Private Wealth Conference (VIRTUAL)

Overview

*IMPORTANT:  This is the VIRTUAL option for this conference and is being run in partnership with the New York State Society of CPAs. This event is also being held in person in New York, so please double check that you are registering for the correct option.

Please note that the Class Pass does not apply to this program.

Full agenda and details coming soon!

Objectives

To inform CPAs, attorneys and financial planners who work with high net worth individuals and family offices including trusts and estates of the most significant issues that affect their practices.

Notice

By registering for this program and, accordingly, receiving the eMaterials, you’re acknowledging that you understand both the copyright restrictions on your eMaterials and the CTCPA cancellation policy.