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Taxes
IdentificationPFS1901DateJune 13, 2019This session will provide an update on tax law changes, IRS guidance, rulings and priority guidance plans from one of the foremost legal advisors to the tax exempt sector…Speakers
Ruth Madrigal, J.D.Principal, KPMG
Managing Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy$49Standard Price
IdentificationPFS1902DateJune 13, 2019Today’s philanthropists are using private foundations as only one tool in the toolkit to achieve greater impact. From individuals to corporations there are diverse goals, some of which cannot be achieved solely using a private foundation. Choosing the right vehicle is important to achieving goals…Speakers
Brian Manca, CPAVP Finance, Chan Zuckerberg Initiative
Tomer Inbar, J.D.Partner, Morgan, Lewis & Bockius LLP$49Standard Price
IdentificationPFS19201DateJune 14, 2019This session provides practical and detailed discussion of the most complex and interesting filing issues our tax experts have worked through in the past year. This session will be interactive…Speakers
Director, Finance and Operations, Philanthropy, Table Management
Jody Blazek, CPAPartner, Blazek & VetterlingManaging Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy$49Standard Price
IdentificationPFS1908DateJune 14, 2019Private foundations are prohibited from engaging in legislative and political activity as defined in IRC 4945. That does not mean there is no legislative or political activity in which a private foundation can legally engage…Speakers
Ruth Madrigal, J.D.Principal, KPMGManaging Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy$49Standard Price
IdentificationPFS1909DateJune 14, 2019Case studies with transactions that result in self-dealing will illustrate how to identify and correct such acts. The session with focus on ideas for avoiding the unforgivable penalties, using policies and procedures, and practical solutions will be shared…Speakers
Jody Blazek, CPAPartner, Blazek & VetterlingManaging Director, Deloitte Tax LLP, Global Center for Excellence in Philanthropy$49Standard Price
IdentificationEBP2304DateMay 8, 2023A 403(b) Plan is a tax-advantaged retirement plan designed for non-profit organizations and certain government entities. The 403(b) Plan is similar to a 401(k) Plan, although it offers several enhanced benefits, such as catch-up contributions for tenured employees…Speakers
Maria Hurd, CPA, RPADirector - Retirement Plan Audit Services, Belfint, Lyons & Shuman, CPAs
Partner, Withum$49Standard Price
IdentificationEBP2308DateMay 8, 2023This session includes a panel of plan sponsors who will discuss best practices of working with service providers, best features these plan sponsors utilize to help their plan meet participant needs and key/relevant internal controls and challenges…Speakers
Santiago R. Bianchi, BBA / MBABenefit Plans Reporting Manager, ExxonMobil
April Setlik, CPAGlobal Benefits Plans Controller, Mars, Incorporated
Lisa A. Green, QPA, QKARetirement Plan Manager, Sherman & Howard, L.L.C.Moderator
Theresa K. Banka, CPAPartner, Plante & Moran, PLLC$49Standard Price
IdentificationEBP2317DateMay 8, 2023This advanced tax session will cover a variety of hot topics in the compensation & benefits area. Experienced professionals will explain what they are hearing and what companies are concerned about or need to be aware of…Speakers
Principal, KPMG, LLP
Principal, Grant Thornton Advisors LLC$49Standard Price
IdentificationEBP2319DateMay 8, 2023Hear from the cyber experts behind one of the top recordkeepers for 401(k) plans and an attorney who helps plan sponsors protect against cybercrime as well as works to ensure compliance with reporting requirements…Speakers
Partner, Crenshaw, Ware & Martin
Head of Cybersecurity Communications, Empower Retirement$49Standard Price
IdentificationEBP2325DateMay 9, 2023The tax landscape is changing as employers revamp fringe benefits packages to accommodate remote workers and other changing workforce dynamics. This course will cover tax consequences pertaining to these benefit trends, such as student loan payments, travel expenses, etc…Speakers
National Director, Compensation and Benefits, Cherry Bekaert LLPPrincipal, Grant Thornton Advisors LLC$49Standard Price
IdentificationEBP2326DateMay 9, 2023Come hear how a plan auditor who is part of his Retirement Committee completed an RFP for an investment advisor and recordkeeping platform while another former plan auditor part of his plan’s Retirement Committee went through a full plan benchmarking study…Speakers
