AICPA Conference on Tax Strategies for the High-Income Individual 2012
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The 2012 AICPA Conference on Tax Strategies for the High-Income Individual features an all-star cast of renowned experts and thought leaders offering timely insights, solid strategies, and valuable ideas over two intensive days of interaction. The Tax Strategies Conference will guide you through a myriad of timely tax-related subjects – zeroing in on the latest income and estate tax changes during this critical election year.
Browse Exhibitors
PLATINUM SPONSOR
Paychex, Inc.
Booth:
403
Address:
911 Panorama Trail South
Rochester, NY 14625
Phone:
585-383-3726
Website:
Paychex, Inc. (NASDAQ:PAYX) is a leading provider of payroll, human resource, and benefits outsourcing solutions for small- to medium-sized businesses.The company offers comprehensive payroll services, including payroll processing, payroll tax administration, and employee pay services, including direct deposit, check signing, and Readychex®.
SILVER SPONSOR
BNY Mellon Wealth Management
Booth:
100
Address:
10250 Constellation Boulevard
Los Angeles, CA 90067
Phone:
310-551-7602
Website:
BNY Mellon Wealth Management’s expert capabilities encompass all areas of wealth management and are grounded in centuries of experience. We are committed to continually enhancing and building upon these capabilities to ensure complete and excellent resources for the management of our clients’ wealth.
SILVER SPONSOR
Jefferson National
Booth:
207
Address:
9920 Corporate Campus Drive, Suite 1000
Louisville, KY 40223
Phone:
502-515-7813
Website:
Jefferson National is a leading innovator of value-added products and services for independent RIAs and fee-based advisors. Jefferson National has pioneered a unique approach to tax-deferred investing with Monument Advisor, the first no-load variable annuity with a flat-insurance fee of $20 per month and the industry’s largest selection of over 360 funds.
SILVER SPONSOR
Lighthouse Captive Management, LLC
Booth:
102
Address:
Vorstadt 26a
6300 Zug, Switzerland
Phone:
(858) 848-7878
Website:
Lighthouse Captive Management, LLC provides customized captive insurance solutions that help reduce the cost of insurance, secure greater coverage, and save on taxes. Backed by a team of insurance experts and the Lighthouse Trust & Banking Group, Lighthouse offers simple, transparent pricing, bespoke customer service, and convenient premium financing.
SPONSOR
Connell Foley LLP
Address:
85 Livingston Avenue
Roseland, NJ 07068
Phone:
(973) 535-0500
Website:
Established in 1938, Connell Foley LLP has achieved success in litigation, corporate law, and a broad range of specialty areas. Comprising more than 110 lawyers, who are organized into 21 distinct practice areas, Connell Foley is proud of its continued ability to deliver the highest levels of legal representation and satisfaction for its clients.
BASIC LISTING
1st Global
Booth:
307
Address:
8150 N Central Expressway, Suite 500
Dallas, TX 75206
Phone:
800.959.8461
Website:
1st Global is a leading growth consultant for CPA firms that seek to be the preeminent providers of high benefit services to their clients. Through proven processes that include world-class research, accounting firm advice, business development education and innovative technology, 1st Global is the partner of choice for select firms.
BASIC LISTING
529 College Savings Programs
Booth:
500
Address:
6811 South 27th Street
Lincoln, NE 68512
Phone:
(866) 529-2228
Website:
Union Bank (Program Manager) has an 11 year track record of managing nationally recognized 529 college savings plans. The CollegeCounts 529 Fund (Direct Sold) offers low cost funds from Vanguard, T. Rowe Price, PIMCO, and Fidelity all on one platform. These programs offer investment flexibility, choice, low costs, and solid asset allocation strategies for your clients.
BASIC LISTING
AICPA PFP Division
Booth:
215
Address:
220 Leigh Farm Road
Durham, NC 27707
Phone:
919.402.4818
Website:
The AICPA’s Personal Financial Planning Section is the premier provider of information, tools, advocacy and guidance for CPAs who specialize in providing estate, tax, retirement, risk management and investment planning advice to individuals and closely held entities. Membership is available for purchase to all members of the AICPA.
BASIC LISTING
AICPA Tax Section
Booth:
213
Address:
1455 Pennsylvania Avenue, NW
Washington, DC 20004
Phone:
202-434-9227
Website:
The AICPA Tax Section provides tax practice tools to help members elevate their practices and maintain the highest ethical standards. Our mission is to assist AICPA members to be the most trusted professional providers of tax services. The AICPA also advocates sound tax policy and effective tax administration.
