ENG21K04. Adapt + Thrive
Standard: $49.00
TAX2104. 1041s, 709s, Trust, and Common Transfer Tax Planning Issues CPAs can Identify and Fix
Standard: $49.00
PFP2122. Best Planning Ideas Panel, preceded by the PFP Distinguished Award Presentation
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
  • Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA, Lead Financial Planning Nerd, Kitces.com
  • Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group
  • Lyle K. Benson, CPA PFS CFP, Founder and President, L. K. Benson & Company
  • Steven Siegel, J.D., LL.M. (Taxation), President, The Siegel Group
  • Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
Standard: $49.00
ENG2108. Determining Trust Accounting Income - Frequently Encountered Issues
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
  • Paige Goepfert, CPA, MST, CSEP, Managing Director, Andersen
  • Jeremiah W. Doyle, BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management
Standard: $49.00
ENG2107. Best Ideas For You, Your Practice, and Your Clients
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
EST2105. Taking the plunge into potential pitfalls in international estate tax planning
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
EST2111. Modifying Irrevocable Trusts to Maximize Flexibility
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
DEI2101. KEYNOTE: The Competitive Advantage of Inclusion
Standard: $49.00
PFP2108. Different Perspectives: Financial Planning Technology: Where are we at, and where are we going?
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00
EST2103. AICPA Trust Estate and Gift Tax TRP Round Table
Collection: AICPA & CIMA ENGAGE 2021
Credits: None available.
Type: Session
Speakers:
Standard: $49.00