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.

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

Looking to register a group of 2-4?

Registering your group online is easy.

For groups of 5 or more, contact our Group Conference Support Team at groupconference@aicpa-cima.com or call us at 1.800.634.6780 (option 2).

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

Health & Safety Information

We continue to monitor the COVID-19 pandemic, in addition to recommendations and updates from public health officials, federal, state, and local authorities, and the Centers for Disease Control (CDC). We are committed to ensuring your conference experience is safe, positive, productive, and helps you meet your business goals. View waiver.

Washington Hilton
Hilton CleanStay builds on our already rigorous cleaning standards to provide complete peace of mind when you stay. See details here.