Advanced Estate Planning
All Access pass gives you more!
Get access to all ENGAGE sessions, a pre-conference workshop (in-person only) and ENGAGE+ learning before after the event. Earn up to 42 CPE credits.
Everything. Everywhere. Everyone.
Advanced Estate Planning
Monday, June 9–Thursday, June 12
Delve into cutting-edge strategies and core technical areas, such as retirement, risk management, trusts and tax in the Advanced Estate Planning track.
Receive the latest updates and developments from experts in the field to stay ahead of potential rules, regulations and the evolving political landscape.
ENGAGE & Connect to stay on top of standards and regulations with:
- Technical tracks focused on core areas: retirement, investments, practice management, risk management and tax.
- Opportunities to grow your community and share ideas with like-minded professionals.
- The most current guidance on how to navigate regulations and standards.
Who should attend?
- Estate and financial planners, attorneys, insurance agents and trust officers
Advanced Estate Planning
Key sessions you cannot miss!
A View from the Front Lines – Current Issues in Estate Tax Audits and Litigation
Capital Sufficiency Analysis with Estate Planning: Practical issues on 2025 Sunset
IRS Update and Dialogue on 706 and 709
Overrated - The Impact of Interest Rates on Estate Planning Techniques
Risk Mitigations Strategies for the Successor Trustee or... war stories of an expert witness.
Taking a Practical Approach to the Adequate Disclosure Rules
Tax Issues That Arise When a Shareholder or Partner Dies
Every field's connected
This is the accounting and finance industry's premier event of the year.
No other event comes close to the breadth and depth of our programming. With nine overlapping tracks seasoned experts curate, you can discover exciting new facets of your field and explore new ones. Every area of accounting and finance connects in ways that aren’t always obvious, and ENGAGE is where they all come together.
