This presentation will discuss how tax advisors should tell their their wealthy (but not ultra-wealthy) clients who no longer have a Federal estate tax problem because of the very high (and temporarily doubled) applicable exclusion amounts.
The fallout from the still-unfolding global financial crisis provides several perfect examples of "fat tail" risk, those that flow from the low-probability, high-impact events that generate upheaval more often than we think.
With the passage of the TCJA, Roth IRA conversions have once again become popular. While many professional advisors know about the basic rules of Roth IRAs, they do not understand the economic/tax intricacies associated with them.
As the use of annuities increases, particularly amongst baby boomers planning for retirement, professional advisors face more and more situations where they must properly report on and plan for annuity transactions.
In a discussion led by Conference Chair Marty Finn and featuring Chair Emeritus Sid Kess, a panel of tax and financial planning practitioners will explore the expanding role of the CPA and discuss alternative services to add to their practices inc
Learning is a vital part of developing, retaining and growing our firms. We will discuss how the changes around us are impacting how we learn and discuss ways to adapt. We will feature firms’ successes in this area.
In this session we will:
1. Explore the distinctive features of each of these philanthropic giving techniques and
2. How and when to use each one
Pre-registration is required for these lunch sessions – seats are limited.
When love is nonexistent (compassion, forgiveness, commitment, inclusiveness, understanding), leadership generally fails. True leadership not only requires love, it IS love. Yet amazingly, love is rarely described as a leadership competency.
This session will cover a review of those statutory changes, newly issued regulations, cases and administrative rulings impacting the the taxation of S corporations and their shareholders during 2018 and 2019.
Do you understand the impact and opportunity blockchain offers the accounting profession? Are you asking "how" this innovative distributed technology will accomplish disruption and disintermediation of the world's current business models?
John Elway, Hall of Fame quarterback, General Manager and President of Football Operations for the Denver Broncos and entrepreneur, discusses how managing a football team is similar to running a business – and the secret to succeeding at both.
The digital era has brought about a blistering pace of change that’s only getting faster. It’s rapidly resetting consumer expectations and challenging organizations to disrupt themselves to remain relevant.
The new world of Itemized Deductions and how to maximize your deductions and minimize taxes. Special attention to tax planning for the SALT (State and Local Tax Deduction), Interest Expense, Charitable Contributions and Personal Casualty Losses.
This session will cover major changes to depreciation, bonus depreciation and cost recovery. This session will also illustrate depreciation planning regarding the Sec. 199A pass-through deduction, Sec.
Join members of the AICPA’s Individual and Self Employed Tax Technical Resource Panel (ISET TRP) for a debrief of how this past filing season went, along with a review of current legislation developments- including how the AICPA is working to advo