asset transfer strategies for investable assets, non-investable assets, titling real estate and property, small business interests...
Would it be possible to create a Higher Wealth new client questionnaire.
Here are a few sample questions/topics that would be ideal to see if possible-
-High tax mitigation strategies
-More business questions: minimizing taxes on sale or business income (Using a FLP, Defined Benefit Plan, Optimization of QBI deduction etc)
-Are you penalized by the Medicare Part B and D high income IRMAA premium?
-Are your RMD's causing excessive tax and IRMAA premium penalties?
-High end estate planning strategies? (Do you have a CRT or CLT?)
-Are you interested in using charitable giving to maximize after tax income?
-Do you need advice to avoid estate taxes for estates above $22.8M?
Thanks in advance
"New Client" (suggested by Andy on 2021-01-27), including upvotes (2) and comments (0), was merged into this suggestion.
"Wealth Transfer Strategies for UHNW - (SLAT/GRAT/FLP)" (suggested by Kevin R. on 2020-01-19), including upvotes (3) and comments (0), was merged into this suggestion.
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