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AICPA 2013 Sophisticated Tax Planning for Your Wealthy Clients

Date: Nov 18 - Nov 19, 2013
Location: Revere Hotel, Boston Common
Boston, MA
Recommended CPE Credit: tbd
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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.

WHO SHOULD ATTEND
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.

Tax and PFP Section Members, PFS Credential Holders Save an Additional $50: 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.

Find out more information on the Tax Section.

Find out more information on the PFP Section.

Super Early Bird
(Register by 08/10/13)
Product Code: SOPHTAX13
Regular: $1050.00
AICPA Member: $750.00
Your Price: $1050.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.