Get access to presenters, peers, and colleagues to learn new strategies to support your clients now and into the next tax year.
Nov 15 - Nov 16, 2021
NASBA Field of Study
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.
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.
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 firstname.lastname@example.org
800.504.4749 Ext. 105
1919 Connecticut Ave NW, Washington, DC 20009
Looking for group pricing?Contact us
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Hotel Room Rate: $279.
Conference room rate expires Oct 15, 2021, or when room block sells out, whichever comes first.
Dress code: Business Casual