Master Class Estate Planning
Language
First start date
Location
Training days
Language
First start date
Location
Training days
Powered
by ITAA en AMS
AMS has broad expertise and a wide network of academic professors and faculty. As a professional organization for accountants and tax consultants, ITAA is best positioned to assess and shape the training needs of its members and the broader financial sector, resulting in a program that is optimally tailored to this target audience.
6
sessions
After the "kick-off," we will cover the following main topics: Succession planning, Transfer of the family business, Pension, investment and estate planning and Practical sessions on estate planning. We will conclude with a "lift-off" based on individual cases.
Free pass
individual case
As a participant, you will receive an optional "free pass," allowing you to formulate your own case at the start of the program. This case can be based on frequently recurring questions from your clients.
Why you should choose this program
In the Estate Planning master class for Accountants and Tax Advisors AMS and ITAA offer a selection of relevant topics tailored to the members of the Institute for Tax Advisors & Accountants (ITAA). Accountants and tax advisors are receiving more questions about estate planning and the transfer of family businesses. This master class enables them to further broaden and deepen their knowledge in these areas.
For whom?
This master class is tailored to the specific needs of accountants and tax advisors who focus on entrepreneurs and liberal professionals. The topics have been carefully selected with an emphasis on the "entrepreneurial" end client who requires advice on estate planning for both private and corporate assets.
As a participating accountant or tax advisor, you will gain in-depth knowledge of the fundamental aspects of estate planning, with a primary focus on inheritance planning techniques. This will be supplemented by a module on various instruments and tax consequences for entrepreneurs when transferring family businesses. Additionally, we will cover custom-selected topics on retirement, investment, and estate planning. This master class will provide you with the necessary building blocks to successfully expand your services and expertise.
Subscribe to our newsletter
Would you like to stay up to date on the latest news around Human Resources & Leadership, Strategy & Innovation and Sustainable Transformation? Subscribe to our topical newsletter(s) via the link below.
Subscribe now
Start the registration procedure
We only accept a limited number of candidates. We advise you to start the noncommittal application process as soon as possible. Registrations will be closed once the maximum capacity has been reached.
