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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
Is your Tax Manager an asset or a liability?
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
Chris Wittich
, CPA, MBT, Partner, Boyum Barenscheer, PLLP
Drew Wolf
, CPA, Senior Accountant II, Boyum Barenscheer, PLLP
Jacob Bitz
, CPA, Senior Accountant, Boyum Barenscheer, PLLP
Tags:
TAX
Investments and Wealth Institute CE
The Versatile Tax Adviser PFP
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
Ethical Dilemmas in Representation
Jun 8, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
Megan L. Brackney
, JD, LL.M. (Taxation), Partner, Kostelanetz & Fink, LLP
Tags:
TAX
CFP
Investments and Wealth Institute CE
The Fearless Contributor
The Partner-Track Superstar
The Versatile Tax Adviser PFP
Standard: $49.00
Add to Cart
Gutters & Guardrails: Maximizing Retirement Income with Spending Flexibility
Jun 8, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
Oscar Vives
, CPA/PFS, CFP®, Wealth Planner, PNC Private Bank
Tags:
PFP
Investments and Wealth Institute CE
The Versatile Tax Adviser PFP
Standard: $49.00
Add to Cart
Personal High Net Worth Property & Casualty Insurance: Lessons Learned From Recent Catastrophic Events
Jun 8, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type:
Session
Speakers:
Patti A. Clement
, Senior Vice President, HUB International
Tags:
PFP
CFP
Investments and Wealth Institute CE
Standard: $49.00
Add to Cart
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