Beyond the Audit: AICPA Resources that Give You the Upper Hand

Wednesday, May 16, 2018 - 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. Key takeaways include: • Identify tools from the AICPA Tax Technical Resource Panel • Recall tax advocacy initiatives • Identify AICPA Tax Section tools • Identify AICPA Financial Literacy tools for plan sponsors and plan participants

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Advanced Preparation: 
Speaker(s) Speaker Details Session(s)
Kelly Davis ERPA, Principal Employee Benefit Plans, CliftonLarsonAllen LLP, Phoenix, Arizona 202, LM1
Kris Esposito CPA, MST, Senior Technical Manager - Tax Policy & Advocacy, Association of International Certified Public Accountants, Washington, District of Columbia 202
Wayne Kamenitz Dual MBA Taxation & Finance, Vice President & Regional Compliance Practice Leader, Segal Company, New York, New York 13, 202, 65
Chris Shankle CPA, CGMA, Senior Vice President, Argent Financial Group, Shreveport, Louisiana 13, 202