The Versatile Tax Adviser PFP

Understand the current state of and outlook for growth, employment, profits, inflation and interest rates, as well as what it means for the capital markets…

This session will cover the practice and business management strategies and tactics that top advisory practices around the world are focused on for the remainder of 2022 and beyond…

Advisors and clients often focus on the 4% rule when discussing retirement income. Most of the times, however, using the 4% rule leaves you with more money at the end than when retirement started…

Guaranteed income is the largest financial asset for most retirees, yet it’s role in a financial plan is generally quite minor, treated simply as a cash flow that can be used to fund the retirement liability…

Changes are a given in the business tax world these days. Join this session to hear the latest and the greatest of what you need to know to stay abreast of the business tax law changes – including legislation that could be coming down the pike, recent administrative rules and Tax Court cases…

This session will focus on recent developments including the final regulations defining real property for like-kind exchanges, hot topics in like-kind exchanges and state tax issues to consider in an exchange…

In addition to reviewing the general framework in individual tax planning for our families and the implications of 2017’s Tax Cuts and Jobs Act in planning, 2021's American Rescue Plan Act, and current legislation, our session will focus on some financing nuances associated with the medical expense…

This session will provide an update on the current tax legislative landscape in Washington and set the stage for the upcoming November 2022 elections with a view for how those elections could impact tax policy…

Effective managers can make the difference between success and failure in an accounting firm. How do you measure what makes someone a good or a bad tax manager? Join this panel of colleagues to discuss the good, the bad and the ugly of managing staff…

This program will cover the Circular 230 and AICPA ethics rules that apply to tax practitioners, and how they can help us navigate difficult situations with clients…

This is a fast paced session to update you on 2022 individual tax issues including new legislation, regulations, IRS rulings and tax court decisions. Planning and preparation issues are included in this class on mid-year 2022 tax news…

Demystifying Distributable Net Income (DNI) – This session will discuss the theory behind distributable net income (DNI), how the Internal Revenue Code defines DNI and the three reasons why DNI is important…

Learn about the latest law changes, cases and rulings affecting the taxation of S corporations…

This panel of tax experts will focus on the best and most current tax planning ideas for high-income individuals, including ideas dealing with recently passed or proposed legislation! Get ideas you can use immediately to help your clients minimize taxes!

The COVID-19 pandemic triggered an exodus of workers from office buildings, as employees sought the safety of their homes and other remote locations. While some of this displacement was temporary, certain employees may continue to work remotely for years to come…

For clients wishing to contribute to a Health Savings Account beyond age 65 due to eligible group health plan coverage, navigating the rules of enrolling in Medicare later are fraught with confusion…

Live from ENGAGE! The AICPA Town Hall Series is a high-impact news broadcast that delivers accounting and finance professionals with the latest analysis, insights and practical guidance to help them understand and respond to the most pressing issues facing the profession…

The pace of change continues to quicken, as demonstrated most acutely over the last few months. Accounting and finance professionals are once again leading in uncertainty, committing to growth while assuring trust, integrity and recovery…