BCLU0023: CPE Beach Cluster

Cluster Overview
Held at the Holiday Inn Resort Lumina on Wrightsville Beach, this Cluster Event is designed to meet the diverse demands of your job.
With specific updates in North Carolina’s business and Economic Trends, Technology, A&A, Tax, Fraud, Not-for Profit, & Personal Development.
The program’s format is broken up into affordable, four-hour sessions for you to choose from and tailor to your curriculum needs.

 

CPE Offered
Earn (Up To) 28.00 Credits
CPE is assigned according to (total minutes attended) and rounded down to nearest half hour
CPE is applied per NASBA Guidelines

 

Meals Are provided according to how attendees register for sessions per each day of the event

 

Morning Only (Registered Sessions) will be provided Breakfast Only
Afternoon Only (Registered Sessions) will be provided Snacks + Drinks Only
Morning + Afternoon (Registered Sessions) will be provided both Breakfast + Lunch + Snacks

 

Dress + Attire
Casual & Laidback (its the Beach!)

 

Parking Fees
$7.00 - for all guests staying at the Holiday Inn Resort you will be charged a nightly fee
Free Parking - if you are not a guest of the hotel and find a spot (inside the hotel's parking lot) 
Street Parking - payment is required and fees are determined by nearby meters (Towing Enforced)

Objectives
  • See individual session listings
Event Information
Date Presented:
August 08, 2023 8:00 AM Eastern
Event Location:
Holiday Inn Resort Lumina on Wrightsville Beach
Wrightsville Beach, NC
Length:
3 days, 3 hours
Click on a topic name to see details and purchase options.
Tuesday August 8, 2023
1A: Guide and Update to Compilations, Reviews, & Preparations

Specifically designed for preparation, compilation, and review practitioners, this course will provide you with a comprehensive review and hands-on application for performing financial statement preparation, compilation, and review engagements. You will learn the ins and outs of applying SSARS No. 21, Clarification and Recodification, as well as the additional guidance related to SSARS engagements through the issuance of SSARS Nos. 22-25 by the ARSC. The course will also review recent peer review feedback on SSARS engagements, providing insights on how to successfully apply this guidance. Not only will this course bring you up to date on SSARSs requirements and guidance, but more importantly, it will provide you with practical examples and illustrations to help you effectively and efficiently perform compilation, preparation, and review engagements.

 

Objectives: * Understand and apply SSARS No. 21, Clarification and Recodification * Be familiar with changes due to the issuance of SSARS Nos. 22, 23 and 24 * Be familiar with preparation, compilation, and review program examples * Be aware of the most recent reports and other required communications

Required Knowledge: Experience in performing and managing compilation, preparation, and review engagements

Who Should Attend? Accounting practitioners and their staff performing and managing compilation, preparation, and review engagement services

Qualifies for Yellowbook: No

Qualifies for Enrolled Agent: No

Field of Study: Auditing

CPE: 4.00

Speaker Information
Thomas Newell  [ view bio ]
1B: Surgent's S Corporation, Partnership, & LLC Tax Update

If you are a practitioner who wants the latest information on tax changes affecting your business clients or employers, then you should take this enlightening course. You will learn invaluable knowledge, strategies, techniques, innovative tax-planning concepts, income-generating ideas, and other planning opportunities available to S corporations, partnerships, LLCs, and LLPs. Continually updated to reflect enacted legislation.

 

Objectives: * Understand the current planning issues for businesses * Understand how recent legislation impacts planning for pass-throughs * Understand what pass-throughs can do in light of tax law changes
Required Knowledge: Experience with pass-through entity clients
Who Should Attend?: All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their business clients or employers
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: Yes.
Field of Study: Taxes
CPE: 4.00

Speaker Information
Susan Smith  [ view bio ]
2A: Annual FASB Update & Review

"This course provides a detailed discussion on the key topics related to financial reporting, though in a summarized format. The course will focus on recent ASUs issued by the FASB with a concentration on issues of greatest significance to most accounting practitioners. Specifically, the course will review recently issued FASB standards on leases and provide an update on the status of ASC 842 implementation and other hot button accounting issues, such as what is on the FASB’s technical agenda. This course is the place to go for a succinct but thorough update on the big topics impacting financial accounting and reporting.

