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

  • Reporters encouraged to attend virtually
  • PFP Conference joins 7 other conferences as part of AICPA ENGAGE
  • Program features 70+ sessions of technical and practical content in
    tax, retirement, estate, risk management and investments

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.

“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

“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
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

PFP Conference speakers include:

What: AICPA Advanced Personal Financial Planning Conference

When: June 9-13, 2019

Where: MGM Grand in Las Vegas, NV.

Press Registration: For media who wish to obtain remote access,
please contact Jon Lynch at
or James Schiavone at
(please note: advance registration is required).

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

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

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.


Jonathan Lynch

James Schiavone

error: Content is protected !!