Matthew W. Hale, CPAManager, Hantzmon Wiebel LLP
John L. Utz, J.D.Managing Member, Utz & Lattan, LLCModerator
President and General Counsel, Actuarial Benefits & Design Company$49Standard Price
IdentificationEBP2330DateMay 9, 2023Investments have a cost…Speakers
Regional Vice President, John Hancock
J. Cory Hoffer, MSFS, CFP, C(k)P, AIFPresident, Hermitage Wealth Management, Inc.$49Standard Price
IdentificationEBP2332DateMay 9, 2023This course will assume a general understanding of different types of equity and cover more advanced technical aspects such as common errors, deposit and reporting rules for equity compensation, the netting rule implications for the new stock buyback excise tax, and redeferral arrangements…Speakers
Partner, RSM
Principal, Ernst & Young LLP$49Standard Price
IdentificationEBP2336DateMay 9, 2023This session is dedicated to discuss ideas and thought content about mentoring others to develop tax skills and grow as a tax and consulting professional in EBP. Leadership is a learned skill rather than a soft skill and audit firms need to engage auditors…Speakers
National Director, Compensation and Benefits, Cherry Bekaert LLP
Retirement Plans Specialist, Wilson Sonsini Goodrich & Rosati$49Standard Price
IdentificationEBP2339DateMay 9, 2023Multiple employer plans are not new. However, the SECURE Act changed many rules associated with multiple employer plans to facilitate the adoption and use of such plans…Speaker
Ilene H. Ferenczy, Esq., CPC, APAManaging Partner, Ferenczy Benefits Law CenterModerator
Senior Vice President, Argent Financial Group, Inc$49Standard Price
IdentificationEBP2345DateMay 9, 2023It's not uncommon for employee benefit plan auditors to find errors in the application of a plan’s definition of compensation. However, truly understanding a plan’s definition of compensation is not always straight forward…Speakers
Senior Consultant, USI Consulting GroupMatthew W. Hale, CPAManager, Hantzmon Wiebel LLP$49Standard Price
IdentificationEBP2350DateMay 9, 2023The session provides an overview of typical compensation types, including qualified retirement plans, bonuses, deferred compensation, and fringe benefits. We introduce participants to rules relating to employee income inclusion, employer tax deductions, and the timing of each…Speakers
Karen M. Field, J.D.Senior Director, RSM US LLP
Manager, RSM US LLP$49Standard Price
IdentificationEBP2352DateMay 9, 2023This course is an overview of ESOPs appropriate for any EBP professional. It will use lecture to explain what an ESOP is, what qualified plan rules apply differently to ESOPs as well as key areas of accounting and auditing for ESOPs…Speakers
Partner, RSM
Lindy Beldyga, CPAPartner, Plante & Moran, PLLC$49Standard Price
IdentificationEBP2355DateMay 10, 2023What is the most important way to start your day? With the latest news and updates. If you are looking for tax resources to compliment your practice, look no further than this session. We will help you find your way around the mountain of resources for many aspects of retirement planning…Speakers
Kristin M. Esposito, CPA, MSTDirector - Tax Policy & Advocacy, AICPASenior Vice President, Argent Financial Group, Inc
Cindy J. Dwyer, CPAManaging Director, CBIZ MHM LLC$49Standard Price
IdentificationEBP2363DateMay 10, 2023ESG initiatives have dramatically increased in recent years and what was once viewed as a nicety, is now essential at the company, board, management, and stakeholder level of most companies…Speakers
Senior Vice President, Argent Financial Group, Inc
Managing Director, Alvarez & Marsal$49Standard Price
IdentificationEBP2367DateMay 10, 2023Corporate transactions have been on the rise for the last few years, which probably does not come as a surprise to anyone. Unfortunately, after those transactions are closed, the issues and consequences of the transactions on qualified plans do come as a surprise to many of the parties involved…Speakers
Managing Director, Alvarez & Marsal
Norma Sharara, JDManaging Director, BDO$49Standard Price
IdentificationEBP2369DateMay 10, 2023This session will address best practices for working collaboratively among plan sponsors, service providers, and auditors, focusing on the roles and responsibilities of each and solutions for a successful audit…Speakers
Compliance Analyst, FidelitySenior Consultant, USI Consulting Group
Assurance Partner, HoganTaylor LLP
Manger, Retirement Pograms, Reliance Steel & Aluminum Company$49Standard Price
