AICPA

2012 P. Thomas Austin PFP Division Scholarship

The American Institute of Certified Public Accountants has established the P. Thomas Austin Personal Financial Planning Division Scholarship in honor of the CPA who has chaired the Advanced Estate Planning Conference for three decades. The scholarship will cover the registration fee and travel expenses of an emerging CPA to attend the 2012 Advanced Estate Planning Conference. The program will provide attendees with cutting edge estate planning guidance as well as a pre-conference session covering the fundamentals in estate planning. Networking opportunities with seasoned estate planners will be available throughout the conference.

Eligible applicants must meet all of the requirements listed below:
- Hold a valid, unrevoked CPA license issued by a qualified state board of accountancy
- Be a member in good standing with the AICPA
- A practitioner with five to 15 years of experience as a CPA and a novice-level experience of less than five years specifically in estate planning through practice or relevant membership organization.
- PFS credential holder or PFS candidate preferred (not required)

To be considered, please complete all fields below no later than June 5, 2012.

Name * First Last
This field will appear in conference brochure
Position *

(i.e. CPA, Managing Partner) Please do not use abbreviations. This field will appear in conference brochure.
Company *

This field will appear in the conference brochure.
Email *

This field is for internal AICPA Conference Planning purposes ONLY. This information WILL NOT be shared with any other party.
Address *
Street Address Address Line 2 City State / Province / Region Postal / Zip Code Country
Phone Number * ### - ### - ####
This field is for internal AICPA Conference Planning purposes ONLY. This information WILL NOT be shared with any other party.
AICPA Section Membership (Select all that apply)
PFP Tax PCPS IT FVS
Knowledge Areas (select all that apply) *
Estate Planning Income Tax Planning Insurance Planning Investment Planning Personal Financial Planning (General) Retirement Planning Other
If you indicated other above, please specify
Credentials (select all that apply) *
CPA PFS Other
If you indicated other above, please specify
Why do you want to participate in the P. Thomas Austin Personal Financial Planning Division Scholarship Program? Please include a brief description of your practical experience in estate planning. (250 words or less) *
Maximum Allowed: 250 words. Currently Used: 0 words.

If you prefer to attach your response in document form, you may upload file below.
Attach the Response. If you prefer to answer the question above in a document, please attach it here.
Please write an essay addressing one of the following topics (500 words or less):
a. Estate planning opportunities with the current estate tax law
b. A key challenge facing estate planners
c. Role of the CPA in estate planning *
Maximum Allowed: 500 words. Currently Used: 0 words.
Attach the Response. If you prefer to answer the question above in a document, please attach it here.
Name First Last
Do Not Fill This Out