Heads I Win, Tails You Lose: Advising the Wealthy in Times of Protracted and Unprecedented Political, Economic, Cultural, and Scientific Change
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Observations on how difficult it has become to do estate planning and wealth preservation for clients when the rules change constantly. It covers tax changes here and abroad (as they impact one another), enforcement changes leading to new reporting requirements, changes in access to information, changes in the nature of families, and changes in the frequency of intra-family litigation, then reviews what changes are likely in transition, which will return to "normal," and which changes are here to stay -- and how best to advise in the meantime.
Learning Objectives:
- Understanding what motivates and concerns high net worth individuals
- Understanding the reasons for the changes we are all confronting
- Understanding what “should” work as opposed to what “does” work
- Navigating safely in the midst of uncertainty
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Continuing Education (2 CEs) CPA - yes CFP - expected CLE - Application for New York accreditation of this program is currently pending. |
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