AICPA Employee Benefit Plans Accounting, Auditing, and Tax Update Online Conference 2020
Education, community and expertise when you need it most.
The coronavirus (COVID-19) is making an enormous impact across the globe, including creating challenges for our profession. We recognize the pandemic means you’ll work differently this year. It’s requiring us to make changes, too.
This year, we are hosting a new online conference, the AICPA Employee Benefit Plans Accounting, Auditing, and Tax Update Conference in May. We’ve specially designed the conference by splitting it into two half days, so it works more easily with your schedule.
The live online event addresses critical auditing and tax issues with industry experts, panel discussions, and Q&A opportunities. The virtual learning experience means you can interact, and chat live during sessions with the speakers and fellow virtual attendees.
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services. The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association’s Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.
Packages Display Packages
This includes sessions from the conference: AICPA Employee Benefit Plans Accounting, Auditing, and Tax Update Online Conference
Sessions Included:
Learning From The Challenges Of Others: A Review Of Common Peer Review Findings (May 05, 2020 12:05 PM)
Round Table on COVID-19 (May 04, 2020 12:05 PM)
Secure Your Understanding of the SECURE Act (May 04, 2020 01:20 PM)
Managing Liquidity in Turbulent Times (May 05, 2020 12:05 PM)
FAQs CARES and SECURE Act Part I (May 05, 2020 01:20 PM)
FAQs CARES and SECURE Act Part II (May 05, 2020 02:20 PM)
Welcome, followed by Advocacy Update & Exploring Mindfulness and Well-being with a CPA (May 05, 2020 11:00 AM)
Sponsor Chat Lobby: CPA.com (not eligible for CPE) (May 05, 2020 01:00 PM)
IdentificationEBPAAT02DateMay 4, 2020Round Table discussion about real world operational issues faced by Plan Sponsors in connection with implementing the CARES Act provisions relating to Retirement plans. Discussion will include different views and perspectives from speakers in different market segments.
Objectives
- Learn about key participant communications that plan sponsors should be consider providing to participants as a best practice for CARES Act changes, employer contribution changes and how the new loan and hardship options dovetail with current options.
- Hear about the latest issues with determining who is a COVID-Eligible Participant under The CARES Act and how plan recordkeepers are implementing CARES options for Certification.
- Partial plan termination potential in 2020 and how categorizing employee status and compensation is important to consider will all be discussed.
Speakers
President and General Counsel, Actuarial Benefits & Design CompanyPrincipal, Ernst & Young LLPKaren M. Field, J.D.Senior Director, RSM US LLPMark D. Swedelson, CPA, QPAVice-President, Goldberg, Swedelson & Associates Inc.Principal, Grant Thornton Advisors LLC$49Standard Price
IdentificationEBPAAT03DateMay 4, 2020This session will hit the highlights of the SECURE Act; covering topics such as the expansion of access to multiple employer plans (MEPS), changes to required minimum distributions: increase in age from 70 ½ to 72 & additional limitations placed on stretch distributions for certain beneficiaries, tax incentives for small businesses that implement auto enrollment, and more.
Get ready to:Objectives
- Learn about the major provisions of the SECURE Act and how they will affect retirement planning and savings.
- Understand what the changes mean for you and your clients.
- Identify new planning opportunities and open implementation issues.
- Explore other implications of the law change.
Facilitator
Cindy J. Dwyer, CPAManaging Director, CBIZ MHM LLCSpeaker
Avery E. Neumark, CPA, JD, LL.M.Partner, Marks Paneth LLP$49Standard Price
IdentificationEBPAAT05DateMay 5, 2020Join the AICPA staff for an update on AICPA’s advocacy efforts and election outlook followed by a presentation on mindfulness and the practicality of it in everyone’s life, even EBP professionals during this 2020 filing season!
