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Technical

AICPA Sophisticated Tax Planning for Your Wealthy Clients Online Conference Logo aicpa

  Free |   AICPA |   30 Jun 2017 |   AICPA Store

Demonstrate your influence in practice with our year-end tax-planning event.

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.

Sessions spotlight

  • Health Care Reform: What Now? What Next?
  • Individual Tax Update
  • Business Entity Tax Update
  • International Information Reporting: Updates and Recent Developments
  • Elder Care Planning: The CPA’s Crucial Role
  • The Future of Services to Individuals
  • Year-End Tax-Planning Tips Panel: Preparing for the New Normal

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

Developed for:
Professionals who advise high-net-worth clients:

  • CPAs, tax practitioners, personal financial planners, attorneys, insurance agents and enrolled agents
  • Family office managers
  • Bank and trust officers
  • Wealthy clients
  • Investment advisers
  • Tax practitioners and personal financial planners serving wealthy clients

ONLINE ATTENDANCE OPTIONS

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)

DISCOUNTS

PFP and Tax Section Members Save an Additional $50.00

When you log into this website with your AICPA member user account, the section/credential discount will be automatically applied during checkout. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Find out more information on the Tax Section memberships.

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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