BASIC LISTING
American Endowment Foundation (AEF)
Booth:
205
Address:
1521 Georgetown Road, Suite 104
Hudson, OH 44236
Phone:
877-599-8903
Website:
Founded in 1993, American Endowment Foundation (AEF) is an IRS-recognized public charity that administers a national, independent Donor Advised Fund program. AEF does not circumvent the families’ relationship with their trusted Financial Advisor. DAF accounts remain on that Advisor’s preferred platform in the name of American Endowment Foundation fbo "existing client".
BASIC LISTING
Ameriprise Financial, Inc.
Booth:
301
Address:
977 Ameriprise Financial Center
Minneapolis, MN 55474
Phone:
877.298.0936
Website:
Discover the benefits of partnering with Ameriprise. Better serve clients and enhance your practice by working with an Ameriprise financial advisor. Our Professional Alliance Program is designed to help professionals create a positive end-to-end client experience that can fully address all your clients’ financial needs.
BASIC LISTING
Archway
Booth:
220
Address:
1040 Avenue of the Americas 9th Floor Suite C
New York, NY 10018
Phone:
646.524.2132
Website:
Archway, a software company, supports the financial operations of global Family Offices, Hedge Funds, Investment Advisors,Prime Brokers and Private Banks. Its flagship platform, ATWeb, is a web deployed enterprise solution that integrates a full general ledger to support portfolio, fund and partnership accounting with a portfolio management system.
BASIC LISTING
Bloomberg BNA
Booth:
401
Address:
1801 S. Bell Street
Arlington, VA 22202
Phone:
800-372-1033
Website:
Bloomberg BNA, a wholly owned subsidiary of Bloomberg, is a leading source of legal, regulatory, and business information for professionals. Its network of more than 2,500 reporters, correspondents, and leading practitioners delivers expert analysis, news, practice tools, and guidance — the information that matters most to tax professionals.
BASIC LISTING
Cayman Enterprise City
Booth:
219
Address:
Breezy Castle
George Town Cayman Islands
Phone:
345-945-3722
Cayman Enterprise City is a Special Economic Zone located in the tax-neutral Cayman Islands offering incredible concessions including 100% exemption from income, corporate and capital gains taxes. Business set up in 10 days - from US$9,995 including Trade Certificate, five year’s residency visa and use of fully-serviced turn-key office facilities.
BASIC LISTING
CCH, a Wolters Kluwer business
Booth:
300
Address:
2700 Lake Cook Road
Riverwoods, IL 60015
Phone:
847-267-2139
Website:
CCH, a Wolters Kluwer business, is the professional’s first choice for integrated tax and accounting solutions. CCH is extending its leadership in research and compliance by continually delivering comprehensive, integrated research and software solutions that provide a strategic business advantage to CPAs, corporate tax and accounting departments.
BASIC LISTING
CPA2Biz, Inc.
Booth:
402
Address:
1211 Avenue of the Americas, 19th Floor
New York, NY 10036
Phone:
855-855-5CPA
Website:
CPA2Biz, a subsidiary of the AICPA, provides best-in-class client-focused business solutions to support accounting professionals. Its Trusted Business Advisor solutions are cloud-based tools that enable accounting firms to build more collaborative and strategic relationships with their business clients or employers.
BASIC LISTING
Curian Capital, LLC
Booth:
222
Address:
7601 Technology Way, 5th Floor
Denver, CO 80237
Phone:
800-901-2756
Website:
Curian Capital provides innovative custom style portfolios through a state-of-the-art technology platform. Curian has more than $7.3 billion in assets under management, ranks among the top-10 third-party managers by total assets and is the fastest growing third-party asset manager for the past five years.
BASIC LISTING
FAM Funds / Fenimore Asset Management
Booth:
407
Address:
PO Box 310, 384 N. Grand St.
Cobleskill, NY 12043
Phone:
877-901-8555, ext. 208
Website:
Fenimore Asset Management is a research-based independent investment advisor and manager of FAM Funds: FAM Value Fund, FAM Equity-Income Fund and FAM Small Cap Fund. We are fundamental value investors. The FAM Funds are characterized by low-turnover, concentrated portfolios, and are managed toward the preservation and long-term appreciation of capital.
BASIC LISTING
Fidelity Charitable
Booth:
406
Address:
82 Devonshire Street, Z3B
Boston, MA 02109
Phone:
617-563-0982
Website:
Fidelity CharitableSM, an independent public charity with a national donor-advised fund program, has helped advisors and their clients achieve their philanthropic goals for the past 20 years. Learn about the benefits of donor-advised funds and how they are being successfully used as both an alternative and a complement to other charitable vehicles.
