Tax Strategies for the High-Income Individual Conference | ENGAGE 2020
All Access Pass gives you more:
Access to the full week of session including Monday & Tuesday // ENGAGE2020+ learning after the event // Convenient access to the interactive solution and initiative session recordings.
The best way to attend ENGAGE2020 and the best value.

Tax planning for a changing environment

Dive into current tax topics from technical and regulatory updates to planning strategies. Get real-time solutions to support your clients.

Wed, July 22 – Fri, July 24
Tax Strategies for the High-Income Individual (TAX)


Connect with clients on a deeper level.

Tax Strategies for the High-Income Individual offers strategies to better connect with 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

Can't-Miss Sessions

The Nuances of CARES
Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), CGMA

Tax Policy in the Time of Coronavirus
Jonathan Traub

A review of how Congress has used tax policy to assist in coronavirus response and mitigation. Understand the growing deficit and its implications and a look at the November elections and what they could mean for tax policy in 2021 and beyond.

Tax Planning Considerations of Temporary TCJA Dismantling
Annette Nellen, CPA, CGMA, Esq

Recent legislation to support citizens and businesses during COVID-19 pandemic made for significant changes to TCJA. These changes include: NOLs, business loss limitations and depreciation. Find out how they differ from prior tax planning approaches.

Who Will Be There

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

Use your pass to access these other focus areas within ENGAGE


Advanced Accounting and Auditing (NAAATS)


Advanced Estate Planning


Advanced Personal Financial Planning


AICPA Practitioners and TECH+


Tax Strategies for the High-Income Individual


EDGE Career Development


Finance Redefined