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Advanced Estate Planning Conference

August 15-17 at Grand Hyatt 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.

Dive deep into the many complex aspects of protecting client wealth. 

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

Some topics on this year's agenda include:

  • WORKSHOP - Preparing Gift Tax Returns with an Eye Toward Audit
  • WORKSHOP - Estate Administration
  • Federal Case Law update
  • Economic Outlook for Investors and Business Decision Makers
  • Grantor Trusts - A Survey
  • Special Needs Planning and Protection
  • Martial Property Issues in Drafting Estate Planning Documents
  • Where We're Going, We Don't Need Codes: Non-Tax Driven Trust Plan
  • The Relevance of Generation-Skipping Transfer Tax in the Current Estate Planning Environment
  • The Estate Planner's "White Whale": Planning Ideas for the (Currently) Non-Taxable Estate
  • Cyrptocurrencies and Blockchain - How Does it Work?
  • Income Taxes in Estate Administration
  • Update of Audit and Litigation Trends for Estate and Gift Tax

20% discount - Register the first TSCPA member from a firm or company at full price, all other TSCPA members from the same firm or company receive a 20% discount on their registrations. To qualify for the discount, registrations must be submitted together via phone or fax. 

Early Bird discount deadline extended to Aug. 2

Conference hotel: Grand Hyatt San Antonio Hotel | Make hotel reservation | Reservations: (888) 421-1442
600 E Market St, San Antonio, TX 78205 | Phone: (210) 224-1234

Hotel cut off: Aug. 1

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

Room Rate: $185 + tax

Parking: Discounted self-parking $22 plus tax. Valet $39 per day plus tax.

Exclusive Premier Sponsor:

CliftonLarsonAllen, Exclusive Premier Sponsor



MGR Accounting Recruiters


Cumberland Trust

Conference Partner:

TSCPA Insurance Trust