Goals and strategies that
translate to success

Advanced Estate
Planning

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We had an extraordinary year in 2018. Check out all the content you missed! We hope to see you at 2019. Register by August 31 to receive 2018 pricing!

Help your clients make a lasting mark.

Support your clients today and for generations to come with essential tips and tools from the Advanced Estate Planning curriculum.

Look for: The most current coverage of estate, gift and inheritance planning through advanced technical training, interactive sessions, case studies and more

What you’ll gain: Sophisticated insights into estate planning's new and perennial challenges and resources to effectively construct your clients' estate plans

Three days of engagement

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Curriculum Themes:

Explore sessions designed to bring you new insights into recent tax reform and the effects this will have on Estate Planning, Elder Care and more.

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Who will be there?

  • Professionals with a fundamental knowledge of estate planning looking to grow that skill set
  • CPAs
  • Financial planners
  • Attorneys
  • Insurance agents
  • Tax advisers

The AICPA ENGAGE Experience