Anticipate shifts
and changes
Conference on Tax Strategies for
the High-Income Individual
Tuesday, June 12 — Thursday, June 14

Define your role as a proactive trusted adviser.

Money manager. Advocate. Detective. It takes many hats to meet the needs of high-net-worth clients. Designed to specifically address real-time shifts and changes in today’s tax code, this comprehensive conference provides you with unrivaled insights and analyses by the most respected specialists in the tax planning category.

Exceed the expectations of your wealthiest clients and sustain your role as a trusted adviser with new strategies and solid solutions that turn their goals into legacies.

Three days of engagement


Why should you attend?

  • Expand your knowledge of tax strategies for individuals, family members, businesses and private foundations.
  • Gain how-to guidance for immediate implementation, while updating your contact list following our many networking opportunities.

Who will be there?

Professionals who are responsible for helping their clients accumulate, retain and transfer wealth:

  • CPAs
  • Attorneys
  • Financial planners
  • Bank trust officers
  • Insurance agents
  • Family office managers
  • Investment advisers
  • Philanthropy specialists

On-site: Networking with Peers

  • Recognize your peers and vendors with color coded badges
  • Meet colleagues outside of your main focus area and compare learnings and best practices that effect the profession.

Quality Experience for Online Conference Attendees

  • Online attendees will be able to easily sort sessions and enter chat rooms specific to your focus areas.
  • Enjoy online only events such as live Q&A sessions with keynotes

2017 Highlights