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BEGIN:VEVENT
DTSTART;TZID=America/New_York:20250611T180000
DTEND;TZID=America/New_York:20250611T193000
DTSTAMP:20260420T033706
CREATED:20250612T200401Z
LAST-MODIFIED:20250612T201548Z
UID:10000444-1749664800-1749670200@www.belfint.com
SUMMARY:AICPA Engage 2025 Conference: Estate Planning for the 99%
DESCRIPTION:Karly Laughlin\, CPA\, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE25 Conference! \nAICPA & CIMA Engage 2025: Estate Planning for the 99% \n\n\nJune 11\, 2025 \n\n\n\n\n3:00 PM — 4:15 PM PDT \n6:00 PM — 7:15 PM EDT \n\n\nThis session will look at why estate planning is critical for the modest estate owner and review post-mortem tax\, administrative\, and fiduciary elections with an emphasis on the portability election vs. conventional credit shelter trust planning. We will also walk participants through the process of filing the decedent’s final income tax return and relevant elections\, and look at the issues when the decedent was a partner in a partnership or S corporate shareholder at the time of death. \nLearning Objectives: \n\nRecognize why planning is critical for those with estates under $13 million and how planning could be impacted under the new administration.\nRecognize the various post-mortem tax elections and why the portability election could be significant.\nIdentify the various elections\, including applicable business elections\, available when filing the decedent’s final income tax return.
URL:https://www.belfint.com/event/aicpa-engage-2025-estate-planning/
LOCATION:ARIA Resort & Casino
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2025/06/AICPA-ENGAGE25.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240606T123000
DTEND;TZID=America/New_York:20240606T134500
DTSTAMP:20260420T033706
CREATED:20240129T141107Z
LAST-MODIFIED:20240308T162946Z
UID:10000326-1717677000-1717681500@www.belfint.com
SUMMARY:AICPA Engage 2024 Conference: It's All Foreign to Me - International Tax Reporting and Disclosures
DESCRIPTION:Stephanie Chapman\, CPA will be presenting at the AICPA & CIMA ENGAGE24 Conference! \nAICPA & CIMA Engage 2024: It’s All Foreign to Me – International Tax Reporting and Disclosures \n\n\nJune 6\, 2024 \n\n\n\n\n9:30 AM — 10:45 AM PDT \n12:30 PM — 1:45 PM EDT \nTAX2417. It’s All Foreign to Me – International Tax Reporting and Disclosures \n\n\nBack for a second year! International tax reporting is unavoidably now a part of our everyday tax practices. As the compliance requirements continue to become more extensive and complex\, practitioners are finding themselves struggling to keep up\, uneasy with potentially significant penalties\, and unsure how to advise their clients. In this session\, I’ll highlight the most common international tax forms\, emphasizing those with high noncompliance penalties\, and identify common errors on our most-used international reporting forms. \nLearning Objectives: \n\nAvoid common errors on frequently-used international tax forms\nIdentify compliance risks for common international tax forms – FinCEN 114\, 8938\, 5471\, 5472\, 8865\, 8858\, 926\, 8621\, 1116\, 1118\, 8992\, 8993 and more\nUnderstand when a specialist is needed\n\n\n\n\nSession Information: https://agenda.aicpastore.com/sessions/tax2417
URL:https://www.belfint.com/event/aicpa-engage-2024-international-tax/
LOCATION:ARIA Resort & Casino
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/01/AICPA-ENGAGE.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240605T173000
DTEND;TZID=America/New_York:20240605T184500
DTSTAMP:20260420T033706
CREATED:20240129T142519Z
LAST-MODIFIED:20240308T163034Z
UID:10000329-1717608600-1717613100@www.belfint.com
SUMMARY:AICPA Engage 2024 Conference: Estate Planning for the 99%
