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.
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 firstname.lastname@example.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 email@example.com.
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 firstname.lastname@example.org.