Best Tax Ideas Panel
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
  • Martin S. Finn, CPA, J.D., LL.M., Partner, Lavelle and Finn, LLP
  • Annette Nellen, CPA, CGMA, Esq, Professor, MST Program Director, San Jose State University
  • Jordon N. Rosen, CPA, MST, AEP® (Distinguished), Director (Retired), BLS CPA
General Business Tax Update
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Real Estate Tax: Taxation of Real Estate Professionals
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Annette Nellen, CPA, CGMA, Esq, Professor, MST Program Director, San Jose State University
Is your Tax Manager an asset or a liability?
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Chris Wittich, CPA, MBT, Partner, Boyum Barenscheer, PLLP
  • Drew Wolf, CPA, Senior Accountant II, Boyum Barenscheer, PLLP
  • Jacob Bitz, CPA, Senior Accountant, Boyum Barenscheer, PLLP
Global Investing and Information Reporting for High Net Worth Individuals
Federal Tax Policy Update: Politics, Proposals and Prospects
Social Security with Medicare
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Ethical Dilemmas in Representation
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Gutters & Guardrails: Maximizing Retirement Income with Spending Flexibility
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Oscar Vives, CPA/PFS, CFP®, Wealth Strategist, PNC Private Bank
Demistyfying Distributable Net Income
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • Jeremiah W. Doyle, BS (Accounting), J.D.,LL.M. (Taxation), LL.M. (Banking Law), SVP/Family Wealth Strategist, BNY Mellon Wealth Management