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Conferences
AICPA Sophisticated Tax Planning for Your Wealthy Clients
Nov. 18–Nov. 19, 2019
|
Loews Philadelphia Hotel, Philadelphia, PA
| Live online
Conference details

Delivering more begins with knowing more.

When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined. The AICPA Sophisticated Tax Planning for Your Wealthy Clients event brings together ideas and tips that will help you strategize better 2020 results for your clients. Be on the cutting edge with:

  • Updates, strategies and governmental regulations that affect wealthy individuals
  • Year-end planning tips, implementation techniques and suggestions
  • The latest information on the Tax Cuts and Jobs Act
  • Techniques for effective tax, retirement and estate planning, asset protection and more
  • UHelp on the specific needs of your tax and personal financeplanning (PFP) clients

Sessions you shouldn’t miss

  • Women Taking the Reins: Financial Influence on the Move
  • How Emerging Technologies Are Enhancing Tax Practices
  • Advanced Section 199A Planning Strategies
  • Ask the Experts Panel — Year-End Planning Ideas & Strategies
Download brochure
Download Agenda-at-a-Glance

Who should attend?

Professionals who advise high-net-worth clients:

  • CPAs, tax practitioners and personal financial planners
  • Attorneys, insurance agents and enrolled agents
  • Bank and trusts officers as well as family office managers
  • Investment advisers

Driven forward by our volunteer committee chairs


Conference Chair
Martin Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn LLP


Chair Emeritus
Sidney Kess, CPA, J.D., Senior Consultant Citrin Cooperman Of Counsel, Kostelanetz & Fink

 

Meet your knowledge maximizers


Caroline Ciraolo, LL.M. (Taxation)
Partner, Kostelanetz & Fink LLP
Washington, DC

Daniel Moore, CPA
Sole Practitioner, D.T. Moore & Company LLC
Salem, OH


Jere Doyle, J.D., LL.M. (Taxation)
Senior Vice President, BNY Mellon Wealth Management
Boston, MA

Anthony Nitti, CPA, MST
Partner, RubinBrown
Basalt, CO


Elizabeth Forspan, J.D.
Managing Attorney, Ronald Fatoullah & Associates
Great Neck, NY

Jim Revels, CPA
Partner, Family Office, Private Client Services, KPMG
Philadelphia, PA


Michael Kline, CPA, MST
Partner, Citrin Cooperman
Philadelphia, PA

Ted Sarenski, CPA/PFS, CFP, AEP, CGMA
CEO, Blue Ocean Strategic, Capital LLC
Syracuse, NY


Brian Lovett, CPA, CGMA, J.D.
Partner, Withum
East Brunswick, NJ

Martin Shenkman, CPA/PFS, MBA, AEP (Distinguished), J.D.
Attorney, Shenkman Law
Fort Lee, NJ


Guy Maddalone
Founder & CEO, GTM Payroll Services
Clifton Park, NY

Chaya Siegfried, CPA, MST
Lead, International, Business Tax Services, Withum
Red Bank, NJ


Paula McMillan, CPA/PFS, CFP, CGMA
Senior Financial Advisor, Stearns Financial Group
Greensboro, NC

Julie Welch, CPA/PFS, CFP
Shareholder and Director, Meara Welch Browne P.C.
Leawood, KS

Attendance options
AICPA Sophisticated Tax Planning for Your Wealthy Clients: Flex Pass
Nov 18-Nov 19, 2019

New!
While you’re at the conference, enjoy the flexibility of attending sessions on-site, or at your convenience online. (TBD CPE credits).

Already registered but interested in this new attendance option? Call Member Service to upgrade to Flex Pass: 888.777.7077.

Pricing:
Full Registration Rate
AICPA member: $1,250.00
Nonmember: $1,650.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients
Nov 18-Nov 19, 2019

Step away from your desk, and join us in Philadelphia, PA. You’ll interact directly with thought leaders and have the advantage of dedicated networking time with your professional community. (TBD CPE credits).

Pricing:
Full Registration Rate
AICPA member: $1,050.00
Nonmember: $1,450.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients Online Conference
Nov 18-Nov 19, 2019

Sessions will be streamed live, in real time, direct to your computer or mobile device. You’ll have access to audio and video sessions, remote networking through polls and chat rooms, and handouts and slides, just as if you were there on-site. (TBD CPE credits).

Pricing:
Full Registration Rate
AICPA member: $1,050.00
Nonmember: $1,450.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients Online Conference - 7 Pack
Nov 18-Nov 19, 2019

Online 7 pack: Learning, accelerated
When you’re pressed for time, focus on the sessions that match your main area of business and dive in. Choose any 7 sessions to view online. (CPE credits vary by session).

