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

Obtain the latest updates, cutting-edge strategies and governmental regulations that affect affluent individuals at the 2019 Sophisticated Tax Planning for your Wealthy Clients Conference. Learn the latest on the Tax Cuts and Jobs Act as well as techniques for effective tax, retirement and estate planning, asset protection – and more. Expert speakers and presenters will train and guide you so that you can implement the solutions you receive immediately. You won’t want to miss the opportunity to network with these experts and peers and take advantage of the timing to plan for year-end.

Additional CFP and CLE 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.

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:
Early Bird rate ends 10/04
AICPA member: $1,150.00
Nonmember: $1,550.00
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:
Early Bird rate ends 10/04
AICPA member: $950.00
Nonmember: $1,350.00
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:
Early Bird rate ends 10/04
AICPA member: $950.00
Nonmember: $1,350.00
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:
Early Bird rate ends 10/04
AICPA member: $565.00
Nonmember: $865.00
More details

Tax and PFP 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.

Create learning retreats for your team!

When registering for a single conference, groups of 2-9 should contact AICPA customer service team to learn more about their potential savings at 888.777.7077.

If your organization registers for 10+ conference seats over the course of the year, we offer volume pricing, with consolidated invoicing available before or after the event. For more information on the group registration process, contact your conference group sales representative, Corinne Alford at Corinne.Alford@aicpa-cima.com or AICPA Learning at 1-800-634-6780, Option 2.

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

View prospectus

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

Accessibility

The Association of International Certified Professional Accountants (Association) is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association’s website, educational materials, products, and services.  The Association is committed to making professional learning accessible to all.  This commitment is maintained in accordance with applicable law.  For additional information, please refer to the Association’s Website Accessibility Policy.

If this symbol is displayed under Delivery Type on the product page, this product offers closed captioning.

For accommodation requests, please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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.

Resolution of Disputes

Transactions at this site are covered by binding arbitration. Any controversy or claim arising out of or relating to the use of this Web site that cannot be settled to your satisfaction by our member satisfaction team shall be settled by arbitration in New York, New York. Such disputes will be administered by the American Arbitration Association (https://www.adr.org/), 335 Madison Avenue, 10th floor, New York, New York 10017-4605, (800) 778-7879, in accordance with its Arbitration Rules, and judgment upon the award rendered by the arbitrator(s) may be entered in any court having jurisdiction thereof.

Should you feel that there has been a breach to the integrity or security of this site, please contact the service center immediately at 888.777.7077.

Ratings and reviews
PRICING SUMMARY
Early bird saving through 10/04
AICPA Sophisticated Tax Planning for Your Wealthy Clients: Flex Pass (Flex Pass)
$1,150.00–$1,550.00
$1,650.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients (In person)
$950.00–$1,350.00
$1,450.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients Online Conference (Online Conference)
$950.00–$1,350.00
$1,450.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients Online Conference - 7 Pack (Online Conference: 7-Pack)
$565.00–$865.00
$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

Room rate:

Cutoff date:

Hotel phone:

Dress code:

Back to Top