 

Objectives: * Be aware of recent private company standard setting activities * Review the latest FASB Accounting Standards Updates (ASUs) * Understand the new lease accounting guidance found in Topic 842, Leases * Recall the applicability of ASC Topic 326 to accounts receivable balances * Recall key provisions of recently issued FASB Updates
Required Knowledge: Experience in financial accounting and reporting
Who Should Attend?: Practicing CPAs and their staffs, both in public accounting and business and industry, controllers, accountants, and other financial accounting personnel involved in financial statement preparation and review
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Accounting
CPE: 4.00

Speaker Information
Thomas Newell  [ view bio ]
2B: IRS Tax Examinations & Hot Issues

Due to IRS issue focused examinations, Accounting and Finance Professionals need to understand what types of returns are selected for examination and ways to help clients survive an IRS audit with little or no change. As a result of issue focused examinations, Accounting and Finance Professionals must understand what the high audit risk area issues are and what the IRS is focusing on when a return is examined. In addition, because tax-related identity theft is a common issue for many taxpayers, it is critical for Accounting and Finance Professionals to understand the procedures necessary to resolve this matter for their clients.

 

Objectives: * Understand the IRS process for selecting returns for examination * Identify the types of returns the IRS is examining * Understand the hot examination issues that the IRS is focusing on to help clients reduce their exposure to additional tax assessments * Determine if your client is a victim of tax-related identity theft and the procedures to use to resolve strategies for dealing with IRS examiners and presenting your clients’ tax positions in the best light possible
Required Knowledge: Experience in preparing individual and business tax returns
Who Should Attend?: Accounting and Finance Professionals in public practice who prepare tax returns and represent their clients on IRS examinations
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: Yes.
Field of Study: Taxes
CPE: 4.00

Speaker Information
Susan Smith  [ view bio ]
Wednesday August 9, 2023
3A: Current Issues in Accounting & Auditing: An Annual Update

Designed for accounting and attestation practitioners at all levels in both public accounting and business and industry, this course provides an overview of recent FASB and AICPA activity, including recently issued and proposed Accounting Standards Updates (ASUs); the latest on the new lease accounting standard, Topic 842; other relevant ASUs. The course also reviews new auditing standards effective in 2021 and beyond and the latest on new standards related to SSARS engagements. The course will also discuss other important practice matters you should be aware of, including an update on peer review and audit quality.

 

Objectives: * Review recently issued and proposed FASB Accounting Standards Updates * Review the FASB’s new lease accounting standard, Topic 842 and Topic 326 on impairments * Come up-to-date with matters on the FASB’s technical agenda * Understand SSARS No. 21, Clarification and Recodification, and other recently issued or proposed SSARS * Be familiar with new and proposed AICPA and PCAOB releases * Utilize hands-on examples and illustrations to increase your overall understanding and application of the material
Required Knowledge: Experience in accounting and attestation
Who Should Attend?: Accounting and attestation practitioners at all levels desiring to remain up to date on recent pronouncements and other standard setters’ activities
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: Yes.
Field of Study: Accounting (2.00) Auditing (2.00)
CPE: 4.00

Speaker Information
Thomas Newell  [ view bio ]
3B: Surgent's Individual Income Tax Update

This highly informative course will bring you up-to-speed on the latest in individual tax law developments and the corresponding or responsive planning opportunities available to your clients. You will come away from the course ready to educate your individual tax clients and implement tax-savings ideas that will serve their ever-evolving needs. Continually updated to reflect enacted legislation. Please Note: Due to content overlap, it is recommended that this course NOT be taken together with BFT4.

