×
Conferences
AICPA Sophisticated Tax Planning for Your Wealthy Clients
Nov. 16–Nov. 17, 2020
|
Marriott the Wardman Park, Washington, DC
| Live online
Conference details

This year, the Sophisticated Tax Conference for Your Wealthy Individuals will be collocated with the National Tax Conference. Both events will take place at the same time, in the same venue. Attendees of the Sophisticated Tax Conference will retain the great content and networking opportunities that you value, with the bonus of additional cross-over sessions to attend and exposure to additional subject matter experts on the National Tax side. Click here for more information on the National Tax Conference.

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.

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

Why Attend: Register today for access to a cutting edge event that propels both you and your clients on a road to success. Why Attend: Register today for access to a cutting edge event that propels both you and your clients on a road to success.

Attendance options
AICPA Sophisticated Tax Planning for Your Wealthy Clients: Flex Pass
Nov 16-Nov 17, 2020

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 10/02
AICPA member: $1,205.00
Nonmember: $1,605.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients
Nov 16-Nov 17, 2020

Step away from your desk, and join us in Washington, DC. 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 10/02
AICPA member: $1,005.00
Nonmember: $1,405.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients Online Conference
Nov 16-Nov 17, 2020

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 10/02
AICPA member: $1,005.00
Nonmember: $1,405.00
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.

Does your organization qualify for group registration?

If 10 or more individuals register for a single conference (or fewer people attend multiple conferences to total 10 or more registrations), you qualify for our group conference program. Benefits include:

  • Significant savings
  • Invoicing before or after event
  • Guidance through the registration process

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 group sales team at groupconference@aicpa-cima.com or 800.634.6780, Option 2.

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 10/02
AICPA Sophisticated Tax Planning for Your Wealthy Clients: Flex Pass (Flex Pass)
$1,205.00–$1,605.00
$1,705.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients (In person)
$1,005.00–$1,405.00
$1,505.00
AICPA Sophisticated Tax Planning for Your Wealthy Clients Online Conference (Online Conference)
$1,005.00–$1,405.00
$1,505.00
CREDIT INFO
NASBA Field of Study
NONE
Level
Intermediate
Prerequisites
None
ADVANCE PREPARATION
None

Location & Accommodations

Location:

2660 Woodley Rd NW
Washington, DC 20008

Cutoff date:

Rooms are based on availability and may sell out before the cutoff date.

Dress code:

Back to Top