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

Gain personal financial planning tips for advising clients with a net worth of $1M to $15M, considering the impending sunsetting of TCJA, the elect...

5/1/2024 4:00pm - 5:30pm | Online | AICPA

Members: $94.00, Non-members: $118.00

CPE Categories: Specialized Knowledge & Applications (1.5 CPE)

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.

Target Audience

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

Course 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.

Subjects

- 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.

Prerequisites

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