CE Summits September: What Matters is What You Keep
What matters is what you keep. There is no doubt your clients are interested in knowing how to inflation-proof and recession-proof their wealth and navigate successfully through emerging risks from the CRA. To accomplish the former, advisors must have broader knowledge in tax on upcoming tax changes and how astute investment planning in a very new economic environment can help clients maximize after-tax income and reduce capital erosion. This year, real estate tax changes are in focus.
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Proposed AMT: Wealth sustainability at risk for both HNW Donors & the Community
Most donors with higher net worth portfolios know that donating appreciated publicly traded securities, and other financial instruments such as mutual funds, segregated funds, and exchange traded funds, is a great way to amplify giving potential with tax savings. It’s a triple win: a leveraged opportunity to support community causes and a great tax and estate planning opportunity for the taxpayer and their survivors. But there are tax clouds on the horizon. Wealth managers, and in particular RWM™ (Real Wealth Manager) and MFA-P™ Designates are well positioned to help assemble a multi-stakeholder solution, but need to take action now.
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Break Free to Transformative Change
Fifteen outstanding organizations have come together to support the 20th Annual Distinguished Advisor Conference November 12-14 at the beautiful Banff Springs Hotel. You don’t want to miss hearing from the thought leaders representing these fine organizations with mission critical topics to the theme: Imagine – Break Free to Transformative Change.
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