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Advanced Estate Planning Conference

August 16-18 at La Cantera Resort in San Antonio

Get the details: Conference brochure. (.PDF)

Two registration options:
Conference only (AEPC 01) | CPE hours: Up to 20 hours
Workshop and Conference (AEPC 02) | CPE hours: Up to 24 hours

Can't travel? Consider attending the webcast.

This deep and broad program will help you position your clients for good estate planning outcomes.

This conference is always among our top rated and attended events.

Some topics on this year's agenda include:

  • International Update for Domestic Planners
  • Economic Outlook for Investors and Business Decision Makers
  • Federal Case Law Update
  • Review of Texas' 85th Legislative Session
  • Series LLC: Tax, Transactional and Estate Planning Strategies Using Series LLCs
  • Current Issues in Estate and Gift Tax Audits and Litigation
  • The 990-PF: How to Reap Savings and Avoid Pitfalls
  • The Heart of Darkness: A Journey Into the GST Jungle
  • Marital Property Issues in Estate Planning and Administration
  • Family Integration: Clients Think They Have It; Advisors Think They Deliver It; Most Are Wrong - Helping Clients to Invest INTO Their Families vs to Distribute TO Their Families
  • 678 Trusts & Other Advanced Planning Alternatives
  • Planning for Privacy in a Public World: The Ethics and Mechanics of Protecting Your Client's Privacy and Personal Security
  • Handling Valuation Experts

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 $348 Early Bird/$388 Standard fee. To qualify for the discounts, registrations must be submitted together. Webcast registrations are not eligible for the 20% discount.

Early Bird discount deadline Aug. 2

Conference hotel: La Cantera Hill Country Resort | Make hotel reservation
16641 La Cantera Parkway, San Antonio, Texas 78256
(210) 558-6500 | Reservations: (855) 499-2960 | Hotel cut off: Aug. 1
Reservation code: Texas Society of CPAs Advanced Estate Planning Conference Registrant
Room Rate: $179.00 + tax

Exclusive Premier Sponsor:

CliftonLarsonAllen, Exclusive Premier Sponsor

Bronze Sponsor:


Bronze Sponsor:


Copper Sponsor:

Bourland, Wall & Wenzel, P.C.