The premiere advanced conference on estate, gift and inheritance planning.
Unrivalled in providing advanced, technical training on all current aspects of estate and gift planning and compliance issues, the AICPA Advanced Estate Planning Conference is one of our most popular and highly-rated events. Established over 30 years ago, many attendees come back year after year to benefit from the program’s outstanding caliber of information, updates, and insights on the latest issues in the field.
NEW ADMINISTRATION. NEW TAX LAWS.
Attendance at the 2009 conference is particularly critical because of the potential for many changes in tax legislation resulting in the need for new planning strategies. Our lineup of outstanding presenters will continue to scrutinize the changes coming from Washington, D.C. right up to the start of the conference and report them directly to you.
YOU REQUESTED MORE ADVANCED MATERIAL. YOU’VE GOT IT!
We’ve moved fundamental content and training to the pre-conference workshops to allow the main conference sessions to focus exclusively on advanced material. So, if you need more confidence in the basics, be sure to attend the pre-conference workshops for a review of core topics.
ADVANCE YOUR KNOWLEDGE AND LEVEL OF SERVICE. LEARN FROM THE BEST.
Expert speakers such as Dennis Belcher, Stephan Leimberg, Stacy Eastland, Conrad Teitell and Ronald Aucutt will offer their experience and insights as well as solutions to frequently encountered problems. Through classroom discussions, case studies and interactive sessions, you’ll learn a myriad of ways to provide the highest caliber service to your clients.
WHO SHOULD ATTEND
CPA’s, financial planners, attorneys, insurance agents and tax advisors who have a fundamental knowledge in estate planning.
Please note: Pre-Conference Workshops #102 and #106 have been canceled.
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MONDAY, JULY 20 – MAIN CONFERENCE – DAY ONE
8:00am-8:10am Opening Remarks
8:10am-10:00am 1 Current Developments: Dennis Belcher
10:20am-11:10am 2 Life Insurance Update: Stephan Leimberg
11:10am-12:00pm 3 2009 IRA and Pension Update: Robert Keebler
12:00pm-1:00pm Lunch
1:00pm-5:00pm Concurrent Sessions
1:00pm-5:00pm 4 Closely Held Business Succession Planning: James Aussem, James Dickinson, Gary Zwick (includes 30 minute break)
1:00pm-2:45pm 5 Advanced GST Planning: Dan Daniels
1:00pm-2:45pm 6 Estate Planning for S Corp Shareholders: Steven Brown, Laura Howell-Smith
1:00pm-2:45pm 7 Advanced 1041: Jeremiah Doyle (repeated in Session 18)
3:15pm-5:00pm 8 Introduction to Trusts: Missia Vaselaney
3:15pm-4:05pm 9 BDIT: Richard Oshins
3:15pm-4:05pm 10 Foreign Reporting: Elizabeth Schurig
4:10pm-5:00pm 11 Current IRS Compliance Issues: Steven Brown, Theresa Stylianou
4:10pm-5:00pm 12 International Estate Planning: Elizabeth Schurig
5:00pm-6:00pm Networking Reception
TUESDAY, JULY 21 – MAIN CONFERENCE – DAY TWO
7:00am-7:50am Concurrent Sessions
201 IRS Q&A: Theresa Stylianou
202 Foreign Reporting/International Estate Planning Q&A: Elizabeth Schurig
203 Introduction to Trusts Q&A: Missia Vaselaney
204 BDIT Q&A: Richard Oshins
8:00am-8:50am 13 529 Plans: Susan Bart
8:50am-10:05am 14 My Seven Favorite Estate Planning Ideas: Milford Hatcher
10:35am-11:25am 15 Asset Protection: John Sullivan
11:25am-12:15pm 16 FLPs: Stacy Eastland
12:15pm-1:15pm Lunch
1:15pm-5:10pm Concurrent Sessions
1:15pm-5:10pm 17 Advanced Planning for IRAs and Other Qualified Plans: Robert Keebler, Barry Picker (includes 30 minute break)
1:15pm-2:55pm 18 Advanced 1041: Jeremiah Doyle (repeat of Session 7)
1:15pm-2:55pm 19 Private Foundations and the Alternatives: Laura Peebles, Kim Ryan
1:15pm-2:55pm 20 Eldercare: Michael Gilfix
3:25pm-5:00pm 21 A to Z of ILITs: Lee Slavutin
3:25pm-4:15pm 22 To Be or Not To Be a Grantor Trust: Laura Peebles
3:25pm-4:15pm 23 Fiduciary Accounting and Tax Update: Gordon Spoor (repeated in Session 25)
4:20pm-5:10pm 24 Family Office: Lyle Benson
4:20pm-5:10pm 25 Fiduciary Accounting and Tax Update: Gordon Spoor (repeat of Session 23)
WEDNESDAY, JULY 22 – MAIN CONFERENCE – DAY THREE
7:00am-7:50am Concurrent Sessions
205 Grantor Trust Q&A: Laura Peebles
206 IRA Q&A: Robert Keebler
207 Gifts to Minors Q&A: Thomas Austin
208 Community Property Q&A
8:00am-12:00pm Concurrent Sessions
8:00am-9:45am 26 Mathematics of Estate Planning: Robert Keebler
8:00am-9:45am 27 Post-Mortem: Jeremiah Doyle
8:00am-8:50am 28 Enhancing the Value of Trust Solutions: Jeff Saccacio (repeated in Session 37)
8:00am-8:50am 29 Alternative Investments: Paul Lee (repeated in Session 35)
8:55am-9:45am 30 Business Valuation: Mel Abraham (repeated in Session 34)
8:55am-9:45am 31 IRA Horror Stories: Ed Slott (repeated in Session 38)
10:15am-12:00pm 32 Advanced 706 and Audit Strategies: James Avedisian
10:15am-11:05am 33 Caring and Feeding of FLPs: Gary Zwick
10:15am-11:05am 34 Business Valuation: Mel Abraham (repeat of Session 30)
10:15am-11:05am 35 Alternative Investments: Paul Lee (repeat of Session 29)
11:10am-12:00pm 36 Hollywood’s Take on Estate Planning: Jeremiah Doyle, Missia Vaselaney
11:10am-12:00pm 37 Enhancing the Value of Trust Solutions to Clients: Jeff Saccacio (repeat of Session 28)
11:10am-12:00pm 38 IRA Horror Stories: Ed Slott (repeat of Session 31)
12:00pm-1:00pm Lunch
1:00pm-1:55pm 39 Charitable Gifts: Annuities and Remainders in Personal Residences and Farms: Conrad Teitell
1:55pm-2:55pm 40 Legislative Update: Ronald Aucutt
2:55 Conference Adjourns
Hilton San Diego Bayfront
One Park Boulevard
San Diego, CA 92101
Click the following link to make your hotel reservations online:
http://www.hilton.com/en/hi/groups/personalized/SANCCHH-AECP-20090718/index.jhtml
Hotel Phone: 1-619-270-2600
Hotel Reservations: 1-800-HILTONS (800) 445-8667
Hotel Room Rate: $244, Request Group Code: AECP
Hotel Reservation Cutoff Date: June 19, 2009
Ground Transportation — to and from the hotel and airport (please note, rates and times are approximate) Taxi Service: $15-20 each way, approximately 15 minutes each way Hotel Parking: $32 for valet and $21 for self parking, per day

