Monumental change.
What now?

From new tax rates to fewer deductions, credits and exclusions, the tax law will have wide-ranging effects on your individual and business clients.

At AICPA ENGAGE, experience a comprehensive overview of these historic changes impacting you, your business and your clients. Get the answers you need this June.

In these times of evolutionary change is your organization ready?

With all these changes, are you running the best organization possible? Do you have the latest information that can help you and your firm succeed? Are you up-to-date on technology? Tax law? Firm management trends?

Where does AICPA ENGAGE come in?

  • Comprehensive, technical details on tax reform in estate, tax and personal financial planning
  • Community forums to talk to peers who face the same struggles as you.
  • Get a detailed look at how the Tax Cut and Job Act impacts your area of focus.
  • Sessions addressing how technology will support your overall changes
  • Exhibitors bringing you cutting-edge technology solutions

Tax Act hot topics:

  • Advanced 199A Updates
  • Individual tax update
  • Changes to IRAs/roths
  • High net worth and the 99%
  • QBI for estates/trusts
  • Deductibility of fees for estates/trusts
  • Spousal Lifetime Access Trusts
  • “Hedge” GRATs
  • NING/DING Trusts
  • Estate Planning Update
  • Estate Planning with IRAs
  • Estate Planning for the 99%
  • NING Trusts After Tax Reform: Saving State Income Taxes
  • Planning for Aging and Ill Clients

Practice Management and Technology Sessions:

  • Tech Update
  • Small Firm Technology Solutions
  • Panel: Third Party Technology Risk Assurance Services
  • Artificial Intelligence Application in Today’s Firm
  • Stop the Madness: Moving from Performance Management to Continuous Improvement
  • Blockchain Application
  • Building a Technology Roadmap/Strategy
  • The Rise of the Robo-Accountants
  • How Technology is Changing the Audit
  • Assessing Your Firm's Cybersecurity/Privacy Risks

Save $150 through January 31st