AAA-CPA Fall Meeting & Education Conference Schedule 
 *subject to change   
 

                        Total Education
                        14 hours on a 50-minute hour
                        11.6 hours on a 60-minute hour                            

                        Tuesday November 15                                              

   6 pm - 10 pm    
  Welcome Reception
  Dunes Terrace   
                                                    

Wednesday November 16                                      
7:45 am - 9 am                
Breakfast Roundtable    
Ocean Salon II            
Ice breaker and roundtable

 

All Education Sessions in Ocean Salon III

9:05 am - 10:20 am      
The Art of Living as An Attorney-CPA               
Presented by: Anthony Tucci, LL.M (Tax), JD, CPA
Law Office of Anthony J. Tucci
This program will discuss approaches to leveraging a multi-disciplinary mindset to achieve professional success and personal flourishment.

9:30 - 11 am                     
Spouse/Guest Breakfast
Riva Restaurant  
                       

10:35 am - 12:15 pm   
Federal Tax Update November 2021 – October 2022
David S. De Jong, LL.M Tax, JD, CPA
Principal
Stein Sperling Bennett De Jong Driscoll PC     
The program will review the most important legislation, regulations, cases and rulings in the federal tax arena over the past year.  Leading substantive developments affecting individuals, businesses, retirement plans and estates will be covered.  Key procedural changes will also be discussed.                                

12:15 pm - 1:45 pm       Lunch on Own   
               

1:50 pm - 3:30 pm         
Tax Efficiency in Comprehensive Financial Planning
Jeffrey R. Hoenle, CFP, CRPC, AEP
Chief Executive Officer, Advanced Planning Education Group

Ruth Raftery, JD, CPA, AEP
President, Advanced Planning Education Group 

 

6:30 pm - 9 pm       
Dine Arounds
                   

Thursday November 17                                             

7:45 am - 8:45 am         
Continental Breakfast
Ocean Salon III Foyer
 

8:45 am - 10:15 am      
What is Tax Liability Insurance and When to Consider It               
Hamed Khashayar, LL.M (Tax), JD
Vice President - Tax
Vanbridge, an EPIC Company
Financial transactions create unique, deal-specific risks that may not fit into the underwriting parameters of an existing producs. We work to develop solutions using insurance capital. These solutions encompass bespoke programs that improve and maximize the financial structuring of a client’s investment strategy. Our focus will be on tax insurance placements.

 

10:30 am - 11:45 am   
Employee Retention Credits  
Gregory Wilder, JD, CPA
Tax Partner/Managing Member
Wildflower Legacy and Wealth Planning, LLC  
     

12 pm - 1 pm    
Lunch and Committee Reports
Ocean Salon IV
 

1:15 pm - 2:30 pm         
Life Settlements—The Hidden Tool to Unlock, Preserve and Rescue Value in the Estate Plan
Tama Brooks Klosek, JD
Managing Member
Klosek & Associates PLLC

The presentation seeks to review why wealthy clients purchase life insurance and to confirm that life insurance is an asset that requires and can benefit from active management as the contract matures.  The presentation reviews the various types of insurance commonly used in estate planning, the evolution of universal life insurance that has contributed to the development of the life settlement market, the tax treatment of life settlements should a policy be sold in a life settlement, options for working with a life settlement for the client with charitable intent or for charitable organizations owning life insurance and a discussion of trust owned life insurance and how the life settlement option is of particular importance for fiduciaries to understand to avoid potential liability for a policy surrender or lapse. 
 

2:45 pm – 4:00 pm         
Appealing Collection Cases in Appeals               
Brandi Joyner
Acting Director Collection Appeals
IRS Independent Office Of Appeals 

E. Martin Davidoff, Esq., CPA
Partner in Charge, National Tax Controversy
Prager Metis  
               

Friday November 18                                    

7:15 am - 8:15 am         
Continental Breakfast     
Ocean III Foyer   
                  

8:15 am - 9:45 am         
Estate Planning Alphabet Soup            
Leslie K. Heffernen JD, LL.M (Tax), CPA
Managing Director of Fiduciary & Legal Services
Pitcairn

10:00 am - 11:15 am   
Criminal Tax Update
Anthony Box, LL.M (Tax), JD, MPA
Partner
Gray Reed
This presentation will address current Internal Revenue Service criminal tax enforcement initiatives and priorities.  The presentation will also cover important issues that CPAs and attorneys need to know about the various initiatives and priorities as well as potential solutions to problems.

11:30 am - 1:15 pm      
Board of Directors Meeting and Lunch
Ocean Salon IV       
                    

6:30 pm - 10:30 pm             
Closing Dinner  
Caribbean Ballroom I-III