Best Tax Ideas Panel

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

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

General Business Tax Update

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

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

Real Estate Tax: Taxation of Real Estate Professionals

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

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

Is your Tax Manager an asset or a liability?

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

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

Global Investing and Information Reporting for High Net Worth Individuals

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

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

Federal Tax Policy Update: Politics, Proposals and Prospects

Jun 9, 2022

Collection: 2022 AICPA & CIMA ENGAGE

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

Social Security with Medicare

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

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

Ethical Dilemmas in Representation

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

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

Gutters & Guardrails: Maximizing Retirement Income with Spending Flexibility

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

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

Personal High Net Worth Property & Casualty Insurance: Lessons Learned From Recent Catastrophic Events

Jun 8, 2022

Collection: 2022 AICPA & CIMA ENGAGE

Type: Session

Speakers:

• Patti A. Clement, Senior Vice President, HUB International

Tags: PFP CFP Investments and Wealth Institute CE