During this discussion, we will talk about some of the basics of how reverse mortgages work. We will then look at some examples of how they have helped various older adults improve their financial position during their retirement years. And, finally, we will go over some of the tax issues associated with this financial planning tool. By the end, you should have a better over-all feel for when a reverse mortgage might help those you know, and when it might not.

Join us for discussions of tips, tricks and the newest updates!

Learn details about CPE Requirements and Reporting from the current Chairman of the CPE Advisory Committee for the Arizona State Board of Accountancy. Why a course dedicated to this topic? Although this topic may seem simple, there are details that even the most seasoned practitioners can trip over, which cause unneeded administrative headaches. This course will provide a refresher on CPE requirements, describe the CPE audit process, discuss the most common mistakes found during an audit and potential consequences of those mistakes.

At this year’s Annual Meeting and Awards Luncheon, we will honor our newest life member Debra Davenport, former Arizona Auditor General and our 2019 Excellence in Teaching Award Recipient.We will also hear from our keynote speaker, AICPA Past Chair Eric Hansen. 

During his time as AICPA chair, Hansen is focusing on three issues that pose significant opportunities for the accounting profession.

• Prepare the profession to capitalize on improvements in Technology.
• Solidify the profession's position in the global marketplace
• Ensure that employers are investing in all members of the profession to evolve skills and competencies and cultivate future leaders as members of the Baby Boom generation retire.

Hansen has been with BKD CPAs & Advisers since 1985 and is currently the Chief Operating Officer.

Tables of 10 are available for purchase with two options, the regular table option for $750 and once again this year we are offering premium table sponsorships for $1,000. This sponsorship level includes a $250 donation to the Arizona CPA scholarship fund. This fund assists accounting students on their paths to becoming CPAs. As a premium sponsor, your firm will also receive special recognition at the event.

Purchase your table by emailing or calling Gretchen Pacheco gpacheco@ascpa.com or 602-324-4745.

We look forward to seeing you at the Biltmore on May 8!