BASIC LISTING
Financial Navigator, Inc.
Booth:
304
Address:
883 N. Shoreline Blvd. D-100
Mountain View, CA 94043
Phone:
800-468-3636
Website:
Since 1983, Financial Navigator Inc. has focused on providing software and services to family offices serving high net worth clientele. Navigator was the first integrated general ledger and portfolio management application and continues to be the best in class software solution for financial professionals serving the high net worth marketplace.
BASIC LISTING
Foundation Source
Booth:
114
Address:
55 Walls Drive, Suite 302
Fairfield, CT 06824
Phone:
(303) 665-5079
Website:
Foundation Source is the nation's leading provider of foundation management and advisory services for private foundations.
BASIC LISTING
Fox Financial Planning Network
Booth:
217
Address:
6540 Lusk Boulevard, Suite C225
San Diego, CA 92121
Phone:
858-587-2121
Website:
The AICPA is introducing a new program created especially for CPAs to help you work more efficiently and increase revenues by systematizing your practice and offering other areas of advice to your clients. Our Program Integrates: Training (Coaching Available) with on-demand, online-recorded video training sessions on best practices.
BASIC LISTING
Genworth Financial Investment Services, a Cetera company
Booth:
203
Address:
200 N Martingale Road
Schaumburg, IL 60173
Phone:
847.330.7961
Website:
Genworth Financial Investment Services (GFIS) is now part of Cetera Financial Group (Cetera). GFIS is now the fourth business unit of Cetera. GFIS partners with nearly 1,800 independent tax and accounting professionals and Financial Advisors. We specialize in helping tax and accounting professionals successfully integrate wealth management into their practices.
BASIC LISTING
GPW and Associates, Inc.
Booth:
121
Address:
2700 N. Third Street, Suite 2050
Phoenix, AZ 85004
Phone:
602-200-6937
Website:
GPW is an industry leader in providing turnkey services to captive insurance companies (Captives). With insurance, tax and actuarial expertise, GPW is uniquely qualified to work with financial professionals and their clients to help them better understand and identify the potential uses and value of Captives.
BASIC LISTING
GTM Payroll Services
Booth:
305
Address:
7 Executive Park Drive
Clifton Park, NY 12065
Phone:
800-929-9213 ext. 7232
Website:
GTM Payroll Services offers comprehensive nanny tax, payroll, human resource, insurance, and retirement services for the household employment industry. By working with GTM you can help your clients be compliant and minimize risk when employing domestic workers in their homes. Founded in 1991, GTM is SAS-70 Type II certified.
BASIC LISTING
KBKG, Inc.
Booth:
108
Address:
790 E. Colorado Blvd. Suite 600
Pasadena, CA 91101
Phone:
877.525.4462
Website:
KBKG provides solutions for tax professionals and businesses. Our engineers and tax experts work directly with CPAs and their clients on special tax projects such as: R&D Tax Credits, Cost Segregation, Green Building Tax Incentives, 179D, 45L, Employment Tax Credits, Property Tax Review and more.
BASIC LISTING
Melville Capital
Booth:
112
Address:
10474 Santa Monica Blvd. Suite 401
Los Angeles, CA 90025
Phone:
866-511-5990
Website:
Melville Capital is a Life Settlement Broker focused on monetizing and liquidating Life Insurance Policies. In many instances, often there is a substantial cash flow generated to individuals/companies in transition, policy owners, and Trustees. MC represents the policy owner, insured and referral source in negotiating and accepting bids from competing Institutional Investors and handles all aspects of the transaction.
BASIC LISTING
MONAEO
Booth:
221
Address:
902 Broadway, 4th Floor
New York, NY 10010
Phone:
(917) 376 3767
Website:
In an era of rising audit rates, MONAEO empowers you to help your clients prevent, prepare for, and defend in residency and allocation audits by automatically and reliably keeping comprehensive, up-to-date records of the days they have spent in different tax jurisdictions.
BASIC LISTING
National Association of Estate Planners & Councils (NAEPC)
Booth:
223
Address:
1120 Chester Ave., Ste. 470
Cleveland, OH 44114
Phone:
866-226-2224
Website:
The National Association of Estate Planners & Councils (NAEPC) is a national organization of professional estate planners and affiliated local estate planning councils focused on establishing and monitoring the highest professional and educational standards. NAEPC builds a team approach involving cross-professional disciplines to better serve the public’s need in estate planning.
