Best Tax Ideas Panel

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
• Martin S. Finn, CPA, J.D., LL.M., Partner, Lavelle and Finn, LLP
• Annette Nellen, CPA, CGMA, Esq, Professor, San Jose State University
• Jordon N. Rosen, CPA, MST, AEP® (Distinguished), Director, BLS CPA

Tags: TAX EA Investments and Wealth Institute CE The Leader of Planners The Relationship Builder The Fearless Contributor The Partner-Track Superstar The Accounting Law Pioneer The Legacy Builder EST The Legacy Builder PFP The Versatile Tax Adviser PFP The Versatile Tax Adviser EST

General Business Tax Update

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Tony Nitti, CPA, Partner - National Tax, EY

Tags: TAX EA Investments and Wealth Institute CE The Fearless Contributor The Partner-Track Superstar The Versatile Tax Adviser PFP The Versatile Tax Adviser EST

Real Estate Tax: Taxation of Real Estate Professionals

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

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

Tags: TAX EA Investments and Wealth Institute CE The Accounting Law Pioneer

Global Investing and Information Reporting for High Net Worth Individuals

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Chaya Siegfried, CPA, MST, Lead, International Business Tax Services, Withum

Tags: TAX EA Investments and Wealth Institute CE The Leader of Planners The Relationship Builder The Fearless Contributor The Partner-Track Superstar The Legacy Builder PFP The Versatile Tax Adviser EST

Federal Tax Policy Update: Politics, Proposals and Prospects

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Jeff Kummer, Managing Director, Deloitte Tax LLP

Tags: TAX EA Investments and Wealth Institute CE The Fearless Contributor The Partner-Track Superstar The Accounting Law Pioneer The Versatile Tax Adviser PFP The Versatile Tax Adviser EST

Social Security with Medicare

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group

Tags: PFP CFP EA Investments and Wealth Institute CE

Quality Management (NAA, PST)

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Ahava Goldman, CPA, CGMA, Associate Director, AICPA
• Sara Lord, CPA, Chief Auditor, RSM US LLP

Tags: NAA PST EA -ENG Crossover

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

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Lisa Featherngill, CPA/PFS, CFP (R), National Director of Wealth Planning, Comerica Bank
• Natalie Perry, CPA (registered), Partner, Harrison & Held LLP
• Paige Goepfert, CPA, MST, CSEP, Managing Director, Andersen

Tags: PFP EST TAX EA The Relationship Builder The Legacy Builder PFP -ENG Crossover

Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX)

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Jordon N. Rosen, CPA, MST, AEP® (Distinguished), Director, BLS CPA
• Mrs. Karly A. Laughlin, CPA, Principal, Belfint, Lyons & Shuman, P.A.

Tags: PFP EST TAX CFP EA -ENG Crossover

AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update

Jun 7, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Mr. Ted R. Batson, J.D., M.B.A, CPA, Partner/Tax Counsel, CapinCrouse LLP
• Ms Mary Kay Foss, CPA, CPA, Mary Kay Foss CPA
• Irene C. Estrada, JD, Managing Director, PwC
• Eileen Sherr, CPA, CGMA, MT, Director - AICPA Tax Policy & Advocacy, AICPA

Tags: EST EA Investments and Wealth Institute CE The Accounting Law Pioneer The Rising Star EST The Versatile Tax Adviser EST