Pricing:
Full Registration Rate
AICPA member: $665.00
Nonmember: $965.00
Agenda

SUNDAY, November 17
4:00 PM - 7:00 PM

Pre-Registration and Information Center Open

MONDAY, November 18
6:15 AM - 5:30 PM

Registration and Information Center Open

6:15 AM - 8:00 AM

Continental Breakfast & Exhibits

7:00 AM - 7:50 AM

Early Riser

SOP19201. Estate Tax Planning: Cross-Border Pitfalls and Considerations (Sponsored by Withum)
Field(s) of Study: Taxes
Knowledge Level: TBD | CPE: 1

Speaker: Chaya Siegfried, CPA, MST, Lead, International Business Tax Services, Withum


Description coming soon.

Prerequisite: None
Advanced prep: None

8:00 AM - 8:10 AM

Welcome & Introductions

8:10 AM - 9:25 PM

General Session

SOP1901. Business Tax Update
Field(s) of Study: Taxes
Knowledge Level: Intermediate | CPE: 1.5

Speaker: Michael Kline, CPA, MST, Partner, Citrin Cooperman


This session will be review of any tax law changes affecting businesses for the 2019. It will also be a discussion of the guidance issued in 2019 for the tax changes stemming from the 2017 tax law change.

Learning objectives:

  • Understand the changes in the tax law for 2019 and how it affects your clients.
  • Review changes from the 2018 tax law change and the IRS's further guidance.

Prerequisite: Basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.
Advanced prep: None

9:25 AM - 10:15 AM

General Session

SOP1902. Women Taking the Reins: Financial Influence on the Move
Field(s) of Study: Specialized Knowledge
Knowledge Level: Overview| CPE: 1

Speaker: Paula McMillan, CPA/PFS, CFP, CGMA, Senior Financial Advisor, Stearns Finanancial Group


There is a shift in influence underway. Maybe you have seen it, heard it, or felt it. You are more likely to see more and more women at the table with you, seeking planning opportunities.

Did you know?

  • Women are already the breadwinners or co-breadwinners in 2/3 of the American households
  • In 40% of couples, she earns more, in another third, she earns the same amount
  • Of the tremendous intergenerational wealth transfer, 70% will pass to daughters, likely creating more breadwinner decision-makers
  • 95% of women will be responsible for family finances at some point

Is she, the breadwinner woman, ready? Are you ready to serve her the way she deserves?

In just 50 minutes, we’ll cover:

  • Unique Concerns of Women
  • Different Behaviors and Goals Women Have Around Money
  • Critical Issues Facing Women
  • The Role of Education in Advising Women
  • How Specific Life Transitions Often Impact Women
  • What Women Want in Their Relationship with Advisors

You need to know:

  • Ways You Can Customize Your Approach to Make Working With You Comfortable and Fulfilling for Her
  • How to Help Her Maximize Her Financial and Life Successful Outcomes Through Using Her Differences As Advantages for Her
  • The Opportunity that Exists for Deeper Client Relationships and Positive Word-of-Mouth that Can Result from Getting Working With Women Right

Prerequisite: None
Advanced prep: None

10:15 AM - 10:40 AM

Morning Networking Break & Exhibits

10:40 AM - 11:55 PM

General Session

SOP1903. Partnership Tax Update
Field(s) of Study: Taxes
Knowledge Level: Intermediate | CPE: 1.5

Speaker: Brian Lovett, CPA, CGMA, JD, Partner, Withum


This session will explore recent changes in the tax laws as they impact partnerships. Recent cases and rulings applicable to partnerships will be explored and the session will cover updates on any new guidance issued with respect to the Tax Cuts and Jobs Act.

Learning objectives:

  • Understand recent tax changes impacting partnership clients.
  • Will be able to apply these changes to the benefit of their clients.

Prerequisite: Basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.
Advanced prep: None

11:55 AM - 1:00 PM

Lunch

1:00 PM - 2:15 PM

General Session

SOP1904. Planning Tips and Ideas for CPAs
Field(s) of Study: Taxes
Knowledge Level: Intermediate | CPE: 1.5

Speaker: Martin Shenkman, CPA/PFS, MBA, AEP (distinguished), J.D., Attorney, Shenkman Law


This session will provide a review of selected planning topics that address a wide range of issues practitioners should consider addressing with clients.

Learning objectives:

  • Review practical estate and related planning tips that practitioners can use to help their clients and grow their practice.
  • Understand what steps should be taken now in anticipation of the 2020 election and the possible changes in the tax laws.
  • Discuss practical planning steps on coordinating client investments, asset location decisions, and more.
  • Determine what can be done to better plan for aging clients.
  • Learn tips on structuring large wealth transfers.

