San Francisco, California
Hyatt Regency San Francisco
July 15 - 16, 2010

In this volatile economic environment it is now more important than ever to find ways for your clients to preserve wealth. Let us help you effectively respond to your high net-worth client’s tax planning needs.

Register online

Conference Objectives
This conference will give you the tools to help your high-income clients preserve and build wealth.

Who should attend?
Practitioners who have tax planning responsibility.

Conference Speakers
Speakers for this event will include Chris Province, CPA, John Stevko, CPA, and other nationally recognized experts.

Date and Location
July 15 - 16, 2010 | San Francisco, CA

Pre-Conference Session Available!
July 14, 2010, 1:00 pm - 5:00 pm

Hyatt Regency San Francisco
888.421.1442
$199 per single/double room

Registration Fee
$789 (Main Conference)
Only $710 through July 1
$189 (Optional Pre-Conference on July 14th)
Only $170 through July 1

CPE Credit
16 Hours (Main Conference)
4 Hours (Pre-Conference)
Intermediate | Taxation

To Register
Call 800.231.1860 or register online.

An incredible conference, at an incredible resort hotel, at an incredible price!

Session Topics

Pre-Conference Session:

Top Ten Tips for Helping Your Clients Through Troubled Times: Tax Planning and Other Opportunties in an Unpredictable Economy
This session will explore planning tips aimed at high net-worth individuals, business owners and executives, and provide an in-depth look at the recent Health Care legislation and how it will uniquely impact your clients in the coming year. Other topics will include current interest rates, financial coaching and other topics designed to enhance your ability to advise your clients during troubled economic times.

General Sessions:

Current Tax Developments
A lot has happened since tax season! This session will present the latest developments as well as the buzz from Congress. Coverage of the tax provisions in the Patient Protection and Affordable Care Act, the Health Care and Education Reconciliation Act of 2010, the HIRE Act, other recent legislation, rulings and announcements will be included. Find out the most important issues affecting your clients.

State of the Economy and How it Affects Your High-Income Clients
This session will cover the latest on where our economy has taken us and what lies on the horizon for your high-income clients. Discussion to include investment strategies, the current lending environment and timeless principles for surviving in difficult economic times.

IRS Briefing
This session will review the latest happenings at the IRS including what’s on the horizon. Topics will include regulatory and other tax guidance, administrative activities, and trends in IRS enforcement.

Attracting and Retaining High Income Clients
This session will provide you with ideas for attracting high income clients. Once you’ve won a client, we’ll discuss strategies for providing services and managing the account that will keep the relationship strong.

Concurrent Sessions:

Asset Protection Overview: Tools to Help Your Clients Preserve Wealth
In this informative session we will discuss a variety of tools and strategies that you can employ in order to help preserve wealth for your clients. We will focus on practical tips that you can bring back to your practice immediately as well as longer-term strategies.

Asset Protection: Advanced Issues in Private Retirement Plans, LLCs, and Trust Structures
This session will review strategies for protecting wealth in private retirement plans, LLCs and trusts. We will discuss various techniques and methods for maintaining assets which achieving your clients’ goals.

Estate Planning: The Affect of Current and Proposed Legislation on High Net-Worth Individuals
New legislation has added or will add several wrinkles in estate planning. This session will discuss discount techniques, higher exemption limits and the effect that recent changes have regarding the high net-worth individual.

Planning for Later Years in Life
This session will offer practical guidance on how to advise business owners and individuals on retirement planning. Focus will be on 401(k) options, college funding and discussion of retirement plan options.

Pass-through Entities
In this session we will discuss the latest issues in taxation for pass-through entities. We will share tips and planning strategies that you can apply for your clients.

Key Planning Issues Related to Distressed Businesses
This session will focus on how to deal with your client’s distressed business. Topics include foreclosures, bankruptcy, and net operating losses, among others.

Roth Conversions
Roth IRAs are a popular retirement plan choice for Americans. With income limits removed in 2010 and delayed tax payments on conversions, Roth IRAs may be an attractive option for many of your clients. This session will discuss the new opportunity and help you advise your clients on their investment strategy.

AMT Update
Much continues to happen to bring Alternative Minimum Tax back in the forefront. The discussion will focus on AMT exemptions and new developments impacting Minimum Tax Credit carry forwards. AMT minimization opportunities will be presented.

Business Succession Planning
Proper succession planning is a weakness for many clients. However, it’s a critical consideration for most businesses and an opportunity for you to provide valuable advice. In this session we will discuss key considerations in helping your clients plan for the future, including valuation, tax considerations, structuring the plan and more!

Passive Activity Rules Update
What are the latest issues in the passive loss area? This session will discuss the opportunities and pitfalls of the 1.469-4 grouping election in the face of the IRS disclosure rule, and IRS guidance in this area including discussion of major passive court cases and trends.