AICPA Advanced Estate Planning Conference

For over 30 years, the Advanced Estate Planning Conference has been the premier training event for CPAs in the estate planning field.  This comprehensive program will provide you with the opportunity to gain the most advanced technical training on all current aspects of estate planning, gift planning, and compliance issues.  This conference offers two- and four-hour in-depth sessions, led by the top estate planning experts, with takeaways you can implement upon your return to the office.

Monday, July 28, 2008  Main Conference – Day One

8:00am - 8:05am            Opening Remarks
                                    General Sessions
8:05am – 8:55am           1          Life Insurance Update – What’s Hot? What’s Not?
8:55am – 11:10am         2          Current Developments
11:10am- 12:00pm         3          IRA & Pension Protection Update
12:00pm- 1:00pm           Lunch
           
Concurrent Sessions:
Please note that sessions 4 and 5 are in-depth specialized sessions – that will span more than one concurrent session time frame – please take this into consideration when choosing sessions.
1:00pm – 5:00pm           4          Closely-Held Business Succession Planning
1:00pm – 2:45pm           5          Income Tax and Estate Planning for Valuables, Art, Antiques and  Stuff

1:00pm – 1:50pm           6          Asset Protection
                                    7          Introduction to Trusts

1:50pm – 1:55pm           Change Break

1:55pm – 2:45pm           8          IRA Horror Stories (repeated in session 11)
                                    9          Non Qualified Compensation and IRC Section 409A

2:45pm - 3:15pm            Refreshment Break & Vendor Display

3:15pm - 4:05pm            10         Valuation Principles and Strategies – The Nuts & Bolts (repeated in session 13)
                                    11         IRA Horror Stories (repeat of session 11) 
12         Buy/Sell Agreements    

4:05pm - 4:10pm            Change Break   

4:10pm - 5:00pm            13         Valuation Principles and Strategies – The Nuts & Bolts (repeat of Session 10)
                                    14         Current IRS Compliance Issues              
                                    15         Estate and Trust Disputes – The Tax Issues        

5:00pm - 6:00pm            Networking Reception and Vendor Displays

Tuesday, July 29, 2008             Main Conference – Day Two
                                                           
7:00am- 7:50am Breakfast Q&A Roundtables
201       Super Sophisticated IRA Strategies
202       Buy/Sell Q&A   
203       International Estate Planning and Asset Protection Q&A              
204       IRS Q&A          

                                    General Sessions
8:00am - 9:15am            16         Section 6694 and Circular 230    

9:15am- 10:05am           17         Overview of International Estate Planning Issues Affecting U.S. Persons  
                                    or Non U.S. Persons with Off-site Assets

10:05am - 10:35am        Refreshment Break & Vendor Display

10:35am - 11:25am       18         Charitable Split Interests Other Than Lead and Remainder Trusts  

11:25am - 12:15pm        19         FLP’s and FLLCs

12:15pm - 1:15 pm         Lunch  

Concurrent Sessions:
Please note that session 20 is an in-depth specialized sessions – that will span two concurrent session time frames – please take this into consideration when choosing sessions.

1:15pm - 5:05pm            20         Advanced IRA Planning             

1:15pm – 2:55pm           21         Advanced 1041, Part 1  
22         706 Preparation and Audit
23         Eldercare         

2:55pm – 3:25pm           Refreshment Break & Vendor Display

3:25pm – 5:05pm           24         Advanced 1041, Part 2              
                                    25         Life Insurance Products and Planning- What the Estate Planner Needs to Know                 
26         709 Preparation            

Wednesday, July 30, 2008                    Main Conference – Day Three

7:00am - 7:50am            Breakfast Roundtables  
205       1041 Q&A        
                                    206       706 Q&A
                                    207       Eldercare Q&A 
                                    208       709 Q&A          

Concurrent Sessions:
8:00am – 9:40am           27         GST Part 1, Technical Presentation        
                                    28         Mathematics of Estate Planning 
                                    29         CPA’s Review of Wills and Trusts                                   
30         S-Corps Tax Planning Using Trusts        

9:40am - 10:10am          Refreshment Break 

Concurrent Sessions:
Please note that session 31 is an in-depth specialized sessions – that will span two concurrent session time frames – please take this into consideration when choosing sessions.

10:10am – 12:00pm       31         GST Part 2, Case Study Panel Discussion          

10:10am – 11:00am       32         Tax Aspects of Divorce              
33         Non-Traditional Gifts and Distributions
                                  34        Fiduciary Accounting & Tax Update – It’s Not Your Parent’s Trust Anymore!          

11:00am – 11:10am       Change Break

11:10am – 12:00pm       35         IRA’s Payable to Trusts
                                    36         Estate Planning for Non-Traditional Families        
                                    37         Estate Planning for Clients with Significant Real Estate Holdings  

12:00pm - 1:00pm          Lunch

                                    General Sessions
1:00pm – 1:55pm           38         Charitable Remainder and Lead Trusts    
1:55pm – 2:50pm           39         Legislative Update         
2:50pm                                     Conference Adjourns

Marriott Downtown Magnificent Mile
540 North Michigan Avenue
Chicago, IL  60611
Hotel Phone:  312.836.0100
Hotel Reservations:  800.228.9290
Hotel Cutoff Date:  June 27, 2008
Hotel Room Rate:  $275 Single/Double