EBP21202. Welcome & Introduction | Beyond the Audit: AICPA Resources That Give You the Upper Hand

The AICPA has a wealth of resources for many aspects of ERISA and retirement planning. AICPA staff and members will review these resources to give participants familiarity with what they can offer for a vibrant ERISA practice or to plan sponsors for use by internal accounting or human resources staff – or even plan participants.

Learning Objectives:

• Identify tools from the AICPA Tax Technical Resource Panel
• Recall tax advocacy initiatives
• Identify AICPA Tax Section tools