AICPA & CIMA ENGAGE Conference Returns as Hybrid Event

As America continues to recover from the economic impact of COVID-19, the need for financial professionals to be on top of their game has never been more important. The most up-to-date practices and cutting-edge financial planning strategies emerging from a difficult year will be discussed at the Advanced Personal Financial Planning (PFP) Track at AICPA & CIMA ENGAGE 2021. The conference will take place as a hybrid event both online and onsite at the Aria Resort & Casino in Las Vegas from July 26-28, 2021.

The Latest Practical Information and Guidance from the Sharpest Minds in the Profession

While the impact of COVID-19 for individuals and businesses continues to play out, Americans face rising costs of higher education, uncertainty around the future of Social Security and numerous other planning challenges. At the same time, recent legislation, such as The SECURE Act, The CARES Act, The American Rescue Plan have brought about a wealth of new planning opportunities.

Financial planners, estate planners, and other financial professionals looking to develop the essential skills to best guide their clients and firm into the future will benefit from detailed technical sessions and panel discussions. The conference agenda has been curated to feature the most up-to-date practical information and in-depth knowledge in the areas of tax, retirement, estate, risk management, investments and more.

Professionals recognize the Advanced PFP track as one of the best sources for advanced knowledge. In fact, the high-quality technical education shared this year will be brought by returning expert speakers who averaged a 4.64/5 satisfaction rating from attendees in 2020.

“Financial professionals looking to deepen their ability to offer top tier planning advice should take advantage of this opportunity to gain invaluable knowledge and network with some of the brightest planning minds in the country,” said Lauren Minch, CPA, CFA, CGMA, chair of the 2021 PFP Conference Planning Committee. “Leaders in the financial planning profession will be sharing the latest technical planning insight that attendees will immediately be able to put into practice to benefit their clients.”

In addition to the PFP track, attendees will have access to specialized content within all 9 additional tracks as part of AICPA & CIMA ENGAGE 2021 including:

Advanced Estate Planning
Tax Strategies for the High-Income Individual
Diversity Equity & Inclusion
Advanced Accounting & Auditing
EDGE Career Development
Practitioners & TECH+
Corporate Finance
Sports and entertainment planning (new this year)
The national practice management conference hosted by the CPA Firm Management Association (CPAFMA), which is now integrated into ENGAGE.

“This year’s event provides the wealth of technical knowledge the Advanced Personal Financial Planning track is known for, along with networking events and interactive features for those who are attending in person or online. We’re confident that anyone attending this year’s event will come away with new ideas, new information and new connections,” added Minch. Advanced Personal Financial Planning speakers include:

Bob Keebler, CPA/PFS, Partner, Keebler & Associates – Ed Slott, CPA, Partner, Ed Slott & Company

2021 IRA and Retirement Planning Update

Dr. Ross Riskin, CPA/PFS, Associate Professor of Taxation, The American College of Financial Services

Education Planning for the Next Decade: Practical Strategies for Success

Ted Sarenski, CPA/PFS, Wealth Adviser, Capital One/United Income

Social Security with Medicare

Mark Klein, Esquire, Hodgson Russ LLP

The Unexpected State Tax Consequences of Employees Who Work from Home

Steven Siegel, President, The Siegel Group

Estate Planning Issues in 2021

Scott Sprinkle, CPA/PFS, Managing Member, Sprinkle & Associates LLC – Michael Goodman, CPA/PFS, President, Wealthstream Advisors – Lyle Benson, CPA/PFS, Founder and President, L. K. Benson & Company – Sue Stevens, CPA/PFS, Wealth Advisor, Buckingham Strategic Wealth

Best Ideas For You, Your Practice, and Your Clients

Larry Swedroe, Director of Research, Buckingham Strategic Wealth and the BAM Alliance – Robert Huebscher, CEO, Advisor Perspectives – Samuel Adams, CEO, Vert Asset Management

The Pros and Cons of ESG Investing

Jordon Rosen, CPA, Director, BLS CPA – Karly Laughlin, Principal, Belfint, Lyons & Shuman, P.A.

Planning for Those Under $10 Million

Jeffrey Levine, CPA/PFS, Lead Financial Planning Nerd at Kitces.com

To Be Announced, check here for the latest.

AICPA & CIMA ENGAGE keynotes include Caroline Kennedy, author and former U.S. Ambassador to Japan, as well as a professional update featuring AICPA President and CEO Barry Melancon, AICPA Vice Chair William Pirolli, Sue Coffey, the AICPA’s CEO of public practice, and Erik Asgeirsson, president and CEO of CPA.com.

Who: The Advanced PFP track is designed for CPAs and CPA/PFS credential holders, financial planners, CFP certificate holders, CFA charter holders, Certified Investment Management Analysts (CIMA), tax and estate planning attorneys, insurance and risk management professionals and registered investment advisers. Continuing education credit is available for many designations.

What: Advanced Personal Financial Planning Track at AICPA & CIMA ENGAGE 2021

When: July 26-28, 2021.

Where: Both online and onsite at the Aria Resort & Casino in Las Vegas, Nevada.