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AICPA Sophisticated Tax Planning for Your Wealthy Clients
Personal Financial Planning

AICPA Sophisticated Tax Planning for Your Wealthy Clients

Register today for access to a cutting edge event that propels both you and your clients on a road to success.

$1,005 - $1,505
Do you have an AICPA membership? Log in to apply your member discount.


Nov 16 - Nov 17, 2020

Conference Details

The AICPA understands how important this event is for the CPAs, tax consultants and financial professionals. This year’s conference is virtual-only. Come interact with peers and presenters, experience the interactive exhibit hall and walk away with current guidance and new connections. See how our online conference expertise adds to your experience.

Attend the full conference or choose the select 8 sessions option. We’ll email access, agenda creation and material download instructions a few days prior to the conference start. Don’t worry you can adjust your agenda at any time.

Register early and save $100! Early bird pricing expires Nov 2. Early bird savings will be shown in shopping cart.

When interacting with your high-net-worth clients, your contributions should bring them greater benefits than they imagined. The AICPA Sophisticated Tax Planning for Your Wealthy Clients event brings together ideas and tips that will help you strategize better 2020 results for your clients.

The 2020 Sophisticated Tax & National Tax Online Conference will offer you the ability to connect with presenters, peers and colleagues, learn about new products and services from our premier exhibitors, relax and have some fun during the breaks and receptions. And, of course learn about the most pressing issues surrounding tax issues.

View the agenda, see the speaker lineup and start planning your attendance today.

New this year, the Private Foundation Summit (Nov 18-19) will be offered on the two days following National Tax/Sophisticated Tax. We have added a Bundle Option for those of you who would like to take advantage of attending both events.

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. Check out our prospectus.

Contact Gerry Charbonneau
800.504.4749 Ext. 105

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
Attendance options
Nov 16 - Nov 17, 2020
Do you have an AICPA membership? Log in to apply your member discount.
AICPA Members
PFP Section Members
Tax Section Members

Looking for group pricing?

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

Contact us
More Details
System Requirements
View our system requirements here

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 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.

Cancellation Policy
View our Cancellation policy here
AICPA Sophisticated Tax Planning for Your Wealthy Clients
Nov 16 - Nov 17, 2020
Select from the following options:
Nonmember Price
Price excluding sales tax
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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