AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients

At this conference, you will be updated on cutting-edge strategies and governmental regulations that affect affluent individuals and learn the latest techniques on retirement and estate planning, eldercare, asset protection, life insurance - and more. All-star speakers and presenters selected by Sid Kess will train and guide you so that you can implement the education you receive immediately. Plus, you'll have the opportunity to network with these experts and peers.

Reasons to attend:

• Preparation to handle client problems in the current economic situation – know how to handle problems that can make or break or break your relationship with your clients.
• Creative and practical solutions provided
• Leading experts offer insights based on experience
• To function effectively as an advisor, it is important to keep up on the latest tax law developments even in a cost-cutting economy.

Will the Estate Tax Disappear? — The Wall Street Journal

WHO SHOULD ATTEND
CPAs, Financial Planners, lawyers, 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.

Justify Your Trip (PDF)

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Note:  All sessions are General Sessions

Monday, November 16, 2009 - Main Conference – Day One                                               

7:00am - 8:15am   
Registration and Continental Breakfast 

8:15am - 8:30am    
Welcome and Introductions 
Sidney Kess, Conference Chair, New York, NY

8:30am - 9:20am           
1  World in Turmoil 
William Cafero, RCL Advisors, New York, NY
Barbara Raasch, RCL Advisors, New York, NY

9:20am - 10:10am         
2  Estate Tax Update 
Blanche Lark Christerson, Deutsche Bank, New York, NY

10:10am - 10:30am       
Networking Break                                  

10:30am - 11:20am       
3  Elder Law and Estate Planning – Oil and Vinegar? 
Bernard A. Krooks, Littman Krooks LLP, New York, NY

11:20am - 12:10pm       
4  IRS Enforcement Priorities, Initiatives and Strategies 
Charles P. Rettig, Hochman, Salkin, Rettig, Toscher & Perez, P.C., Beverly Hills, CA

12:10pm - 1:40pm        
Lunch Break (on your own) 

1:40pm - 2:30pm          
5  A View from the Hill – Current and Prospective Legislative Changes
Thomas Ochsenschlager, AICPA, Washington, DC

2:30pm - 3:20pm          
6  Post-Mortem Estate Planning 
Jeremiah Doyle, BNYMellon Private Wealth Management, Boston, MA

3:20pm - 3:40pm          
Networking Break 

3:40pm - 4:30pm          
7  Best Tax Ideas 
Martin S. Finn, Lavelle & Finn, LLP, Latham, NY

4:30pm - 5:20pm          
8  2008 Form 990: Lessons Learned 
Julie L. Floch, Eisner LLP, New York, NY

5:20pm - 6:30pm          
Networking Reception 
           
Tuesday, November 17, 2009 - Main Conference – Day Two

7:00am - 7:50am
201  New Cloud-Based Technologies in Tax Document Automation
Ed Jennings, Copanion

7:00am - 8:15am           
Registration and Continental Breakfast 

8:15am - 9:05am           
9  Estate Planning During Economic Turmoil: Special Topics – Matrimonial, Alternate Valuation Date, Succession, Charity
Martin M. Shenkman, Martin M. Shenkman, P.C., Paramus, NJ

9:05am - 9:55am           
10 Recent Developments Affecting Retirement Plans and Executive Compensation 
Avery Neumark, Rosen, Seymour, Shapss, Martin & Company LLP, New York, NY

9:55am - 10:15am         
Networking Break 

10:15am - 11:05am       
11 Sophisticated Estate Planning Strategies 
Steven Siegel, The Siegel Group, Morristown, NJ

11:05am - 11:55am       
12 Tax Planning for Real Estate Transactions 
Stefan F. Tucker, Venable LLP, Washington, DC

11:55am - 1:25pm         
Lunch Break (on your own)                                            

1:25pm - 2:15pm          
13 Estate Planning for the Closely Held Business Owner 
Dan Daniels, Wiggin & Dana LLP, Stamford, CT

2:15pm - 2:35pm          
Networking Break 

2:35pm - 3:25pm          
14 Life Insurance Planning Update for 2009 
Lee Slavutin, Stern Slavutin 2, Inc, New York, NY

3:25pm - 4:15pm          
15 Are Your Clients Protected? What Every CPA Needs to Know About Asset Protection
Gary McCarthy, Eizen Fineburg & McCarthy, P.C., Philadelphia, PA

4:15pm - 5:05pm          
16 A Practitioner’s Guide to Trust and Estate Elections and Terminations:  Tools of the Trade  
Karen Goldberg, RSM McGladrey, New York, NY

5:05pm                        
Conference Adjourns 

Marriott New York Downtown
85 West Street at Albany Street
New York, NY  10006
Hotel Phone: (212) 385-4900
Hotel Reservations: (800) 228-9290
Hotel Room Rate: $269 single/double
Hotel Reservation Cutoff Date: October 16, 2009