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

Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)

Preview Available

Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)

Jun 8, 2022 3:30pm ‐ Jun 8, 2022 4:45pm

This interactive session will review an ultra high net worth family case study and possible discovery approaches to develop an estate plan. The discussion will include an illustration of the family’s current estate plan, potential multi-generational planning strategies, and qualitative issues to explore. The session will include smaller group break out discussions and a larger group debrief.

Speaker(s): ​Speaker - Virtual(s):
Standard: $49.00

S Corp update, following the presentation of the Sid Kess Award for Excellence in Continuing Education

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S Corp update, following the presentation of the Sid Kess Award for Excellence in Continuing Education

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

Learn about the latest law changes, cases and rulings affecting the taxation of S corporations.

Speaker(s):
Standard: $49.00

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)

Preview Available

Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)

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

This session will engage the participant in understanding languages of appreciation and how to leverage them to create a sustainable culture of belonging and relevance. Take part in dynamic conversations and gain tools and techniques to engage and retain BIPOC teammates.

Speaker(s):
Standard: $49.00

Mastering Your Sales & Use Tax Strategy in Today’s Complex Landscape

Preview Available

Mastering Your Sales & Use Tax Strategy in Today’s Complex Landscape

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

The risks can be severe for businesses who choose to ignore sales and use tax obligations. As State and local jurisdictions increase audit activity, it is vital for your firm to step in as your clients’ trusted advisor to mitigate risk they may have due to sales and use tax exposure. With so many competing priorities, how can your firm provide sales and use tax services efficiently and still deliver value, drive growth, and earn revenue? In this session, we will discuss how your firm can master its sales & use tax strategy to proactively address business clients’ needs. An expert in sales & use tax will provide updates on new tax law and highlight the top areas of vulnerability for businesses and how you as the trusted advisor can offer support. We will then share practice development strategies including the necessary elements to drive your firm’s sales & use tax growth. Bring your questions and expect to leave this session feeling educated and confident in knowing how to master your firm’s sales & use tax strategy of today and tomorrow.

Speaker(s):
Tags: TAX PST ENG
Standard: $49.00

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)

Preview Available

Combatting the Great Resignation and its Effects on Women in the Workplace (All Tracks)

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

The Great Resignation is a phenomenon where record numbers of people are leaving their jobs during the COVID-19 pandemic. Join this session to learn how to navigate the ripple effects of the pandemic and re-evaluate how to retain talent, particularly women who have been the most impacted.

Speaker(s):
  • Ms. Jeannine K. Brown, Professional Coach, Chief Executive Officer, Everyday Lead Consulting
  • Kassi B. Rushing, APR, Vice President, Organizational Strategy & Employee Experience, Blue Hen
  • Ruth O. Reitmeier, PCC, Director of Coaching and Training, Doerr Institute at Rice University
Standard: $49.00

Federal Tax Policy Update: Politics, Proposals and Prospects

Preview Available

Federal Tax Policy Update: Politics, Proposals and Prospects

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

This session will provide an update on the current tax legislative landscape in Washington and set the stage for the upcoming November 2022 elections with a view for how those elections could impact tax policy.

Speaker(s):
Standard: $49.00

Global Investing and Information Reporting for High Net Worth Individuals

Preview Available

Global Investing and Information Reporting for High Net Worth Individuals

Jun 9, 2022 11:15am ‐ Jun 9, 2022 12:30pm

This session will look at the most common International Information Reporting requirements that High Net Worth Individuals encounter.

Speaker(s):
Standard: $49.00

Is your Tax Manager an asset or a liability?

Preview Available

Is your Tax Manager an asset or a liability?

Jun 9, 2022 11:15am ‐ Jun 9, 2022 12:30pm

Effective managers can make the difference between success and failure in an accounting firm. How do you measure what makes someone a good or a bad tax manager? Join this panel of colleagues to discuss the good, the bad and the ugly of managing staff.

Speaker(s):
  • Chris Wittich, CPA, MBT, Partner, Boyum Barenscheer, PLLP
  • Drew Wolf, CPA, Senior Accountant II, Boyum Barenscheer, PLLP
  • Jacob Bitz, CPA, Senior Accountant, Boyum Barenscheer, PLLP
Standard: $49.00

Real Estate Tax: Taxation of Real Estate Professionals

Preview Available

Real Estate Tax: Taxation of Real Estate Professionals

Jun 9, 2022 1:30pm ‐ Jun 9, 2022 2:45pm

A special passive activity loss limitation rule allows so-called real estate professionals (REP) to apply the material participation tests to their rental real estate, potentially moving these rentals out of the per se passive activity designation. As evidenced by a few court cases on this topic each year, this complex provision is often misinterpreted. The new regulations under section 163(j), a TCJA provision that uses a term from section 469(c)(7), added new regulations to Reg. 1.469-9 that clarify the REP definition. This presentation explains the REP rule, traps for the unwary, the significance of recent regulations, and planning and due diligence considerations.

Speaker(s):
  • Annette Nellen, CPA, CGMA, Esq, Professor, MST Program Director, San Jose State University
Standard: $49.00

General Business Tax Update

Preview Available

General Business Tax Update

Jun 9, 2022 1:30pm ‐ Jun 9, 2022 2:45pm

Changes are a given in the business tax world these days. Join this session to hear the latest and the greatest of what you need to know to stay abreast of the business tax law changes – including legislation that could be coming down the pike, recent administrative rules and Tax Court cases.

Speaker(s):
Standard: $49.00