 

Objectives: * Understand strategies and tactics to use in light of new legislation * Understand how to nail down valuable deductions and other reductions to the tax base
Required Knowledge: Experience in individual tax planning
Who Should Attend?: All tax practitioners, both those working in public accounting as well as those in private industry, who need the latest information on tax changes affecting their individual clients
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: Yes.
Field of Study: Taxes
CPE: 4.00

Speaker Information
Susan Smith  [ view bio ]
3C: Critical Issues That CPAs in Industry Will Need to Face This Year

In this session we will tackle pressing issues at a “need to know” level and then discuss the practical implications. You will come away armed with the “big picture.” Preparedness is half the battle, so do not miss this critical briefing.

 

Objectives: * Understand the impacts of major tax legislation and recent accounting pronouncements on CPAs in industry
Required Knowledge: Some experience as a CPA in a corporate environment
Who Should Attend?: Practicing CPAs with a need to stay on top of the issues and trends that will affect their practice this year
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Accounting (2.00) Taxes (2.00)
CPE: 4.00

Speaker Information
Kerry Roberts  [ view bio ]
3D: Best Practices in Not-for-Profit Accounting & Reporting

Don’t just wing it when you can soar! To catch the eye of resource providers and fulfill the needs of leadership, it is essential that not-for-profits prepare financial statements which excel. This course will empower you with the knowledge of not-for-profit accounting and reporting to surpass the expectations of financial statement users. Over 15 focused exercises are included to illustrate and refine today’s best practices in not-for-profit accounting and reporting.

 

Objectives: * Prepare not-for-profit financial statements that make a difference * Select the accounting and reporting options that work best for the individual not-for-profit * Skillfully apply today’s not-for-profit accounting and reporting requirements
Required Knowledge: Some introductory background in not-for-profit accounting and reporting
Who Should Attend?: Not-for-Profit industry professionals and auditors
Qualifies for Yellowbook: Yes.
Qualifies for Enrolled Agent: No.
Field of Study: Accounting (Governmental)
CPE: 4.00

Speaker Information
Jeffrey Lieman  [ view bio ]
4A: Proven Controls to Steer You Clear of Fraud

Organizations that fall victim to fraud (and that is every organization in the world) have many controls in place to combat fraud. We will discuss means and methods to stop fraud and the controls that victim organizations employ to seek improvements for our organizations.

 

Objectives: * Understand the prevalence and incredible cost of fraud * Learn what drives seemingly honest people to steal * Understand that there are many layers in fraud defense * Understand that checklists can help both management and us to focus in areas we may have overlooked
Required Knowledge: None
Who Should Attend?: CPAs in public practice and industry who wish to educate clients or colleagues on how to better prevent fraud from occurring at the source – would-be fraudsters – as well as to seek means to improve anti-fraud controls
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Auditing
CPE: 4.00

Speaker Information
Thomas Newell  [ view bio ]
4B: Maximizing Your Social Security Benefits

The leading edge of the baby boomer generation has already reached retirement age. Financial and tax planners can expect increased demand for strategies that dovetail Social Security with other retirement and estate planning objectives. This course provides tax and financial planning professionals with both the background information on the Social Security system and the strategies clients will need in dealing with Social Security, and the myriad other related retirement planning issues.

 

Objectives: * Identify who is entitled to retirement benefits and in what amounts * Summarize the factors one must consider in determining when to take benefits * Discuss the taxation of Social Security benefits and how this impacts other income tax planning * Identify and describe the potential effects of retirement and estate planning strategies
Required Knowledge: Basic knowledge of retirement planning
Who Should Attend?: Practitioners who have clients contemplating receipt of Social Security
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Taxes
CPE: 4.00

Speaker Information
Susan Smith  [ view bio ]
4C: Enterprise Risk Management Concepts & Strategy for Small & Medium-Sized Companies

2020 taught us that major risks can come at us from any direction and with barely a warning. All organizations operate in a risk environment, but all too often, they either don’t realize it, or they don’t develop a strategy to deal with the risks. In this session, we will explore how risks work in both for-profit and not-for-profit organizations and how they can develop a strategy to identify, evaluate, and mitigate those risks. This program will not teach how to eliminate risks, but how to strategize how to reduce their total effect. We will liberally use case studies of both for-profit and not-for-profit companies to bridge the gap between concept and actual implementation. In each area we will explore what our experiences of the pandemic have taught us about this part of risk management.

