Advanced Estate Planning Conference | ENGAGE 2020

Decisions that lead to legacies

Advanced Estate Planning


June 7–11 | 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 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 2019 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 2019 Advanced Estate Planning Conference at AICPA ENGAGE. 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.

  • 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.

It’s a big world of learning out there. You can spend a lot of time searching for insights that speak directly to you and your work only to come up empty-handed. Never fear! At ENGAGE, is here to help!

Our staff has created ENGAGE Personas designed around the most important people at the event… YOU!

What’s your Advanced Estate Planning Persona?


Adventure is better together.

Your conference community is at the core of ENGAGE. Easily find your Advanced Estate Planning peers and colleagues sporting their gold lanyards.

Networking events!

  • ENGAGE Welcome Reception, Sunday June 9
  • Nightly networking receptions in exhibit hall following sessions
  • Monday & Tuesday afternoon: Community Networking Lunches. Find your community at gold tables in the arena
  • Tuesday night: Dedicated bays at Topgolf event
  • Connect with your peers and/or Ask an Expert, in the combined Estate Planning, Tax Strategy, and PFP Connection Hub in the within the exhibit hall

During sessions!

  • Look for other attendees wearing gold lanyards
  • 55+ Estate Planning-specific sessions
    • Estate Planning sessions will be grouped together as best as possible for optimal hallway networking
  • Pre-event workshop Sunday, June 9
  • All-Access Pass: 4 days of unparalleled learning and 14+ hours of priceless networking
  • Sessions will be grouped together to allow you to get where you need faster while networking with peers in your interest area

Before the event!

  • Curriculum HQ: Download the AICPA ENGAGE 2019 app
  • Tour the Exhibit Hall: on a live exhibit floorplan, check out the most up-to-date exhibitors and their profiles
  • Plan Your Onsite Appointments! Schedule exhibitor appointments, dinner meetings, or meet-ups with other attendees