Taxation Trailblazers: Unveiling the Best Tax, Personal Financial Planning and Estate Planning Strategies for 2024 and Beyond (EST, PFP, TAX)

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Speakers:
Tags: PFP EST TAX

Washington Update (EST, TAX)

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Speakers:
  • Mark G. Peterson, Executive Vice President - Advocacy, Association of International CPAs
Tags: EST TAX

Secrets of Successful Families: Creating a Lasting Legacy (TAX, PFP, EST)

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Speakers:
  • Justin Miller, J.D., LL.M., TEP, AEP(R), CFP(R), Partner and National Director of Wealth Planning, Evercore Wealth Management
Tags: PFP EST TAX

Putting It On & Taking It Off (Planning with No, Low, and “Negative” Basis Assets)

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Speakers:
  • Paul S. Lee, J.D., LL.M. (Taxation), Chief Tax Strategist, Northern Trust Company
Tags: EST

Estate Planning for a Non-Citizen

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Speakers:
Tags: EST

Estate and Gift Audit/Litigation Issues

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Tags: EST

“Real Estate Taxation” geared toward estate tax issues: gifts, estate tax, trust issues, basis issues, carryforwards, estate 1041 or trust 1041 issues.

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Speakers:
  • Michael C. Haas, CPA/MST, President, Haas and Dawe, An Accountancy Corporation
Tags: EST

Estate planning in a rising/falling interest rate environment; How interest rates affect your estate planning.

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Speakers:
Tags: EST

DEI Session - To be Announced

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Tags: PFP NAA EST TAX FIN EDG DEI TCH PRA TPR

ENGAGE Keynote - To be Announced

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Tags: PFP NAA EST TAX FIN EDG TCH PRA TPR