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ENG2121. Planning for Those Under $10 Million
Jun 9, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Jordon Rosen
, CPA, MST, AEP (Distinguished), Director, BLS CPA
Mrs. Karly A. Laughlin
, CPA, Principal, Belfint, Lyons & Shuman, P.A.
Tags:
PFP
EST
TAX
ENG2117. Advanced Fiduciary Income Tax - Selected Issues
Jun 9, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Jeremiah Doyle
, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Bob Robert S. Keebler
, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner, Keebler and Associates, LLP
Tags:
EST
TAX
EST2115. Income and Estate Tax Planning for S Corporation Shareholders
Jun 9, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Laura Howell-Smith
, JD, LLM Tax, Managing Director, Deloitte Tax, LLP
Tags:
EST
EST2116. The Formerly Perfect Estate Plan or How to Undo What Has Been Done
Jun 9, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Gerard Schreiber
, CPA, Partner, Schreiber & Schreiber
Tags:
EST
EST2114. Communicating the Estate Plan
Jun 8, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Amy Jucoski
, Abbot Downing
Lisa Featherngill
, CPA/PFS, CFP (R), Head of Legacy & Wealth Planning, Wells Fargo
Tags:
EST
ENG2109. Philanthropy in a Family Office
Jun 8, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Holly Isdale
, JD, Founder, wealthaven
Randy D. Abeles
, CPA, Partner, RSM
Tags:
EST
TAX
EST2112. Let's Review: Business Valuation Reports
Jun 8, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Tags:
EST
ENG2108. Determining Trust Accounting Income - Frequently Encountered Issues
Jun 8, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Jeremiah Doyle
, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Paige Goepfert
, Anderson Tax
Tags:
EST
TAX
EST2113. Overview of charitable giving techniques
Jun 8, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Ted R. Batson
, J.D., M.B.A, CPA, Partner/Tax Counsel, CapinCrouse LLP
Tags:
EST
ENG2105. 2021 IRA and Retirement Planning Update
Jun 8, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Bob Robert S. Keebler
, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner, Keebler and Associates, LLP
Ed Slott
, CPA, Partner, Ed Slott and Company, LLC
Tags:
PFP
EST
TAX
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