Your clients have worked hard for years to grow their businesses and wealth. Without proper estate planning and personal asset protection strategies, they could lose 100% of their assets. But you can help your clients to prevent this.
Join this session to learn:
* Find out why Accountants are in the perfect position to provide Estate Planning advice.
* Help your clients create their personal "Wealth Transfer Plan" to ensure the next generation in your family receives the legacy precisely the way you want them to
* Ensure that your clients' Will and estate won't lose from a family provision claim.
* Help your clients protect the equity in their family home, investment properties and key assets without selling them and triggering capital gains tax and stamp duty.
* See how to deliver tailored, strategic advice, ensuring your clients' wealth is securely transferred and their legacies preserved.
Presenters
David Boyar
General Manager, ChangeGPS
David joined ChangeGPS as GM of Growth and then CEO to drive the development of the industry after founding The Virtual CFO Association and co-hosting 'From the Trenches'—Australia's #2 iTunes business podcast. David's one of the youngest Fellow Chartered Accountants in Australia. He loves using accounting to help Aussie mums and dads so much that he did a TedX talk on it.
Timothy Munro
Founder & Executive Director, ChangeGPS
Tim founded ChangeGPS after founding the award-winning accounting firm Change Accountants & Advisors. Tim is a former Director and Queensland President of the Institute of Public Accountants. He lives and breathes his professional passion for accounting. At ChangeGPS Tim fuels the vision for a better accounting industry using technology and best practice. Outside work, Tim’s a parent, drummer, and cricket-player.