MFA-Business Services Specialist™
Who Should Take This Program?
Advisors who want to help their clients better understand insurance and investment decisions required because of the new tax rules. This specialized training will not only help you work with increased professionalism with your clients’ accountants and legal advisors, but, you will be better equipped to answer the question: should I invest inside or outside of my corporate structures.
Competencies and Proficiency:
This MFA™ possesses the knowledge and skills to assist the family/small business owner and/or practicing professional with corporate tax planning, personal/corporate income layering, including family income splitting, cross border taxation, and business valuation, as well as owner-manager compensation planning.
An important option is attendance at the CE Summits, a one-day instructor-led workshop held in November, January and May. It is of particular benefit to students who seek in-person, peer-to-peer learning.
Click on each course title to see the detailed content description, key concepts and learning outcomes for the course.