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Technical

AICPA Sophisticated Tax Planning for Your Wealthy Clients Logo aicpa

  $1,105.00 - 1,505.00 |   16 Nov-17 Nov 2020 |   09:00-17:00 |   Washington, DC |   AICPA |   AICPA Store

This year, the Sophisticated Tax for Your Wealthy Clients Conference will be collocated with the National Tax Conference. Both events will take place at the same time, in the same venue. Attendees of the Sophisticated Tax Conference will retain the great content and networking opportunities that you value, with the bonus of additional cross-over sessions to attend and exposure to additional subject matter National Tax. Click here for more information on the National Tax Conference.

When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined. The AICPA Sophisticated Tax Planning for Your Wealthy Clients event brings together ideas and tips that will help you strategize better 2020 results for your clients.

We’ve added flexibility to your registration.

Flex Pass provides you with the ability to attend this conference online or in-person. The AICPA is closely monitoring the pandemic and is hopeful that the event can take place in Washington, DC. Should the guidelines require us to change plans, the event will move to 100% online. The Flex Pass is your ticket to get you there.

Our online conference expertise adds to your experience.

The first AICPA online conference launched 10 years ago with one simple understanding — where you’re located should not come between your need to learn and connect with others.

It has inspired us to introduce best-in-class solutions year after year to create a seamless experience for attendees looking for knowledge, CPE and networking.

Online conference features:
Each feature is designed to help you maximize your learning experience.

  • Audience Response System (ARS) – Ask the speakers and panelists your questions and participate in real-time session polling
  • Live Chat – Interact and network with other attendees and event moderators
  • Session Notes – Easily jot down key take-aways from the session you are viewing and receive them automatically via email once the session ends
  • Resources – Download presentation materials
  • Twitter Feed – Connect with fellow virtual attendees using the conference specific hashtag
  • Session Details – Review session description and speaker biographies
  • Request Live Help – Experienced staff is always there to help if you run into any issues

Plus, you’ll get access to:

  • Conference app to help create your optimal experience and plan your day
  • Session archives to review the materials or view sessions you didn’t attend
  • Complete CPE transcript of all the sessions you attended

Who should attend?

Professionals who advise high-net-worth clients:

  • CPAs, tax practitioners and personal financial planners
  • Attorneys, insurance agents and enrolled agents
  • Bank and trusts officers as well as family office managers
  • Investment advisers

Why Attend: Register today for access to a cutting edge event that propels both you and your clients on a road to success. Why Attend: Register today for access to a cutting edge event that propels both you and your clients on a road to success.

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

Comments/Reflections

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