AICPA Advanced Estate Planning Conference
Advance Estate Planning Conference joins AICPA’s ENGAGE this June!
AICPA’s ENGAGE is the newest, premier event that brings together five of the AICPA’s well-known conferences, with the Association for Accounting Marketing Summit, for four days of fresh ideas, breakthrough presentations and workshops — all under one roof.
MORE top-quality content
MORE access to leading speakers, experts and thought leaders
MORE crossover exposure to other practice areas
MORE opportunities to grow
GROW FROM EXPERT TO AUTHORITY.
With tried-and-true wisdom and innovative strategies attuned to the market’s flux, you’ll have the tools you need to build a winning combination for generations of success. You’ll get up to speed on the most current aspects of estate, gift and inheritance planning. Respected experts will share updates from the Hill, with advanced technical training, interactive sessions, case studies and more.
Who should attend
- Professionals with a fundamental knowledge of estate planning
- Financial planners
- Insurance agents
- Tax advisers
AICPA ENGAGE 2017 Pricing
|4 Day Pass
On-site or Online
3 Day Pass
On-site or Online
|1 Day Pass
On-site or Online
|Online Pack||Workshop Bundle||Special Event: Private Foundation Summit|
|Early Bird Rates Below Apply Automatically through 4/28|
|Member of AICPA, AAM, CPA Canada|
|$1,495||$1,295||$695||$695||$295 - $995||$700 - $995|
|Tax or PFP Section Member, PFS Credential Holder, PCPS Member|
|$1,395||$1,195||$595||$695||$295 - $895||$600 - $895|
|$1,795||$1,595||$995||$995||$295 - $1,295||$1,000 - $1,295|
|ENGAGE @ Topgolf -- $50 Guest Pass -- $350|
|Click here for pass details|
NASBA Field of Study:
Accounting (A), Specialized Knowledge (SK), Tax (T)
Quantity Discounts Available
Registering multiple participants?
Group-rate discounts offer maximum savings for firms with multiple registrants. Contact an AICPA representative to book your group registration at 888.777.7077 M-F, 9am-6pm ET.
The AICPA has a special agreement with Maupin Travel, Inc. of North Carolina to assist you with your travel arrangements. Call 1-800-345-5540 to arrange your travel to the AICPA Conference.
DELTA AIR LINES
2% to 10% OFF OF APPLICABLE FARES OR SPECIAL ZONE FARES* AVAILABLE
Call Delta Airlines 1-800-328-1111. Refer to Meeting Event Code # NMMUN
Reservations and ticketing is also available via www.delta.com When booking online, select Book A Trip, click on Advanced Search and enter the meeting event code NMMUN in the box provided.
*Zone Fares do not require a Saturday night stay over. These fares are available on all flights but are inventory controlled. Some restrictions may apply.
HERTZ CAR RENTAL
SPECIAL CONVENTION RATES ARE AVAILABLE
Book Online or call Hertz at 1-800-654-2240 and use AICPA discount code (CDP#) 12353 and convention code (CV#) 021H0023
Rates are subject to availability. The AICPA is not liable for any penalties incurred if you cancel/change your reservations.
Online Conference System Requirements
Attending Online is easy! Check the System Requirements below and install Adobe Flash if you haven't already, then visit this demo page once you're ready to check for compatibility.
NOTE: For sessions that are audio-only, you use the same player and have the experience as the above demo page, but there will be a static image in place of the video stream.
- Adobe Flash plugin (Click on link to install) http://get.adobe.com/flashplayer/
- Supported Browsers: Internet Explorer 8 or Higher, Firefox, Chrome, Safari
- Computer with Speakers / Headset
- High speed internet connection
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.