TAX2012. Choice of Entity Considering the QBI Deduction

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Sharon L. Kreider, CPA, Owner, KREIDERCPA

Tags: EST TAX Business CFP EA Investments and Wealth Institute CE The Main Event Jul 20-24

TAX2006. State Tax Implications of Employees Working Remotely

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Mark S. Klein, Esq., Partner/Chairman, Hodgson Russ LLP

Tags: TAX Business CFP Investments and Wealth Institute CE The Main Event Jul 20-24

TAX2003. Tax Planning Considerations of Temporary TCJA Dismantling

Jul 23, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Annette Nellen, CPA, CGMA, Esq, Professor, San Jose State University

Tags: TAX Business CFP EA Investments and Wealth Institute CE The Main Event Jul 20-24

The "Trusted" but "Careful" Advisor - How to Manage Liability Risks in the Advisory Service Line

Dec 11, 2019

Collection: Digital CPA Conference 2019

Type: Session

Speakers:

• Sarah Ference, CPA, CITP, Risk Control Director, Accountants Professional Liability, CNA
• Stan D. Sterna, Esq., Vice President, Aon

Tags: Business

Where to Begin: Building the Consultant in You - Part 2

Dec 11, 2019

Collection: Digital CPA Conference 2019

Type: Session

Speakers:

• William Reeb, CPA, CITP, CGMA, CEO, Succession Institute, LLC

Tags: Business

Where to Begin: Building the Consultant in You - Part 1

Dec 11, 2019

Collection: Digital CPA Conference 2019

Type: Session

Speakers:

• William Reeb, CPA, CITP, CGMA, CEO, Succession Institute, LLC

Tags: Business

Pursuing the SUT Service Model Fitting Your Firm

Dec 10, 2019

Collection: Digital CPA Conference 2019

Type: Session

Speakers:

• Craig A. Cookle, CPA, Partner, Wipfli, LLC
• Jeremy Migliara, CPA, Shareholder & State and Local Tax Practice Leader, Elliott Davis, LLC
• Marianne Fisher, Product Marketing Manager - SUT, CPA.com
• Chris Gallo, State & Local Tax Director, BerganKDV

Tags: Business

Elements to Offboarding

Dec 10, 2019

Collection: Digital CPA Conference 2019

Type: Session

Speakers:

• Christine Triantos, Principal, Business Services & Outsourcing, BDO

Tags: Business

Experience Matters: Project Management and Your Firm

Dec 10, 2019

Collection: Digital CPA Conference 2019

Type: Session

Speakers:

• Mike Albrecht, PMP, Sr. Product Owner, XCM

Tags: Business

Future of the Assurance Practice

Dec 10, 2019

Collection: Digital CPA Conference 2019

Type: Session

Speakers:

• Amy R. Pawlicki, VP – Assurance and Advisory Innovation, AICPA
• Karen Larsen, CPA, Partner, Baker Tilly Virchow Krause, LLP

Tags: Business