Decisions that lead to legacies

Advanced Estate Planning

 

June 9–13 | Las Vegas or attend online

The path is yours for the choosing.

There’s no getting around it — estate planning is personal business. Whether or not your clients have a clear vision for their legacy, they are looking to you to make it come to life.

Your mission? Stay current. Stay flexible. Stay aware. Then translate your knowledge so your clients can make the right decisions.

The Advanced Estate Planning Conference brings together a holistic view of estate planning, one that’s adaptable to your clients’ needs and your role in contributing to their goals.

Your advantage during AICPA ENGAGE:

  • More current events coverage, including Section 199A, tax reform and cryptocurrencies
  • Strategies for income tax and estate tax and how they intertwine
  • Advanced sessions for experienced practitioners
  • Introductory and intermediate concepts for your up-and-coming staff or your general exposure to estate planning

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.