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Sophisticated Tax for Wealthy Clients + Private Foundation Summit
Tax
Bundle

Sophisticated Tax for Wealthy Clients + Private Foundation Summit

Combine timely updates on key tax and investment strategies, and hear from the innovators and thought leaders in the highly specialized world of private foundations.

$2,670$1,049.75 - $2,536.50
5% bundle discount applied
Do you have an AICPA membership? Log in to apply your member discount.

Products included

2

Format

Multiple

CPE Credits

29

Product Number

SOPPFS21

 Business & partner 
Bundle Details

Master what you need to know, so you can develop the appropriate, cohesive tax strategies for wealthy clients. Then, better understand private foundation investing and charitable activities. We’ll help attendees gain clarity for their immediate and long-term goals.

What’s included in this bundle
Nov 17 12pm - Nov 18, 2021 12pm GMT
Washington Hilton, Washington, DC
Conference
NASBA Field of Study: Taxes
$1,025
$384.75 - $973.75
5% bundle discount applied
Select format from the following options:
Read
Conference Details

Register early and save $100! Early bird pricing expires Oct. 1. Early bird savings will be shown in your shopping cart.

The Private Foundation Summit provides an opportunity to get front-row access and hear from the innovators in this highly specialized world. From investing to charitable activities, we’ll help attendees gain clarity for their immediate and long-term goals – and we’ll provide important guidance on dealing with the impacts of the pandemic.

Private Foundation Online Summit 6-Session Pack

Use the select 6 option to focus on specific topics that match your needs. This option allows you to choose any six sessions from the main conference agenda. It’s also a great way to access the key information if you’re pressed for time. We’ll email access, agenda creation and material download instructions a few days before the conference. Don’t worry, you can adjust your agenda at any time.

Who Should Attend:

  • Private foundation leaders and advisers including CPAs, attorneys, and investment specialists
  • Strategy, management and operations professionals
  • Private foundation directors, trustees, and officers
  • Grant makers
  • Grantee assessors

Government Audit Quality Center (GAQC) Members Save $50!

Coupon required. Contact the AICPA Service Center through live chat or call 888-777-7077 to receive the coupon. You will need your AICPA user account information and be sure to mention that you are a member of the Government Audit Quality Center (GAQC).

Exhibit & Sponsor Opportunities

You’ll have exposure to the buying audience – top-level CPA firm partners, senior managers, in addition to tax and financial planning professionals.

Contact Gerry Charbonneau gcharbo@morrismarketinginc.com
800.504.4749 Ext. 105

Download the prospectus

View product detail in full
Nov 15 12pm - Nov 16, 2021 12pm GMT
Washington, DC
Conference
NASBA Field of Study: Taxes
$1,645
$665 - $1,562.75
5% bundle discount applied
Select format from the following options:
Read
Conference Details

Early Bird Savings

Register early and save $100! Early bird pricing expires Oct 1, 2021. Early bird savings will be shown in your shopping cart.

When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined. The AICPA & CIMA Sophisticated Tax Planning for Your Wealthy Clients event brings together ideas and tips that will help you strategize better results for your clients.

Master what you need to know, so you can develop the appropriate, cohesive tax defense and compliance strategy for individuals.

National Tax Conference

Co-located with Sophisticated Tax Planning for Your Wealthy Clients, this event will offer you access to presenters, peers, and colleagues to get immersed in current events and understand the key tax regulations.

Sophisticated Tax Online 6-Session Pack

Use the select 6 option to focus on specific topics that match your needs. This option allows you to choose any six sessions from the main conference agenda. It’s also a great way to access the key information if you’re pressed for time. We’ll email access, agenda creation, and material download instructions a few days before the conference. Don’t worry, you can adjust your agenda at any time.

Exhibit & Sponsor Opportunities

You’ll have exposure to the buying audience – top-level CPA firm partners, senior managers, in addition to tax and financial planning professionals.

Contact Gerry Charbonneau gerry@eventsalespartner.com
800.504.4749 Ext. 105

Download the prospectus

View product detail in full
Cancellation Policy
View our Cancellation policy here
Sophisticated Tax for Wealthy Clients + Private Foundation Summit
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Nonmember Price
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