Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Jeremiah Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
ENG303. Answering Investor Calls for Environmental, Social and Governance (ESG) Information
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
TAX302. PPP Part 2 and More: Where We Are and Where We Are Going
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Alan Gassman, J.D., LL.M., Board Certified in Wills, Trusts and Estates, Founding Partner, Gassman, Crotty & Denicolo, P.A.
  • Brandon Ketron, CPA, JD, LL.M (Taxation), Gassman, Crotty & Denicolo, P.A
  • Kevin Cameron, CPA, C&L Value Advisors, LLC
ENG301 The Impact of Unconscious Bias in the Workplace
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Dr Florence M. Holland, EdD, Lead Manager - Pipeline Initiatives, Diversity & Inclusion, Association of International Certified Professional Accountants
ENG302. HR Issues Continue to Evolve: Strengthen Client Relationships with HR Advisory Support
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
TAX301. Best Tax Ideas Panel
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
  • Julie A. Welch, CPA, PFS, CFP, Shareholder and Director, Meara Welch Browne, P.C.
  • Dan Moore, CPA, Sole Practitioner, D.T. Moore & Company, LLC
  • Sharon L. Kreider, CPA, Owner, KREIDERCPA
  • Jeremiah Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
TAX2014. Protecting High Profile Clients in the Digital Age (Identity Theft/Scams)
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
TAX2013. Education Planning for the Next Decade: Practical Strategies for Success
Collection: ENGAGE 2020
Credits: None available.
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
TAX2012. Choice of Entity Considering the QBI Deduction
Collection: ENGAGE 2020
Credits: None available.
Type: Session
Speakers:
TAX2010. Retirement Planning
Collection: ENGAGE 2020
Credits: None available.
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