Products
ENGAGE Morning Studio
Jun 6, 2022 7:45am ‐ Jun 6, 2022 8:00am
Join us daily as our host Jill Schlesinger talks about what you can expect at the ENGAGE 2022 conference onsite and what you don’t want to miss virtually! These segments will include interviews/q&a with speakers, behind-the-scenes look at the Studio, and what’s happening onsite this year!! Make sure to check the Studio out to enhance your experience as a virtual attendee!
Estate, Gift and Generation-Skipping Tax Update | preceded by the P. Thomas Austin Personal Financial Planning Division Scholarship Award
Jun 6, 2022 9:30am ‐ Jun 6, 2022 10:45am
This session will review recent cases, rulings and legislation in the area of estate, gift and generation-skipping tax. How those new rules impact estate planning approaches will also be discussed.
Speaker(s):
- Andrew M. Katzenstein, JD, Partner, Proskauer Rose LLP
AICPA Update: How a Global Pandemic and Emerging Technology is Reshaping Assurance
Jun 6, 2022 9:30am ‐ Jun 6, 2022 10:45am
The business environment is complex and evolving more rapidly than ever. A world-wide pandemic has required us to work differently, accelerated our adoption of technology by years and injected new risks and opportunities into the system. In order to position ourselves for success, we must understand prevailing environmental trends, how they impact what we do as assurance providers, and the opportunities they present.
Speaker(s):
- Susan S. Coffey, CPA, CGMA, Chief Executive Officer - Public Accounting, AICPA & CIMA
Investing in Innovation, Emerging Trends in FinTech & ESG Solutions
Jun 6, 2022 9:30am ‐ Jun 6, 2022 10:45am
The Association and CPA.com launched a shark-tank style startup accelerator five years ago focusing on Accounting, Finance & Regulatory tech solutions. Its purpose is to foster innovation and assist emerging technologies to better understand and service the accounting profession. Investment into new technologies and solutions is critical for not only staying ahead of the curve, but providing client-centric services. In this session, you will hear about trends in FinTech and ESG developments – and meet the startup companies that represent the 2022 cohort.
Speaker(s):
- Kacee Johnson, MBA, Vice President, Strategy & Innovation, CPA.com
Investing in a World of Uncertainty | preceded by the PFP Standing Ovation Awards
Jun 6, 2022 9:30am ‐ Jun 6, 2022 10:45am
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.
Speaker(s):
- David Lebovitz, Executive Director & Global Market Strategist, J.P. Morgan Asset Management
2022 Strategic and Tactical Themes
Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm
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
Speaker(s):
- Robert Montella, Senior Strategist, Goldman Sachs
Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts
Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm
A Long-term care insurance contract is an important risk management tool in the personal financial planning process. The contract provides benefits in the event of a future need for a nursing home, assisted living facility, or home health care. Hybrid long-term care insurance, which is also known as asset-based long-term care insurance, consists of a life insurance or annuity contract, with long-term care benefits as part of the contract.
Speaker(s):
- Thomas N. Tillery, MA Ed., MSFS, AEP® (Distinguished), CFP®, CLU®, ChFC®, LUTCF®, CRPC®, Vice President/Chief Compliance Officer, Paraklete Financial, Inc.®
Featuring Finance and FinTech in your Client Advisory Practice
Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm
The CPA profession played a critical role in helping small businesses acquire funding during the pandemic. This role naturally led to CPAs providing their clients with business advice. In turn, the opportunity for deeper client advisory services through business financing was revealed. In this session, leading voices will share how practitioners are expanding their client advisory services by providing financing assistance. You'll hear exactly what steps firms are taking to feature finance and FinTech as part of their CAS offering.
Speaker(s):
- Charles Groome, VP of Marketing, Biz2Credit
- Jeremiah LaRue, Product Marketing Manager, CPA.com
Top Technical Hotline Accounting, Auditing, Compilation, Reviews FAQs
Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm
This session covers frequently asked A&A questions asked by AICPA members through their technical hotline and CPEA in the areas of accounting, financial reporting, audit, compilation, and review engagements, with a focus on private company issues.
Speaker(s):
- Kristy Illuzzi, CPA, CGMA, Director, A&A Learning, Forvis
IRAs at Death & Beyond: Planning for post-mortem distributions after the proposed regulations implementing the SECURE Act
Jun 6, 2022 11:15am ‐ Jun 6, 2022 12:05pm
After much delay and anticipation, Treasury has finally promulgated the proposed regulations to implement the SECURE Act. It includes many refinements to the post-mortem distribution rules. Reviewing beneficiary designations and otherwise updating estate plans will be necessary. Specifically, this session will include the following: A review of how the new regulations are structured Flowcharts to distill the new rules to common practical situations Nuisances to the new 10-year rule Planning for the surviving spouse Planning to capture the exceptions to the new 10-year rule
Speaker(s):
- Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), Partner, Keebler and Associates, LLP