CPA EDUCATION PACKAGE
Asset Protection Planning:
Help high-net-worth clients identify risks
and protect their wealth
Your clients know they can trust you and your expertise, and they look to you for sound advice that can help them keep more of their wealth in their own pockets. As a CPA, you can add meaningful value by learning more about asset protection planning, including strategies that can protect your clients’ accumulated wealth from common risks like divorce, market downturns, and business challenges.
Asset Protection Planning
From lawsuits and divorce to business liabilities and market volatility, one unexpected event can quickly erode decades of accumulated wealth. It’s a simple concept but a universal truth: Increased wealth brings increased risk. As a trusted advisor, you can help your high-net-worth clients identify (and address) threats to wealth preservation.
As a wealth management firm founded at the intersection of tax and wealth, Choreo has a long history of partnering with tax professionals like you to serve clients with advanced wealth and tax management needs. A key component of our mission at Choreo is to help educate our CPA partners about wealth, financial and estate planning, helping them add even greater value to the client experience – whether those clients are business owners, highly-compensated professionals, high-net-worth individuals, or families with generational wealth needs.
If you’d like more information about Choreo’s approach to asset protection planning, or how Choreo advisors partner with and support tax professionals, please complete the form below or email us directly at yourfuture@choreoadvisors.com.