HNW Tax Strategies for 2020 On-Demand

Member: $249, Join & Learn: $449

Keyword(s) Steve Siegel, Michael Kitces, David Gordon, HNW, Tax, 2020, Eaton Vance, American Funds, Capital Group, SECURE Act

HNW clients require a different approach to tax planning and education, especially under the new SECURE Act. Listen to tax experts Steve Siegel, Michael Kitces, and David Gordon to arm yourself with HNW tax strategies for 2020.

Credit Information 4

Tag(s) Wealth, Tax & Regulation: Institute certifications, 2-4 hours: Institute certifications, On-Demand Recording

Description

HNW clients require a different approach to tax planning and education. Strategies are emerging that call for clients to revisit their plans, particularly under the new SECURE Act. Advisors can add significant value by raising key issues with their HNW clients and by educating them about potential solutions.

Included Sessions:

- 2020 Estate Planning Conversations for HNW Clients | Steve Siegel | 1.5 CE credits

- Tax Planning Opportunities | Michael Kitces | 1.5 CE credits

- The After-Tax Advisor | David Gordon | 1 CE credit

Continuing Education (CE) Credit:

- Up to 4 hours of CE credit, including 4 hours of Taxes & Regulations, for CIMA^®, CPWA^®, and RMA^®certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected

Expiration:

- This program is only available for online viewing for 1 year from the date purchased.