Over the next decade, the area of advisory services has the greatest potential for growth in your practice. Complexities within your clients’ financial, estate, and asset protection plans coupled with the ever-changing Internal Revenue Code has created an opportunity for the CPA, the EA, and other advisors to expand their client offerings. This course provides the practitioner with the framework for practice expansion as well as an understanding of a variety of necessary issues and techniques. Highlights Understanding the concept of integrated planning (financial, estate, asset protection, and tax planning). Changes in the landscape of a tax practitioner’s practice. The bridging of services. Getting started - Where do your clients fail?. Understanding the primary planning issues for all clients. Estate and Gift issues. Traps, pitfalls, and tips in planning. Practical steps in establishing a tax advisory and wealth management services practice. Domicile issues. Prerequisites None. Designed For CPAs, EAs, attorneys, financial planners, insurance agents, and bankers. Objectives To provide an understanding of issues and techniques in all areas of planning that will allow the practitioner to expand their tax advisory and wealth management services practice. #J-18808-Ljbffr
About the job Online Administrative Assistant We are looking for a master multi-tasker with excellent communication skills and an upbeat attitude. Candidates should be able to assist management and all visitors to the company by handling office tasks, providing...
...PHARMACOLOGY ONLINE INSTRUCTOR SUMMER 2022 Experienced instructor needed to teach 300 level pharmacology course for nursing students. It is an online, asynchronous, 10-week accelerated, 3-credit course taught from May 23-July 29, 2022. Experience teaching pharmacology...
...Job Description Job Description Job Overview The Email Marketing Strategist will lead the Monthly Ad Plan for all departments. This... ...the weekly ad planning presentation. Email and SMS campaign support will also extend to and including Primary Arms Corporate, Primary...
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