Objectives
- Understand the AICPA’s major COVID-19 advocacy efforts
- Identify how you can implement mindfulness into your daily routine, even during EBP busy season
- Recall mindfulness practices held during session
Facilitator
Chip Harris, CPAPartner, RubinBrown LLPSpeakers
Tricia VanVliet, CPAManager - Product Management & Development - PA, Association of International Certified Professional AccountantsSenior Director of Congressional & Political Affairs, AICPA & CIMADirector - Congressional & Political Affairs, Association of International Certified Professional Accountants$49Standard Price
IdentificationEBPAAT06DateMay 5, 2020This session will discuss key issues for employee benefit plans audits in peer review. It will include a brief overview of the peer review process and a discussion of the grey areas that peer reviewers are looking for. These are accented by the bold questions on the peer review checklists, which will be reviewed during this session. Finally, I will discuss some actual issues identified in the peer review process in 2019 in my review of approximately 50 different employee benefit plan audits of all kinds.
Objectives
- Overview of peer review
- Discuss key areas in peer review for EBP audits
- Review bold questions on EBP peer review checklist
- Review actual issues noted in my 2019 peer reviews of EBP audits
Facilitator
Chip Harris, CPAPartner, RubinBrown LLPSpeaker
Randy M. Dummer, CPAPartner, Henderson, Hutcherson & McCullough, PLLC/Chattanooga, TN$49Standard Price
IdentificationEBPAAT07DateMay 5, 2020CPAs are not just accountants. We are also business advisors. CPAs must be able to advise businesses, including our own, on one of the most important issues they are facing today – liquidity. Cash is king, and businesses should consider all possible ways to conserve cash today and in the weeks and months to come. During this session, we will explore multiple opportunities to conserve cash involving the business’s retirement plans, healthcare plans and compensation arrangements.
Objectives
- Explore opportunities to reduce cash expenditures related to retirement plans.
- Avoid employer-sponsored retirement plan pitfalls that can cost businesses cash.
- Identify opportunities to reduce healthcare costs.
- Apply strategies to defer or reduce cash compensation expenditures.
Speakers
Principal, Grant Thornton Advisors LLCManaging Director, Alvarez & Marsal$49Standard Price
IdentificationEBPAATSCDateMay 5, 2020Join CPA.com to learn how to drive efficient, high quality employee benefit plan audits with OnPoint EBP. Discover how you can streamline the process, from planning to delivery of the auditor’s report through dynamic engagement tools, links to authoritative guidance, and practical implementation guidance. (Not eligible for CPE).
Speakers
Sales Engineer, CPA.comProduct Lead, Assurance, CPA.com$49Standard Price
IdentificationEBPAAT08DateMay 5, 2020You will hear us talk about the new CARES Act and SECURE Act legislation and the changes they made to retirement plans. Now listen our experts answer your questions on the CARES Act and SECURE Act! During this session our experts will address questions asked during previous session and during the FAQ session, so submit your questions early. They will address questions about the new employee retention credit, payroll tax deferral, retirement plan loans and special distributions and other legislative provisions that affect compensation and benefits.
Objectives
- Identify opportunities to help employees through implementing changes to retirement plans.
- Improve cashflow by claiming the employee retention credit or deferring payroll taxes.
- Discuss other aspects of the CARES Act and SECURE Act.
Speakers
National Director, Compensation and Benefits, Cherry Bekaert LLPPresident and General Counsel, Actuarial Benefits & Design CompanyPrincipal, Grant Thornton Advisors LLCKaren M. Field, J.D.Senior Director, RSM US LLPJennifer Allen, CPAPartner, Crowe LLPSenior Vice President, Argent Financial Group, Inc$49Standard Price
IdentificationEBPAAT10DateMay 5, 2020You will hear us talk about the new CARES Act and SECURE Act legislation and the changes they made to retirement plans. Now listen our experts answer your questions on the CARES Act and SECURE Act! During this session our experts will address questions asked during previous session and during the FAQ session, so submit your questions early. They will address questions about the new employee retention credit, payroll tax deferral, retirement plan loans and special distributions and other legislative provisions that affect compensation and benefits.
Objectives
- Identify opportunities to help employees through implementing changes to retirement plans.
- Improve cashflow by claiming the employee retention credit or deferring payroll taxes
- Discuss other aspects of the CARES Act and SECURE Act.
Speakers
National Director, Compensation and Benefits, Cherry Bekaert LLPPrincipal, Grant Thornton Advisors LLCPresident and General Counsel, Actuarial Benefits & Design CompanySenior Vice President, Argent Financial Group, IncKaren M. Field, J.D.Senior Director, RSM US LLPJennifer Allen, CPAPartner, Crowe LLP$49Standard Price
