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:
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: