AICPA Advanced Estate Planning Conference

Kevin Whalen, CPA, CGMA, MST, MSRED

aicpa-baltimoreJoin us at the AICPA Advanced Estate Planning Conference in Baltimore, MD on July 15 – 17.

It’s essential that estate planning professionals have a firm grasp on critical issues in order to offer strategic solutions and tax efficient advice to their clients. This premier event will deliver the expertise, hands-on training and up-to-the-minute information about topics that impact estate planning.

Popular Topics

  • 3.8% Surtax Impact on Estates and Trusts
  • Foreign Asset Reporting
  • Modeling Estate Planning Solutions
  • Domestic and Foreign Asset Protection
  • Charitable Gift Planning
  • Presentations and Interviews with IRS and Treasury Personnel

Benefits for Attendees

  • Receive CPE credit: 26 units for main sessions and 5 units for optional workshops.
  • Access recordings of each conference session and all materials.
  • Network with conference speakers during breakfasts, breaks and receptions.

Register Today

As an AICPA exhibitor, we’ve arranged a special discount for attendees. Enter coupon code SDQ during checkout and save $100 on your conference registration!

Register Here

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