Thumbnail for Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2018)

Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2018)

$459
Standard Price

This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA ENGAGE 2018)

Products

  • Thumbnail for Inside the Tax Studio: Navigating the
    Identification
    TAX18101
    Date
    June 11, 2018

    In a panel discussion led by Conference Chair Marty Finn and featuring Chair Emeritus Sid Kess, our committee of experts will:
    • Discuss income tax, estate tax and financial planning strategies for our clients in light of the new tax regime enacted by the "Tax Cuts & Jobs Act" (“TCJA”)
    • Highlight various conference sessions that will take deeper dives into TCJA changes and client planning opportunites.

    Speakers

    Speaker Image for Daniel Moore
    Owner, D.T. Moore & Company
    Speaker Image for Karen Brosi
    Owner, Karen Brosi, EA, CFP, a LLC
    Speaker Image for Randy Abeles
    Partner, RSM
    Speaker Image for Sidney Kess
    Sidney Kess, CPA, J.D., LL.M. (taxation)
    Senior Consultant, Citrin Cooperman
    Speaker Image for Martin Finn
    Partner, Rowlands, LeBrou & Griesmer, PLLC
    Speaker Image for Amy Miller
    Senior Manager, AICPA
    $49
    Standard Price
  • Thumbnail for Responding To Pushback: Concerns Based Marketing
    Identification
    PFP18EL01
    Date
    June 11, 2018

    Responding to pushback—whether its on investment questions, fees or other client experience issues--can occasionally trip up even the most seasoned advisor, and mean the difference between landing and losing that next prospect! Hear from Ernest Clark on key ways to keep the conversation focused and build confidence.

    Speaker

    Speaker Image for Ernest Clark
    Ernest Clark, CPA, PFS
    Relationship Director, BAM Alliance
    $49
    Standard Price
  • Thumbnail for How Boomer Advisors Can Create a Profitable NexGen Service Tier Leveraging Technology
    Identification
    PFP18EL03
    Date
    June 11, 2018

    Firms that currently serve the Baby Boomers and Silent Generation clients know they will need to attract the younger generations to maintain the longevity of their firm. Forging a relationship with their clients' children is great for both the parents and their children. Yet most struggle to figure out how to connect with and provide planning services for younger generations. This session will provide you with specific recommendations for how to successfully and profitably serve NexGen clients by leveraging technology and workflow automation. Deborah Fox will share how she and her team built this service tier in their firm and what specific components made it a resounding success.

    Learning Objectives:

    - Provide ideas for successfully serving NexGen clients, especially the children of their existing clients
    - Discuss examples of how Deborah structured this service in her own firm (what to do, but more importantly, what NOT to do

    Speaker

    Speaker Image for Deborah Fox
    CEO & Founder, Fox Financial Planning Network
    $49
    Standard Price
  • Thumbnail for Using Tax Reform and Broadridge Advisor to Deepen Client Relationships
    Identification
    PFP18EL02
    Date
    June 11, 2018

    Navigating the tax law changes can be tricky; it can be even harder to explain to clients how they are impacted. Whether your clients need help changing their estate structure, modifying their charitable giving strategy, considering new choices for funding college education or just navigating the complexities of retirement, you can be the primary point of contact to help them through tax (and life’s) changes. In this session, you’ll learn how to take what you know about the tax code and apply it to your individual clients in a proactive way with planning as the center of everything.

    - Learning Objectives:

    o How to capitalize on tax reform as a conversation to dive deeper with clients

    o Understand planning opportunities that arise from the new tax law and client life transitions

    o Explore options and best practices for proactively deepening client relationships

    o Learn how maximize your complimentary membership with Broadridge Advisor (this tools is included with PFP Section membership)

    Speakers

    Speaker Image for Marshall Aulick
    Corporate Account Manager, Broadridge Advisor Solutions
    Speaker Image for Dave Briggs
    VP of Corporate Training, Broadridge Advisor Solutions
    $49
    Standard Price
  • Thumbnail for Virtual Morning Coffee Chat: AICPA PCPS First 15 Reading Program
    Identification
    ENG18VC01
    Date
    June 12, 2018
    Demonstrate your firm’s commitment to the personal and professional development of your team by allowing them paid time to read at the start of each day. Use the PCPS toolkit to help kick start the program in your firm! Learning Objectives:
    Learn how to kick start a successful reading program at your firm.
    Learn the benefits of reading for 15 minutes at the start of each day.

