---
type: "event"
title: "NYCPA Tax and Financial Planning for Individuals Conference 2027"
description: "Expected November 2027, New York, dates not announced. NYCPA full-day conference combining individual tax planning with personal financial planning, 8."
resource: "https://accounting.events/events/nycpa-tax-and-financial-planning-for-individuals-conference/"
tags: ["event", "Tax", "United States", "2027"]
timestamp: "2026-09-03"
---

# NYCPA Tax and Financial Planning for Individuals Conference 2027

NYCPA Tax and Financial Planning for Individuals Conference 2027 is expected in November 2027 in New York, at FAE Learning Center, 11 East 35th Street, 11th Floor; the organizer has not published dates.

NYCPA full-day conference combining individual tax planning with personal financial planning, 8:00 AM start, in person plus webcast.

- **When:** November 2027 (TBA) (expected, not announced by the organiser)
- **Where:** FAE Learning Center, 11 East 35th Street, 11th Floor · New York · United States
- **Organiser:** New York State Society of CPAs (NYCPA/NYSSCPA)
- **Format:** Hybrid
- **Type:** Tax
- **CPE:** 9
- **Official site:** https://nysscpa.org/catalog/events/1161749-tax-and-financial-planning-for-individuals-conference-2026-05-11

## Who it is for

For CPAs, tax preparers and financial planners. Sessions cover individual tax planning, personal financial planning, retirement and year-end planning.

Source: https://nysscpa.org/catalog/events/1161749-tax-and-financial-planning-for-individuals-conference-2026-05-11 (checked 2026-08-31)