Best Tax Ideas Panel
Jun 9, 2022
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
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Angie Grissom, The Rainmaker Companies, Owner, Chief Relationship Officer
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Chaya Siegfried, CPA, MST, Lead, International Business Tax Services, Withum
The Four Most Important Words in Leadership
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Rebekah Olson, CPA, CEO, The Maryland Association of CPAs
Belonging and Value: How to Stop Counting People and Start Making People Count (All Tracks)
Jun 9, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Guylaine Saint Juste, President & CEO, NABA
- Okorie L. Ramsey, Chair, AICPA & the Association
- Thalia Smith, Partner, Deloitte & Touche LLP
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Lisa Featherngill, CPA/PFS, CFP (R), National Director of Wealth Planning, Comerica Bank
- Natalie Perry, CPA (registered), Partner, Harrison LLP
- Paige Goepfert, CPA, MST, CSEP, Managing Director, Andersen
Demistyfying Distributable Net Income
Jun 8, 2022
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
Jun 8, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Barry C. Melancon, President and CEO, AICPA & CIMA
- Susan S. Coffey, CPA, CGMA, Chief Executive Officer - Public Accounting, AICPA & CIMA
- Erik Asgeirsson, President & CEO, CPA.com
- Anoop N. Mehta, CPA, CGMA, Chief Strategist, Analytical Mechanics Associates
Tags:
ENG
The Business Coach
The Tech Whisperer
The Visionary Leader
The Development Guru
The Leader of Planners
The Emerging Partner
The Relationship Builder
The Fearless Contributor
The Audit Leader of the Future
Corporate Finance Executive
The Partner-Track Superstar
The Proactive Realist
The Accounting Law Pioneer
The B and I Chief Strategist
The B and I Star
The Rising Star EST
The Rising Star PFP
The Legacy Builder EST
The Legacy Builder PFP
The Versatile Tax Adviser PFP
The Versatile Tax Adviser EST
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Kelley C. Long, CPA/PFS, CFP®, Financial coach, Financial Bliss with Kelley Long
- Julie A. Welch, CPA, PFS, CFP, AEP (Distinguished), Shareholder and Director, Meara Welch Browne, P.C.
- Daniel S. Rubin, J.D., LL.M. (Taxation), Partner, Farrell Fritz, P.C.
- Theodore J. Sarenski, CPA/PFS, CFP, AEP, CGMA, Wealth Adviser, Sage View Advisory Group
Retirement Best Ideas Panel
Jun 7, 2022
Collection: 2022 AICPA & CIMA ENGAGE
Credits: None available.
Type: Session
Speakers:
- Bob Veres, Editor, Inside Information
- Jeffrey Levine, CPA/PFS, CFP, AIF, CWS, BFA, MSA, Lead Financial Planning Nerd, Kitces.com
- David Blanchett, PhD, CFA, CFP, Head of Retirement Research, PGIM
- Michael Finke, PhD, CFP, Professor, Frank M. Engle Chair of Economic Security Research, The American College of Financial Services