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AICPA Advanced Estate Planning Conference

Date: Jul 20 - Jul 22, 2015
Location: Grand America
Salt Lake City, UT
Recommended CPE Credit: 26.5 (main); 3(each workshop)
Pre-Conference: July 19
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Advanced Coverage of High-Priority Estate and Income Tax Planning Topics

Decisions made today can reverberate for generations to come. As your clients seek your counsel, expertise and wisdom regarding estate planning, be confident that your guidance reflects a combination of innovative and tried-and-true strategies.

During the 2015 Advanced Estate Planning Conference, renowned experts share updates on recent legislative changes, steps to deepen your client relationships and technical know-how about the intricacies of income tax and estate planning. Our three days of intensive learning also focus on sophisticated insights into the field’s pressing challenges.

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Essential Sessions:

  • Income and Transfer Tax
  • Implications of the Net Investment Income Tax (NIIT) on Estates and Trusts
  • Trusts as S Corporation
  • Shareholders: Rules, Risks and Remedies
  • Mathematics of Portability
  • Estate Planning for Digital Assets
  • A Mortality Table Analysis of SCINs and Private Annuities

Session Series: Form 1041 – From the basics to advanced fiduciary (trust and estate) income tax rules and issues, this series of sessions gives you what you need to be fully versed with Form 1041.

Combined with the many networking sessions with thought leaders and peers from across the country, this event delivers the tools and skills you need to assert your standing as an estate planning specialist.

CPAs, financial planners, attorneys, insurance agents and tax advisors with a fundamental knowledge of estate planning.


Tax Section Members | PFP Section Members |PFS Credential Holders Save an Additional $100:

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

Find out more information on the Tax Section.
Find out more information on the PFP Section.

Temple Square Tour
Tuesday, July 21 | 6:15pm

Touring the thirty-five acre historic Temple Square is a must-do on your visit to Salt Lake City.

Join fellow attendees on a private 45-minute guided tour of Temple Square to see the Salt Lake Temple, the historic Tabernacle - home of the world famous Mormon Tabernacle Choir and understand the faith and fortitude of the early pioneers as they settled their new home in the desert.

Conclude the tour with dinner at The Roof Restaurant. The Roof Restaurant is Utah's premier gourmet dining buffet. With breathtaking views, The Roof is a fusion of inspiring views and delicious food.

Tour/Dinner: $50.00 per person
(Transportation will be provided to/from the hotel)
To purchase, select item# EST15TOUR below

Early Bird
(Register by 06/05/15)
Product Code: EST15
Regular: $1350.00
AICPA Member: $1050.00
Your Price: $1350.00

Check box(es) to select sections

Fundamentals of Estate Planning
July 19, 12:00 PM - 02:30 PM
Session Code: 101
CPE Credits: 3
Session Price: $225.00
Fundamentals of Income Taxation of Trusts & Estates
July 19, 12:00 PM - 02:30 PM
Session Code: 102
CPE Credits: 3
Session Price: $225.00
Fundamentals of GST
July 19, 02:45 PM - 05:15 PM
Session Code: 103
CPE Credits: 3
Session Price: $225.00
Protecting Yourself: AICPA 706 & 709 Checklists
July 19, 02:45 PM - 05:15 PM
Session Code: 104
CPE Credits: 3
Session Price: $225.00
PFP & Tax Section Townhall
July 19, 05:30 PM - 06:30 PM
Session Code: 105
CPE Credits: 1
Session Price: $0.00
Temple Square Tour
Session Code: TOUR
CPE Credits: 0
Session Price: $50.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.