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AICPA Briefing on Sophisticated Tax Planning for Your Wealthy Clients

Date: Nov 16 - Nov 17, 2009
Location: Marriott New York Downtown
New York, NY
Recommended CPE Credit: 17
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Overview

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.

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.

Tax Section Members Save an Additional $100.00: 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.

 

Agenda

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Location

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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 25, 2009

Optional Workshops

Table of Contents

Excerpts

Early Bird
(Register by 10/17/09)
Product Code: SOPHTAX09
Regular: $820.00
AICPA Member: $520.00
Your Price: $820.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.
Choose the Standing Order Option and get these discounts on your initial purchase:

Publications--10% discount
CPE Self-Study--20% discount

Each new future annual edition will then be automatically shipped to you at a 10% discount.