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Technical

AICPA Sophisticated Tax Planning for Your Wealthy Clients Logo aicpa

  $665.00 - 1,650.00 |   18 Nov-19 Nov 2019 |   09:00-17:00 |   Philadelphia, PA |   AICPA |   AICPA Store

Obtain the latest updates, cutting-edge strategies and governmental regulations that affect affluent individuals at the 2019 Sophisticated Tax Planning for your Wealthy Clients Conference. Learn the latest on the Tax Cuts and Jobs Act as well as techniques for effective tax, retirement and estate planning, asset protection – and more. Expert speakers and presenters will train and guide you so that you can implement the solutions you receive immediately. You won’t want to miss the opportunity to network with these experts and peers and take advantage of the timing to plan for year-end.

Additional CFP and CLE credits will also be offered at this conference.

Who Should Attend
CPAs, Financial Planners, attorneys, insurance agents, enrolled agents, firms that have high-net-worth clients, Family Office Managers, Banks & Trusts Officers, wealthy clients, Investment Advisors, Tax Practitioners serving wealthy clients.

Topics covered:
  • Tax: Technical: Individual income taxation , Intermediate
  • Tax: Technical: Individual income taxation , Advanced
  • Tax: Technical: Employee benefits, Intermediate
  • Tax: Technical: Employee benefits, Advanced
  • Tax: Technical: IRS practice & procedure, Intermediate
  • Tax: Technical: IRS practice & procedure, Advanced
  • Tax: Technical: Practice management & professional standards, Intermediate
  • Tax: Technical: Practice management & professional standards, Advanced
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Advanced
  • Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Intermediate
  • Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Advanced
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Intermediate
  • Personal financial planning: Technical: Specialized planning issues: Individual income tax planning, Advanced
  • Tax: Technical: Taxation of estates & trusts, Intermediate
  • Tax: Technical: Taxation of estates & trusts, Advanced

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