TAX2014. Protecting High Profile Clients in the Digital Age (Identity Theft/Scams)

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Steve Weisman, Attorney, Professor, Professor, Bentley University

Tags: TAX CFP Investments and Wealth Institute CE The Main Event Jul 20-24

TAX2013. Education Planning for the Next Decade: Practical Strategies for Success

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Dr. Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, Associate Professor of Taxation | Director of CFP and ChFC Education Programs, The American College of Financial Services

Tags: TAX CFP EA Investments and Wealth Institute CE The Main Event Jul 20-24

TAX2012. Choice of Entity Considering the QBI Deduction

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Sharon L. Kreider, CPA, Owner, KREIDERCPA

Tags: EST TAX Business CFP EA Investments and Wealth Institute CE The Main Event Jul 20-24

TAX2010. Retirement Planning

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Steve Parrish, JD, RICP, CLU, ChFC, AEP, Co-Director of the Retirement Income Center, and Adjunct Professor of Advanced Planning, The American College

Tags: TAX CFP EA Investments and Wealth Institute CE The Main Event Jul 20-24 retirement Individual

TAX2006. State Tax Implications of Employees Working Remotely

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Mark S. Klein, Esq., Partner/Chairman, Hodgson Russ LLP

Tags: TAX Business CFP Investments and Wealth Institute CE The Main Event Jul 20-24

ENG2005. Practice Everyday Innovation (PST, EDG)

Jul 23, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Tom Hood, CPA, CIPT, CGMA, EVP of Business Growth & Engagement, Association of International Certified Professional Accountants and Business Learning Institute

Tags: PST CFP Investments and Wealth Institute CE EDG The Main Event Jul 20-24

TAX2003. Tax Planning Considerations of Temporary TCJA Dismantling

Jul 23, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

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

Tags: TAX Business CFP EA Investments and Wealth Institute CE The Main Event Jul 20-24

ENG2004. Planning for the 99% - What to Tell Clients in 2020 (EST, TAX, PFP)

Jul 22, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Steven Siegel, J.D., LL.M. (Taxation), President, The Siegel Group

Tags: PFP EST TAX CFP EA Investments and Wealth Institute CE The Main Event Jul 20-24

ENG20K02. ENGAGE Keynote - Reimagining Accounting in Extraordinary Times

Jul 22, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Mr. Barry C. Melancon, CPA/CGMA, President and CEO, AICPA
• Erik Asgeirsson, President & CEO, CPA.com
• Susan S. Coffey, CPA, CGMA, Chief Executive Officer - Public Accounting, Association of International Certified Professional Accountants
• Tracey Golden, Chairman, AICPA

Tags: PFP NAA EST TAX PST FIN CFP Investments and Wealth Institute CE EDG The Main Event Jul 20-24

ENG2001. Aging and Long Term Illness (EST, PFP)

Jul 21, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Martin M. Shenkman, CPA, MBA, JD, PFS, AEP, Attorney, Shenkman Law

Tags: PFP EST TAX CFP Investments and Wealth Institute CE EPL The Main Event Jul 20-24 risk management giftsestatestrusts and amp charitable