Learn how to construct diversified investment portfolios that maximize after-tax returns for individuals, families and trusts subject to the net investment income tax or federal estate taxes. Also, dive into tax characteristics of various investment vehicles and how to utilize them to your clients advantage. The course is designed to incorporate multi-generational income and estate tax planning with modern portfolio theory. Real-world client scenarios will be used as examples and you are invited to bring your own client scenarios to work through with the class.
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