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AICPA Sophisticated Tax Planning for Your Wealthy Clients

Date: Nov 17 - Nov 18, 2014
Location: Loews Philadelphia Hotel
Philadelphia, PA
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.

Tax and 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.

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Product Code: SOPHTAX14
Regular: $1,150.00
AICPA Member: $850.00
Your Price: $1150.00
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