Description

The AICPA has a wealth of resources for many aspects of ERISA and retirement planning. AICPA staff and members will review these resources to give participants familiarity with what they can offer for a vibrant ERISA practice or to plan sponsors for use by internal accounting or human resources staff – or even plan participants. Also, this session will give you a peek inside the AICPA Tax Division, including updates on current tax advocacy initiatives. Facilitators recommend bringing your laptop to this session to fully participate in the case study.

Key takeaways include:

• Tools from the AICPA Employee Benefits Tax Technical Resource Panel
• Affordable Care Act resources
• Tax advocacy initiatives
• Tax Section tools

Speaker(s):

• Kelly A. Davis, ERPA, Principal, Employee Benefit Plans, CliftonLarsonAllen LLP
• Kristin M. Esposito, CPA, MST, Senior Manager - Tax Policy & Advocacy, AICPA
• Wayne R. Kamenitz, Dual MBA Taxation & Finance, Vice President & Regional Compliance Practice Leader, Segal Company
• Christopher W. Shankle, CPA, CGMA, Senior Vice President, Employee Benefits, Argent Financial Group