 

Objectives: * Understand how risks can both positively and negatively affect the organization * Learn more about how we could have been better prepared for the pandemic * Determine the nature of risk in both large and small organizations * Understand the tolerance for risk in the organization * Match risks to proper strategy * Perform risk analysis and evaluations * See how the strategy of the organization represents risk
Required Knowledge: Experience in financial management of a small or midsize company
Who Should Attend?: CFOs, controllers, and finance professionals
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Management Services
CPE: 4.00

Speaker Information
Kerry Roberts  [ view bio ]
4D: The Most Critical Challenges in Governmental Accounting Today

With the leasing standard and other standards looming, now is the time to know more than just what the standards say; we need to know what they mean and how they will affect governmental entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in governmental accounting today.

 

Objectives: * Identify the critical changes occurring in governmental accounting today * Skillfully implement today’s most challenging GASB standards * More effectively audit governmental entities through superior knowledge of key accounting issues
Required Knowledge: Basic auditing knowledge
Who Should Attend?: Governmental industry professionals and auditors
Qualifies for Yellowbook: Yes.
Qualifies for Enrolled Agent: No.
Field of Study: Accounting (Governmental)
CPE: 4.00

Speaker Information
Jeffrey Lieman  [ view bio ]
Thursday August 10, 2023
5A: Evaluating Fraud Risk in a Financial Statement Audit

The Association of Certified Fraud Examiners says that there is fraud lurking in all businesses, including not-for-profit organizations. It often goes undetected for years and when uncovered, management and the board may question why the auditor did not identify it. The auditor’s responsibility in a financial statement audit is to assess risk and perform sufficient procedures to obtain reasonable assurance that the financial statements are free from material misstatement due to fraud or error. However, failure to perform an adequate fraud risk assessment and report deficiencies in internal control, such as lack of segregation of duties, can leave a firm vulnerable. This course will discuss the audit procedures that should be performed in accordance with AU-C 240 as recently amended, best practices in performing fraud risk assessment procedures, when and how to report control deficiencies noted in an audit, and the most frequent types of fraud found in small to midsize entities along with internal controls that could be implemented to help prevent and detect them. This course features case studies

 

Objectives: * Understand the drivers of fraud risk in a financial statement audit * Conduct procedures required by professional literature to assess the risk of fraud * Develop discussion points to review with management and those charged with governance * Identify the main types of fraud that occur in small to midsize companies and develop internal controls to be responsive to those risks * Evaluate fraud case examples and identify how fraud occurred and how it could have been prevented or detected
Required Knowledge: None
Who Should Attend?: CPAs in either public or private practice with accounting, financial reporting, or attest responsibilities
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Auditing
CPE: 4.00

Speaker Information
Thomas Newell  [ view bio ]
5B: This Year's Top Tax & Financial-Planning Ideas

With tax rates for individuals, estates and trusts changing, tax planning takes on more importance. New ideas for financial planning and retirement must be considered. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.

 

Objectives: * Understand changes to tax law affecting individual taxpayers through the present * Identify strategies that are effective following estate and gift tax changes
Required Knowledge: Basic course in individual income tax and estate planning
Who Should Attend?: All Accounting and Finance Professionals, especially those who want to provide the best up-to-the-minute tax advice
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Taxes
CPE: 4.00

Speaker Information
Susan Smith  [ view bio ]
5C: Controller & CFO Update: Hot Topics Facing Today's Financial Professional

In today's rapidly changing world, finance professionals are required to wear many hats and are often the keys to the success of the organization. On one hand, they need to be abreast of the latest proven financial skills for making the best decisions, and on the other hand they need the best skills to motivate, manage, and lead people. Being pigeon-holed into one area or another is neither good for career building nor good for the organization. This reality has proven to be even more true with the advent of COVID-19. We'll cover the latest issues that all CFOs and controllers need to know about and provide how-to guidance to allow for immediate use in their organizations. The program is focused on organizational success and will concentrate on ways to manage risk and achieve greater productivity.

