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AICPA Sophisticated Tax Planning for Your Wealthy Clients

Date: Nov 16 - Nov 17, 2015
Location: Westin Boston Waterfront
Boston, MA
Recommended CPE Credit: 17.5
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Obtain the latest updates, cutting-edge strategies and governmental regulations that affect affluent individuals. Learn the latest on the new income tax legislation, the impact of the 3.8% surtax, the effects of the Healthcare legislation as well as techniques for effective tax, retirement and estate planning, asset protection – and more. All-star speakers and presenters will train and guide you so that you can implement the solutions you receive immediately. Don’t miss the opportunity to network with these experts and peers.

CPAs, Financial Planners, attorneys, insurance agents, enrolled agents, firms that have high-net-worth clients, Family Office Managers, Banks & Trusts Officers, wealthy clients, Investment Advisors, Tax Practitioners serving wealthy clients.

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Tax, PFP Section Members or PFS Credential Holders save an additional $50:
To receive the discount, you must be signed in as a registered user on this site. The discount will be automatically applied during checkout.
Note: Tax, PFP or PFS discounts cannot be combined.

AICPA Discount Policy: Only one coupon code can be applied to each website or telephone registration.

Questions? contact the AICPA Service Center at 888-777-7077 or
More information on the Tax Section or PFP Section memberships.

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Early Bird
(Register by 10/02/15)
Product Code: SOP15
Regular: $1120.00
AICPA Member: $820.00
Your Price: $1120.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.