Help Clients Maximize Their Investment Income in Uncertain Times

Tax, financial planning and wealth management competencies are required to help clients fund their goals for income and capital accumulation derived from investments in these turbulent times. Adding tax efficiency can help returns take off from the doldrums in the markets. But are you prepared to do so with confidence?

Today’s professional tax and financial advisor must use a strategy geared to preserving, growing and transitioning wealth tax efficiently throughout the lifecycles of individuals within a family, and to the next generation if they are serious about helping families build sustainable wealth that weathers the tests of volatility.

In Knowledge Bureau’s Tax Strategies for Financial Advisors course, these are the specific skillsets that are explored. The course covers a strategic and tax-efficient investment income planning process that leads to capital accumulations in the right hands in the family. The objective is to earn investment income tax efficiently, split it with family members and avoid tax erosion of the capital at transition times.

Become conversant with recent tax changes relating to a variety of investment opportunities, and understand strategies and ordering rules using tax-free, tax-deferred and taxable income. In this course, the student will also learn to proficiently use a series of assessment tools around which to structure the client’s pre- and post-tax investment income needs and monitor ongoing results. Students will learn how to “manage the tax return” by being familiar with tax-free zones, clawback zones and marginal tax rates; as well as how to provide specific investment income planning approaches for a variety of taxpayer profiles including young families, students, business owners and retirees.

Visit our website for more information about Tax Strategies for Financial Advisors. What Our Students Say: “If you have your own practice, this course is a must. My understanding has greatly improved.” Vincent C., AB

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