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2018 Advanced Estate Planning Conference | AEPC01 19




  • COST



August 16 - 17, 2018 7:30am - 4:15pm

Grand Hyatt San Antonio 600 E Market St
San Antonio, TX 78205-2600


Member: $499 Non Member: $649

Exclusive Premier Sponsor:

CliftonLarsonAllen, Exclusive Premier Sponsor


Bronze Sponsor:

Bessemer Trust


MGR Accounting Recruiters


Cumberland Trust

Conference Partner:

TSCPA Insurance Trust

Get the details: View brochure.

This program's content and popularity continues to keep the Advanced Estate Planning Conference among our top attended events. Held at the Grand Hyatt San Antonio Hotel, participants will be able to earn as many as 20 CPE hours over two days, while enjoying all that San Antonio  has to offer.


  • New Case Law
  • The Economic Outlook for Investors and Business Decision Makers
  • Grantor Trust - Reporting Income Turning Off Grantor Trust
  • Marital Propert Issues in Drafting Estate Planning Documents
  • Non Tax Reasons for Funding Trust/Terminating
  • GST Exemption/709 - Is It Still Important
  • Simplicity - The Estate Planner's "White Whale": Planning for the (Currently) Non-Taxable Estate
  • Section 199A Planning
  • Cryptocurrencies and Blockchain – How does it work?
  • Income Taxes in Estate Administration

WEBCAST: Available. | PRICE: $370 Members/$520 Nonmembers

Day 1, August 16, 2018:  7:30 a.m. - 5 p.m.
Day 2, August 17, 2018:  7:30 a.m. - 4:15 p.m.

WHO SHOULD ATTEND: Accounting professionals who perform estate and trust planning and compliance services.

CPE HOURS: 20 Hours (Based on Attendance) 


  • Early Bird - Early bird registrants will enjoy $50 savings - just be sure to register before August 2, 2018
  • 20% discount - the first TSCPA member registrant from a firm or company at full price, all other TSCPA members from the same firm or company at $359.20 Early Bird/$399.2 Standard fee. To qualify for the discounts, registrations must be submitted together. Webcast registrations are not eligible for the 20% discount.


Grand Hyatt San Antonio Hotel | Make Hotel Reservation
600 E Market St, San Antonio, TX 78205 | Phone: (210) 224-1234

Reservations: (888) 421-1442 | Hotel cut off: Aug. 1

Reservation code: Texas Society of CPAs Advanced Estate Planning Conference Registrant

Room Rate: $185.00 + tax

Parking: Discounted self-parking $22.00 plus tax. Valet $39.00 per day plus tax.

Valet Hourly rates are:
0-2 Hours - $20
2-3 Hours - $25
3-4 Hours - $30
4-5 Hours - $35
Over 5 Hours - $39

Daily attendees do not receive in and out privileges with their parking fees. Contact hotel for additional parking information. Parking prices are subject to change and are not included as part of the registration fee.  


Cancellations received less than five business days prior to the program start date are subject to a $50 cancellation fee. Substitutions will be allowed until the start time of the program at no charge by calling 800-428-0272 or 972-687-8500 ext 1. NO SHOWS WILL FORFEIT THE ENTIRE REGISTRATION FEE.

CPE InfoLine: 800-428-0272 or 972-687-8500 in Dallas | E-mail Customer Service