Prerequisite: Basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.
Advanced prep: None

2:15 PM - 3:05 PM

General Session

SOP1905. How Emerging Technologies are Enhancing Tax Practices
Field(s) of Study: Information Technology
Knowledge Level: Basic | CPE: 1

Speaker: Dan Moore, CPA, Sole Practitioner, D.T. Moore & Company, LLC


Artificial intelligence (AI), blockchain, and big data are being heralded as the end of the accounting profession. This is definitely not true. These emerging technologies will actually increase the value of the services provided by accountants by removing the need to perform mundane transactional and basic compliance work. Firms need to develop an innovation strategy to transcend these emerging technologies and prepare their staff for the changes that are coming...and they are coming sooner than you think!

Learning objectives:

  • Understand how emerging technologies are going to impact the accounting profession.
  • Identify the key considerations for enhancing your firm’s service offerings.
  • Identify the training that your staff need to be ready to use emerging technologies and deliver enhanced services.

Prerequisite: None
Advanced prep: None

3:05 PM - 3:30 PM

Afternoon Networking Break & Exhibits

3:30 PM - 4:20 PM

General Session

SOP1906. Tax Controversies - IRS Practice Update
Field(s) of Study: Taxes
Knowledge Level: Intermediate | CPE: 1

Speaker: Caroline Ciraolo, LL.M. (Taxation), Partner, Kostelanetz & Fink LLP


This presentation will address the current tax enforcement landscape in examinations, appeals, litigation and collections, review the IRS civil and criminal enforcement priorities, and share best practices in representing clients facing IRS enforcement efforts.

Learning objectives:

  • Understanding current IRS enforcement statistics.
  • Understanding current IRS enforcement priorities.
  • Learning 'best practices' in addressing IRS enforcement efforts.

Prerequisite: Basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.
Advanced prep: None

4:20 PM - 5:35 PM

General Session

SOP1907. Different Ways to Bump Up Your Cost Basis
Field(s) of Study: Taxes
Knowledge Level: Advanced | CPE: 1.5

Speaker: Jere Doyle, J.D., LL.M. (Taxation), Senior Vice President, BNY Mellon Wealth Management


This session will review the background of the increased estate tax exemption and how Section 1014 of the Internal Revenue Code allows a step-up in basis at death. The session will then discuss the following four ways to increase the cost basis: (1) 'upstream' planning, (2) flexible trust drafting, (3) using general powers of appointment and (4) the Delaware tax trap.

Learning objectives:

  • To understand that the income tax is now more important than the estate tax for most people due to the increase estate tax exemption.
  • To discover the numerous ways that a client can obtain an increase in the cost basis at death and eliminate the capital gain tax.

Prerequisite: Basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.
Advanced prep: None

5:35 PM - 6:45 PM

Welcome Reception

TUESDAY, November 19
6:45 AM - 5:00 PM

Registration and Information Center Open

6:45 AM - 8:00 AM

Continental Breakfast & Exhibits

7:00 AM - 7:50 AM

Early Riser

SOP19202. Practical Guidance for Your Clients Hiring Household Help (Sponsored by GTM Payroll Services)
Field(s) of Study: TBD
Knowledge Level: TBD | CPE: 1

Speakers: Marty Finn, CPA/PFS, J.D., LL.M. (Taxation), Founding Partner, Lavelle & Finn, LLP;
Guy Maddalone, Founder & CEO, GTM Payroll Services


With our aging population, many of your clients may be hiring in-home senior care for themselves or elderly loved ones so they can “age in place.” That’s why the domestic workforce is expected to be one of the fastest growing industries over the next decade. And so-called “nanny tax” rules apply to senior care as well as childcare. Are you prepared? This presentation will cover new developments surrounding household employment including worker classification, paid sick leave laws, sleep time, domestic workers’ rights legislation, and more. Plus, learn how to keep your clients compliant with tax, wage, and labor laws so they avoid costly fines and penalties.

Prerequisite: None
Advanced prep: None

7:50 AM - 8:00 AM

Transition Break

8:00 AM - 8:05 AM

Morning Announcements

8:10 AM - 9:20 AM

General Session

SOP1908. Individual Income Tax Update
Field(s) of Study:
Taxes
Knowledge Level: Update | CPE: 1.5

Speakers: Julie Welch, CPA, PFS, CFP, Meara Welch Browne, P.C.

This discussion will bring you up to date on the latest ideas and tax planning opportunities for individuals.

Learning objectives:

  • Explore individual changes affecting high-income clients.
  • Incorporate TCJA into current tax planning.

Prerequisite: None
Advanced prep: None

9:20 AM - 9:45 AM

Morning Networking Break & Exhibits

9:20 AM - 10:45 AM

General Session

SOP1909. Social Security & Medicare
Field(s) of Study: Taxes
Knowledge Level: Intermediate | CPE: 1

Speaker: Ted Sarenski, CPA/PFS, CFP, AEP, CGMA, CEO, Blue Ocean Strategic Capital, LLC


Social Security has been around for over 80 years. it has gone through many changes and continues to be misunderstood. Learn how to effectively advise your clients.

