Karly Laughlin, CPA, AEP will be co-presenting at the AICPA & CIMA ENGAGE24 Conference! AICPA & CIMA Engage 2024: Reading Trust and Will Documents June 5, 2024 11:05 AM — 12:20 PM PDT 2:05 PM — 3:20 PM EDT ENG2429. Reading Trust and Will Documents (TAX, EST) In this fast-paced, interactive session, we’ll examine key … Continued

Karly Laughlin, CPA, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE24 Conference! AICPA & CIMA Engage 2024: Estate Planning for the 99% June 5, 2024 2:30 PM — 3:45 PM PDT 5:30 PM — 6:45 PM EDT ENG2436. Estate Planning for the 99% (TAX, EST) This session will focus on … Continued

Stephanie Chapman, CPA will be presenting at the AICPA & CIMA ENGAGE24 Conference! AICPA & CIMA Engage 2024: It's All Foreign to Me - International Tax Reporting and Disclosures June 6, 2024 9:30 AM — 10:45 AM PDT 12:30 PM — 1:45 PM EDT TAX2417. It's All Foreign to Me - International Tax Reporting and … Continued