Goals and strategies that
translate to success

Advanced Estate
Planning

Sessions: June 11–13
Workshops: June 10

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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

AICPA Planners community:

Calling all personal financial, tax and estate planners. Explore 3 curriculums designed to bring you the learning you need to keep your practice moving forward.

Don’t miss out on the professional impact track, EDGE Career Development and practitioner sessions

AICPA ENGAGE is built on the advantage of crossover sessions. You as a planner have specific and unique learning needs but don’t put yourself in a box. This June is your opportunity to branch out into 7 different focus areas. Attend sessions and discover new strategies you can implement immediately.

Make yourself at home

Your curriculums are at the heart of AICPA ENGAGE. Now, it’s easier than ever to find your people.

Chart the path to your peers

Look for gold ribbons, lanyards, & directional signage onsite to help you find Advanced Estate Planning colleagues and peers during:

Networking events!

  • Sunday and Monday evening ticketed event in addition to nightly exhibit hall networking receptions
  • Mon-Wed: Estate Planning Lounge in Exhibit hall
  • Tuesday night: Dedicated bays at Topgolf event

During sessions!

  • All-Access Pass: 50+ Estate Planning-specific sessions including Sunday workshops
  • Mon–Tues: Find your community at gold tables during networking lunches in the arena, with discussion topics based on your area of interest
  • Grouped sessions for “hallway networking” and shorter walking distances between sessions

Before the event!

  • Curriculum HQ: visit the AICPA Conferences app to find session highlights, networking opportunities for your community and more

Pre-Event Workshops included in the ALL ACCESS PASS

Pre-Event Workshops

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Advanced Estate Planning Workshops

Personal Financial Planning Workshops

P. Thomas Austin Personal Financial Planning Division Scholarship

In honor of P. Thomas Austin, who chaired the Advanced Estate Planning Curriculum for three decades.

The AICPA’s scholarship award covers the registration fee and travel expenses to attend the 2018 Advanced Estate Planning Curriculum at ENGAGE and the Estate Basic Workshop on June 10.

Eligible applicants must meet all of these requirements:

  • Hold a valid, unrevoked CPA license issued by a qualified state board of accountancy
  • Be a member in good standing with the AICPA
  • Be a practitioner with 10 years or fewer of experience as a CPA
  • PFS™ credential holders and PFS candidates will receive special consideration.

The entry deadline is May 1, 2018. For more information, email financialplanning@aicpa.org.

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 affect the profession.

Quality experience for online 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

Enhance your ENGAGE learning experience.

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Data Driven Leadership Program

You’ll be immersed in the new realities of financial services delivery and the FinTech driving the change, plus the opportunities awaiting you.

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Finance Redefined Track

Close the gap between the reality of today’s revolutionary changes and the mindset that the changes won’t come for another decade.

2017 Highlights