Advanced Estate Planning Conference | ENGAGE 2020
Better plans and brighter futures

Advanced Estate Planning Conference

Monday, June 8 – Wednesday, June 10

All Access Pass gives you more. Access to all half-day workshops + Thursday sessions + online access. The best way to attend ENGAGE 2020 and the best value.

Explore the agenda

Strategies for estate tax and income tax and how they intertwine

It’s vital to stay on top of the latest updates and developments in trust, estate and gift taxes especially with the recent significant changes in rules and regulations. At Advanced Estate Planning you’ll get no-nonsense advice and high-level tax training, acquire new estate planning techniques to help your clients – all from experts in the estate planning field.

Key presenters you don’t want to miss:

  • Bob Keebler
  • Jere Doyle
  • Lisa Featherngill
  • Marty Shenkman
  • Steve Siegel

Three days of engagement


AICPA Staff Recommendations:

  • Secure Act
  • 2-22 Million
  • IRA and Retirement Planning - 2020 Update
  • A Review of all the Current Individual and Business Tax Proposals
  • Qualified Opportunity Zones
  • Grantor Trusts - The Key Rules and the Useful Tools

Pre-Event Workshops:

  • Building a Tax and Financial Planning Advisory Business Workshop
  • Basic Estate Planning Workshop
  • 2020 Form 1041 – Behind the Software!

Who will be there:

  • Estate planners
  • Financial planners
  • Tax advisers
  • Attorneys
  • Insurance advisors