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EBP2217 - Benefit Conundrums & Sticky Wickits Deliberated

‐ May 10, 2022 4:20pm

An interactive session in which seasoned professionals will present a difficult technical issue they have recently had to resolve for a client and discuss their approach to solving the issue, soliciting comments from the audience and other panel members. The audience will have an opportunity to present their own tricky client issues and get feedback from the panel and audience

Learning Objectives:

  • Evaluate and solve a difficult client situation, applying the technical rules, taking into account practical considerations and understanding risks inherent in alternative approaches
  • Formulate a network of professionals who can be called upon to discuss difficult technical issues presented by clients
  • Assess the importance of knowing the intent of a rule and how that intent can be used to benefit your client




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