When servicing high-net-worth clients, you need to go above and beyond their expectations. This course will help you master what you need to know to develop the appropriate plan to help them reach their goals and build your relationship. We will look at the most relevant subjects to planning for clients, including federal, state and international income tax planning, estate planning, asset protection and offshore holdings. In addition, we will review contemporary planning strategies and examine case studies.
Learning Objectives
• Examine the complexities of offshore holdings
• Review estate planning and taxation
• Understand the goals and tactics of asset protection planning
• Review and examine estate and trust planning
• Examine taxation issues for Individual, partnership, corporate and international
Major Topics
• Offshore holdings
• Estate taxation
• Estate planning
• Asset protection planning
• Trust planning
• Individual, partnership, corporate and international taxation
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