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
Planning strategies in light of the new tax legislation. Walk away with new insights to lead your clients through every stage of their lives.
Owner, Karen Brosi, EA, CFP, A Ltd Liability Co.
Founding Partner, Littman Krooks LLP
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.
Your curriculums are at the heart of AICPA ENGAGE. Now, it’s easier than ever to find your people.
Look for orange ribbons, lanyards, & directional signage onsite to help you find Advanced Estate Planning colleagues and peers look for:
Before the event!
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
You’ll be immersed in the new realities of financial services delivery and the FinTech driving the change, plus the opportunities awaiting you.
Close the gap between the reality of today’s revolutionary changes and the mindset that the changes won’t come for another decade.