 

Objectives: * Understand the current issues and latest trends impacting CFOs, controllers, and finance professionals * Understand how domestic and global economic conditions could impact the organization * Apply what we have learned from the COVID-19 pandemic for a positive impact on the organization * Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course
Required Knowledge: Experience in financial management of a small or midsize company
Who Should Attend?: CFOs, Controllers, and Finance Professionals
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Finance
CPE: 4.00

Speaker Information
Kerry Roberts  [ view bio ]
5D: Understanding and Testing Control & Compliance in a Single Audit

The control and compliance requirements for single audits differ from the requirements for GAAS audits. As a result, sometimes it’s difficult to tell where the auditor’s responsibilities start and stop in a single audit. This course is designed to help you proceed and succeed in applying the single audit control and compliance requirements. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in single auditing today.

 

Objectives: * Obtain a thorough understanding of the auditor’s responsibilities related to internal control in a single audit * Skillfully apply the single audit requirements related to testing direct and material compliance requirements for major programs * Perform single audits that make peer reviewers happy
Required Knowledge: Basic single audit knowledge
Who Should Attend?: Auditors performing single audits
Qualifies for Yellowbook: Yes.
Qualifies for Enrolled Agent: No.
Field of Study: Accounting (Governmental)
CPE: 4.00

Speaker Information
Jeffrey Lieman  [ view bio ]
6A: Technology Trends & Hot Topics Impacting the Accounting Profession

Never have the benefits, and related risks, of utilizing new technology been greater for those in the accounting profession. From Artificial Intelligence (AI), Robotic Process Automation (RPA), and Audit Data Analytics (ADA) to cloud-based software solutions, our clients’ technology landscape is rapidly changing. Accordingly, we, as accounting professionals, need to be on the forefront of these changes, including having a firm understanding of the risks associated with the use of these tools. In this course, we’ll review these trends, highlight new and emerging products, and focus on cybersecurity risks and best practices that will allow accounting professionals to help our clients navigate these exciting but challenging times. Plus, we’ll review the newly issued guidance on audit evidence found in SAS 142, which guides our use of technology on our professional engagements.

 

Objectives: *Identify the business drivers of companies today and the need for data-driven decision making * Identify other current trends in information technology applications for clients and auditors * Discuss SAS 142 and how it applies to the new audit methodologies using technology * Explain how auditors are integrating audit data analytics into the audit process
Required Knowledge: None
Who Should Attend?: CPAs in public practice with accounting, financial reporting, or attest responsibilities
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Auditing (2.00) Information Technology (2.00)
CPE: 4.00

Speaker Information
Thomas Newell  [ view bio ]
6B: Select Estate & Life Planning Issues for the Middle-Income Client

Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.

 

Objectives: * Understand various documents used in estate planning * Identify use of trusts and other financial arrangements * Know what issues clients confront, and potential solutions
Required Knowledge: None
Who Should Attend?: Accounting and Financial Professionals who advise clients on estate planning
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: Yes.
Field of Study: Taxes
CPE: 4.00

Speaker Information
Susan Smith  [ view bio ]
6C: Integrated Planning, Forecasting, & Budgeting for Organizational Success

Planning may be one of the most important assignments of the finance professional; however, it is often accomplished in a way that can harm the organization. In many cases, huge sums are spent only to have a planning document developed that does not serve to bring the company together, but rather causes internal division. In some situations, the budget can actually harm both productivity and alignment. This course is designed to bring planning, budgeting, and forecasting together into one fully aligned process that is easier, more efficient, and fully engages all parts of the organization. Rather than the plan being owned by the finance department, it is owned and followed by everyone from the CEO to the entry-level employee.

