Best Tax Ideas Panel
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
  • Martin S. Finn, CPA, J.D., LL.M., Partner, Lavelle and Finn, LLP
  • Annette Nellen, CPA, CGMA, Esq, Professor, MST Program Director, San Jose State University
  • Jordon N. Rosen, CPA, MST, AEP® (Distinguished), Director, BLS CPA
Standard: $49.00
Why Your Best Clients Are Your Competitors Top Prospects and What to Do About It; The Art and Science of Building Unwavering Client Loyalty
Standard: $49.00
Global Investing and Information Reporting for High Net Worth Individuals
Standard: $49.00
Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)
Standard: $49.00
Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More (PFP, EST, TAX)
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Dien Yuen, JD/LLM, CAP, AEP, Executive Director, Center for Philanthropy & Social Impact, The American College of Financial Services
Standard: $49.00
Keynote: Professional Issues Update
Standard: $49.00
Best Planning Ideas Panel | preceded by the PFP Distinguished Award Presentation
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Kelley C. Long, CPA/PFS, CFP®, Financial wellness coach and consultant, Financial Bliss with Kelley Long
  • Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
  • Daniel S. Rubin, J.D., LL.M. (Taxation), Partner, Farrell Fritz, P.C.
  • Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group
Standard: $49.00
Retirement Best Ideas Panel
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Bob Veres, Editor, Inside Information
  • Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA, Lead Financial Planning Nerd, Kitces.com
  • David Blanchett, PhD, CFA, CFP, Head of Retirement Research, PGIM
  • Michael Finke, PhD, CFP, Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services
Standard: $49.00
AICPA Town Hall
Standard: $49.00
Investment Best Ideas Panel
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00