Error loading player: No playable sources found

EBP2336

Shifting Sands: Up and Coming EBP Professionals

Date
May 9, 2023
$49
Standard Price
This product is also available as part of the following products:
Thumbnail for 2023 AICPA & CIMA Employee Benefit Plans Conference
This includes sessions from the conference: 2023 AICPA & CIMA Employee Benefit Plans Conference

This 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. Join this session to hear how firms have developed future EBP leaders. Come learn how to shift from audit to tax to better round out your EBP practice.

Learning Objectives

  • Identify how the profession needs tax code compliance experts as the industry stalwarts turn to shorter hours and consulting.
  • Recall the many ways tax code compliance is necessary to auditors who determine there may be a compliance issue.
  • Select a plan to shift and identify tax leadership willing to mentor and where to find resources.

Speakers

Speaker Image for Deborah Walker
National Director, Compensation and Benefits, Cherry Bekaert LLP
Speaker Image for Margaret Friel
Retirement Plans Specialist, Wilson Sonsini Goodrich & Rosati

General

Related Products

Thumbnail for Digging Into the Definition of Compensation + 414(s)
Digging Into the Definition of Compensation + 414(s)
It'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…
Thumbnail for Trail Guide: Finding Your Way Around the Mountain of Resources
Trail Guide: Finding Your Way Around the Mountain of Resources
What 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…
Thumbnail for Future Ready Benefits Packages: Tax Considerations
Future Ready Benefits Packages: Tax Considerations
The 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…
Thumbnail for Compensation & Benefits Foundations
Compensation & Benefits Foundations
The 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…

This site uses cookies to store information on your computer. Some are essential to make our site work, others help us improve, the user experience. By using the site, you consent to the placement of these cookies. Visit our Privacy Center to learn more.