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

R&E Credit

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

Individual & Self Employed (ISET) TRP (Tax Season Debrief)

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Speakers:
  • Annette Nellen, CPA, CGMA, Esq, Professor, MST Program Director, San Jose State University
  • Amie Kuntz, CPA, MA, National Tax Partner, RubinBrown LLP
Tags: TAX

Hot S-Corp Issues

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

Education Planning

Jun 6, 2024
Collection: AICPA & CIMA ENGAGE 2024
Credits: None available.
Type: Session
Speakers:
  • Dr. Ross A. Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute
Tags: TAX

It's All Foreign to Me - International Tax Reporting and Disclosures

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

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