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Employee Benefit Plans Conference 2019


EBP19202 - Beyond the Audit: AICPA Resources


May 7, 2019 7:30am ‐ May 7, 2019 8:20am

Standard: $49.00

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.

  • Identify tools from the AICPA Tax Technical Resource Panel.
  • Recall tax advocacy initiatives.
  • Identify AICPA Tax Section tools.
  • Identify AICPA Financial Literacy tools for plan sponsors and plan participants.

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

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