Conventions And Seminars

AICPA Advanced Personal Financial Planning Conference Provides Essential Tools for Navigating Tax Reform

Engage 2019: A wide-ranging agenda, including tax reform, issues surrounding cryptocurrency, health insurance for pre-retirees and how clients spending habits shape their happiness

Sponsored by the American Institute of CPAs. Visit here for more information.

June 05, 2019 — NEW YORK–(BUSINESS WIRE)–The Tax Cuts and Jobs Act added new opportunities and challenges to the ever-changing financial planning landscape. Now, more than a year since passage, best practices and cutting-edge strategies are emerging and will be shared at the AICPA’s 2019 Advanced Personal Financial Planning (PFP) Conference. The 32nd annual conference will take place at the MGM Grand Las Vegas from June 9-13, 2019. Professionals looking to gain the essential skills and tools to help their clients navigate the new legislation will benefit from in-depth technical sessions and panel discussions while networking with the profession’s top influencers.

In addition to tax reform, topics include, issues surrounding cryptocurrency, health insurance for pre-retirees and how clients spending habits shape their happiness. The content has been curated to help professionals gain access to technical and practical sessions in the areas of tax, retirement, estate, risk management, investments and more. Attendees will learn about the industry’s latest tools and discuss how planners can humanize technology to deepen client relationships.

Forward-Looking Information

“This year’s conference features a wide-range of forward-looking technical sessions that will provide financial planning professionals the most current information on how tax reform, advancements in technology, changing client expectations, market volatility and more is impacting individuals, families, and business owners,” said Andrea Millar, CPA/PFS, Association of International Certified Professional Accountants Director of Financial Planning. “Financial planning professionals will emerge with the latest tools and insights they need to provide their clients the highest professional service.”

Professionals recognize the Advanced PFP Conference as one of the best conferences for technical education sessions. Along with new experts, many of the same speakers who led highly rated sessions in 2018 will be returning this year to share new insights and updates in their area of expertise. The conference agenda was developed to provide captivating content and educational sessions for all financial planning professionals. The ideas shared will accelerate attendee’s professional development and improve practice management, so they’ll be better prepared for the future of financial planning.

Financial planning professionals will emerge with the latest tools and insights they need to provide their clients the highest professional service...

“Financial planners who are serious about their craft should not miss this chance to sharpen their skills and connect with some of the brightest planning minds in the country,” said Ted Sarenski, CPA/PFS, chair of the 2019 PFP Conference Planning Committee. “With in-depth technical sessions on best practices hosted by esteemed thought leaders from throughout the profession, attendees will leave with actionable information they can use in practice right away.”

In addition to the PFP conference, attendees will have access to leading technical content within all 7 other conferences as part of AICPA ENGAGE including: Advanced Accounting & Auditing, Advanced Estate Planning, CPA Firm Management Association: Practice Management, EDGE Career Development, Practitioners Symposium & TECH+, Tax Strategies for the High-Income Individual, and the Association for Accounting Marketing Summit.

PFP Conference speakers include:

  • Ted Sarenski, CPA/PFS, CEO, Blue Ocean Strategic Capital
    What you need to know about Social Security
  • Ed Slott, CPA, Partner, Ed Slott & Company
    IRA Planning Update – best retirement tax planning strategies, after tax reform
  • Bob Keebler, CPA/PFS, Partner, Keebler & Associates, LLP
    SALT limitations and charitable planning for tax purposes in general
    A First Look at IRA Life Expectancy Payout Changes Under the “Secure Bill” and the Best Ideas so Far
  • Michael Kitces, Publisher & Partner, Nerd’s Eye View | Pinnacle Advisory Group
    Best Ideas for Retirement Panel
  • Wade Pfau, Professor of Retirement Income, The American College
    Optimizing Retirement Income by Combining Actuarial Science and Investments
  • Kathleen Donelli & Sondra Miller, McCarthy Fingar LLP
    Marriage & Divorce After 2017 Tax Act
  • Mark Klein, Esquire, Hodgson Russ LLP
    How to Move to a Zero-Tax State


What: AICPA Advanced Personal Financial Planning Conference

When: June 9-13, 2019

Where: MGM Grand in Las Vegas, NV.




About the AICPA’s PFP Division
The AICPA’s Personal Financial Planning (PFP) Section is the premier provider of information, tools, advocacy, and guidance for CPAs and other professionals who specialize in providing estate, tax, retirement, risk management, and investment planning advice to individuals, families, and business owners. The primary objective of the PFP Section is to support its members by providing resources that enable them to perform valuable PFP services in the highest professional manner.
CPA financial planners are held to the highest ethical standards and are uniquely able to integrate their extensive knowledge of tax and business planning with all areas of personal financial planning to provide objective and comprehensive guidance for their clients. The AICPA offers the Personal Financial Specialist (PFS) credential exclusively to CPAs who have demonstrated their expertise in personal financial planning through testing, experience and learning.
About the American Institute of CPAs
The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 431,000 members in 137 countries and territories, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting. The AICPA sets ethical standards for its members and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, offers specialized credentials, builds the pipeline of future talent and drives professional competency development to advance the vitality, relevance and quality of the profession.
The AICPA maintains offices in New York, Washington, DC, Durham, NC, and Ewing, NJ.
Media representatives are invited to visit the AICPA Press Center at
About the Association of International Certified Professional Accountants
The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power opportunity, trust and prosperity for people, businesses and economies worldwide. It represents 667,000 members and students across 184 counties and territories in public and management accounting and advocates for the public interest and business sustainability on current and emerging issues. With broad reach, rigor and resources, the Association advances the reputation, employability and quality of CPAs, CGMAs and accounting and finance professionals globally.