Webinar Replays

Fritz Meyer Answers Questions From Advisors

Your browser doesn't support video. Please download the file: video/mp4

Is Failing To Warn Clients Of Tax Hikes A Breach?

  Whether you sell advice as a financial planner, wealth manager, or family office professional, you arguably owe a duty to advise clients on taxation as well as investments. This year, with the election results likely to be delayed, clients are likely to have six weeks or less to act on family inheritance decisions requiring legal as well as financial counsel. Writing trust documents, creating S corps, and other legal actions will be required after modelling a range of after-tax income and estate projections. You don’t need to be a political expert to know that, with Flor

Electives

  A4A Electives & Instructors Latest Estate & Income Tax Strategies For 2022 Paul Hood, LL.M. Ethics for CPA Financial Advisors   Retirement Portfolio Analysis  Craig Israelsen Financial Counselor Cert

Subcategories