There’s more than meets the eye.
The hallmark of a true adviser: Going beyond the obvious questions. Understanding their clients’ motivations. Bringing dreams to life.
Use your role to show your clients that a given tax law is more than credits and deductions. Instead, it’s the framework that gets them closer to their aspirations for now and their legacy for later.
The Tax Strategies for the High-Income Individual Conference challenges you to think of tax as a proactive opportunity and the start of something bigger.
Your advantage during ENGAGE:
- 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
Three days of engagement
2019 AICPA Staff Recommendations:
- 199A: Beyond the Basics (EST, PFP, TAX)
- How to Move to a Zero-Tax State (TAX, PFP, EST)
- 2019 and Beyond - Life Insurance Planning Opportunities You Need to Know (EST, TAX, PFP)
- How Emerging Technologies are Enhancing Tax Practices (TAX, PST)
- IRS Controversies
- Tax Strategies for Life's Big Changes
- Advanced S 199A Planning Strategies
- Best Ideas Panel
Who will be there:
- Family office managers
- Investment advisers
- Philanthropy specialists
- CPAs
- Attorneys
- Financial planners
- Bank trust officers
- Insurance agents
Adventure is better together.
Your conference community is at the core of ENGAGE. Easily find your Tax Strategies for the High-Income Individual peers and colleagues sporting their orange lanyards.
Networking events!
- Invitation to the ENGAGE Welcome Reception, Sunday June 9
- Nightly networking receptions in exhibit hall following sessions
- Tuesday afternoon: Community Networking Lunches. Find your community at orange tables in the arena
- Tuesday night: Dedicated bays at Topgolf event
- Connect with your peers and/or Ask an Expert, in the combined Personal Financial, Estate Planning, Tax Strategy, Connection Hub in the within the exhibit hall
During sessions!
- 55+ Tax Planning-specific sessions
- Pre-event workshops Monday, June 10
- 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 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
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