Tax Strategies for the High-Income Individual Conference | ENGAGE 2020
Strategizing with 20/20 vision

Tax Strategies for the High-Income Individual (TAX)

Tuesday, June 9 – Thursday, June 11

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

Explore the agenda

Connect with clients on a deeper level.

The latest tax regulations, technical updates and planning strategies along with unlimited opportunities to connect with peers. The best speakers and subject matter experts in the country convene at Tax Strategies for the High-Income Individual to help you connect with clients on a deeper level and grow your practice. You’ll leave with a richer understanding of your client’s motivations and needs.

Evolve your client relationships at AICPA ENGAGE with:

  • Coverage of critical tax topics, as selected by the profession’s leaders who are passionate about tax
  • Strategies to match your clients with the right type of planning services
  • Exposure to new business models, client fee structures and other practice refinements
  • Conversations and advice from the nation’s leading specialists of high-net-worth planning

Key presenters you don’t want to miss:

  • Bryan Skarlatos
  • Claudia Hill
  • Mark Klein
  • Marty Shenkman
  • Sharon Kreider
  • Steve Siege
  • Tony Nitti

Three days of engagement

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AICPA Staff Recommendations:

  • Planning for the 99% - What Should They Be Doing in 2020?
  • Tax Policy Today and Going Forward
  • Cannabis, Breweries & Bitcoin
  • Aging and Long-Term Illness
  • IRS Workshop
  • Estate Planning Strategies for Moderate, High & Ultra High Net Worth Clients Post-TCJA
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Pre-Event Workshops:

  • Building a Tax and Financial Planning Advisory Business Workshop
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Who will be there:

  • CPAs
  • Family office managers
  • Investment advisers
  • Philanthropy specialists
  • Attorneys
  • Financial planners
  • Bank trust officers
  • Insurance advisors