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ENG21LL22. Tech Demo - Client Experience Isn’t Just Your Client Portal: It’s a Whole Framework, presented by Orion Advisor Solutions (non-CPE)
Jul 28, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Sean Hollingshead
, VP, Business Development, Orion Advisor Technolgoy
Tags:
PFP
NAA
EST
TAX
PST
FIN
EDG
DEI
FMA
Standard: $49.00
Add to Cart
ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com
Jul 28, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Matt Towers
, Product Lead, Assurance, CPA.com
Tags:
PFP
NAA
EST
TAX
PST
FIN
EDG
DEI
FMA
Standard: $49.00
Add to Cart
ENG2121. Planning for Those Under $10 Million
Jul 28, 2021
Collection: AICPA & CIMA ENGAGE 2021
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
The Versatile Tax Adviser
The Leader of Planners
The Rising Star - Estate
The Legacy Builder - Estate
The Accounting Law Pioneer
The Accounting Law Double Major
The Client Advocate
Standard: $49.00
Add to Cart
ENG2117. Advanced Fiduciary Income Tax - Selected Issues
Jul 28, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Jeremiah W. Doyle
, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Robert S. Keebler
, CPA/PFS, MST, AEP (Distinguished), CGMA, Partner, Keebler and Associates, LLP
Tags:
EST
TAX
CFP
EA
The Versatile Tax Adviser
The Leader of Planners
The Legacy Builder - Estate
The Accounting Law Pioneer
Standard: $49.00
Add to Cart
EST2116. The Formerly Perfect Estate Plan and How to Undo What Has Been Done
Jul 28, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Gerard H. Schreiber
, CPA, Partner, Schreiber and Schreiber CPAs
Martin M. Shenkman
, CPA, MBA, PFS, AEP (distinguished), JD, Attorney, Shenkman Law
Tags:
EST
CFP
EA
The Rising Star - Estate
The Accounting Law Double Major
Standard: $49.00
Add to Cart
ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE)
Jul 28, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Andrew Hatfield
, Co-founder & Chief Growth Officer, SafeSend
Tags:
PFP
NAA
EST
TAX
PST
FIN
EDG
DEI
FMA
Standard: $49.00
Add to Cart
ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech
Jul 28, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Ford Baker
, CPA, Owner and Founder, BaCo Tech
Joe Abesamis
, CPA, Tax and Accounting Service Director, BaCO Tech
Tags:
PFP
NAA
EST
TAX
PST
FIN
CFP
EDG
DEI
FMA
Standard: $49.00
Add to Cart
ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax
Jul 28, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Davin Carey
, Senior Wealth Advisor, Carey & Hanna Tax & Wealth Planners
Bob Carey
, CPA, Wealth Advisor, CPA, Carey & Hanna Tax & Wealth Planners
Tags:
PFP
NAA
EST
TAX
PST
FIN
EDGE
CFP
FMA
Standard: $49.00
Add to Cart
ENG21K04. Adapt + Thrive
Jul 28, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Barry C. Melancon
, CPA, CGMA, President and CEO, AICPA
William R. Pirolli
, Chair, AICPA and Vice-Chair, Association
Susan S. Coffey
, CPA, CGMA, Chief Executive Officer - Public Accounting, Association of International Certified Professional Accountants
Erik Asgeirsson
, President & CEO, CPA.com
Tags:
PFP
NAA
EST
TAX
PST
FIN
CPAFMA
EDG
DEI
ENGAGE Keynote
The Business Coach
The Tech Whisperer
The Visionary Leader
The Development Guru
The Operations Linchpin
The Versatile Tax Adviser
The Leader of Planners
The Emerging Partner
The Relationship Builder
The Rising Star - PFP
The Audit Eagle Eye
The Fearless Contributor
The Audit Leader of the Future
The Rising Star - Estate
Corporate Finance Executive
The Partner-Track Superstar
The Decider
The Accounting Law Pioneer
The Accounting Law Double Major
The Client Advocate
The Legacy Builder - PFP
The Proactive Realist
The B and I Chief Strategist
The B and I Star
Standard: $49.00
Add to Cart
ENG2111. Mind your T's and Qs: Ethics of Planning for All Families
Jul 27, 2021
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type:
Session
Speakers:
Steven L. Kriz
, J.D., LL.M., Attorney, Levenfeld Pearlstein, LLC
Tags:
EST
DEI
Standard: $49.00
Add to Cart
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