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AICPA & CIMA Sophisticated Tax Planning for Your Wealthy Clients
Tax
Conference

AICPA & CIMA Sophisticated Tax Planning for Your Wealthy Clients

Get access to presenters, peers, and colleagues to learn new strategies to support your clients now and into the next tax year.

$1,145 - $1,645
Do you have an AICPA membership? Log in to apply your member discount.

Date

Nov 15 - Nov 16, 2021

Location

Washington, DC, Live Online

NASBA Field of Study

Taxes

CPE Credits

17

Product Number

SOP21

 Business & partner 
 Part of a discounted 
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.

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

Who Should Attend
  • Professionals who advise high-net-worth clients
  • CPAs, tax practitioners and personal financial planners
  • Attorneys, insurance agents and enrolled agents
  • Bank and trusts officers as well as family office managers
  • Investment advisers
Location
Washington, DC

Washington Hilton
1919 Connecticut Ave NW, Washington, DC 20009
Phone: 202.483.3000

Credit Info
CPE Credits
Onsite
17
Online
17
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Experience with individual and business tax
Attendance options
Onsite
Nov 15 - Nov 16, 2021
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Onsite
$1,645.00
AICPA Members
Onsite
$1,245.00
Tax Section Members
Onsite
$1,145.00
Online
Nov 15 - Nov 16, 2021
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,645.00
AICPA Members
Online
$1,245.00
Tax Section Members
Online
$1,145.00

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 2) or email us at groupconference@aicpa-cima.com

Contact us
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Accommodations

Hotel Room Rate: $279.
Conference room rate expires Oct 15, 2021, or when room block sells out, whichever comes first.
Dress code: Business Casual

System Requirements
View our system requirements here
Cancellation Policy
View our Cancellation policy here
AICPA & CIMA Sophisticated Tax Planning for Your Wealthy Clients
Nov 15 - Nov 16, 2021
Washington, DC
Select from the following options:
Onsite
$1,645.00
Live Online
$1,645.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

Our top picks for additional learning - and savings

We’ve paired this product in CPE & Learning bundles to help you meet your learning goals. As a bonus, bundles include even more savings.

Our top picks for additional learning - and savings

We’ve paired this product in CPE & Learning bundles to help you meet your learning goals. As a bonus, bundles include even more savings.

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