Advanced Estate Planning Conference | ENGAGE 2020

Successfully guide clients along their life paths.

With nearly constant change to the estate landscape, it’s vital to stay on top of the latest updates and developments in trust, estate and gift taxes.

At the Advanced Estate Planning Conference you’ll acquire new estate planning techniques to help your practice and your clients, hear from national-level experts, get no-nonsense advice and high-level tax training you won’t find anywhere else.

Evolve your estate planning expertise with:

  • 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

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:

  • Professionals with a fundamental knowledge of estate planning looking to grow that skill set
  • CPAs
  • Financial planners
  • Attorneys
  • Insurance agents
  • Tax advisers