Advanced S 199A Planning Strategies

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Tony Nitti, CPA, Partner, RubinBrown

Tags: TAX CFP EA Investments and Wealth Institute CE

Should you Convert to a C-Corp

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Annette Nellen, CPA, J.D., Professor, San Jose State University

Tags: TAX CFP EA Investments and Wealth Institute CE

Family Investment Partnerships

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Thomas P. Ward, JD, Partner, McDermott Will & Emery LLP

Tags: TAX CFP Investments and Wealth Institute CE

Real Estate Tax Update

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Karen Brosi, Enrolled Agent, Owner, Karen Brosi, EA, CFP, LLC

Tags: TAX CFP EA Investments and Wealth Institute CE

Succession Planning

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Robert S. Barnett, CPA, JD, Partner, Capell Barnett Matalon & Schoenfeld

Tags: TAX CFP Investments and Wealth Institute CE

Individual Income Tax Update

Jun 13, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Karen Brosi, Enrolled Agent, Owner, Karen Brosi, EA, CFP, LLC
• Sharon L. Kreider, CPA, Owner, KREIDERCPA

Tags: TAX CFP EA Investments and Wealth Institute CE

What You Need to Know about Social Security (PFP, TAX)

Jun 12, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Theodore Sarenski, CPA/PFS, CFP, AEP, CGMA, owner, Blue Ocean Strategic Capital, LLC

Tags: PFP TAX CFP Investments and Wealth Institute CE

Advanced Post Mortem Estate Planning (EST, PFP, TAX)

Jun 12, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Jeremiah W. Doyle, J.D., LL.M. (Taxation), Senior Vice President, BNY Mellon Wealth Management

Tags: PFP EST TAX CFP EA Investments and Wealth Institute CE

Trusts from A to Z and Why They are Still Relevant (EST, TAX)

Jun 12, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Missia H. Vaselaney, JD, (inactive) CPA, Attorney, Taft Stettinius & Hollister, LLP

Tags: EST TAX CFP EA Investments and Wealth Institute CE

Top Tax and Estate Planning Techniques after "Tax Reform" (Sorting Through the COVFEFE)

Jun 12, 2019

Collection: AICPA ENGAGE 2019

Type: Session

Speakers:

• Paul S. Lee, J.D., LL.M. (Taxation), Global Fiduciary Strategist, Northern Trust Company

Tags: EST CFP Investments and Wealth Institute CE