Maximizing the ENGAGE experience: A co-chair’s guidance
Update: 2024-05-23
Description
Marty Finn, CPA/PFS, J.D., LL.M., is an ENGAGE co-chair, focusing on tax, personal financial planning, and estate planning topics for the event, which begins June 3. Finn got his start on conference committees after meeting Sid Kess, a legendary tax practitioner and mentor who died in September at age 97.
The advice of Kess has stuck with Finn, and Finn believes that an emphasis on top-notch speakers and topics is what has made ENGAGE and its predecessor events valuable to CPAs for years.
Resources:
- ENGAGE registration information and agenda
- A remembrance of Sid Kess, by Andrea Millar, CPA/PFS
- “Summing Up Sid” podcast episode from September
- Longtime AICPA CEO Barry Melancon announces his retirement
What you’ll learn from this episode:
- First, a word on the news of the week: AICPA CEO Barry Melancon announces plan to retire.
- Melancon is scheduled to be at ENGAGE, a signature AICPA event that Finn looks forward to each year.
- Finn’s explanation of the Sid Kess Rule.
- The topics that are expected to be addressed in a panel discussion that Finn will moderate.
- The importance of, and timeline for, the sunset of several key provisions of the legislation known as the Tax Cuts and Jobs Act.
- Why Finn says that the opportunities for tax-focused CPAs in the area of advisory services will continue to grow.
- One last bit of Kess advice for getting the most out of conference attendance.
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