Tax Strategies for the High-Income Individual Conference | ENGAGE 2021

Tax Strategies for the High-Income Individual (TAX)

Tue, July 27 – Thu, July 29

There's more than meets the eye.

Reveal the bigger picture for you clients.

Register today

All-Access Pass gives you more!

Access to all four days of ENGAGE sessions and ENGAGE2021+ learning after the event.

Get Your All-Access Pass today!


Connect with clients on a deeper level.

Tax Strategies for the High-Income Individual offers strategies to better connect with your clients and grow your practice. You’ll leave with a richer understanding of your client’s motivations and needs to help drive to better outcomes.

Evolve your client relationships 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

Tax Strategies for the High-Income Individual

Can't-miss sessions

Session 1

ENG2104. Political Update (Tax Legislation)

Session 2

ENG2105. IRA Planning Update

Session 3

TAX2107. Individual Tax Update

Session 4

TAX2108. Business Tax Update

Session 5

ENG2121. Planning for Those Under 10 Million

Session 6

ENG2115. Work From Home/State Tax Implications

Who Will Be There

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

Use your All Access pass to access these other focus areas within ENGAGE

Advanced Accounting and Auditing (NAAATS)

Advanced Personal Financial Planning

Advanced Estate Planning

Tax Strategies for the High-Income Individual

AICPA Practitioners and TECH+

EDGE Career Development

Corporate Finance

Diversity, Equity & Inclusion

CPAFMA National Practice Management Conference