The AICPA Sophisticated Tax Planning for Your Wealthy Clients offers two days of focused learning, so you can bolster your advisory services during uncertain times. In the weeks leading up to the event, we’ll keep a close eye on events, so the sessions reflect the latest news from the White House, Capitol Hill and beyond. Intensive sessions will also include how to expand and enhance your value to clients beyond tax compliance and planning. As a bonus, you are invited to a sponsor session on tax and legal obligations of elder care. Finish 2017 with CPE learning built with your clients in mind.
Additional CFP and EA credits will also be offered at this conference.
Professionals who advise high-net-worth clients:
Full Main Conference: November 13-14, 2017
Select Item #SOP17ON
This option gives you access to all of the main conference sessions. You will have the ability to select your concurrent sessions and build your conference just as if you were on-site. 18 CPE Credits.
Select 7 Sessions: November 13-14, 2017
Select Item #SOP17PK7
This option allows you to choose any seven (7) sessions from the conference. CPE Varies.
NASBA Field of Study:
Specialized Knowledge (SK), Tax (T)
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Find out more information on the Tax Section memberships.