Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2022)

Jun 6, 2022 ‐ Jun 9, 2022


This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2022)

Standard: $379.00

Products

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks)

Preview Available

How to Invest in a Diverse and Inclusive Workforce for Maximum Returns (All Tracks)

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

Join us to hear insights from diverse (in background and role) leaders from within the accounting profession who will explain how to make investments in a diverse talent, as well as in creating an inclusive workforce to increase your pipeline and retention rates to expand leadership representation.

Speaker(s):
Standard: $49.00

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks)

Preview Available

From Idle to Ally to Advocate - LGBTQ+ Inclusion in Action (All Tracks)

Jun 6, 2022 3:00pm ‐ Jun 6, 2022 4:15pm

Join us to hear the Co-chairs of the AICPA LGBTQ+ Initiatives committee give an overview of the strategic initiatives, as well as the mission and vision of the committee. During this session you will also hear about a new resource that Dr. Jones assisted the committee in creating, which will aid your understanding of the importance of being an advocate to your LGBTQ+ workforce and community, and provide actions to leverage on your inclusiveness journey.

Speaker(s):
  • Nick Moore, Senior Manager, LGBTQ+ Initiatives Committee Co-Chair, Grant Thornton LLP
  • Ozoemena Nnamadim, CPA, Accounting & Reporting Advisory Senior, LGBTQ+ Initiatives Committee Co-Chair, Deloitte & Touche LLP
  • Wynde C. Jones, PhD, Owner, The Jones Agency
Standard: $49.00

Contributing to an HSA Beyond Age 65 - Navigating Medicare's Rules (PFP, EST, TAX)

Preview Available

Contributing to an HSA Beyond Age 65 - Navigating Medicare's Rules (PFP, EST, TAX)

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

For clients wishing to contribute to a Health Savings Account beyond age 65 due to eligible group health plan coverage, navigating the rules of enrolling in Medicare later are fraught with confusion. This session will review the rules to ensure that those who do defer Medicare enrollment can avoid the lifetime late enrollment penalties while also covering several common questions and pitfalls so you can best advise clients on their choices when working past age 65.

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

Individual Tax Update

Preview Available

Individual Tax Update

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

This is a fast paced session to update you on 2022 individual tax issues including new legislation, regulations, IRS rulings and tax court decisions. Planning and preparation issues are included in this class on mid-year 2022 tax news.

Speaker(s):
Standard: $49.00

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks)

Preview Available

I Think I am Inclusive: From Knowing to Practicing Inclusive Leadership (All Tracks)

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

What’s inclusion got to do with it? At Plink leadership, we believe leaders build their competence by demonstrating the traits of inclusive leaders. Most leaders don’t intend to exclude others. Yet, leaders can fail to get the best out of their teams due to personal bias and the inability to adapt and listen deeper. In this session, you will gain insight into what it means to be an inclusive leader, including taking on the difference as your own and being courageous in conversation and your actions.

Speaker(s):
Standard: $49.00

Interview on Retirement Rights and Wrongs (PFP, EST, TAX)

Preview Available

Interview on Retirement Rights and Wrongs (PFP, EST, TAX)

Jun 7, 2022 9:30am ‐ Jun 7, 2022 10:45am

Jim Shambo's contributions to the retirement plan discussion include his Hedonic Index research and a "Boots in the Water" refutation of the normal use of Monte Carlo projections. But now that he's experienced five years of his own retirement, what lessons has he learned and how has his own planning worked out in the real world? This is a living case study of an advisor who took his own medicine, and what he would recommend that you prescribe for your retiring clients going forward.

Speaker(s):
Standard: $49.00

2022 IRA and Retirement Planning Update (PFP, EST, TAX)

Preview Available

2022 IRA and Retirement Planning Update (PFP, EST, TAX)

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

This session will cover the best 2022 retirement tax planning strategies. The program will show CPAs how to react to the most recent tax changes, including the SECURE Act, and other major tax planning changes. Most clients will need to have their current retirement, tax, and estate plans revised based on the recent tax rule changes. The program will show advisors how to increase consulting income by identifying the planning areas where CPAs and other financial planners can add the most value to clients. In addition, this session will include the latest cases and rulings, many of which are not widely publicized, yet apply to all clients with retirement accounts. Find out the latest in the world of IRA tax planning so you can share this with clients who will be looking to you for guidance on making critical retirement decisions. This will add to your value as a key retirement planning tax advisor.

Speaker(s):
  • Ed Slott, CPA, Partner, Ed Slott and Company, LLC
Standard: $49.00

1031 Exchanges

Preview Available

1031 Exchanges

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

This session will focus on recent developments including the final regulations defining real property for like-kind exchanges, hot topics in like-kind exchanges and state tax issues to consider in an exchange.

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