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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. Goldman Sachs' Business Strategy team is a global consulting business that works with top retail wealth management firms around the "business of running the business." This session will focus on the often over-looked and under-values tactics that actually move the needle. Areas to be discussed will include: Growth Work (team and leadership) Digital Strategy Advice and Service Delivery
Have you ever dreamed of creating a self-managing practice? If leading an efficient and effective team of professionals that allow you the opportunity to focus on value-creation for your clients is your ultimate goal, you must create systems to help you achieve exponential growth. This session will provide participants the opportunity to learn and implement practical systems that will allow greater control of your time to focus on those areas that drive the greatest value in the marketplace. You will gain ideas, strategies and tactics from this session that will immediately aid you in taking control of your practice and designing a future that provides greater freedom to live life by your design. The speaker will share systems that have created a highly profitable and efficient business that allows him to achieve outstanding growth while continuing to enjoy significant time traveling and spending time with family.
In recent years, the need for “traditional” estate tax planning has dramatically decreased. Nevertheless, financial advisors can continue to provide an extraordinary amount of value in the overall estate planning process. This session will explore three key estate planning themes advisors can focus on for success in 2022 and beyond.
Attendees will analyze the paradigm shift in end-of-life tax planning created by the ballooning estate/gift tax exemption, where for more than 99% of families, the primary focus has shifted away from estate tax minimization, and towards basis management and income tax planning. Advisors will also gain a deeper understanding of how today’s rising interest rates impact estate planning for the “lucky” few families who still must contend with the Federal estate tax. Finally, the program will explore how the rise of the digital world has created a new and largely unaddressed wrinkle in estate planning: how to effectively transition “digital” assets, which may include assets with a monetary value, as well as assets with “just” personal or sentimental value, such as social media profiles and digital photos, and online subscriptions.
In recent years, US stocks have far outperformed international stocks and growth stocks have far outperformed value stocks. That has led many to question the benefits of diversification and ask what they should do when an investment strategy performs poorly. This session covers how practitioners should respond when a strategy performs poorly.
Jim Shambo's contributions to the retirement plan discussion include his Hedonic Index research and a "Boots in the Water" refutation of the normal use of Monte Carlo projections. But now that he's experienced five years of his own retirement, what lessons has he learned and how has his own planning worked out in the real world? This is a living case study of an advisor who took his own medicine, and what he would recommend that you prescribe for your retiring clients going forward.
Maximizing returns over inflation, while keeping risk at bay, is difficult at any time. Join us for a panel discussion to hear industry experts share their best investment strategies around using alternatives to traditional stocks and bonds for better diversification and outcomes, employing ESG (Environmental, Social, and Governance) metrics to identify material risks and growth opportunities, strategically increasing international exposure with measured risk and more.
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 Town Hall Series is recognized by tens of thousands of practitioners as the profession’s go-to resource for timely and critical information, real-time interpretation and analysis, and a broader discussion on the strategies and capabilities that drive long term success. Town Hall panelists include practitioners, thought leaders, policy makers and a range of experts from across the profession, government and business. Join this special edition Town Hall as AICPA leaders bring the news desk to ENGAGE.
Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life.
A panel of financial planning experts will share their best ideas for optimizing income and wealth in 2022 and beyond.
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. In this panel discussion, moderated by Barry Melancon, Susan S. Coffey, Erik Asgeirsson and Anoop Mehta will share how the profession is stepping forward to grow services, deepen client and business connections and enhance stakeholder confidence. They will also provide examples of how AICPA & CIMA are supporting their members while keeping the profession attractive, prosperous and exciting for the next generation of CPAs and CGMAs.