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AICPA & CIMA Sophisticated Tax Planning for Your Wealthy Clients
Personal Financial Planning
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.

Do you have an AICPA membership? Log in to apply your member discount.

Location

Washington, DC

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 Nov 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.

Agenda Button! Speakers Button!

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.
group reg button!
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

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Health & Safety Protocols for In-Person Attendees

The health and safety of our conference participants and staff are our number one priority. We continue to monitor local, state, and federal guidelines and are working closely with our hotel partners to responsibly and thoughtfully implement protocols to provide a safe, enjoyable onsite experience for everyone.

All in-person participants are required to agree to follow current health and safety guidelines and adhere to applicable requirements including:

shot!Proof of vaccination or a negative COVID-19 test within 72 hours of the first date of event participation. This is required to gain access to the event space and collect conference badge/credentials. See details here
mask!Masks are required unless actively eating or drinking within the event space.
covidmolecule!Covid-19 Waiver & Release and Conference Code of Conduct should both be acknowledged in advance to avoid delays during the on-site registration process. Please take a moment to review the documents. Look for an email request starting about 4 weeks prior to conference start.
socialdistance!Social distancing protocols will be adopted within all event spaces and applied to practices around networking events. All efforts will be made to lessen any negative impact these protocols may have on the overall event experience.

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

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Location
Washington, DC

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

Accommodations

Washington Hilton Hotel!

Room Rate: $279
Conference room rate expires Oct 22, 2021, or when room block sells out, whichever comes first.

Book Hotel Room!

Dress code: Business Casual

More Details
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
Experience with individual and business tax
Attendance options
Onsite
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
PFP Section Members
Onsite
$1,145.00
Tax Section Members
Onsite
$1,145.00
PFS Credential Holders
Onsite
$1,145.00
CGMA Designation Holders
Onsite
$1,195.00
Online
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
PFP Section Members
Online
$1,145.00
Tax Section Members
Online
$1,145.00
PFS Credential Holders
Online
$1,145.00
CGMA Designation Holders
Online
$1,195.00
Online
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$1,200.00
AICPA Members
Online
$800.00
PFP Section Members
Online
$700.00
Tax Section Members
Online
$700.00
PFS Credential Holders
Online
$700.00
CGMA Designation Holders
Online
$750.00

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.

System Requirements
View our system requirements here
Cancellation Policy
View our Cancellation policy here
AICPA & CIMA Sophisticated Tax Planning for Your Wealthy Clients
Washington, DC
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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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