AICPA Conference to Detail Top Financial Planning Challenges, Best Strategies for 2014 

AICPA Advanced Financial Planning Conference offers advisers new insight on regulations, tax law changes, market outlook; provides latest planning strategies on top issues. 
Published January 07, 2014

Contact: Kristin Vincenzo, 212-596-6138,

New York (January 7, 2014)
– Heading into 2014, complexity is the only certainty in financial planning. Change at the Federal Reserve brings the potential for higher interest rates. Mid-term elections could bring new focus to fiscal issues in Washington. The multidimensional tax code requires fresh attention to asset location and investment planning. Even estate planning is more nuanced, with changes in tax laws and the growth of digital assets.

To help financial planners navigate the landscape, the American Institute of CPAs will host its Advanced Personal Financial Planning Conference in Las Vegas from Jan. 20-22, 2014. Advisors are increasingly turning to the conference for detailed advice and strategies to benefit their clients. Attendance has doubled since 2009 and is expected to eclipse 1,100 this year.

Reporters are invited to cover the event and more than 50 sessions on topics including the new world of health insurance in 2014, potential crises of the future, retirement income strategies, the effect of emotions and biases on investment decisions and technology security in practice.

AICPA Advanced Personal Financial Planning Conference

The Aria Resort in Las Vegas. A live broadcast of keynotes and select conference sessions will be available to reporters who cannot attend in person

(Please note: Advance registration is required).

January 20-22, 2014

Selected speakers and topics include:

Rebecca Patterson
Managing Director, Chief Investment Officer, Bessemer Trust
Topic: 2014 Investment Outlook

Terrence Odean
Rudd Family Foundation Professor and Chair of the Finance Group
Haas School of Business, University of California, Berkeley
Topic: Behavioral Finance

David Blanchett, CFA, CFP, AIFA
Head of Retirement Research, Morningstar
Topic: Retirement Income Strategies

Carolyn McClanahan, M.D., CFP
Life Planning Partners
Topic: New World of Health Insurance in 2014

James Shambo, CPA/PFS
President, Lifetime Planning Concepts
Topic: Conversations on the Edge of Retirement

Michael Kitces, MSFS, MTAX, CFP, CLU, ChFC
Partner, Director of Research, Pinnacle Advisory Group
Topic: Advanced Income and Estate

Registration: To obtain on-site press credentials, media sign-ups for remote access, or additional information about the conference, please contact Kristin Vincenzo at


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