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

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

Karly Laughlin, CPA, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE25 Conference! AICPA & CIMA Engage 2025: Estate Planning for the 99% June 11, 2025 3:00 PM — 4:15 PM PDT 6:00 PM — 7:15 PM EDT This session will look at why estate planning is critical for the modest … Continued