    Speakers

    Speaker Image for Shelly Guzzetta
    Manager, Firm Services - Public Accounting, Association of International Certified Professional Accountants
    Speaker Image for Lindsey Curley
    Lindsey Curley, CPA, CGMA
    Senior Manager, Firm Services - Public Accounting, AICPA & CIMA
    $49
    Standard Price
  • Thumbnail for Virtual Morning Coffee Chat: Elevate Your Advisory Role: Business Retirement Solutions to Help You and Your Clients Succeed
    Identification
    ENG18VC02
    Date
    June 12, 2018

    Today, a staggering number of Americans do not have access to a workplace retirement savings program, and many have little or nothing saved for their golden years. As your business clients’ most trusted advisor, you are well positioned to help address this issue. Join our session to uncover critical retirement strategies and opportunities to further assist your clients in achieving their financial goals.

    Objectives:

    • Review current state of retirement readiness and the regulatory environment

    • Compare features and options to maximize savings potential

    • Highlight the exclusive benefits provided by the AICPA to help you and your clients prepare for retirement security

    Speaker

    Speaker Image for Frank Tortora
    Senior Manager Retirement Services, Paychex
    $49
    Standard Price
  • Thumbnail for Charitable Tax Strategies, Especially With Retirement Accounts
    Identification
    ENG18ER02
    Date
    June 12, 2018
    The 2017 Tax Cut and Jobs Act made it difficult for millions of taxpayers to get income tax savings from their charitable gifts. What are the best charitable tax strategies in 2018? And when structuring charitable bequests, what is the best way to use the pre-tax dollars in retirement accounts for those bequests. What are the traps? The solutions? How can estates and trusts get income tax savings from charitable bequests?

    Learning Objectives:
    • How charitable gifts should be structured differently to get greater tax savings in 2018 compared to prior years. • How charitable bequests can be structured to produce income tax savings rather than just estate tax savings

    Speaker

    Speaker Image for Christopher Hoyt
    Professor, Univ of Missouri (Kansas City) Law School
    $49
    Standard Price
  • Thumbnail for Gig Economy-Taxation Aspects of the New Economy
    Identification
    TAX18ER01
    Date
    June 12, 2018

    This session will discuss the gig economy and tax and business considerations for workers, platform companies and even CPA firms. Beyond the gig workforce, this session will examine trends in the new economy including transacting business using virtual currency, providing goods and services in a digital market, and worker issues with freelance work. Attendees will: Learn how the new Section 199A deduction applies to gig workers, how to deal with business versus hobby and worker classification issues, and obtain tips for serving new economy clients.

    Speakers

    Speaker Image for Daniel Moore
    Owner, D.T. Moore & Company
    Speaker Image for Annette Nellen
    Professor, MST Program Director, San Jose State University
    $49
    Standard Price
  • Thumbnail for Specialty Tax Credits & Incentives - Guide Your Business to Greater Value - Presented by Brayn Consulting
    Identification
    PST18EL03
    Date
    June 12, 2018

    Join us to look at tax law changes in 2018 - what has changed and what is needed to maximize the incentives.

    Learning objectives:

    • Research & Development credit - significance, who it applies to and how to position your company to take advantage of the credit

    • Cost Segregation Studies - what has changed in 2018, types of qualified property and changes in bonus depreciation

    • 179D Energy Efficient Deduction - who is this deduction for and how to use this deduction for projects

    Speakers

    Speaker Image for Brady Bryan
    CEO, CEO, BRAYN Consulting LLC
    Speaker Image for Jason Villere
    Director, BRAYN Consulting, LLC
    $49
    Standard Price
  • Thumbnail for Transform the Status Quo of Your Audit & Advisory Workflow - Presented by Wolters Kluwer
    Identification
    ENG18EL01
    Date
    June 12, 2018

    Does your audit team efficiently perform analytics as part of the audit? Are you able to efficiently collaborate with your client? Current audit quality initiatives coupled with increased fee pressures have auditors looking for new and innovative ways to improve quality without sacrificing efficiency. In addition, being future ready is important because your clients want an accountant who can proactively leverage technology to provide them better client service. We will discuss top trends impacting the profession and learn the value behind the expanded capabilities.

    Learning objectives:

    • Learn practical ways how to incorporate analytics as part of your audit.
    • Learn common peer review deficiencies and how to use technology to improve the quality of your audit.

