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DTSTAMP:20260426T142231Z
DTSTART:20260518T160000Z
DTEND:20260518T180000Z
LOCATION: Your Desk
SUMMARY: High-Net-Worth Clients: Income Tax Planning WEBCAST
DESCRIPTION: This course delivers a comprehensive and strategy-driven approach to income tax planning for high-net-worth clients. As wealth grows\, so do the complexities of tax exposure\, asset allocation\, charitable planning\, retirement optimization\, and real estate strategies. Practitioners must understand how to apply advanced tax planning techniques that minimize liabilities while aligning with long-term wealth-building objectives.In this course\, you will explore practical\, real-world strategies covering step-up-in-basis optimization\, retirement plan maximization\, RMD reduction strategies\, real estate investment structuring\, charitable giving efficiency\, tax-advantaged education and healthcare planning\, and multi-account asset allocation. The course emphasizes proactive planning\, coordination between investment and tax decisions\, and actionable insights you can immediately apply to your high-income and high-net-worth clients.
CLASS:PUBLIC
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