Learning objectives:

  • Review the basics and learn the nuances of Social Security.
  • Learn how Medicare works and help all of your Boomer clients.

Prerequisite: Basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.
Advanced prep: None

10:35 AM - 11:50 AM

General Session

SOP1910. Real Estate Update
Field(s) of Study: Taxes
Knowledge Level: Intermediate | CPE: 1.5

Speakers: Brian Lovett, CPA, CGMA, JD, Partner, Withum;
Tony Nitti, CPA, MST, Partner, RubinBrown


This session will explore recent changes to the taxation of real estate investment, focusing primarily on changes made by the TCJA. The session will also address planning considerations and potential changes in real estate taxation as part of future legislation.

Learning objectives:

  • Understand how the TCJA impacted real estate taxation.
  • Identify potential changes to real estate taxation in future legislation.
  • Understand the new Opportunity Zone incentive.

Prerequisite: Basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.
Advanced prep: None

11:50 AM - 12:50 PM

Lunch

12:50 PM - 2:05 PM

General Session

SOP1911. Advanced Section 199A Planning Strategies
Field(s) of Study: Taxes
Knowledge Level: Update | CPE: 1.5

Speaker: Tony Nitti, CPA, MST, Partner, RubinBrown;


In this session, we will learn how to maximize a taxpayer's Section 199A deduction.

Learning objectives:

  • Identify how the owner of a specified service trade or business can maximize the Section 199A deduction.
  • Identify how choice of entity is impacted by Section 199A.

Prerequisite: None
Advanced prep: None

2:05 PM - 2:55 PM

General Session

SOP1912. Post Death Income Tax Issues of Estates and Trusts
Field(s) of Study:
Taxes
Knowledge Level: Intermediate | CPE: 1.5

Speakers:
Jim Revels, CPA, Partner, Family Office Private Client Services, KPMG


This session will cover various topics associated with the various post death issues and complexities associated with the administration of trusts and estates. Professionals are confronted with many different situations which may create the need for the use of additional specialized professionals and potentially family members. The various topics covered in this session will address those times and provide guidance on a prospective basis.

Learning objectives:

  • Review of the stages and complexities that arise during the Post-Mortem administration period.
  • Understand typical tax concerns during the Post-Mortem administration process for trusts and estates.

Prerequisite: Basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.
Advanced prep: None

2:55 PM - 3:20 PM

Afternoon Networking Break & Exhibits

3:20 PM - 4:35 PM

General Session

SOP1913. Ask the Experts Panel - Year End Planning Ideas & Strategies
Field(s) of Study: Taxes
Knowledge Level: Intermediate | CPE: 1.5

Speaker:
Dan Moore, CPA, Sole Practitioner, D.T. Moore & Company,LLC


Our esteemed panel will cover income tax, estate tax and financial planning strategies that they are discussing and implementing with their clients as another year end approaches and in light of our changing tax landscape.

Learning objectives:

  • Panel members will provide a broad range of tax and financial planning options and strategies that attendees can immediately bring back to their practices, and their clients, for implementation before year end.
  • On-site and on-line audience will have ample time to pose their questions to our panel of experts regarding year end and long term planning strategies for their clients.

Prerequisite: Basic knowledge of tax planning and strategies. General experience in working with high-net-worth clients.
Advanced prep: None

More details

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Find out more information on the Tax Section memberships.

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Please reach out to the person in your firm that coordinates conference registrations to ensure you qualify for the best group discount. If you don’t have a firm contact or don’t know who that is, you can get more information or register your group by contacting conference group sales at: groupconference@aicpa-cima.com.

If you would like to register 2-9 individuals for a conference or to learn more about group registrations, please contact the AICPA customer service team at 888.777.7077 or conference group sales at groupconference@aicpa-cima.com.

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On-Site/Flex Pass 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.

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Ratings and reviews
PRICING SUMMARY
AICPA Sophisticated Tax Planning for Your Wealthy Clients: Flex Pass (Flex Pass)
$1,250.00–$1,650.00
$1,650.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients (In person)
$1,050.00–$1,450.00
$1,450.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients Online Conference (Online Conference)
$1,050.00–$1,450.00
$1,450.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients Online Conference - 7 Pack (Online Conference: 7-Pack)
$665.00–$965.00
$965.00
CREDIT INFO
NASBA Field of Study
NONE
Level
Intermediate
Prerequisites
None
ADVANCE PREPARATION
None

Location & Accommodations

Location:

1200 Market St
Philadelphia, PA 19107

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