Social Security with Medicare
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
Ethical Dilemmas in Representation
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More (PFP, EST, TAX)
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Dien Yuen, JD/LLM, CAP, AEP, Executive Director, Center for Philanthropy & Social Impact, The American College of Financial Services
Standard: $49.00
Personal High Net Worth Property & Casualty Insurance: Lessons Learned From Recent Catastrophic Events
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
Demistyfying Distributable Net Income
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Jeremiah W. Doyle, BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Standard: $49.00
An Army of One - How Power BI and Modern Excel Give You Financial Superpowers (NAA, PST, FIN)
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX)
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • 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
Identifying Tax Traps and Financing Nuances for Families Caring for Children with Special Needs
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
College and Student Loan Planning for the Next Decade: Practical Strategies for Success (PFP, EST, TAX)
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Dr. Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute
Standard: $49.00