AICPA Conference on Tax Strategies for the High-Income Individual Overview

CPAs must be prepared for any number of possible changes by Congress and then effectively respond to high-income clients’ expectations in this complex economic environment. The AICPA Conference on Tax Strategies for the High-Income Individual can help—delivering unrivaled insights and analyses of the most timely issues affecting tax planning for your high income clients.

This intensive two-day conference is specifically tailored to cover any late-breaking developments and hot-button issues, including the results of any Congressional sessions dealing with the expiring tax provisions or post-election updates.

Attendee Profile


Who should attend this Conference? 

CPAs, attorneys, financial planners, estate planners, bank trust officers, insurance agents, family office managers, investment advisors, wealth managers, philanthropy specialists, trust officers, members of estate planning councils and individuals from firms who are responsible for helping their clients accumulate, retain and transfer wealth.

Exhibitor Directory - An online resource listing each individual conference and the list of featured exhibitors attending onsite.

Conference Materials - This Link is an online resource offering streaming and downloadable educational content. Access over 1,500 educational sessions, presented by today's top industry speakers.

Past Speakers

Sid Kess Sid Kess, Esq., CPA, J.D., LL.M., AEP® (Distinguished) recently selected “Most Influential Practitioner” by CPA Magazine, is a nationally renowned tax expert and
author/coauthor of hundreds of tax books on financial and estate planning. Having lectured to more than 725,000 practitioners on tax, financial and estate planning, he is one of the nation’s best known lecturers in continuing professional education.

Mr. Kess is Of Counsel, Kostelanetz & Fink, LLP, New York, NY. He is consulting editor of CCH Incorporated’s Financial and Estate Planning Reporter. Mr. Kess was chairman of the advisory board of Tax Hotline and is a member of the PPC Tax Action Panel. He has edited a column on “Tax Tips” for the New York Law Journal for the past 41 years. Mr. Kess edits the AICPA’s CPA Client Bulletin and CPA Client Tax Letter. He is Executive Editor – Tax, of CPA Magazine. He has also written hundreds of AICPA tax workshops, audio and video programs, and is the recipient of the AICPA Distinguished Lecturer Award. Mr. Kess is often quoted in The Wall Street Journal, The New York Times and other national publications. He was included in Accounting Today’s “100 Most Influential CPAs in the U.S.” for several years as well as CPA Magazine’s “Most Influential CPAs in the U.S.”

Mr. Kess is the recipient of the AICPA’s “Special Recognition Award” for his many years of contributions to the AICPA’s Continuing Professional Education program and was elected to the Estate Planning Hall of Fame by the National Association of Estate Planners and Councils for his distinguished service in the field of estate planning. He received his J.D. from Harvard University School of Law, BBA from Baruch College and LL.M. from New York University Graduate School of Law.