Planning for clients with $1M to $15M in net worth
Gain personal financial planning tips for advising clients with a net worth of $1M to $15M, considering the impending sunsetting of TCJA, the election year, and other factors.
Format
Webcast
NASBA Field of Study
Specialized Knowledge
Level
Intermediate
CPE Credits
1.5
Instructor
Debra Taylor
Availability
3 months
Product Number
WC4730045
Personal financial planning concepts for clients
Gain personal financial planning ideas for clients who have between $1M and $15M of net worth.
Topics include:
- Retirement planning, including Roth conversion planning
- Investment planning strategies
- Estate planning for clients who want to keep control of their net worth
- The tax planning in anticipation of the sunset of TCJA
- Helping clients meet insurance needs
- Other planning ideas
This 90-minute webcast will include time for Q&A.
Key Topics
- Planning for clients with net worth between $1M and $15M.
- Personal financial planning ideas in the areas of tax, retirement, estate, investment, and risk management.
- Considerations in an election year and the impending sunset of TCJA.
Learning Objectives
- Identify tax, retirement, estate, investment, and risk management planning strategies for clients with $1M to $15M of net worth.
- Determine how the impending sunset of TCJA, the election year, and general financial uncertainty affect planning for your clients.
Who Will Benefit
- Tax professionals who serve individual clients
- CPA financial planners and other professional financial planners
- Practitioners who provide tax, retirement, estate, investment or risk management planning services
PCPS members save 20%:
A promo code is required during checkout to receive the discounted price. Promo codes and other PCPS discount information can be found here. Not sure if your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!
Group ordering for your team
2 to 5 registrants
Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.
Start order6+ registrants
We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)
The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.