Concurrent Session Onsite and Online

EBP2431. What Bothers Me Most - 50 Tips in 50 Minutes

Practical insight to your nuanced issues. This session will showcase practice areas that may not have a black and white answer and potential solutions - bring your questions!

Learning Objectives:

  • Interpret how others may have varying answers for questions that leave good faith or judgement as a professional standard.
  • Formulate techniques to substantiate your documentation for any gaps applied to decisions in relation to SECURE 2.
  • Select questions for the audience and the group to analyze that are factually specific.
Date/Time
–
CPE Credits
1.0
NASBA Field of Study
Auditing (25); Taxes (25)
Level
Advanced
Prerequisites
4-5+ years in the profession
Advanced Preparation
Working knowledge of Audit standards and Tax Compliance
Session Tags
TAX
Speakers
Image of Deborah Walker

Deborah Walker

CPA, MBA
National Director, Compensation and Benefits
Cherry Bekaert LLP
Image of Christopher Shankle

Christopher Shankle

CPA, CGMA
Senior Vice President
Argent Financial Group, Inc
Image of Lisa Germano

Lisa Germano

JD, CPA, CGMA
President and General Counsel
Actuarial Benefits & Design Company
Image of Cindy Dwyer

Cindy Dwyer

CPA
Managing Director
CBIZ MHM LLC