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Technical

AICPA Sophisticated Tax Planning for Your Wealthy Clients Logo aicpa

  $1,105.00 - 1,705.00 |   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.

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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