High-net-worth clients want much more than simple investment tax-efficiency. They demand holistic TAX ALPHA that looks at all their financial moves through the lens of optimizing after-tax outcomes.
On January 27, 2021, join host Devin Ekberg, CFA®
Chief Learning Officer, Investments & Wealth Institute®,
to gain strategic and actionable insights that will help keep you laser-focused on your clients’ 2021 tax situation. This event grants you enhanced, VIP access to Steve Siegel, faculty member for the CPWA®
certification at University of Chicago and Yale University, as he provides current insight and actionable tax strategies for HNW clients. He will provide a combination of lecture and Q&A, ensuring a meaningful dialogue as you prepare to meet with your wealthy clients in 2021.
Mr. Siegel addresses the latest developments in tax legislation and proposals that will impact wealthy clients. With plenty of political uncertainty around the incoming presidential administration, advisors can provide significant value by educating clients and providing clear strategic guidance.
Current estate tax exemption limits are scheduled to sunset in 2025, but there is support for a repeal of the Tax Cuts and Jobs Act of 2017, potentially reducing those exemption limits sooner. In this session, Mr. Siegel discusses strategies to potentially “lock-in” the attractive exemption limits for wealthy clients.
There has rarely been a better time than now for wealthy clients to sell a business and diversify the proceeds. Owners are aging, capital is still plentiful, and tax lows may be less favorable in the near future. Learn how advisors can provide value in the form of tax-aware exit and succession planning.