AICPA National Tax Conference

Washington, DC

Nov 06 - 07, 2017


AICPA National Tax Conference

The AICPA’s National Tax Conference, hosted in the heart of the nation’s capital and online, brings leading tax practitioners and key government officials together to present differing and shared positions for a thoughtful review of potential scenarios, tax priorities and a pulse check of the ever-changing tax landscape.

Beyond the long view, the conference will help you skillfully maneuver within the present timeframe. Guidance direct from the IRS, Treasury and the DOJ, combined with peers’ experiences and insights, will help you find the best path forward in advising your clients.

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Dual Perspectives

One of the most popular features of this conference is seeing how the same topic looks different from varying viewpoints, all of them correct, from the IRS, Treasury, DOJ or the practitioner.

Attend Online
Attend this conference virtually.

A critical look at the inner workings, ongoing turbulence and conceivable outcomes

45+ speakers representing:

  • IRS
  • DOJ
  • Treasury
  • Practitioners

4 100-minute sessions with hands-on evaluations of real-word scenarios

  • Fiduciary Income Tax: The Basics and Beyond
  • Tracking S Corp Basis
  • Update on the Bipartisan Budget Act Partnership Audit Regime
  • Choice of Entity: Now and What Could Happen Tomorrow

NASBA Fields of Study:

Tax, Economics

EA Credit Available

If you are interested in applying for EA credit, please complete the IRS Enrolled Agent Credit Request Application. All requests must be received by December 4, 2017. As a reminder for those requesting EA credit, the application will require your Code Word Tracking Form or official CPE Transcript. Please note, all requests take between 4-6 weeks for processing. Please contact aicpacompliance@aicpa.org if you have any questions.


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.


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Fields of Study: E, T

Monday, November 6
6:45 AM - 6:00 PM

Registration & Message Center Open

6:45 AM - 8:00 AM

Continental Breakfast

7:00 AM - 7:50 AM


201. The Future of Tax - [T]
Speaker: Cari Weston, CPA, CGMA, MST, Director-Tax Practice & Ethics, Association of International Certified Public Accountants

How is your practice preparing for tomorrow? Adding the latest tech gadgets isn’t enough anymore. The tax profession is evolving in many aspects and at a rapid pace. Join us for a discussion on changes being driven by staff, clients, competitors, and technology. Learn how your practice will be impacted and the AICPA resources available to help your business evolve.

202. Sponsored Solution Session To Be Announced

8:00 AM - 8:10 AM

Welcome and Introductions

8:00 AM - 9:15 AM


1. Living with Tax Reform: Expert Analysis - [T]
Moderator: David Lifson, CPA, Partner, Crowe Horwath LLP
Panelists: Diana Furchtgott-Roth, Senior Fellow, Manhattan Institute
Matthew Gardner, Senior Fellow, Institute on Taxation and Economic Policy
Harold Hancock, Partner, McQuireWoods

Three experts will offer their views, an open dialogue and an opportunity for you to ask tough tax policy questions. Diana Furchtgott-Roth, a US economist, has guided three US presidents and notes that tax policy may unintentionally be creating hurdles to the success of the millennials. Matthew Gardner has vast experience about state and local tax and funding options to provide public service. Harold Hancock served under Chairmen Camp, Ryan and Brady on the House Ways and Means Committee trying to balance, develop and translate ideas into tax laws to implement policy. Each presenter will offer their perspective on the state of the tax system.

9:25 AM - 10:15 AM


2. Major Challenges Facing the IRS Today: National Tax Payer Advocate - [T]
Speaker: Nina Olson, J.D., LL.M. (Taxation), National Taxpayer Advocate, IRS

This session will discuss the current state of U.S. tax administration and the major challenges the IRS faces today as it attempts to administer the tax system. Major challenges include providing high-quality taxpayer service, assisting victims of tax-related identity theft, implementing legislation, conducting examination and collection initiatives that promote future voluntary compliance, and expanding the ability of taxpayers and preparers to conduct their business with the IRS online while simultaneously maintaining data security.

10:15 AM - 10:45 AM

Networking Break and Exhibits

10:45 AM - 12:00 PM


3. Social Security and Medicare - [T]
Speaker: Theodore Sarenski, CPA/PFS, CFP®, AEP, CGMA, President, Blue Ocean Strategic Capital, LLC

The Bipartisan Budget Act of 2015 changed Social Security filing strategies for those born after 1953. Various legislation has been introduced in the last two years to amend Social Security. How should you be advising your clients?

Learning Objectives:

  • Learn what claiming strategies are still available.
  • Learn how to determine the optimum time for a client to begin Social Security benefits.
  • Learn why Social Security will be there for everyone.
  • Learn about Medicare and what to advise your client for health care after 65.

4. Recent Developments Affecting Real Estate Tax Structures & Operations - [T]
Speaker: Stefan Tucker, J.D., Partner, Venable LLP
Paul Wilner, CPA, Managing Partner, Grossberg Company LLP

An in-depth discussion of hot topics in real estate taxation, including creative deal structures and transactional planning ideas. In addition, the session will focus on recent legislation, cases, rulings, as well as pending legislation and proposed rules as they affect real estate transactions.

Learning Objectives:

  • Update on recent developments in Real Esate Taxation
  • Update on recent developments in Partnership Taxation

5. Individual Tax Updates - [T]
Speaker: Annette Nellen, CPA, CGMA, J.D., Professor, San Jose State University

This session will cover key federal tax developments on income, deductions, credits, ACA, property transactions, and procedures relevant to individuals.

Learning Objectives:

  • Understand key tax developments from Congress, the IRS and the courts that affect individuals.
  • Gain due diligence and planning ideas from recent federal tax developments.

6. PIGs, PALs and NIIT: Reviewing Opportunities for Tax Reduction - [T]
Speaker: Christopher Hesse, CPA, Principal, CliftonLarsonAllen LLP

The Net Investment Income Tax adds another 3.8% tax liability on investment and passive income. Attend this session to learn how the recharacterization passive activity rules work to reduce NIIT.

Learning Objectives:

  • Recognize a self-rental structure and its effect on passive activity rules and NIIT
  • Apply the grouping solution to reduce exposure to NIIT
  • Learn about Medicare and what to advise your client for health care after 65.
12:00 PM - 1:00 PM


1:00 PM - 2:15 PM


7. Health Care Tax Reform: What Now? What Next? - [T]
Speaker: Eddie Adkins, CPA, Partner, Grant Thornton LLP

There is no doubt that health care reform is top news in 2017. This session will cover the current state of taxes related to health care reform, including what practitioners should focus on now and in the future.

Learning Objectives:

  • Explain the law as it is in effect today as it relates to taxes associated with health care reform, and what changes may be coming in the future
  • Know how to advise clients as to what to do now and what to plan for in the future with respect to taxes related to health care reform.

8. Charitable Giving after Tax Reform - [T]
Speaker: Brian Whitlock, CPA, J.D., LLM, Faculty, Brian T. Whitlock, P.C.

Join this review of traditional charitable giving strategies and how they are likely to change in light of tax reform and changing tax rates.

Learning Objectives:

  • Review the income, gift and estate tax rules and the stategies that tax planners use to help clients meet their charitable and tax objectives.
  • Discuss how contemplated tax reforms will impact the tools and techniques that will benefit clients the most in meeting their objectives.

9. Partnerships: Current Developments and Tax Reform - [T]
Speaker: Bob Crnkovich, J.D., LL.M. (Taxation), Principal, EY

Learning Objectives:

  • Management fee waivers/Proposed Section 707 regulations
  • Allocating partnership liabilities--Section 752 regulations
  • Partnership audits in a post-TEFRA world
  • Transfers of U.S. property to foreign partnerships—Section 721(c) regulation
  • s
  • Impact of Tax Reform on partnership type entities—distributive share versus compensation

10. Advanced Examination Techniques and the Practitioners Role in Protecting Taxpayer's Rights - [T]
Speaker: Robert McKenzie, J.D., Lawyer, Arnstein & Lehr LLP

Although the IRS audits about 1 million taxpayers each year the vast majority are correspondence audits. This session will cover the minority of audits where the IRS personally contacts the taxpayer and asks to conduct an exam at her home or business. We will discuss the following:

  • IRS audit selection techniques
  • Current examination priorities and issues
  • The use of Audit Technique Guides in the exam process
  • Defending Limited Issue Focus Exams
  • Know your role in the field exam process
  • Learn the best ways to protect your client’s rights during an exam

Learning Objectives:

  • Current examination priorities and issues The use of Audit Technique Guides in the exam process
  • Defending Limited Issue Focus Exams
  • Know your role in the field exam process
  • Learn the best ways to protect your client’s rights during an exam
2:15 PM - 2:45 PM

Networking Break and Exhibits

2:45 PM - 4:00 PM


11. Wealth Planning Update: What Do I Do Now? - [T]
Speaker: Blanche Christerson, J.D., LL.M. (Taxation), Managing Director, Deutsche Bank

By November, there may (or may not) have been significant changes to our tax laws, including estate and gift taxes, and the generation-skipping transfer tax. This session will review those changes -- if any -- and review what clients and advisors should be thinking about in terms of wealth planning, and the tax and non-tax considerations that go into it; planning techniques that respond to the current 'state of play' will be discussed.

Learning Objectives:

  • Understanding of the current state of wealth planning -- and the planning techniques that make sense.
  • Understanding some of the non-tax considerations that go into wealth planning.

12. State Tax Enforcement Priorities: Individual and Organizational Liabilities Created by Business Travel - [T]
Speaker: Mark Klein, J.D., Esquire, Hodgson Russ LLP

On average, over 1.3 million business trips take place every day across the United States. And while these trips may be good for business, they may also be a great source of revenue for the states that are visited. This program will discuss the state and local tax consequences of business travel, including how it affects the personal income tax liabilities of the visiting employee, as well as the withholding tax obligations imposed on employers.

Learning Objectives:

  • Identify the multistate income tax obligations that could be imposed on employees who visit numerous states.
  • Understand the withholding tax rules imposed on a business with traveling employees.
  • Craft a solution to the first two problems without breaking the bank.

13. Business Tax Updates - [T]
Speaker: Annette Nellen, CPA, CGMA, J.D., Professor, San Jose State University

This session will cover key federal tax developments on entities, business deductions and credits, methods, employment matters, and new economy activities.

Learning Objectives:

  • Understand key developments from Congress, the IRS and the courts that affect businesses.
  • Gain due diligence and planning ideas from recent federal tax developments.

14. Nonfiler Representation* - [T]
Speaker: Robert McKenzie, J.D., Lawyer, Arnstein & Lehr LLP

This presentation will cover the best methods to represent your non-filing clients. We will discuss IRS investigation techniques, IRC Sec. 6020B returns and substitutes for returns (SFR's), You will learn:

Learning Objectives:

  • Who might be prosecuted for non-filing and when,
  • IRS priorities,
  • IRS notice procedure,
  • Campus procedures for ASFR's,
  • How many years to file, and
  • Case resolution techniques
4:10 PM - 5:50 PM


15. Fiduciary Income Tax: The Basics and Beyond - [T]
Speaker: Karen Goldberg, J.D., LL.M. (Taxation), Principal, EisnerAmper LLP

More and more clients are creating trusts, either during life or at death. This proliferation of trusts makes it all the more critical for advisers to understand essential fiduciary income tax concepts and identify planning opportunities.

Topics Covered:

  • Different types of trusts and how they are taxed
  • Distributions and their income tax implications
  • Application of passive activity rules
  • Available tax elections
  • Rules that apply on termination

16. Tracking S Corp Basis: Case Study - [T]
Speakers: Robert Keller, CPA, J.D., LL.M. (Taxation), Tax Managing Director, KPMG LLP
Holly Paz, Manager- Exempt Organizations' Guidance, IRS

S corporation shareholders report income, losses and other items passed through from their corporation on their personal income tax return. The law limits losses and deductions to their basis in the corporation. Often shareholders may claim losses and deductions to which they are not entitled because they do not have sufficient stock or debt basis to absorb these items. The IRS has identified these issues as a priority compliance campaign. In this session you will learn to properly track shareholder basis using the AICPA’s S corporation shareholder basis worksheet available to tax section members. The session will also provide in depth general guidance on S corporation shareholder basis and traps for the unwary to avoid.

17. Update on the Bipartisan Budget Act (BBA) Partnership Audit Regime - [T]
Speakers: Michael Greenwald, CPA, Partner, Friedman LLP
Kathryn Zuba, Acting Associate Chief Counsel, Office of Chief Counsel, IRS

Hear from the IRS and the AICPA Partnership Taxation Technical Resource Panel on the current state of the regulations and what to expect as they are finalized. What you should know, how it affects your practice and how to help your clients prepare for the new audit regime.

Learning Objectives:

  • understand the current state of regulations
  • understand how to prepare clients for the new audit regime

18. Choice of Entity: Now and What Could Happen Tomorrow - [T]
Speaker: Tony Nitti, CPA, MST, Partner, WithumSmith+Brown

This session will take a look at the relative advantages and disadvantages of the leading entity choices for conducting a business: C corporation, S corporation, partnership, single-member LLC, or sole proprietorship. The session will take into consideration not only current law, but also prospective changes being proposed at the time of the session.

Learning Objectives:

  • Identify the relative differences between operating a business as a C corporation, S corporation, partnership, single-member LLC, or sole proprietorship.
  • Understand how changing tax law may impact a client's choice of entity.
5:50 PM - 7:15 PM

Networking Reception

TUESDAY, November 7
6:45 AM - 5:00 PM

Registration & Message Center Open

6:45 AM - 8:00 AM

Continental Breakfast

7:00 AM - 7:50 AM


203. What the AICPA Is Advocating for You! - [T]
Speakers: Melanie Lauridsen, Senior Manager – AICPA Tax Policy & Advocacy, AICPA
Annette Nellen, CPA, CGMA, J.D., Professor, San Jose State University

During this interactive session, learn how the AICPA solicits input from its members, develops official positions and serves the public interest by advocating sound tax policy and effective tax administration. This session also addresses the current political climate in Washington that may affect you or your clients. Gain understanding of the following AICPA Initiatives:

  • Proposed tax law changes and fundamental tax reform
  • Advocacy efforts related to recent Treasury regulations
  • Other IRS administrative policies
8:00 AM - 8:10 AM

Morning Announcements

8:10 AM - 9:00 AM


19. What is the Health of the Healthcare System? - [Economics]
Speaker: Jonathan Cohn, Senior National Correspondent, HuffPost

Join us for an in-depth discussion on the current overview of the state of the health care system and the debate about its future. We will discuss how the U.S. health care system works today and what the current options for reforming it may be.

9:00 AM - 9:50 AM


20. IRS Commissioner's Address: The Future State - [T]
Speaker: John Koskinen, Commissioner, IRS

The IRS commissioner will discuss current challenges and the efforts the IRS is making to adapt to the evolving needs of taxpayers, tax professionals and the nation as they evolve based on their private interactions. Those efforts, known as the IRS Future State Initiative, include improving tax-processing systems, increasing electronic filing and payment options, and expanding digital or online services available on IRS.gov for taxpayers and tax professionals.

9:50 AM - 10:20 AM

Networking Break and Exhibits

10:20 AM - 11:35 AM


21. Common Mistakes with Debt Instruments - [T]
Speaker: Michael Yaghmour, J.D., Principal, EY

This session will discuss the tax rules around debt instruments highlighting some of the common errors that we often identify in practice.

Learning Objectives:

  • Understand the tax rules around debt instruments.
  • Identify common error to avoid under the debt rules.

22. Foreign Account Reporting and Enforcement in Today's World* - [T]
Speaker: Lydia Turanchik, J.D., LL.M. (Taxation), Principal, Mather Law Corporation
Stephen Turanchik, J.D., LL.M. (Taxation), Attorney, Paul Hastings LLP

Brief overview of foreign information return reporting and the current methods available for the disclosure of previously unreported foreign assets. The presentation will also highlight practical considerations for CPAs as to when they might want to end the conversation with their clients on these matters.

Learning Objectives:

  • Understanding the current methods and options available for disclosure of foreign assets
  • Understanding under what circumstances legal counsel may be advisable

23. 2017-Identity Theft and Beyond-Risks for Tax Practitioners - [T]
Speaker: Gerard Schreiber, CPA, Partner, Schreiber & Schreiber
Brian Thomas, Criminal Investigations Division, IRS

Identity Theft continues to affect all tax practitioners. Additional threats have appeared which will affect practices in the future.

This session will update the IRS and AICPA efforts on Identity theft and brief attendees on the additional threats and concerns affecting their practices and businesses.

  • ID Theft-where we left off two years ago
  • Update on IRS efforts
  • AICPA Resources
  • New threat-data breach

Learning Objectives:

  • Background on what is a data breach?
  • Security measures to be in place
  • State Date Breach Laws
  • What IRS does when you have a data breach
  • Going forward-what is the next threat?

24. Putting It On & Taking It Off: Tax Basis Management in the New Paradigm - [T]
Speaker: Paul Lee, J.D., LL.M. (Taxation), National Managing Director, Northern Trust Company

Under the current law (even more, if “tax reform” comes to pass and “step-up” in basis disappears), the management of tax basis is the most important issue in planning for high net worth clients, during lifetime and at death. This presentation will discuss the top tax basis management techniques to consider today and in the future.

Learning Objectives:

  • Maximizing and multiplying the 'step-up' in basis at death;
  • Creating, stripping, and shifting basis; and
  • Using grantor trusts and disregarded entities in tax basis management.
11:45 AM - 12:35 PM


25. IRS The Office of Professional Responsibility (OPR) Priorities * - [T]
Speaker: Steve Whitlock, Director, Office of Professional Responsibility, IRS

Virtually all difficult ethical problems arise from conflicts between a practitioner’s responsibilities to clients and the tax system, and to the practitioner’s own interest in remaining an ethical professional earning a satisfactory living. We will review:

  • AICPA Statements of Standards for Tax Services
  • Jurisdiction of OPR, identifying and resolving potential conflicts of interest
  • Applicable standards for tax returns, penalties and client reliance, competence and procedures to ensure compliance, civil penalties applicable to practitioners.

26. Deferred Compensation: Traps and Updates - [T]
Speaker: Marla Aspinwall, J.D., Partner, Loeb & Loeb, LLP

Discussion of current developments and traps for the unwary in the area of executive compensation and nonqualified deferred compensation.

Learning Objectives:

  • Understanding principle applications and penalties under Code Sections 409A and 457.

27. Bitcoin: What the Tax Practitioner Needs to Know - [T]
Speakers: Stephen Turanchik, J.D., LL.M. (Taxation), Attorney, Paul Hastings LLP
Jeremy Kuester, Counsel, Treasury
Debra Welch, Deputy Associate Director, Policy Division, Paul Hastings IRS

This session will cover the current tax and financial regulatory treatment of virtual currencies as well as those persons that utilize virtual currency for commerce and investment.

Learning Objectives:

  • Understand how virtual currency is treated for U.S. income tax purposes.
  • Understand the regulatory responsibilities when dealing in virtual currency.

28. Retirement Distribution Planning: When, Where and How Much - [T]
Speaker: Barry Picker, CPA, PFS, Partner, Picker & Auerbach

This session will provide the latest and greatest in the field of retirement distribution planning.

Learning Objectives:

  • Understanding retirement distribution rules
  • Incorporating the rules in tax and financial planning
12:35 PM - 1:45 PM


1:45 PM - 2:35 PM


29. IRS Divisions Panel - [T]
Panelists: Ken Corbin, Commissioner, Wage & Investment Division, IRS
Mary Beth Murphy, Commissioner, Small Business Self Employed, IRS
Douglas O'Donnell, Commissioner, Large Business and International Division, IRS

Here is an opportunity for you to hear from the heads of W&I, SB/SE and LB&I in one session that handles over 90% of all taxpayers. In this session you will hear the unique perspectives of each division on how they are implementing the future state and how they complement each other in an effective and efficient manner. In this session you will learn about the strategic priorities of each division. You will gain a better understanding of how each division is structured and how the collection and examination function is handled by each division. You will also improve your business process and systems to reduce burdens to your practice.

30. Services to Businesses Involved with Marijuana * - [T]
Speaker: Stephanie Bowyer, CPA, J.D., Bowyer, D'Alessandro and Associates PC
Rachel Gillette, J.D.., Shareholder, Greenspoon Marder

The marijuana industry is a new and bourgeoning business that requires a unique approach to accounting and taxation. In this session we will explain the legislative history, the IRS audit and taxation environment, pitfalls in overly complicated structuring, as well as provide some tools that shift the financial reporting function from a standard approach to one that facilitates budgeting day to day operations and tax implications.

Learning Objectives:

  • Summarize the legislative history and how it relates to the current IRS audit and taxation environment
  • Identify alternatives in financial reporting that informs the client of budgeting and spending within the framework of 280(E) as is relevant to current IRS interpretations

31. Captive Insurance - [T]
Speaker: Gregory Bertsch, CPA, J.D., Managing Partner, Duggan Bertsch,LLC

This session will cover recent developments involving captive insurance companies and the tax disclosure obligations from Notice 2016-66. This session will also review what it means to be identified as a transaction of interest, as well as the risks and responsibilities for accountants. Other topics will include:

  • Recent case law developments;
  • IRS Positions and enforcement procedures; and,
  • What does it all mean for clients and practitioners.

Learning Objectives:

  • Attendees will learn about disclosure obligations under Notice 2016-66;
  • Understand new roles and responsibilities in representing clients with captive insurance companies;
  • Understand recent cases and implications for clients.

32. Planning for an Aging Population - [T]
Speaker: Bernard Krooks, LL.M. (Taxation), Founding Partner, Littman Krooks LLP

This session will focus on issues that affect our clients as they age. With the enhanced estate tax exemption, more clients are now concerned about how to pay for long-term care and how to make sure others can make medical and financial decisions for them if they become incapacitated. Also, with clients living longer, planning for a secure retirement becomes even more important.

Learning Objectives:

  • learn how to advise clients concerned about how to pay for long-term care
  • learn how to advise clients on how to plan for incapacity
2:35 PM - 2:55 PM

Networking Break and Exhibits

2:55 PM - 4:10 PM


33. Understanding Statutes of Limitation, Claim of Right and Mitigation * - [T]
Speakers: Kip Dellinger, CPA, Senior Tax Partner, Cooper Moss Resnick Klein & Co LLP
Lydia Turanchik, J.D., LL.M. (Taxation), Principal, Mather Law Corporation

This session will inform the audience of Internal Revenue Code provisions dealing with income returned under claim of right, tax liability mitigation, and statutes of limitation for assessment and for refund claims.

Learning Objectives:

  • To provide audience members knowledge of valuable tax procedural provisions

34. Transfer Pricing and Border Adjustments - [T]
Speaker: Michael Dolan, J.D., National Director, KPMG LLP
Sean Foley, J.D., LL.M. (Taxation), Principal, KPMG

This session will identify the transfer pricing and other implications of border adjustability or other tax reform proposals.

Learning Objectives:

  • Understand the interplay between transfer pricing and 'border adjustability' or any alternative tax reform proposal which may be under serious consideration
  • Assess the taxpayer and advisor implications for the substantial increase in cross-border collaboration among tax administrations

35. The ABC's of Trusts - [T]
Speaker: Kevin Matz, LL.M. (Taxation), Partner, Stroock & Stroock & Lavan LLP

This session will provide participants with a working knowledge of the most important and practical provisions of a trust instrument and things to watch out for.

4:10 PM

Conference Concludes

Exhibitor and Sponsor Opportunities

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Travel & Accommodations


The Marriott Marquis
901 Massachusetts Ave NW
Washington, DC 20001

Hotel Phone: 202-824-9200
Hotel Information
Rate: $299.00 single/double
Room Rate Expiration Date:  October 13, 2017 or until the room block sells out - whichever comes first.
Online Reservations


Business Casual

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.

Call Delta Airlines 1-800-328-1111. Refer to Meeting Event Code # NMPTK

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 NMPTK 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.

Book Online or call Hertz at 1-800-654-2240 and use AICPA discount code (CDP#) 12353 and convention code (CV#) 021H00234

Rates are subject to availability. The AICPA is not liable for any penalties incurred if you cancel/change your reservations.

Cancellation Policy

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 service@aicpa.org.

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