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2022 AICPA & CIMA Employee Benefit Plans Conference

EBP2217 - Benefit Conundrums & Sticky Wickits Deliberated

May 10, 2022 4:05pm ‐ May 10, 2022 5:20pm

Standard: $49.00


An interactive session in which seasoned professionals will present a difficult technical issue they have recently had to resolve for a client and discuss their approach to solving the issue, soliciting comments from the audience and other panel members. The audience will have an opportunity to present their own tricky client issues and get feedback from the panel and audience

Learning Objectives:
  • Evaluate and solve a difficult client situation, applying the technical rules, taking into account practical considerations and understanding risks inherent in alternative approaches
  • Formulate a network of professionals who can be called upon to discuss difficult technical issues presented by clients
  • Assess the importance of knowing the intent of a rule and how that intent can be used to benefit your client


  • Deb Walker, CPA, MBA, National Director, Compensation and Benefits, Cherry Bekaert LLP
  • Karen M. Field, J.D., Senior Director, RSM US LLP
Tags: TAX

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