EBP19202. Beyond the Audit: AICPA Resources

Track: 
Industry Update
Field of Study: 
Taxes
CPE Credit: 
1.0
Knowledge Level: 
Basic
Advanced Preparation: 
None

Tuesday, May 7, 2019
 
7:30AM-8:20AM

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.
Learning Objectives:

  • 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


SESSION SPEAKER(S)

Principal, Employee Benefit Plans | CliftonLarsonAllen LLP
CPA, MBA
Vice President & Regional Compliance Practice Leader | Segal Company
CPA, CGMA
Senior Vice President | Argent Financial Group