2014

Browse

By Document Type


By Topic

Press Release


A A A



Contact(s):

Shilrey Twillman
202-434-9220
stwillman@aicpa.org

AICPA Employee Benefit Plans Accounting, Auditing and Regulatory Update Conference, Dec. 4-5 


Join Timothy D. Hauser, Deputy Assistant Secretary for Program Operations of the Employee Benefits Security Administration (EBSA) at the U.S. Department of Labor (DOL), and Ian Dingwall, EBSA’s Chief Accountant, for a discussion about the latest standards and regulations governing audits of employee benefit plans.  Mikio S. Thomas, Senior Tax Analyst at the Internal Revenue Service (IRS), will provide insights about IRS determinations and examinations related to these plans.

WHEN:           December 4 - 5, 2014

WHO:             Timothy D. Hauser, Deputy Assistant Secretary for Program Operations, EBSA, DOL, Washington, D.C.
Ian Dingwall, Chief Accountant, EBSA, DOL, Washington, D.C.
Jeffery B. Hinman, Deputy Director for Criminal Enforcement, EBSA, DOL, Washington, D.C.
Mikio S. Thomas, Senior Tax Analyst, IRS, Cincinnati, Ohio

WHERE:        Capital Hilton, 1001 16th Street, N.W., Washington, D.C.
Reporters are also invited to cover any of the conference sessions in real time via the Internet.
The conference schedule is below: 

Thursday, December 4, 2014

8:30 am – 8:40 am       Welcome
                  James E. Merklin, Conference Chair, Partner, Bober Markey Fedorovich, Akron, Ohio

8:40 am – 9:30 am       EBSA Update
Timothy D. Hauser, Deputy Assistant Secretary for Program Operations, EBSA, DOL, Washington, D.C.

9:30 am – 10:45 am     DOL Update
Ian Dingwall, Chief Accountant, EBSA, DOL, Washington, D.C.

11:15 am – 12:30 pm  IRS Update and Recurring Operational Issues
            Mikio S. Thomas, Senior Tax Analyst, Internal Revenue Service, Cincinnati, Ohio

12:30 pm – 1:30 pm    Lunch
                                    (No luncheon speaker)

1:30 pm – 3:00 pm      Accountings and Auditing Update
Moderator:
Alice Wunderlich, Partner, Employee Benefit Plans Professional Practice Director, Deloitte & Touche LLP, Chicago, Ill.
Panelists:
Judy K. Goldberg, Executive Director, EY LLP, Houston, Tex.
James G. Haubrock, Shareholder, Clark Schaefer Hackett, Dayton, Ohio
Marilee Lau, Retired Partner, KPMG LLP, San Francisco, Calif.
Wendy Y. Terry, Partner, WithumSmith+Brown P.C., Orlando, Fla.

3:30 pm – 5:00 pm      Fraud in the Retirement Plan World
                                    Jeffery B. Hinman, Deputy Director for Criminal Enforcement, EBSA, DOL, Washington, D.C.
                                    Mikio S. Thomas, Senior Tax Analyst, IRS, Cincinnati, Ohio

Friday, December 5, 2014

7:30 am – 8:45 am       Investment Hot Topics
                                    Michele Weldon, PricewaterhouseCoopers LLP, Boston, Mass

9:00 am – 10:15 am     Health Care Reform
                                    Anita F. Baker, Principal, CliftonLarsonAllen LLP, Phoenix, Ariz.

10:45 am – Noon         Tax Issues from an Audit Perspective
                                    Kenna N. Conley, Senior Tax Manager, Deloitte Tax LLP, Boston, Mass.

Noon – 1:15 pm          Expert Answers to Your Most Challenging Questions
                                    Moderator: 
                                    James E. Merklin, Partner, Bober Markey Fedorovich, Akron, Ohio
Panelists:
Ian Dingwall, Chief Accountant, EBSA, DOL, Washington, D.C.
Judy K. Goldberg, Executive Director, EY LLP, Houston, Tex.
Wendy Y. Terry, Partner, WithumSmith+Brown P.C., Orlando, Fla.
Alice Wunderlich, Partner, Employee Benefit Plans Professional Practice Director, Deloitte & Touche LLP, Chicago, Ill.

 

© 2017 Association of International Certified Professional Accountants. All rights reserved.