Jordon N. Rosen, CPA, MST, AEP, (Distinguished) and Karly Laughlin, CPA will be presenting at the AICPA Advanced Estate Planning Conference - AICPA Engage! AICPA Engage 2021: Planning for Those Under $10 Million July 28, 2021 6:30 PM — 7:45 PM ET This session will cover wealth transfer and post mortem planning for clients with … Continued
Jordon N. Rosen, CPA, MST, AEP, (Distinguished) and Karly Laughlin, CPA will be presenting at the AICPA & CIMA ENGAGE22 Conference! AICPA & CIMA Engage 2022: Estate Planning for Non-Taxable Estates $10 Million or Less June 8, 2022 2:00 PM — 3:15 PM PDT 5:00 PM — 6:15 PM EDT Session Information: https://agenda.aicpastore.com/sessions/eng2217 This session … Continued
Karly Laughlin, CPA and Jordon Rosen, CPA, AEP will be presenting at the AICPA & CIMA ENGAGE23 Conference! AICPA & CIMA Engage 2023: Planning for Estates Under $10 Million June 5, 2023 3:00 PM — 4:15 PM PDT 6:00 PM — 7:15 PM EDT Session Information: https://agenda.aicpastore.com/sessions/eng2306
Stephanie Chapman, CPA will be presenting at the AICPA & CIMA ENGAGE23 Conference! AICPA & CIMA Engage 2023: International Tax Update June 7, 2023 2:00 PM — 3:15 PM PDT 5:00 PM — 6:15 PM EDT Session Information: https://agenda.aicpastore.com/sessions/tax2322