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AICPA Conference on Tax Strategies for the High-Income Individual

Date: May 18 - May 19, 2015
Location: Aria
Las Vegas, NV
Recommended CPE Credit: 19 (Main), Up to 8 (Optional Workshops)
Pre-Conference: May 17
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Integrated Planning for Your Affluent Clients
Money manager. Advocate. Detective. Family therapist.
It takes many hats to meet the needs of high-net-worth clients. To best address the needs of your wealthiest clients, and to sustain your role as a trusted adviser, join us for back-to-back events focused on individual and family legacies.

During the Conference on Tax Strategies for the High-Income Individual and the Private Foundation Summit, renowned experts will weave the various challenges and goals faced by affluent clients and reveal how you can deliver integrated, proactive advice. Don't miss it!

5 Dynamic Session Tracks

  • Individual Tax Strategies
  • Business Tax Strategies
  • Estates, Trusts and Gifts Strategies
  • Charitable/Legacy Strategies
  • NEW Family Office Strategies

Who Should Attend

Professionals who are responsible for helping their clients accumulate, retain and transfer wealth, including: CPAs, attorneys, senior managers, financial planners, bank trust officers, insurance agents, family office managers, investment advisors, philanthropy specialists.

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Private Foundation Summit
May 17, 2015

You can choose to attend the Private Foundation Summit as a separate event, or stay for the remainder of the AICPA Conference on Tax Strategies May 18-19 at a reduced rate.

  • View the Private Foundation Summit
  • Purchase the Bundle (Select Product Code: TAX15PFW)

  • Emerging Leaders Learning Path Pricing
    The Emerging Leaders Learning Path is specifically designed for High-Net Worth area professionals with fewer than 5 years of tax planning experience and/or fewer than 10 years in the CPA profession. Conference discounts are available for eligible applicants. Email conferencesteam@aicpa.org for additional details.


    Tax Section Members, PFP Section Members, PFS Credential Holders Save an Additional $100
    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 service@aicpa.org.
    More information on the Tax Section or PFP Section memberships.


    Conference Cancellation Policy

    On-Site Conference: You may cancel without penalty if cancellation request is received up to and including 45 days prior to the start of the conference. Due to financial obligations incurred by the AICPA, a credit less 50% of the registration fee will be issued for requests received up to and including 21 days prior to the start of the conference. No refunds or credits will be issued on cancellation requests received less than 21 days prior to the start of the event.

    Online Conference: You may cancel and receive a refund if cancellation request is received up to and including 15 days prior to the start of the conference. You can cancel and receive a 100% credit if your registration is canceled within 7 days of the start of the conference. Due to financial obligations incurred by the AICPA, a 60% credit will be issued for requests received up to the day prior to the start of the conference. No refunds or credits will be issued on cancellation requests received once the online conference begins.

    For more information about AICPA's conference cancellation policy, contact the AICPA Service Center at 1-888-777-7077 or service@aicpa.org.

    Early Bird
    (Register by 04/03/15)
    Product Code: TAX15
    AICPA Conference on Tax Strategies for the High-Income Individual
    Regular: $1280.00
    AICPA Member: $980.00
    Your Price: $1280.00
    Early Bird
    (Register by 04/03/15)
    Product Code: TAX15PFW
    Private Foundation Summit + Conference on Tax Strategies
    Regular: $1850.00
    AICPA Member: $1450.00
    Your Price: $1850.00

    Check box(es) to select sections

    Creating and Measuring the Success of a Social Media Plan for Your Accounting Firm
    Pre-Conference
    May 17, 04:45 PM - 05:35 PM
    Session Code: TAX15WK109
    CPE Credits: 1
    Session Price: $0.00
    Fiduciary Income Tax Essentialsare Surtax
    Pre-Conference
    May 17, 08:00 AM - 09:40 AM
    Session Code: TAX15WK101
    CPE Credits: 2
    Session Price: $205.00
    Retirement Plan Distribution Planning
    Pre-Conference
    May 17, 08:00 AM - 09:40 AM
    Session Code: TAX15WK102
    CPE Credits: 2
    Session Price: $205.00
    Partnership and LLC Essentials
    Pre-Conference
    May 17, 09:50 AM - 11:30 AM
    Session Code: TAX15WK103
    CPE Credits: 2
    Session Price: $205.00
    A CPAs Guide to Asset Protection
    Pre-Conference
    May 17, 09:50 AM - 11:30 AM
    Session Code: TAX15WK104
    CPE Credits: 2
    Session Price: $205.00
    Gift Tax Essentials: What Every Practitioner Needs To Know
    Pre-Conference
    May 17, 01:00 PM - 02:40 PM
    Session Code: TAX15WK105
    CPE Credits: 2
    Session Price: $205.00
    Like-Kind Exchanges A to Z
    Pre-Conference
    May 17, 01:00 PM - 02:40 PM
    Session Code: TAX15WK106
    CPE Credits: 2
    Session Price: $205.00
    PALS & PIGS Essentials
    Pre-Conference
    May 17, 02:50 PM - 04:30 PM
    Session Code: TAX15WK107
    CPE Credits: 2
    Session Price: $205.00
    Hedge Funds/Updated from 2012
    Pre-Conference
    May 17, 02:50 PM - 04:30 PM
    Session Code: TAX15WK108
    CPE Credits: 2
    Session Price: $205.00
    Inside the Tax Studio A Conversation with Sid Kess
    Pre-Conference
    May 17, 04:45 PM - 05:35 PM
    Session Code: TAX15WK110
    CPE Credits: 1
    Session Price: $0.00
    To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.