Advanced Estate Planning

June 9–13 | Las Vegas or attend online

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

Welcome to the 2018 P. Thomas Austin Scholarship Application

The American Institute of Certified Public Accountants has established the P. Thomas Austin Personal Financial Planning Division Scholarship in honor of the CPA who has chaired the Advanced Estate Planning Conference for three decades.

The scholarship will cover the registration fee and travel expenses of an emerging CPA to attend the 2018 Advanced Estate Planning at ENGAGE Conference. The program will provide attendees with cutting edge estate planning guidance as well as networking opportunities with seasoned estate planners.

Eligible applicants must meet all of the requirements listed below. The 2019 application information will be posted later this year.

  • 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 holder or PFS candidates will receive special consideration.

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