AICPA Resources for Non-Auditors

Session Date: 
May 9th, 2017 - 7:00AM8:00AM


The AICPA has a wealth of resources for many aspects of ERISA and retirement planning. AICPA staff and members will review these resources to give participants familiarity with what they can offer for a vibrant ERISA practice or to plan sponsors for use by internal accounting or human resources staff – or even plan participants. Also, this session will give you a peek inside the AICPA Tax Division, including updates on current tax advocacy initiatives. Facilitators recommend bringing your laptop to this session to fully participate in the case study.

Key takeaways include:

  • Tools from the AICPA Employee Benefits Tax Technical Resource Panel
  • Affordable Care Act resources
  • Tax advocacy initiatives
  • Tax Section tools

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Wayne Kamenitz CPA, Dual MBA Tax Finance, Vice President & Regional Compliance Practice Leader, Segal Company, New York, NY 9, 65, 202
Chris Shankle CPA, CGMA, Senior Vice President, Argent Financial Group, Shreveport, LA 65, 77, 202
Kelly Davis ERPA, Principal Employee Benefit Plans, CliftonLarsonAllen LLP, Phoenix, AZ 17, 202
Kristin Esposito CPA, MST, Senior Technical Manager - Tax Policy & Advocacy, AICPA, Washington, DC 202

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

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