DESCRIPTION:Karly Laughlin\, CPA\, AEP will be co-presenting with Jordon Rosen at the AICPA & CIMA ENGAGE24 Conference! \nAICPA & CIMA Engage 2024: Estate Planning for the 99% \n\n\nJune 5\, 2024 \n\n\n\n\n2:30 PM — 3:45 PM PDT \n5:30 PM — 6:45 PM EDT \nENG2436. Estate Planning for the 99% (TAX\, EST) \n\n\nThis session will focus on planning for owners of estates under $13 million and why it is still important to plan.  We will cover planning techniques\, how and when to elect portability\, filing the decedent’s final tax return and the estate’s fiduciary return\, along with various post-mortem elections.  We will also cover planning when the decedent is a shareholder in an S corp. or partner in a partnership at the time of death. \nLearning Objectives: \n\nWhy estate planning is still important for our clients with less than $13 million\nHow and when to make the portability election as opposed to conventional credit shelter planning\nUnderstanding the numerous post-mortem fiduciary\, administrative and tax elections available for the modest estate owner when filing for portability along with the decedent’s final income tax return and the estate’s income tax return.\n\n\n\n\nSession Information: https://agenda.aicpastore.com/sessions/eng2436
URL:https://www.belfint.com/event/aicpa-engage-2024-estate-planning/
LOCATION:ARIA Resort & Casino
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/01/AICPA-ENGAGE.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20240605T140500
DTEND;TZID=America/New_York:20240605T152000
DTSTAMP:20260420T033706
CREATED:20240129T141914Z
LAST-MODIFIED:20240308T163120Z
UID:10000328-1717596300-1717600800@www.belfint.com
SUMMARY:AICPA Engage 2024 Conference: Reading Trust and Will Documents
DESCRIPTION:Karly Laughlin\, CPA\, AEP will be co-presenting at the AICPA & CIMA ENGAGE24 Conference! \nAICPA & CIMA Engage 2024: Reading Trust and Will Documents \n\n\nJune 5\, 2024 \n\n\n\n\n11:05 AM — 12:20 PM PDT \n2:05 PM — 3:20 PM EDT \nENG2429. Reading Trust and Will Documents (TAX\, EST) \n\n\nIn this fast-paced\, interactive session\, we’ll examine key language in a Will and trust agreement to break down the most important provisions in plain English. We’ll also explain how an when a revocable trust becomes irrevocable and the tax implications. Last\, we’ll explain the timing and tax considerations when a credit shelter trust\, marital trust\, or trust for another beneficiary is created after the death of the trustor. \nLearning Objectives: \n\nUnderstand the interplay between a pour over will and a revocable trust.\nAppreciate the significance of formula provisions in a trust agreement and how they work.\nAnalyze typical language in a trust agreement pertaining to distributions of income and principal and connect this language with preparation of the fiduciary income tax return.\n\n\n\n\nSession Information: https://agenda.aicpastore.com/sessions/eng2429
URL:https://www.belfint.com/event/aicpa-engage-2024-trust-documents/
LOCATION:ARIA Resort & Casino
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2024/01/AICPA-ENGAGE.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230607T170000
DTEND;TZID=America/New_York:20230607T183000
DTSTAMP:20260420T033706
CREATED:20230127T154633Z
LAST-MODIFIED:20230127T154633Z
UID:10000256-1686157200-1686162600@www.belfint.com
SUMMARY:AICPA Engage 2023 Conference - International Tax Update
DESCRIPTION:Stephanie Chapman\, CPA will be presenting at the AICPA & CIMA ENGAGE23 Conference! \nAICPA & CIMA Engage 2023: International Tax Update \n\n\nJune 7\, 2023 \n\n\n\n\n2:00 PM — 3:15 PM PDT \n5:00 PM — 6:15 PM EDT \n\nSession Information: https://agenda.aicpastore.com/sessions/tax2322
URL:https://www.belfint.com/event/aicpa-engage-2023-international-tax/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2023/01/ENGAGE-AICPA-CIMA.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20230605T180000
