AAA-CPA 2024 Fall Education Conference

Click here to register 

Date/Time

Thursday, November 7, 1:00 – 7:00 pm ET

Agenda
(subject to change)

1:00pm ET
Welcome Remarks/Meet & Greet

1:15pm-2:15pm ET
Employee Retention Credit: Should We Keep It or Give It to the IRS
Helen Cooper, Senior Managing Associate, Dentons
Mark Loyd, Partner, Dentons
Greg Rhodes, Shareholder, Dentons

2:15pm-2:30pm ET
Break

2:30pm-3:30pm ET
Asset Protection and Comprehensive Estate Planning in Today’s Environment
Edward Brown, Co-Chair, International Wealth and Asset Planning Group, Partner, Greenspoon Marder LLP
Eric Kaplan, Senior Counsel, Greenspoon Marder LLP

3:30pm-3:45pm ET

Break

3:45pm-4:45pm ET
U.S. Supreme Court Rulings Affect Challenges to Tax Regulations
James Dawson, Partner, Holland & Knight
Joshua Odintz, Partner, Holland & Knight
Christopher Rizek, Partner, Holland & Knight
Chad Vanderhoef, Partner, Holland & Knight

4:45pm-5:00pm
Break

5:00pm-6:00pm
The Latest in Tax Ethics Considerations
Annette Nellen, CPA, Esq., Professor, and Director, Master of Science in Taxation Program, San José University

6:00pm-7:00pm
Virtual networking

Continuing Education

We are applying for continuing education credits for this program. ALL attendees will receive a Certificate of Attendance. AAA-CPA will only report education credit for members and non-members who paid the continuing education fee. Otherwise, reporting and state fees are the individual's responsibility.

To get credit, attendees MUST:

Be registered for the webinar (e.g., not logging in with a link forwarded from someone else) and join the webinar via the link sent to you from [email protected]. This personalized link will be sent two days prior to the webinar and again around 30 minutes prior to the webinar.

Respond to the poll questions presented on screen during the sessions (polls will be announced, polls can not be answered by dial-in only participants.

State bar numbers must be provided at registration in order for AAA CPA to apply for approval. Note: some states may require a lead time that does not allow us to apply.

Cost

This program is free for all to attend, with a fee if continuing education is needed. 
Members, no CE: no charge
Nonmember, no CE: no charge
Members, with Continuing Education: $50
Nonmember, with Continuing Education: $100

Registration

Registration will close at 11:00am ET the day of the event so that unique login access can be sent to all registrants. 

Click here to register