Planning for clients with $1M to $15M in net worth

Course Details

Date

Wednesday, May 1, 2024

2:00pm – 3:30pm (Registration: 4:03pm)

Location

Online

Field of Study

Specialized Knowledg

CPE Credit

1 hour CPE credit

Level of Knowledge

Intermediate

Vendor

AICPA

Prerequisites

Basic knowledge of financial planning, retirement planning, estate planning, tax planning and investment planning

Description

**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.

    Highlights

  • 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.

    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.

    Designed For

  • 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

    • Registration for this course has passed.

    Course Pricing

    WYOCPA Member Fee
    $94.00

    Non-Member Fee
    $118.00

    Your Price
    $118.00

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