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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

Delivering more begins with knowing more.

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. Be on the cutting edge with:

  • Updates, strategies and governmental regulations that affect wealthy individuals
  • Year-end planning tips, implementation techniques and suggestions
  • The latest information on the Tax Cuts and Jobs Act
  • Techniques for effective tax, retirement and estate planning, asset protection and more
  • UHelp on the specific needs of your tax and personal financeplanning (PFP) clients

Sessions you shouldn’t miss

  • Women Taking the Reins: Financial Influence on the Move
  • How Emerging Technologies Are Enhancing Tax Practices
  • Advanced Section 199A Planning Strategies
  • Ask the Experts Panel — Year-End Planning Ideas & Strategies
Download brochure
Download Agenda-at-a-Glance

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

Driven forward by our volunteer committee chairs


Conference Chair
Martin Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn LLP


Chair Emeritus
Sidney Kess, CPA, J.D., Senior Consultant Citrin Cooperman Of Counsel, Kostelanetz & Fink

 

Meet your knowledge maximizers


Caroline Ciraolo, LL.M. (Taxation)
Partner, Kostelanetz & Fink LLP
Washington, DC

Daniel Moore, CPA
Sole Practitioner, D.T. Moore & Company LLC
Salem, OH


Jere Doyle, J.D., LL.M. (Taxation)
Senior Vice President, BNY Mellon Wealth Management
Boston, MA

Anthony Nitti, CPA, MST
Partner, RubinBrown
Basalt, CO


Elizabeth Forspan, J.D.
Managing Attorney, Ronald Fatoullah & Associates
Great Neck, NY

Jim Revels, CPA
Partner, Family Office, Private Client Services, KPMG
Philadelphia, PA


Michael Kline, CPA, MST
Partner, Citrin Cooperman
Philadelphia, PA

Ted Sarenski, CPA/PFS, CFP, AEP, CGMA
CEO, Blue Ocean Strategic, Capital LLC
Syracuse, NY


Brian Lovett, CPA, CGMA, J.D.
Partner, Withum
East Brunswick, NJ

Martin Shenkman, CPA/PFS, MBA, AEP (Distinguished), J.D.
Attorney, Shenkman Law
Fort Lee, NJ


Guy Maddalone
Founder & CEO, GTM Payroll Services
Clifton Park, NY

Chaya Siegfried, CPA, MST
Lead, International, Business Tax Services, Withum
Red Bank, NJ


Paula McMillan, CPA/PFS, CFP, CGMA
Senior Financial Advisor, Stearns Financial Group
Greensboro, NC

Julie Welch, CPA/PFS, CFP
Shareholder and Director, Meara Welch Browne P.C.
Leawood, KS

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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