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:
Global Investing and Information Reporting for High Net Worth Individuals
Federal Tax Policy Update: Politics, Proposals and Prospects
S Corp update, following the presentation of the Sid Kess Award for Excellence in Continuing Education
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:
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
Keynote: Professional Issues Update
Identifying Tax Traps and Financing Nuances for Families Caring for Children with Special Needs
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
The surprising state tax consequences triggered by employees who work from home
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers: