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AICPA Sophisticated Tax Planning for Your Wealthy Clients

Boston, MA

Nov 13 - 14, 2017

Conferences

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Obtain the latest updates, cutting-edge strategies and governmental regulations that affect affluent individuals 2017 Sophisticated Tax Planning for your Wealthy Clients Conference. 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 and take advantage of the timing to plan for year-end.

Attend Online
Attend this conference virtually, multiple online options are available for your convenience.

Additional CFP credits will also be offered at this conference.

Who Should Attend

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.

Additional Credits 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 11, 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.

If you are interested in applying for CFP credit, please complete the CFP Credit Request Application. All requests must be received by December 11, 2017, in order for the AICPA to have adequate time to submit to the appropriate providers. As a reminder, the application will require your Code Word Tracking Form or official CPE Transcript. Please note, all requests will take between 4-6 weeks for processing. Questions should be directed to aicpacfpadministrator@aicpa.org.

NASBA Field of Study:
Specialized Knowledge (SK), Tax (T)

Discounts

PFP and Tax Section Members Save an Additional $50.00

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 memberships.

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.

Exhibitor and Sponsor Opportunities

Reach tech-savvy accounting and financial professionals, ready to learn about new products and solutions to enhance their businesses at AICPA Conferences.

View Prospectus

Travel & Accommodations

The Westin Boston Waterfront
425 Summer Street
Boston, MA 02210

Hotel Phone: 617-532-4600
Reservation Phone: 888-627-7115

Rate: $279.00 single/double
Room Rate Expiration Date:  October 20, 2017 or until the room block sells out - whichever comes first.

DRESS CODE
Business Casual


TRAVEL ARRANGEMENTS
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 # 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.

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#) 021H0024

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

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.