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AICPA Conference on Tax Strategies for the High-Income Individual

Date: May 19 - May 20, 2014
Location: Aria
Las Vegas, NV
Recommended CPE Credit: 18 (main), 8 (optional)
Pre-Conference: May 18
Pre-Conference: May 19
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The Essential Conference for Tax Professionals

Brought to you by the AICPA, this high-impact conference is your chance to dig deep into new tax policies, measure their impact and define clear objectives for the future of your high-income clients. Top tax experts will get you up to speed on the 3.8% surtax, the Affordable Care Act and the implications of the Supreme Court decision on same-sex couples. Plus, you will learn strategies for minimizing the impact of increased tax rates, so you can take action on key issues with confidence. Become an ally to your high-income clients and expand your role as a trusted adviser. Take your first step with this conference.

Keynote Speakers

Monday: Paul Lee, J.D., LL.M., National Managing Director, Bernstein Global Wealth Management

Venn Diagrams: The Intersection of Income and Estate Tax (Planning for the “ATRA-math”)

Monday: Vern Hoven, CPA, Vern Hoven Tax Seminars, and Sharon Kreider, CPA, kreidercpa.com

Individual Tax Update: 2014 News

Tuesday: John Connors, CPA, J.D., LL.M., Professor, Tax Educators’ Network, Inc.

Critical Planning Issues for Closely Held Businesses

Tuesday: Eddie Adkins, CPA, Partner, Grant Thornton LLP, Washington, DC

The Affordable Care Act: Understanding the Individual and Employer Mandates

New This Year! CPAs Get Social

Curious about social media but not sure how to get started? Learn the basics in one of our short interactive training sessions: Twitter 101, Leveraging LinkedIn and Facebook for Business.
Look for social media training sessions throughout the day in the exhibition hall. It’s time to get social!

WHO SHOULD ATTEND
CPAs, attorneys, financial planners, bank trust officers, insurance agents, family office managers, investment advisors, philanthropy specialists and individuals from firms who are responsible for helping their clients accumulate, retain and transfer wealth.

CAN’T BE THERE IN PERSON? ATTEND THE ONLINE CONFERENCE
Unable to be there with us in Las Vegas? You can still attend the conference online, which is quickly becoming a popular option for many attendees to be a part of the event and earn CPE.
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. Visit the online conference page for more information and to register.

New Exclusive Pre-Conference Event: Private Foundation Workshop 2014

A full day of sessions on Sunday, May 18th

Are you working with clients who need to propel their foundation forward but are worried about the additional demands of the current economic environment? Do you want to know how to successfully discuss establishing a PF with your high-net-worth clients? Private foundations continue to be one of the most important and desired components of the wealth strategy of high-net-worth individuals.

The Private Foundation Workshop is a full-day event featuring true thought leaders in philanthropy and experienced faculty on private foundations. Get practical insight you can’t get anywhere else.

A must-attend for private foundation leaders, payout and investment advisers, strategists, management and operations professionals, officers, grant makers, grantee assessors, CPAs, attorneys and representatives from financial institutions.

For more information, please visit the Private Foundation Workshop product page.


Tax Section Members, PFP Section Members, PFS Credential Holders Save an Additional $100.00
When you log onto this website with your AICPA member user account, the section 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 Website.
Find out more information on the PFP Section Website.

GUEST ACTIVITIES

A guest registration of $175 consists of the following:

  • Breakfast in the exhibit hall on Monday and Tuesday
  • Welcome reception on Monday evening

For more information, and to register, please visit the Workshops< tab and select TAX14GUEST.

A guest registration of $250 consists of the following:

  • Welcome reception on Monday evening
  • Art tour of City Center on Monday afternoon
  • One of the following activities on Monday
  • A tour of the Zappos plant
  • Access to the Tax Strategies Cabana at the pool on Monday

For more information, and to register, please visit the Workshops tab and select either TAX14ZAPPOS or TAX14CABANA.

DOwnload the conference app

Early Bird
(Register by 04/25/14)
Product Code: TAX14
Regular: $1275.00
AICPA Member: $975.00
Your Price: $1275.00

Check box(es) to select sections

Professional Apps for Your iPad (Complimentary Session)
Pre-Conference
May 18, 04:45 PM - 05:45 PM
Session Code: 109
CPE Credits: 2
Session Price: $0.00
Interaction of PAL Rules and the New 3.8% Medicare Surtax
Pre-Conference
May 18, 08:00 AM - 09:40 AM
Session Code: 101
CPE Credits: 2
Session Price: $195.00
Preparing Form 709 Federal Gift Tax Returns
Pre-Conference
May 18, 08:00 AM - 09:40 AM
Session Code: 102
CPE Credits: 2
Session Price: $195.00
Schedule C and Other Schedules of the Form 1040
Pre-Conference
May 18, 09:50 AM - 11:30 AM
Session Code: 103
CPE Credits: 2
Session Price: $195.00
Stop the Machine! IRS Correspondence Audits: When It Doesn’t Work Right the First Time
Pre-Conference
May 18, 09:50 AM - 11:30 AM
Session Code: 104
CPE Credits: 2
Session Price: $195.00
Choice of Entity: Does the LLC Beat out the S Corporation in 2014?
Pre-Conference
May 18, 01:00 PM - 02:40 PM
Session Code: 105
CPE Credits: 2
Session Price: $195.00
A Primer to the Income Taxation of Nonresident Aliens and the Preparation of Form 1040NR
Pre-Conference
May 18, 01:00 PM - 02:40 PM
Session Code: 106
CPE Credits: 2
Session Price: $195.00
A Spreadsheet Approach to Form 1041
Pre-Conference
May 18, 02:50 PM - 04:30 PM
Session Code: 107
CPE Credits: 2
Session Price: $195.00
IRA and Retirement Plan Distribution Rules Made Simple
Pre-Conference
May 18, 02:50 PM - 04:30 PM
Session Code: 108
CPE Credits: 2
Session Price: $195.00
Zappos Tour
Pre-Conference
May 19, 09:45 AM - 05:45 PM
Session Code: TAX14ZAPPOS
CPE Credits: 0
Session Price: $250.00
Tax Strategies Cabana
Pre-Conference
May 19, 09:45 AM - 05:45 PM
Session Code: TAX14CABANA
CPE Credits: 0
Session Price: $250.00
Activities
Pre-Conference
May 19, 09:45 AM - 05:45 PM
Session Code: TAX14GUEST
CPE Credits: 0
Session Price: $175.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.