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:

• 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

TAX2007. International Tax Technical Update

Jul 24, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Christopher Booth, CPA, Managing Director, Deloitte

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

ENG2005. Practice Everyday Innovation (PST, EDG)

Jul 23, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Tom Hood, CPA, CIPT, CGMA, CEO, MACPA & 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

TAX2002. Tax Policy in the Time of Coronavirus

Jul 23, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Jonathan Traub, Managing Principal of the Tax Policy Group & Former Staff Director, House Ways & Means Committee, Deloitte Tax LLP

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

PFP2021. PFP Keynote: Communication Excellence and Business Success

Jul 22, 2020

Collection: ENGAGE 2020

Type: Session

Speakers:

• Mark Jeffries, Owner, Mark Jeffries LLC

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