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AICPA Advanced Estate Planning Online Conference

Type: Online Conference
Date: July 20, 2015
Time: 10:00 AM - 08:00 PM ET
Recommended CPE Credit: 26.5
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conference in
Salt Lake City, UT

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Advanced Coverage of High-Priority Estate and Income Tax Planning Topics

Decisions made today can reverberate for generations to come. As your clients seek your counsel, expertise and wisdom regarding estate planning, be confident that your guidance reflects a combination of innovative and tried-and-true strategies.

During the 2015 Advanced Estate Planning Conference, renowned experts share updates on recent legislative changes, steps to deepen your client relationships and technical know-how about the intricacies of income tax and estate planning. Our three days of intensive learning also focus on sophisticated insights into the field’s pressing challenges.

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Essential Sessions:

  • Income and Transfer Tax
  • Implications of the Net Investment Income Tax (NIIT) on Estates and Trusts
  • Trusts as S Corporation
  • Shareholders: Rules, Risks and Remedies
  • Mathematics of Portability
  • Estate Planning for Digital Assets
  • A Mortality Table Analysis of SCINs and Private Annuities

Session Series: Form 1041 – From the basics to advanced fiduciary (trust and estate) income tax rules and issues, this series of sessions gives you what you need to be fully versed with Form 1041.

CPAs, financial planners, attorneys, insurance agents and tax advisors with a fundamental knowledge of estate planning

Attending online means you'll save on travel and attend sessions from the convenience of your home or office, all while earning the same CPE credit you would earn by attending in person.

Check the System Requirements tab to make sure your computer is compatible, and then visit this demo page once you're ready to check for compatibility and to see what the Online Conference experience is like.

NOTE: Because everything happens in real time, you can only view one session per time slot. Choose the session you want at the beginning of each time slot, on each day of the conference.

Your attendance at these sessions is tracked through participation markers that randomly present themselves during each session. You are required to click on 75% of these markers within each session in order to satisfy the requirements and earn CPE Credit. We strongly advise you to select your session prior to the start time.

Switching mid-session may result in no CPE credit being earned.

Not convinced that online attendance is the right choice? You can still attend the conference on-site, which remains the most popular way for most attendees.

Benefits of attending in-person include better networking opportunities, and the opportunity to get away from your daily routine to deep-dive into the material. Visit the on-site conference page for more information and to register.

Option to Attend:

Full Main Conference: Monday, July 20 - Thursday, July 22, 2015
Select Item #EST15ON
This option gives you access to the entire main conference sessions. You will have the ability to select your concurrent sessions and build your conference just as if you were on-site. 26 CPE Credits.

10-Session Pack: Monday, July 20 - Thursday, July 22, 2015
Select Item #EST15PK10
This option gives you access to 10 sessions from the main conference sessions. A great option if you are unable to attend the entire event. 10.5-15 CPE Credits depending on sessions selected.

Tax Section Members | 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.

How to Attend this Webcast
Access information will be included in the order confirmation email.

AICPA Advanced Estate Planning Online Conference
Individual CPE
Online Conference ,
Product# EST15ON
AICPA Member:$1125.00
Your Price:$1425.00
AICPA Advanced Estate Planning Online Conference - 10-Pack
Individual CPE 10-Pack
Online Conference
Product# EST15PK10
AICPA Member:$705.00
Your Price:$1005.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.