The HNW Tax Strategy Masterclass
4 hours of video content + 4 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
• Deploy four proven marketing programs that consistently attract affluent prospects
• Have lifetime access to live session recordings
• Register Now •
TWI Education is on summer hiatus and will return shortly.
Hi, I'm Heath Walters.
I've spent over a decade in the HNW tax planning space and saved clients over $30 million in liabilities.
Now I'm sharing my knowledge and helping wealth advisors achieve 80%+ closure rates with wealthy prospects by teaching them how to master the language of tax strategy.
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
TWI Education is on summer
hiatus and will return shortly.
Tax strategies that deliver.
