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
Dual MBA Taxation & Finance,
Vice President & Regional Compliance Practice Leader,