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AICPA Sophisticated Tax Planning for Your Wealthy Clients

Date: Nov 10 - Nov 11, 2016
Location: Westin Copley Place
Boston, MA
Recommended CPE Credit: 17.5
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Obtain the latest updates, cutting-edge strategies and governmental regulations that affect affluent individuals. Learn the latest on the new income tax legislation, the impact of the 3.8% surtax, the effects of the Healthcare legislation as well as techniques for effective tax, retirement and estate planning, asset protection – and more. All-star speakers and presenters will train and guide you so that you can implement the solutions you receive immediately. Don’t miss the opportunity to network with these experts and peers.

Additional CFP and CLE credits will also be offered at this conference.

CPAs, Financial Planners, attorneys, 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.

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Tax Section Members Save an Additional $50.00:
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Early Bird
(Register by 09/26/16)
Product Code: SOP16
Regular: $1160.00
AICPA Member: $860.00
Your Price: $1160.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.