AICPA Advanced Estate Planning Conference

This conference provides comprehensive updates and technical analysis on all current aspects of estate and gift planning and compliance issues. Through classroom sessions, speaker presentations and interactive panel discussions, attendees get the advanced training needed to help clients and run successful practices.

Conference Highlights:

• Estate Planning under the new law
• End of Grats and Valuation Discounts?
• Creative Ideas for Roth Conversion

Sunday, 7/25/2010 Pre-Conference Workshops (Additional Fee)

12:00pm - 5:00pm       Registration and Message Center Open
1:30pm -3:10pm         Concurrent Value-Added Workshops (Select one)

          101 Fundamentals of Form 706
          102 Fundamentals of Estate Planning

3:20pm - 5:00pm          Concurrent Value-Added Workshops (Select one)

          103 Fundamentals of Generation Skipping Tax (GST)
          104 Fundamentals of Valuation

Monday, 7/26/2010 Main Conference – Day One

7:00am - 5:00pm          Registration and Message Center Open
                                                 
7:00am - 8:00am          Continental Breakfast
                                                 
8:00am – 8:10am          Opening Remarks
                                                 
8:10am-10:00am          General Session

          1 Current Developments in Estate Planning
                                                 
10:00am - 10:20am          Networking Break and Vendor Display
                                                 
10:20am-11:10am          General Session

          2 IRA Update
                                                 
11:10am-12:00pm          General Session

          3 Life Insurance Update
                                                 
12:00pm - 1:00pm          Lunch
                                                 
Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length

1:00pm-5:00pm          4 Closely-Held Business Succession Planning (includes a 30 minute break)
1:00pm-2:45pm          5 Advanced GST Planning
                               6 Introduction to Trusts
                               7 Disposal of the Policy Before Disposal of the Insured
                                                 
2:45pm - 3:15pm          Networking Break and Vendor Display
                                                 
Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length

3:15pm-5:00pm          8 Post-Mortem Estate Planning Elections

3:15pm-4:05pm          9 To Be or Not To Be a Grantor Trust
                               10 IRA Horror Stories: Don’t Let This Happen to You (Repeated in Session 12)
                                                 
4:10pm-5:00pm          11 Current IRS Compliance Issues
          12 IRA Horror Stories: Don’t Let This Happen to You (Repeat of Session 10)

5:00pm - 6:00pm          Networking Reception

Tuesday, 7/27/2010 Main Conference – Day Two

6:45am - 5:35pm          Registration and Message Center Open

6:45am - 8:00am          Continental Breakfast

7:00am-7:50am          Early Riser Breakfast Sessions (Select one) - Additional Breakfast Sessions to be Announced

          201 Community Property Q&A
          202 IRS Q&A
          203 Using Non-Traditional Assets in Self-directed IRAs

8:00am-8:50am          General Session

          13 Some of the Best FLP Ideas We See (That Also Have the Merit of Playing Havoc With Certain “Conventional Wisdom”)

8:50am-10:05am          General Session

          14 The Use of Self-Settled and Other Grantor Trusts in Estate Planning

10:05am - 10:35am          Networking Break and Vendor Display

10:35am-11:25am          General Session

          15 Planning to Minimize or Avoid State Income Taxes on Trust Income

11:25am-12:15pm          General Session

          16 Estate Planning in a Low Interest Rate Environment

12:00pm - 1:15pm          Lunch

12:45pm - 1:15pm          Lunch Presentation

          L1 Estate Tax Policy and Regulatory Update

Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length

1:25pm - 5:35pm          17 Advanced IRA (includes a 30 minute break)

1:25pm-2:15pm          18 Update on Section 529 College Savings Accounts  (Repeated in Session 21)
          19 CPAs Analysis of Insurance Policies
          20 Estate Planning Under Uncertainty
                                                 
2:15pm - 2:45pm          Networking Break and Vendor Display

2:45pm - 3:35pm          Concurrent Sessions (Select one)

          21 Update on Section 529 College Savings Accounts (Repeat of Session 18)
          22 ILITS
          23 Final 1040/Basic Fiduciary Income Tax

Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length

3:45pm - 5:35pm          24 Fiduciary Accounting

3:45pm – 4:35pm          25 QTIPS and Surviving Spouses
          26 What Every Tax Adviser Needs to Know About Hedge Funds
                                                 
4:45pm - 5:35pm          Concurrent Sessions (Select one)

          27 CPAs Review of Wills & Trusts
          28 Advance 709
                                                 
7:00pm          Baseball Game: Nationals vs Atlanta Braves (Additional Fee)

Wednesday, 7/28/2010                      Main Conference – Day Three       

6:45am - 5:00pm          Registration and Message Center Open

6:45am - 8:00am          Continental Breakfast

7:00am-7:50am          Early Riser Breakfast Sessions (Select one)
Additional Breakfast Sessions to be Announced

          205 Hollywood's Take on Estate Planning
          206 Reporting for Foreign Trusts and Entity Structures (Repeated in Session 38)

Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length

8:00am-9:45am          29 Advanced 706

          30 Partnership Interests
          31 Estate Planning for Real Estate (repeated in session 34)
          32 Elder Law: The Preservation of Assets and Dignity
                                                 
8:55am-9:45am          33 Unwinding FLPs
          34 Estate Planning for Real Estate (repeat of session 31)
          35 Special Needs Trusts: : Essential Estate Planning for Disabled Family Members

9:45am - 10:15am          Networking Break and Vendor Display

Concurrent Sessions (Select one)
Please carefully review the afternoon sessions as they vary in length

10:15am-12:00pm          36 Advanced 1041
          37 Derivative Products in the Estate Planner's Toolbox

10:15am-11:05am          38 Reporting for Foreign Trusts and Entity Structures (Repeat of Session 206)
          39 Estate Planning for S Corporations
                                                 
11:10am-12:00pm          40 Financed Net Gifts

          41 Advanced Roth Conversion

12:00pm - 1:00pm          Lunch

1:00pm -1:55pm          General Session

          42 Planning Charitable Remainder Trusts for Maximum Benefit and Flexibility

1:55pm-2:55pm          GeneralSession

          43 state Legislative Update

2:55pm          Conference Concludes

JW Marriott Washington DC
1331 Pennsylvania Avenue
Washington, DC 20004
Hotel Phone: (202) 393.2000
Hotel Reservations: (800) 266.9432
Hotel Room Rate: $169 single/double
Hotel Reservation Cutoff Date: June 27, 2010