The 2023 HNW Prospecting Masterclass
3 hours of video content + 3 live weekly sessions
By the end of this masterclass you'll be able to:
• Deliver ten powerful strategies that help you solve wealthy clients' biggest tax issues
• Identify at least three HNW prospects in your circle who can benefit from the strategies and get a meeting booked with each of them
• Understand the five resources you need on your team to execute efficiently and effectively
• Deploy four proven marketing programs that consistently attract affluent prospects
• Have lifetime access to live session recordings
• Register Now •
The Experts
Heath Walters, CPA
The Walters Institute
Gus Gotsis, President
Accurate Advisory Group
Robert Leone, CTFA
Accurate Advisory Group
Daniel Goodwin, Founder
Provident1031.com
Matt Leonard, CPA
Leonard & Leonard CPAs
The Topics
Week 1
Estate Planning/ Tax Efficient Investing
• Why Section 706 portability is important
• How IRAs for beneficiaries can change a client's life
• The power of tax loss harvesting
• Mitigating dividend-related liabilities
• The tax efficiencies of options contracts
Week 2
Capital Gains Planning
• Tapping into passive and active mechanisms
• How to leverage Delaware Statutory Trusts
• The importance of Qualified Intermediaries
• Maximizing the potential of Deferred Sales Trusts
Week 3
Business Owner Planning
• The one-two punch of captive insurance
• How Defined Benefit Plans improve retirement
• The role of private placement life insurance
Are you ready to make 2023
your best year yet?
Seats are limited to 10 per course, so reserve your spot today!
• Choose your start date •
Tax strategies that deliver.
