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Best Tax Ideas Panel
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
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
Standard: $49.00
Add to Cart
General Business Tax Update
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
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
Standard: $49.00
Add to Cart
Real Estate Tax: Taxation of Real Estate Professionals
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
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
Standard: $49.00
Add to Cart
Global Investing and Information Reporting for High Net Worth Individuals
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
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
Standard: $49.00
Add to Cart
Federal Tax Policy Update: Politics, Proposals and Prospects
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
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
Standard: $49.00
Add to Cart
Social Security with Medicare
Jun 8, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
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
Standard: $49.00
Add to Cart
Quality Management (NAA, PST)
Jun 8, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
Ahava Goldman
, CPA, CGMA, Associate Director, AICPA
Sara Lord
, CPA, Chief Auditor, RSM US LLP
Tags:
NAA
PST
EA
-ENG Crossover
Standard: $49.00
Add to Cart
Interactive Case Study: UHNW Estate Planning (PFP, EST, TAX)
Jun 8, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
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
Standard: $49.00
Add to Cart
Estate Planning for Non-Taxable Estates 10M and Less (PFP, EST, TAX)
Jun 8, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
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
Standard: $49.00
Add to Cart
AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update
Jun 7, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
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
Standard: $49.00
Add to Cart
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