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Nov
18
Mon
American Institute of Certified Public Accountants (AICPA) – Sophisticated Tax Planning for Your Wealthy Clients @ Loews Philadelphia Hotel
Nov 18 – Nov 19 all-day
AICPA Sophisticated Tax Planning for Your Wealthy Clients
Nov. 18–Nov. 19, 2019
Loews Philadelphia Hotel, Philadelphia, PA| Live online
Conference details

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 finance planning (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

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
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