Tax Strategies for the High-Income Individual Conference | ENGAGE 2020

Connect with clients on a deeper level than ever before.

The best speakers and subject matter experts in the country.

The latest tax changes, technical updates and planning strategies.

Unlimited opportunities to connect with peers.

All in one place and all designed 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

Three days of engagement


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

Pre-Event Workshops:

  • Building a Tax and Financial Planning Advisory Business Workshop

Who will be there:

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