TAX AND ESTATE PLANNING MASTERY
“How to Handle Tax and Estate Planning for your High Net Worth Clients”
Mack Comandante here and I have a message for you:
You see, I received a lot of questions about how to approach, how to help, and how to close high net worth clients.
Here’s what I know, and this has been the case for my clients, one of the reasons why high net worth people have high net worths is because they know what they are doing with their careers or their businesses.
However, I also notice that they have bigger and more complex problems versus most people.
Let me tell you a story.
A couple of years back, my photography studio booked a gig with one of the tycoons in the Philippines. I cannot divulge who this client was but they own an airline company, a telco, power company, hotels, malls, etc. They had a family gathering in Hong Kong and the entire clan was there. Part of the event was a closed door meeting where they reviewed their succession plan and code of business governance. Interestingly, I noticed they had an advisor with them. One person guiding the entire clan how to navigate the business to ensure smooth transitions across generations.
I realized then, that if I want to help high net worth clients, I need to be able to solve big problems.
But, to solve bigger and more complex problems require that I have the necessary competency, tools, and resources to solve them.
One area that HNW clients would need support would be on tax, property acquisitions, transfers, and estate planning.
That is why, I have partnered with Professor Xy De La Torre to equip you with the knowledge and tools to HANDLE TAX AND ESTATE PLANNING FOR YOUR HIGH NET WORTH CLIENTS.
HERE IS THE PLAN:
– We are launching the Tax and Estate Planning Mastery Group.
– Prof Xy will conduct a masterclass on Practical Tax and Estate Planning for High Net Worth Clients on May 9, 2020. 1-4PM.
– In this masterclass, we will help you up-level your skills and up-level your understanding on current taxation laws and estate planning practices so that you can better help your clients.
– To help deepen your level of mastery, participants will be part of the Mighty Networks Sub-group and will meet 1x a month to work on real tax and/or estate planning cases where Professor Xy will deconstruct the approach, the principles, and handling possibilities for you.
If you are interested in this, the value of this engagement is:
Practical Tax and Estate Planning for HNWC Masterclass (P5,000)
Annual Membership and Monthly Mastermind Group (24,000)
TOTAL VALUE: ₱29,000
But for Action Takers, you get all of these for only
use coupon TAX80 (coupon will expire on May 4 11:59PM)
PROF. XYLEXFERENE L. DE LA TORRE, REB, REA, CPA
- Prof. Xy is a Certified Public Accountant (CPA) with 21 years of professional experience in tax practice, lectures, seminars and trainings.
As a tax consultant, he is the Chairman and Chief Executive Officer (CEO) of XDT & Company Inc. a private firm providing services in the area of taxation and advisory for estate planning, real estate acquisition, transfer and documentation.
He is also a Licensed Real Estate Broker (REB) and a Licensed Real Estate Appraiser (REA), an Accredited Lecturer and Speaker of Training Programs of the Professional Regulatory Board of the Real Estate Service (PRBRES) under the Professional Regulation Commission (PRC).
HERE ARE SOME OF THE VIDEOS AND COMMENTS FROM THE HUNDREDS OF PARTICIPANTS THAT HAVE TAKEN SUCCESS ACADEMY’S PAST PROGRAMS…
TAX AND ESTATE PLANNING MASTERY
Growing up from a poor and humble family, I learned that my current circumstance doesn’t have to define my destiny.
In the course of time, I have accumulated knowledge, techniques, and tools that have helped me in my career in different industries and in different capacities.
As I look back at my experiences, it is without doubt that God sent me mentors and coaches. They helped me in more ways than I will ever realize.
In this challenge, I will share them with you!