BASIC LISTING
Next Generation Trust Services
Booth:
303
Address:
75 Livingston Ave, 3rd Floor
Roseland, NJ 07068
Phone:
973-533-1880
Website:
Next Generation Trust Services, LLC provides comprehensive account administration and transaction support to individuals who wish to direct their retirement accounts themselves through the nontraditional investments allowed through self-direction. Next Generation Trust Services offers guidance and education to savvy investors about the options and benefits of this retirement wealth-building strategy.
BASIC LISTING
Office Tools Professional
Booth:
118
Address:
514 Commerce Ave. Suite D
Palmdale, CA 93551
Phone:
(661) 794-2220
Website:
Office Tools Professional provides accounting and tax professionals with the next generation of practice management software, providing a single interface for client, staff, office and documents. Experience simplified office management while tracking time, due dates, assignments, documents/email and billing.
BASIC LISTING
STEP USA
Booth:
302
Address:
40 East 84TH St., Ste. 5D
New York, NY 10028
Phone:
212-737-3690
Website:
The Society of Trust and Estate Practitioners (STEP) is a unique professional body providing members with a local, national and international learning and business network focusing on the responsible stewardship of assets today and across the generations.
BASIC LISTING
Sterling Foundation Management, LLC
Booth:
400
Address:
2325 Dulles Corner Blvd. Ste 670
Herndon, VA 20171
Phone:
(703) 437- 9720
Website:
The oldest national foundation management firm in the country, Sterling Foundation Management has been advising charities, charitable donors and their advisors since 1998. Over that time, Sterling has reviewed thousands of foundations, charitable trusts, and other non-profits; set up hundreds of non-profit corporations and charitable trusts; and advised hundreds of charities, donors and their professional advisors.
BASIC LISTING
SurePrep
Booth:
106
Address:
17890 Skypark Circle, Suite 100
Irvine, CA 92614
Phone:
(800) 805-8582 ext. 3
Website:
SurePrep’s 1040SCAN and SPbinder are leading paperless tax workpaper automation solutions. Used by more than half of the Top 100 Firms, SurePrep’s solutions allow you to reduce preparation and review time by up to 50%. SurePrep is also a leading provider of on-shore and off-shore tax prep outsourcing services.
BASIC LISTING
The Strauss Law Firm, LLC
Booth:
104
Address:
10 Hospital Center Common, Suite C
Hilton Head Island, SC 29926
Phone:
(843) 681-4190
Website:
The Strauss Law Firm is devoted to helping individuals, families, and business owners protect and provide for their loved ones. We believe in cultivating long-term relationships with our clients built on trust, professionalism, and cutting-edge solutions for captive insurance solutions, asset protection planning, estate and tax planning and corporate and securities law.
BASIC LISTING
Wasatch Funds
Booth:
211
Address:
150 Social Hall Ave., 4th Floor
Salt Lake City, UT 84111
Phone:
801-983-4101
Website:
Wasatch Funds is a family of 17 no-load mutual funds focused on finding investment opportunities in small to large cap companies through a research-intensive process of bottom-up, fundamental analysis. Wasatch has several award winning funds in the domestic and int’l small cap space as well as long/short.
BASIC LISTING
Wells Fargo Home Mortgage
Booth:
506
Phone:
866-785-6723
Website:
The AICPA – Sponsored Home Financing Program provided by Wells Fargo Home Mortgage provides members that are thinking about buying a new home or refinancing their existing mortgage with exceptional service, competitive rates and a wide array financing options.
BASIC LISTING
Wipfli LLP Cost Segregation Specialists
Booth:
122
Address:
10000 Innovation Drive, Suite 250
Milwaukee, WI 53226
Phone:
414.259.6758
Website:
Wipfli’s Cost Segregation Group specializes in engineering-based cost segregation studies and energy efficiency studies for IRC 179D. With over 80 years of combined experience in appraisals and valuations, our experts have provided thousands of successful studies on new construction and existing buildings in various industries throughout the United States.
BASIC LISTING
XCM Solutions
Booth:
402
Address:
10 Forbes Road West
Braintree, MA 02184
Phone:
781-356-5152
Website:
XCM is a web-based workflow management solution that automates and standardizes workflow processes across the entire firm, in all departments, including A&A, tax, consulting, and HR. Whether you’re a sole practitioner, small, mid-size or large firm, XCM works with your firm’s unique processes to increase efficiency, productivity and profitability.
