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AICPA Advanced Estate Planning Conference

Date: Jul 20 - Jul 22, 2009
Location: Hilton San Diego Bayfront
San Diego, CA
Recommended CPE Credit: 25 (main), and up to 6 (optional)
Pre-Conference: July 19
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Overview

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.

Tax Section, PFP Section Members or PFS Credential Holders Save an Additional $100.00: 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. service@aicpa.org.

Find out more information on the Tax Section, PFP Section, PFS Credential.

Agenda

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

Location

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

Optional Workshops

Purchase Below Fundamentals of Estate Planning

Date: July 19, 12:00 PM - 01:40 PM
Session Price: $175.00
Session Code: 101
CPE Credits: 2
General practitioners who do not specialize in estate planning will gain an overview of this field, reviewing and examining:
- Significant gift tax and estate tax fundamentals
- The principal elements of estate planning

Purchase Below Life Insurance Fundamentals

Date: July 19, 01:50 PM - 03:30 PM
Session Price: $175.00
Session Code: 103
CPE Credits: 2
This workshop will cover the basic issues practitioners need to know involving life insurance, including:
  • What are the key types of life insurance policies and how do I help my client select which one(s) to buy?
  • How do we choose between companies?
  • What are the rules necessary to meet to keep life insurance out of my client’s estate?
  • and more

    • Purchase Below Form 706 Fundamentals

    Date: July 19, 01:50 PM - 03:30 PM
    Session Price: $175.00
    Session Code: 104
    CPE Credits: 2
    Most CPAs prepare relatively few Form 706, federal Estate Tax Returns, and it is not easy to remember all of the requirements for a complete return. The difference between a well-prepared return and an incomplete return may cause an IRS audit. Hear a former IRS Estate Tax Attorney explain the basic fundamentals in the preparation of a 706, including the following:
    - Description of real estate holdings and related mortgages
    - Legal documents that must be attached

    Purchase Below Fundamentals of GST

    Date: July 19, 03:40 PM - 05:20 PM
    Session Price: $175.00
    Session Code: 105
    CPE Credits: 2
    This session will give an easy to understand overview of the complicated generation skipping transfer tax. Topics covered include:
  • The three types of GST transfers
  • Determining a trust's "inclusion ratio"
  • Planning to use the generation skipping exemption
  • Common mistakes

    • Table of Contents

    Excerpts

    Early Bird
    (Register by 07/10/09)
    Product Code: EST09
    Regular: $1170.00
    AICPA Member: $970.00
    Your Price: $1170.00

    Check box(es) to select sections

    Fundamentals of Estate Planning
    Pre-Conference
    July 19, 12:00 PM - 01:40 PM
    Session Code: 101
    CPE Credits: 2
    Session Price: $175.00
    Life Insurance Fundamentals
    Pre-Conference
    July 19, 01:50 PM - 03:30 PM
    Session Code: 103
    CPE Credits: 2
    Session Price: $175.00
    Form 706 Fundamentals
    Pre-Conference
    July 19, 01:50 PM - 03:30 PM
    Session Code: 104
    CPE Credits: 2
    Session Price: $175.00
    Fundamentals of GST
    Pre-Conference
    July 19, 03:40 PM - 05:20 PM
    Session Code: 105
    CPE Credits: 2
    Session Price: $175.00
    To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.
    Choose the Standing Order Option and get these discounts on your initial purchase:

    Publications--10% discount
    CPE Self-Study--20% discount

    Each new future annual edition will then be automatically shipped to you at a 10% discount.