Pre-Summit Workshops


Monday, August 24

Choose one of 3 Concurrent Workshops
These workshops are optional and require a separate registration

1:00 pm – 4:30 pm
4 CPE Hours 
$205 Members/Non-Members 

Like SUMMIT20, these live workshops will be delivered virtually.


Basic Trusts: Taxation of Trusts and Preparing Form 1041

Roll up your sleeves and participate in a "virtual" hands-on preparation of Form 1041. Plus, hear why trusts are created and understand the tax return filing requirements for trusts and estates. Bonus: Walk away with sample trust language for trust classification you can use in your practice.

Lee Arbus, CPA, JD, LLM | Partner, Levun, Goodman & Cohen, LLP
Jonathan Beer, JD, LLM | Attorney, Levun, Goodman & Cohen, LLP

Professional Ethics for Tax Practitioners

Using real-life case studies, learn how professional standards, including Treasury Department Circular 230, Internal Revenue Code Section 7216, AICPA Statements on Standards for Tax Services and the AICPA Code of Professional Conduct, apply to actual situations CPAs face and factor into the defense of professional liability claims. Plus, receive an overview of the proposed changes to the AICPA Statements on Standards for Tax Services.

Henry J. Grzes, CPA | Lead Manager, Tax Practice & Ethics – Public Accounting, AICPA
Luis Plascencia, CPA | Principal, Luis V Plascencia CPA, PC
Deborah Rood, CPA, MST | Risk Control Consulting Director, CNA Insurance
Cari Weston, CPA, CGMA | Director, Tax Practice & Ethics, Tax Section – Public Accounting, AICPA

How Emerging Technologies Enhance the Accounting Profession

Artificial intelligence (AI), blockchain, and big data will increase the value of the services provided by accountants by removing the need to perform mundane transactional and basic compliance work. Learn how accounting firms and finance departments can develop an innovation strategy to transcend these emerging technologies and prepare their staff for the changes that are coming sooner than you think!

Donny C. Shimamoto, CPA.CITP, CGMA | Founder and Managing Director, IntrapriseTechKnowlogies LLC


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