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, AEPĀ® (Distinguished), Director (Retired), BLS CPA
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
Improving Firm Profitability
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
  • William R. Pirolli, CPA, PFS, CFF, CGMA, Executive Vice President of Firm Services, Succession Institute, LLC
Federal Tax Policy Update: Politics, Proposals and Prospects
Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)
Estate Planning for Private Equity and Opportunity Zone Funds
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Keynote: Professional Issues Update
AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
Making Changes to Irrevocable Trusts
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers: