Above and beyond
expectations

Tax Strategies for
the High-Income
Individual

Sessions: June 12–14
Workshops: June 10–11

Dazzle the most discerning of clients.

Adapt to your clients' needs as their confidante and adviser with the knowledge gained during the Tax Strategies for the High-Income Individual curriculum.

Look for: Unrivaled insights and analyses from the nation's top tax strategists

What you'll gain: New strategies and solid solutions to turn client goals into legacies

Three days of engagement

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Curriculum Themes

Planning strategies in light of the new tax legislation. Walk away with new insights to lead your clients through every stage of their lives.

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Who will be there?

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

Thought leader spotlight

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Karen Brosi, CFP, EA

Owner, Karen Brosi, EA, CFP, A Ltd Liability Co.

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Bernie Krooks

Founding Partner, Littman Krooks LLP

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Sharon Kreider, CPA, EA

Owner, Sharon Kreider CPA

 

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 orange ribbons, lanyards, & directional signage onsite to help you find Advanced Estate Planning colleagues and peers look for:

Networking events!

  • Monday evening reception specific to your attendees in addition to nightly exhibit hall networking receptions
  • Mon-Wed: Tax Planning Lounge in Exhibit hall
  • Tuesday night: Dedicated bays at Topgolf event

During sessions!

  • All-Access Pass: 50+ Tax Planning-specific sessions including Sunday workshops
  • Tuesday lunch: Find your community at orange 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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Personal Financial Planning Workshops

Advanced Estate Planning Workshops

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