DTEND;TZID=America/New_York:20230605T193000
DTSTAMP:20260420T033706
CREATED:20230127T182934Z
LAST-MODIFIED:20230127T183243Z
UID:10000257-1685988000-1685993400@www.belfint.com
SUMMARY:AICPA Engage 2023 Conference - Planning for Estates Under $10 Million
DESCRIPTION:Karly Laughlin\, CPA and Jordon Rosen\, CPA\, AEP will be presenting at the AICPA & CIMA ENGAGE23 Conference! \nAICPA & CIMA Engage 2023: Planning for Estates Under $10 Million \n\n\nJune 5\, 2023 \n\n\n\n\n3:00 PM — 4:15 PM PDT \n6:00 PM — 7:15 PM EDT \n\nSession Information: https://agenda.aicpastore.com/sessions/eng2306
URL:https://www.belfint.com/event/aicpa-engage-2023-estate-planning/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2023/01/ENGAGE-AICPA-CIMA.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220608T170000
DTEND;TZID=America/New_York:20220608T183000
DTSTAMP:20260420T033706
CREATED:20220203T164526Z
LAST-MODIFIED:20220203T164729Z
UID:10000202-1654707600-1654713000@www.belfint.com
SUMMARY:AICPA Engage 2022 Conference - Estate Planning for Non-Taxable Estates 10M and Less
DESCRIPTION:Jordon N. Rosen\, CPA\, MST\, AEP\, (Distinguished) and Karly Laughlin\, CPA will be presenting at the AICPA & CIMA ENGAGE22 Conference! \nAICPA & CIMA Engage 2022: Estate Planning for Non-Taxable Estates $10 Million or Less \n\n\nJune 8\, 2022 \n\n\n\n\n2:00 PM — 3:15 PM PDT \n5:00 PM — 6:15 PM EDT \n\nSession Information: https://agenda.aicpastore.com/sessions/eng2217 \n\nThis session will cover the importance of planning for the modest estate owner\, making the portability election vs. use of a credit shelter trust\, state death tax considerations\, filing the decedent’s final return including the use of losses\, disclaimers\, administrative and fiduciary elections available to the executor including Sections 645 and 663(b)\, gift tax elections\, along with elections available if the decedent was an owner in a partnership or S corporation\, and much more! \nLearning Objectives: \n\nParticipants will learn the mechanics and how to file to elect portability.\nParticipants will learn the various administrative and fiduciary elections and filing options available for the decedent’s final income tax return.\nParticipants will learn the benefits of Roth conversions\, life insurance planning and lifetime gifting for the modest estate owner.
URL:https://www.belfint.com/event/aicpa-engage-2022-estate-planning/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/jpeg:https://www.belfint.com/wp-content/uploads/2022/02/ENGAGE2022.jpg
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20210728T183000
DTEND;TZID=America/New_York:20210728T194500
DTSTAMP:20260420T033706
CREATED:20210120T205446Z
LAST-MODIFIED:20210517T174644Z
UID:10000005-1627497000-1627501500@www.belfint.com
SUMMARY:AICPA Engage 2021 Conference
DESCRIPTION:Jordon N. Rosen\, CPA\, MST\, AEP\, (Distinguished) and Karly Laughlin\, CPA will be presenting at the AICPA Advanced Estate Planning Conference – AICPA Engage! \nAICPA Engage 2021: Planning for Those Under $10 Million \n\n\nJuly 28\, 2021 \n\n\n\n\n6:30 PM — 7:45 PM ET \n\n\nThis session will cover wealth transfer and post mortem planning for clients with estates valued up to $10 million.  We will look at why most Americans fail to do any planning and the top reasons why planning is so critical.  We will cover the ins and outs of the portability election and how it compares to the use of conventional trusts\, along with administrative and fiduciary elections and situations where the estate is an owner of a partnership or S corporation interest.
URL:https://www.belfint.com/event/aicpa-engage-2021/
CATEGORIES:BLS Speaking Engagement
ATTACH;FMTTYPE=image/png:https://www.belfint.com/wp-content/uploads/2021/01/engage.png
END:VEVENT
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