Course Description
Legal and financial planning are considered to be some of the most complex subjects for modern-day management. This Full-day online CPE webinar attempts to cover some of the strategies required to excel as an accountant, tax professional, or finance professional, while you help your clients to manage a business, incapacity, immigration status, taxes, assets, legacy, and more.
Businesses and individuals are pushed to plan and manage for short as well as long-term planning as financial transactions increase in complexity. Such planning includes business continuity, long-term business plans, the success of the core management team, minimizing the tax payments, and others. Individual planning affected with this include tax planning, financial planning, medical fitness and care, estate planning, citizenship status such as immigration, incapacity planning et. al. This online CPE/CE course attempts to answer the questions of the Accounts, Tax, and/or Finance Professionals to deal with how best to serve the clients in different situations.
Stringent tax compliance requirements push business owners to prepare themselves with identifying tax-saving ideas and options, making the importance of business tax planning a key consideration. This course on taxes focuses on providing the full gamut of tax overview for different business structures. Tax professionals can pick and choose their specialization or the focused group based on their experience and expertise to improve their business horizons.
The possibility that anyone may be pushed to deal with incapacity circumstances cannot be ruled out. No one is absolutely risk-free from the concerns of incapacity planning. The best way to protect your assets and well-being is to protect your assets and long-term care, and have a plan ready for incapacity and crises.
The US attracts immigrants from around and world. Their variety of needs for financial and tax planning attracts a good business opportunity for tax professionals such as immigration tax planning. Avoiding surprises and optimizing the tax benefits through proper planning is one of their core needs opens up a hidden market for the tax professionals to focus on. Asset protection strategies are critical to all financial plans. This course covers the aspects of having a conversation with your clients about legal aspects of business planning.
Estate and legacy planning are the need of the hour for everyone. The planning strategies have changed dramatically during trying times. Tax and financial advisors need to understand the best planning options that can be available to the clients for the long as well as the short-term planning horizon.
In this online CPE/CE Course, the learned speaker Glen Wagstaff will help understand the changing scenarios for the professionals and identify the financial and legal strategies optimizing the results with the following Key Considerations:
- Business structure, Asset and liability protection, Intellectual Properties, Strategies for business having employees, and Business Succession Planning for legal and financial planning
- Asset Protection Strategies in incapacity planning: Preplanning versus Crisis Planning
- Healthcare, insurance, and immigrants including deportation issues related to family, property, and business
- International property and requirements of planning for immigrants
- Tax issues, estate planning for immigrants and immigrant business owners
- Business structures & their impact on tax planning, common mistakes in tax planning, and Using family-owned businesses for income shifting and tax planning
- Identifying the role of the attorney for tax planning, and Retirement Planning Strategies
- Understanding asset protection principles – Privacy, Fraudulent Transfers, Separation of Assets (Legal Walls), Forum (Jurisdictional) Shopping, Bargaining Power, and Exemption Planning
- Liability Planning for Professionals and using services of an attorney to build financial plans.
- How Rockefellers established a multi-generational wealth plan
- The Family Power Grid: the influences, relationships, and interactions of powerful families
- Dynasty Trusts: Multi-generational property protection and limiting tax exposure
This Online CPE course on Taxes is going to be a very attractive webinar, especially for the professionals who are practicing in or planning to develop and grow business in one of the niches.
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