives to traditional stocks and bonds for better diversification and outcomes, employing ESG (Environmental, Social, and Governance) metrics to identify material risks and growth opportunities, strategically increasing international exposure with measured risk and more.

Speaker(s):
Standard: $49.00

Preparing to be Purchased and/or Sold

Preview Available

Preparing to be Purchased and/or Sold

Jun 7, 2022 11:15am ‐ Jun 7, 2022 12:30pm

If you are considering acquiring or merging with another firm, or if you are exploring whether or not to sell, this session is for you. Our panelists have both acquired and sold, and will discuss their experiences, both positive and negative.

Speaker(s):
Standard: $49.00

Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX)

Preview Available

Your Tax Prep Questions Answered: 706, 709, 1041 (PFP, EST, TAX)

Jun 7, 2022 2:30pm ‐ Jun 7, 2022 3:45pm

Forms 706 and 709 are both extensively filed and often times incorrect through insufficient disclosures. Preparing very few Forms 1041 can lead to errors as well. Your instructors believe there are NO stupid questions and invite you to bring your questions to this interactive session. In fact, the worst question is the one never asked.

Speaker(s):
Standard: $49.00

Healthcare Planning for Early Retirement

Preview Available

Healthcare Planning for Early Retirement

Jun 7, 2022 2:30pm ‐ Jun 7, 2022 3:45pm

With the average retirement age of 62 in the US coupled with The Great Resignation of younger workers seeking self-employment, health insurance planning becomes a bigger part of the financial plan beyond just planning for increased expenses due to advanced age. This session will cover what options are out there and how to guide clients to the resources available, then discuss funding strategies to keep costs as low as possible while still providing adequate healthcare.

Speaker(s):
  • Kelley C. Long, CPA/PFS, CFP®, Financial wellness coach and consultant, Financial Bliss with Kelley Long
Standard: $49.00

Retirement Best Ideas Panel

Preview Available

Retirement Best Ideas Panel

Jun 7, 2022 2:30pm ‐ Jun 7, 2022 3:45pm

Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life.

Speaker(s):
  • Bob Veres, Editor, Inside Information
  • Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA, Lead Financial Planning Nerd, Kitces.com
  • David Blanchett, PhD, CFA, CFP, Head of Retirement Research, PGIM
  • Michael Finke, PhD, CFP, Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
Standard: $49.00

Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation

Preview Available

Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation

Jun 7, 2022 4:15pm ‐ Jun 7, 2022 5:30pm

A panel of financial planning experts will share their best ideas for optimizing income and wealth in 2022 and beyond.

Speaker(s):
  • Kelley C. Long, CPA/PFS, CFP®, Financial wellness coach and consultant, Financial Bliss with Kelley Long
  • Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
  • Daniel S. Rubin, J.D., LL.M. (Taxation), Partner, Farrell Fritz, P.C.
  • Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group
Standard: $49.00

College and Student Loan Planning for the Next Decade: Practical Strategies for Success (PFP, EST, TAX)

Preview Available

College and Student Loan Planning for the Next Decade: Practical Strategies for Success (PFP, EST, TAX)

Jun 7, 2022 4:15pm ‐ Jun 7, 2022 5:30pm

Federal loans, private loans, subsidized loans, unsubsidized loans, income-based repayment, income contingent repayment, consolidation, deferment, forbearance, forgiveness. Confused yet? These are the terms you need to know as you help your clients navigate the education planning process both before their children go off to college and after graduation. With total student loan debt exceeding the $1.6 trillion mark, interest rates remaining at all-time low levels, and widespread economic relief ending for millions of federal education loan borrowers, advisors need to help their clients develop an optimal tax-efficient repayment strategy for a unique type of consumer debt where traditional debt management strategies simply won't cut it.

Speaker(s):
  • Dr. Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute
Standard: $49.00

Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN)

Preview Available

Investing in Crypto and the Current State of the Blockchain Ecosystem (PFP, NAA, EST, TAX, PST, FIN)

Jun 7, 2022 4:15pm ‐ Jun 7, 2022 5:30pm

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 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 and tax planning opportunities.

Speaker(s):
Standard: $49.00

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond

Preview Available

Future of Business & Finance- New Road, New Models, and New Competencies to Thriving in the 20s and beyond

Jun 8, 2022 12:30pm ‐ Jun 8, 2022 2:00pm

Join Tom and his Executive Panel of Business Leaders to review the findings of a special AICPA Future of Finance Research and Execution centered NeXT practices, new competencies, pathways, critical issues, and priorities focused around finance transformation and value creation. You will learn and discuss how to mature in areas such as data analysis, automation, ESG and more. This interactive session will include roundtable discussions to create actional insights for your organization.

Speaker(s):
  • Tom Hood, CPA, CITP, CGMA, EVP of Business Engagement & Growth, Association of International Certified Professional Accountants and Business Learning Institute
  • Barry Payne, Director - External Relations, Management Accounting, Association of International Certified Professional Accountants
Standard: $49.00

Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX)

Preview Available

Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX)

Jun 8, 2022 2:00pm ‐ Jun 8, 2022 3:15pm

This session will cover the importance of planning for the modest estate owner, making the portability election vs. use of a credit shelter trust, state death tax considerations, filing the decedent's final return including the use of losses, disclaimers, administrative and fiduciary elections available to the executor including Sections 645 and 663(b), gift tax elections, along with elections available if the decedent was an owner in a partnership or S corporation, and much more!

Speaker(s):
Standard: $49.00