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

Type: Session

Speakers:

• Sean Hollingshead, VP, Business Development, Orion Advisor Technolgoy

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA

ENG21LL20. Phases of Audit Transformation: Cloud, Connect, Create, presented by CPA.com

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Matt Towers, Product Lead, Assurance, CPA.com

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA

ENG2121. Planning for Those Under $10 Million

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

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

ENG2117. Advanced Fiduciary Income Tax - Selected Issues

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

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

EST2116. The Formerly Perfect Estate Plan and How to Undo What Has Been Done

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

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

ENG21LL26. Tech Demo - Paperless Organizers: Finally! Fillable PDF Organizers , presented by SafeSend (non-CPE)

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Andrew Hatfield, Co-founder & Chief Growth Officer, SafeSend

Tags: PFP NAA EST TAX PST FIN EDG DEI FMA

ENG21SS09. How Accounting Technology Broke Public Accounting, presented by BaCo Tech

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

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

ENG21SS10: Like Father, Like Son: A Succession Planning Success Story - Presented by Avantax

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

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

ENG21K04. Adapt + Thrive

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

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

ENG2111. Mind your T's and Qs: Ethics of Planning for All Families

Jul 27, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Steven L. Kriz, J.D., LL.M., Attorney, Levenfeld Pearlstein, LLC

Tags: EST DEI