Advanced S 199A Planning Strategies

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Tony Nitti, CPA, Partner, RubinBrown

Tags: TAX CFP EA Investments and Wealth Institute CE

Like-Kind Exchanges

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Martin E. Verdick, CPA, Partner, RSM US LLP

Tags: TAX CFP EA

Should you Convert to a C-Corp

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Annette Nellen, CPA, J.D., Professor, San Jose State University

Tags: TAX CFP EA Investments and Wealth Institute CE

Real Estate Tax Update

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Karen Brosi, Enrolled Agent, Owner, Karen Brosi, EA, CFP, LLC

Tags: TAX CFP EA Investments and Wealth Institute CE

Employee Stock Option Strategies

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Karen Brosi, Enrolled Agent, Owner, Karen Brosi, EA, CFP, LLC

Tags: TAX CFP EA

Individual Income Tax Update

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Karen Brosi, Enrolled Agent, Owner, Karen Brosi, EA, CFP, LLC
• Sharon L. Kreider, CPA, Owner, KREIDERCPA

Tags: TAX CFP EA Investments and Wealth Institute CE

2019 Individual Tax Reform and Advocacy Updates

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• David Baldwin, CPA, MBA, Partner, Baldwin & Baldwin PLLC
• Amy Y. Wang, CPA, Senior Manager, AICPA
• Jay Porter, Porter & Associates, CPA's
• Jennifer Korten, Principal, Kubo Korten PLLC

Tags: TAX CFP EA

Change of Accounting Method

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Annette Nellen, CPA, J.D., Professor, San Jose State University

Tags: TAX CFP EA

When to Form a Family Office

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Randy D. Abeles, CPA, Partner, RSM

Tags: TAX CFP EA

Advanced Post Mortem Estate Planning (EST, PFP, TAX)

Jun 12, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Jeremiah W. Doyle, J.D., LL.M. (Taxation), Senior Vice President, BNY Mellon Wealth Management

Tags: PFP EST TAX CFP EA Investments and Wealth Institute CE