AICPA Conference on Tax Strategies for the High-Income Individual

Sarah Woodman, Global events journalist
April 19, 2011 /

The American Institute of Certified Public Accountants (AICPA) will hold a conference on tax strategies for high-income individuals in Bellagio, Las Vegas Nevada on May 5-6, 2011.

The conference aims to tackle the challenges of a new administration, changes in tax law and a turbulent economy to guide finance professionals in servicing high-income clients.

Topics to be discussed include estate, corporation and income tax updates, estate planning in a low interest rate environment, best tax ideas, helping clients with start-up businesses, the art of high-end real estate planning, estate and financial planning for parents of high-income caregivers, preparing high-income clients for retirement, navigating healthcare reform, planning with S Corps, Partnerships and LLCs and reeling, rolling and reining in “Shark-Fin” CLATs, financial planning roadmap using Form 1040, best practices for implementing paperless tax practice, critical planning for closely-held business clients, state nexus for individuals, post-mortem tax planning, integrating philanthropy in client’s wealth and family-office engagements.

Tax experts will be present in the conference to share their insights and the latest information about current tax issues that impact high-income clients like estate planning, retirement planning and healthcare reform.

The conference is open to all CPAs, attorneys, financial planners, bank trust officers, insurance agents, family office managers, investment advisors, philanthropy specialists and individuals from firms who are responsible for helping their clients accumulate, retain and transfer wealth.

It will also feature a new session about what every CPA needs to know about captive insurance by The Strauss Law Firm, LLC, Hilton Head, SC Managing Member Peter Strauss on Thursday, May 5th on 7:00AM-7:50AM.

A pre-conference will be held on May 4, 2011.

The recommended CPE Credit is 18. 5 (main) and 6 (value-added workshops).


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