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, 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
Improving Firm Profitability
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
The Four Most Important Words in Leadership
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Rebekah Brown, CPA, Director of Development, The Maryland Association of CPAs
Standard: $49.00
Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)
Standard: $49.00
Estate Planning for Private Equity and Opportunity Zone Funds
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
Keynote: Professional Issues Update
Standard: $49.00
Income Tax Planning for Trusts
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Jeremiah W. Doyle, BS (Accounting), JD, LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Standard: $49.00
Making Changes to Irrevocable Trusts
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
AICPA Town Hall
Standard: $49.00