TAX LEARNING PATH

The Tax Learning Path was designed for emerging tax professional. The AICPA has identified these sessions as ideal for new attendees of this conference.The topics covered will create a foundation for tax quality and build a strong EBP tax knowledge.

May 8th, 2017 - 1:00PM2:15PM
This session will provide an overview of ERISA that addresses issues which plan auditors...
May 8th, 2017 - 1:00PM2:15PM
This foundational session will discuss the EPCRS program and its limitations. It will...
May 8th, 2017 - 1:00PM2:15PM
Discover the various basic retirement plans appropriate for the small business employer....
May 8th, 2017 - 2:25PM3:40PM
Regardless of who is in the White House or in the majority in Congress, fiduciary...
May 8th, 2017 - 2:25PM3:40PM
In the world of 401(k) plans, many plan sponsors have utilized a variety of plan designs...
May 8th, 2017 - 2:25PM3:40PM
This session will present an overview of the nondiscrimination rules that apply to tax-...
May 8th, 2017 - 4:10PM5:25PM
Are you baffled by the 401(k) nondiscrimination testing? Would you like to better...
May 9th, 2017 - 7:00AM8:00AM
The AICPA has a wealth of resources for many aspects of ERISA and retirement planning....
May 9th, 2017 - 9:45AM11:00AM
This session reviews how either common ownership or shared activities, can cause two or...
May 9th, 2017 - 11:10AM12:25PM
This session will cover the essentials necessary to understand compensation as it...
May 9th, 2017 - 1:25PM2:40PM
This session will focus on internal controls associated with day to day internal plan...
May 9th, 2017 - 1:25PM2:40PM
Distributions from qualified plans and IRAs have become an integral part of income tax...
May 10th, 2017 - 7:00AM7:50AM
A targeted approach to learning can play a crucial part in your career advancement and...
May 10th, 2017 - 7:00AM7:50AM
With a particular focus on employee benefit plan audit considerations, this session will...
May 10th, 2017 - 7:00AM7:50AM
Join a number of Washington practitioners to understand how they learn about and...
May 10th, 2017 - 8:00AM9:15AM
This session will focus on the deduction timing of various type of compensation including...
May 10th, 2017 - 9:45AM11:00AM
This session will cover the basics of reviewing Form 5500 from an auditor's perspective...
May 10th, 2017 - 11:10AM12:25PM
Fringe benefits are an important part of an employee’s compensation package. This session...

Field of Study Legend

Accounting
Auditing
Behavioral Ethics
Business Management & Organization
Economics
Personal Development
Specialized Knowledge
Tax

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2