 

Objectives: * Implement an integrated approach to planning, budgeting and forecasting for a more uniform process throughout the organization * Avoid the political pitfalls that often come with the planning process * Maximize the usefulness of the different plans developed for the organization * Identify the differences between strategic and incremental planning * Perform a financial risk analysis * Perform an EVA analysis (PV, ROI and Modified ROI) * Be familiar with the results of the case studies and exercises that reinforce key learning points throughout the course
Required Knowledge: Experience in financial management of a small or midsize company
Who Should Attend?: CFOs, Controllers, and Finance Professionals
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Management Services
CPE: 4.00

Speaker Information
Kerry Roberts  [ view bio ]
6D: The Most Critical Challenges in Not-for-Profit Accounting Today

This year, not-for-profit entities are preparing to apply critical new standards related to contributions of nonfinancial assets, leases, and more. Now is the time to know more than just what the standards say – we need to know what they mean and how they will affect not-for-profit entities. This course is designed to do just that! The course materials utilize a highly illustrative and innovative format. Over 15 focused exercises are included to provide an enhanced working knowledge of the most critical challenges in not-for-profit accounting today.

 

Objectives: * Identify the critical changes occurring in not-for-profit accounting today * Skillfully implement today’s most challenging FASB standards affecting not-for-profits * More effectively audit not-for-profit entities through superior knowledge of key accounting issues
Required Knowledge: Knowledge of not-for-profit accounting
Who Should Attend?: Not-for-Profit industry professionals and auditors
Qualifies for Yellowbook: Yes.
Qualifies for Enrolled Agent: No.
Field of Study: Accounting (Governmental)
CPE: 4.00

Speaker Information
Jeffrey Lieman  [ view bio ]
Friday August 11, 2023
7A: Financial Statement Disclosures: A Guide for Small & Medium-Sized Businesses

A clear and concise set of proper financial statement disclosures can make or break an entity's financial statements. This course will focus on key balance sheet and income statement disclosure as well as those relating to adoption of new accounting standards related to revenue (ASC 606) and leases (ASC 842), accounting policies, changes in accounting estimates and errors, subsequent events, going concern, and related party disclosures. The course will use illustrations, examples based on private company financial statements disclosures, and real-world excerpts from financial statements to provide you with a hands-on feel for the disclosure requirements across a number of accounting standards.

 

Objectives: * Understand and apply the professional requirements and guidance for preparing financial statement disclosures for all entities, including small and medium-sized businesses * Identify balance sheet, income statement, and statement of cash flows presentation issues * Review disclosure examples from all sized entities, including small and medium-sized businesses * Be familiar with developing disclosure issues, such as those related to the adoption of new accounting pronouncements * Utilize hands-on examples and illustrations to increase your overall understanding and application of the material
Required Knowledge: None
Who Should Attend?: CPAs and other accounting professionals in public practice and business and industry involved in preparing financial statement disclosures for small and medium-sized businesses
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Accounting
CPE: 4.00

Speaker Information
Thomas Newell  [ view bio ]
7B: Securing a Comfortable Retirement

This course gives CPAs the knowledge to help their clients plan for retirement by evaluating how much retirement income they will require and planning on how to reach their retirement goals.

 

Objectives: * Help clients determine how much retirement income is necessary for the desired retirement lifestyle * Identify resources available for retirement *Understand how to build the three-legged retirement stool: employer retirement, savings, and Social Security * Develop Plan B when the ideal retirement goal is not achievable * Explain ways that clients can convert the equity in a home to retirement income * Explain how the value of a small business can be converted to retirement income * Explain survival possibilities and how first-to-die and last-to-die survival probabilities are used in retirement planning for married couples * Understand timing regarding the use of taxable retirement funds and nontaxable funds, and strategies to minimize income tax on Social Security * Recognize the role of various investment types, such as life insurance, annuities, mutual funds, equity holdings, and bonds in retirement planning * Summarize key points of recent research on the sustainability of retirement income and maintenance of desired retirement lifestyles
Required Knowledge: Basic knowledge of retirement planning
Who Should Attend?: CPAs looking to advise clients on retirement planning, and CPAs looking for effective strategies for their own retirement
Qualifies for Yellowbook: No.
Qualifies for Enrolled Agent: No.
Field of Study: Taxes (2.00) Specialized Knowledge (2.00)
CPE: 4.00

Speaker Information
Susan Smith  [ view bio ]
Individual topic purchase: Selected
North Carolina Association of Certified Public Accountants
Various: 28.00
Products
This event is no longer available for purchase.