    Speaker

    Speaker Image for Cathy Rowe
    Cathy Rowe, CPA, CA
    VP, Product Management Tax, Wolters Kluwer
    $49
    Standard Price
  • Thumbnail for The Hybrid Domestic Asset Protection Trust
    Identification
    ENG1810
    Date
    June 12, 2018

    The Hybrid Domestic Asset Protection Trust is the leading asset protection vehicle used by planners throughout the country. The presenter will describe why a traditional asset protection trust has potential flaws and how and why a Hybrid version is the better solution. The attendees will leave the session with a heightened knowledge about how to protect assets from creditors and divorcing spouses.

    Learning objectives:

    • Learn how to explain the Hybrid Domestic Asset Protection Trust technique to clients

    • Learn why this technique works so well and how to use this technique to differentiate yourself from your competitors

    Speaker

    Speaker Image for Steven Oshins
    Attorney, Oshins & Associates, LLC
    $49
    Standard Price
  • Thumbnail for Making Sense of the New Sec. 199A 20% Deduction
    Identification
    TAX1803
    Date
    June 12, 2018

    The new Sec. 199A deduction is probably one of the most complex provisions of the new Tax Act. This session will:

    1. Address the issues we face in determining which clients will qualify and how to calculate the amount. Any IRS updates and new developments will be included, as well as providing a forum for practitioner comments and questions.

    2. Address which client businesses or rental activities will qualify for the deduction - What steps can clients take to secure the deduction and obtain the necessary information needed to calculate the amount.

    Speaker

    Speaker Image for John Connors
    John J. Connors, LL.M. (Taxation)
    President, Tax Educators' Network, Inc.
    $49
    Standard Price
  • Thumbnail for It’s Hard to Be Good:  Impact Investing Strategies and Tax Considerations
    Identification
    TAX1804
    Date
    June 12, 2018
    Impact Investing is a hot topic in the investment arena. More and more clients are interested in investing in a way to make the world a better place.
    This session will address the various strategies to accomplish the investor’s goals, depending on whether the investor is an individual, trust, charitable vehicle, or other entity. The presentation also will cover the fiduciary issues and tax and other considerations when investing for impact.

    Learning Objectives:
    • Learn technical legal issues and considerations related to various impact investing strategies
    • Learn technical tax issues and considerations related to various impact investing strategies

    Speaker

    Speaker Image for Benetta Jenson
    Managing Director, Wealth Advisor, J.P. Morgan Private Bank
    $49
    Standard Price
  • Thumbnail for Lunch & Learn: Starting a PFP Practice
    Identification
    TAX18NL01
    Date
    June 12, 2018

    CPAs with an eye to the future know that tax season is also opportunity season. CPAs in tax have begun offering a broader slate of services that more completely address their individual clients’ needs. These services can provide CPAs with additional revenue streams, deeper relationships with clients and less dependence on the busy season. Perhaps more importantly, practitioners can meet the growing need for experts capable of providing objective advice to individuals, families and business owners on complex tax and planning needs. This promises both more opportunity for practitioners and better service for clients. In this session, you will learn how to address changing client demands today in a way that positions you for success both now and in the future.

    Learning objectives:

    • Understand how expanding services to individuals can help address changing client needs and demands
    • Learn how to position yourself and your firm as the provider of integrated tax and financial planning services

    Pre-registration is required for these lunch sessions – seats are limited.

    Speakers

    Speaker Image for Michael Goodman
    Michael E. Goodman, CPA, PFS, CFP
    President, Wealthstream Advisors, Inc.
    Speaker Image for Scott Sprinkle
    Managing Member, Sprinkle & Associates LLC
    Speaker Image for Theodore Sarenski
    Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA
    Wealth Adviser, Sage View Advisory Group
    Speaker Image for Lyle Benson
    Founder and President, L. K. Benson & Company
    $49
    Standard Price
  • Thumbnail for Ask the Experts Virtual Addition: U.S. Tax Reform (not eligible for CPE)
    Identification
    ENG18ASK01
    Date
    June 12, 2018

    For online audience only

    Join U.S. Tax Reform Speakers including Martin Finn, Sid Kess and Bob Keebler and ask any lingering questions you may have on U.S. Tax Reform.

    Speakers

    Speaker Image for Robert Keebler
    Partner, Keebler and Associates, LLP
    Speaker Image for Martin Finn
    Partner, Rowlands, LeBrou & Griesmer, PLLC
    Speaker Image for Sidney Kess
    Sidney Kess, CPA, J.D., LL.M. (taxation)
    Senior Consultant, Citrin Cooperman
    $49
    Standard Price

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