TAX2115. Bankruptcy: Planning, Execution & Solutions for Debtors and Creditors

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Kenneth DeGraw, CPA CFF CFE CFP, Partner, WithumSmith+Brown, PC
• Alan S. Gassman, J.D., LL.M., Board Certified in Wills, Trusts and Estates, Esquire, Gassman Crotty & Denicolo PA

Tags: TAX CFP Investments and Wealth Institute CE The Fearless Contributor

TAX2117. K-1 to 1040 Update - New Schedule K-2 and K-3 for 2021

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Claudia Hill, EA, MBA, CEO, TMI TAX SERVICES GROUP, INC.

Tags: TAX CFP EA Investments and Wealth Institute CE

TAX2114. Partnership Tax Update Including Partnership Distressed Debt Workout Issues

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Gary R. McBride, CPA and Attorney, Emeritus Professor, California State University East Bay

Tags: TAX CFP EA Investments and Wealth Institute CE The Partner-Track Superstar

TAX2113. International Tax - Update

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Chaya Siegfried, CPA, MST, Lead, International Business Tax Services, Withum

Tags: TAX CFP EA Investments and Wealth Institute CE The Versatile Tax Adviser The Leader of Planners The Legacy Builder - Estate The Decider The Accounting Law Pioneer The Accounting Law Double Major The Client Advocate

TAX2112. Disaster Filing Deadlines and Casualty Losses

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Gerard H. Schreiber, CPA, Partner, Schreiber and Schreiber CPAs

Tags: TAX CFP EA Investments and Wealth Institute CE

TAX2110. S-Corp

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Joe Bublé, CPA, Partner, Citrin Cooperman

Tags: TAX CFP EA Investments and Wealth Institute CE The Partner-Track Superstar

TAX2109. Losses, Losses, Losses

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Joseph W. Walloch, CPA, CEO, REDLANDS POLICE COMMUNITY FOUNDATION MIDNIGHT HOOPZ
• Kelly Allen, CPA, MST, CVA, ABAR, CFF, MAFF, Owner, LEVEL ADVISORS

Tags: TAX CFP EA Investments and Wealth Institute CE

TAX2118. Individual Tax Reform and Advocacy Updates

Jul 29, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Amy Miller, CPA, Senior Manager, AICPA
• Darren L. Neuschwander, CPA, Managing Member, Green Neuschwander & Manning LLC
• Frank S. Lin, EA, CPA, Accounting Manager, Jet Tax Service Inc.
• Shannon Hudson, CPA, MST, Partner, Altair Group, PLLC

Tags: TAX CFP EA Investments and Wealth Institute CE

TAX2106. Top Ten Federal Tax Cases Of All Time

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Annette Nellen, CPA, CGMA, Esq, Professor, San Jose State University

Tags: TAX CFP EA Investments and Wealth Institute CE The Fearless Contributor

PFP2124. Improving Business Transition Outcomes of Financial Advisors and Their Clients

Jul 28, 2021

Collection: AICPA & CIMA ENGAGE 2021

Type: Session

Speakers:

• Christopher C. Lucas, CPA/ABV, CFA, Owner, Lucas Valuation Group, LLC

Tags: PFP CFP Investments and Wealth Institute CE The Relationship Builder The Legacy Builder - PFP