Date: November 11th , 2026

Time: 2pm ET | 1pm CT | 12pm MT | 11am PT

Duration: 120 minutes

Description:

High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals don’t just need tax compliance  they need a strategic architect. Their intricate financial landscapes demand advanced planning techniques that most practitioners rarely encounter in general practice.

This course arms CPAs, EAs, and financial advisors with the expertise to design, implement, and defend elite-level tax strategies with confidence. Through rich case studies, real-world scenarios, and practitioner-tested frameworks, you will master the planning tools that top advisors use to deliver extraordinary outcomes for wealthy clients  while keeping your firm and your license fully protected. Whether you are deepening an existing HNW practice or building one from the ground up, this session gives you the technical knowledge, documentation standards, and ethical guardrails to operate at the highest level of advisory excellence.

Topics Covered:

• Donor Advised Funds (DAFs).
• 412(e)(3) Defined Benefit Plans.
• Section 179 Applications.
• Augusta Rule Compliance.
• Combination DC/DB Plan Designs.

 Session Highlights :

• Strategic Tax Planning Frameworks.
• Compliance & Risk Management.
• Ethical & Documentation Best Practices.
• Interactive Case Studies.
• Firm-Level Impact.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Elan Becker

Founder, Enrolled Agent Concierge

Elan Becker is an Enrolled Agent admitted to practice before the IRS and the founder of Enrolled Agent Concierge, a boutique tax advisory practice known for white-glove service, responsiveness, and practical tax solutions. The firm guarantees a 48-hour client response time or the next month is free. With over a decade of experience in accounting, auditing, operations, and tax, Elan specializes in tax advisory, compliance, and resolution, guiding entrepreneurs and high-net-worth individuals through complex IRS codes to make tax work in their favor.
Elan’s approach emphasizes real-world strategies over academic theory, focusing on clarity and practical application in continuing education. His webinars help tax professionals stay up to date on regulatory trends and advanced tax strategies for high-net-worth clients.