TAX2013. Education Planning for the Next Decade: Practical Strategies for Success

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, Associate Professor of Taxation | Director of CFP and ChFC Education Programs, The American College of Financial Services

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

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

TAX2010. Retirement Planning

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Steve Parrish, JD, RICP, CLU, ChFC, AEP, Co-Director of the Retirement Income Center, and Adjunct Professor of Advanced Planning, The American College

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

TAX2007. International Tax Technical Update

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Christopher Booth, CPA, Managing Director, Deloitte

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

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

PST2007. Tax Season Debrief 2020 – Lessons Learned in a COVID World

Jul 23, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Michael G. Shost, CPA, CGMA, Advisor, Judd Thomas Smith & Company, P.C.
• DeAnn Hill, CPA/CGMA/PFS, OWNER/CPA, DEANN AUMAN HILL CPA

Tags: Firm Practice Management PST EA The Main Event Jul 20-24

ENG2004. Planning for the 99% - What to Tell Clients in 2020 (EST, TAX, PFP)

Jul 22, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Steven Siegel, J.D., LL.M. (Taxation), President, The Siegel Group

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

ENG2003. The Nuances of CARES (EST,TAX)

Jul 22, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Bob Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner, Keebler and Associates, LLP

Tags: EST TAX CFP EA The Main Event Jul 20-24

PFP2019. State Personal Income/ Trust Residency issues created by COVID-19

Jul 21, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

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

Tags: PFP CFP EA Investments and Wealth Institute CE The Main Event Jul 20-24 taxwealth management

EST2016. Wealth Transfer Planning with Low Interest Rates

Jul 21, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Lisa Featherngill, CPA/PFS, CFP (R), Head of Legacy & Wealth Planning, Abbot Downing

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