{"id":114956,"date":"2023-09-11t11:58:22","date_gmt":"2023-09-11t15:58:22","guid":{"rendered":"\/\/www.g005e.com\/?p=114956"},"modified":"2023-10-23t19:12:42","modified_gmt":"2023-10-23t23:12:42","slug":"stress-test-will-clients-get-the-outcome-they-want","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/09\/11\/stress-test-will-clients-get-the-outcome-they-want\/","title":{"rendered":"stress test: will clients get the outcome they want?"},"content":{"rendered":"

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keep their cleverness from turning fraudulent.<\/strong><\/p>\n

by anthony glomski and russ alan prince<\/i>
\nyour $5-million high-net-worth practice<\/i><\/a><\/p>\n

for the extremely wealthy, financial stress testing is quite common. just consider the following case.<\/p>\n

more: <\/b>why the ultrawealthy favor family offices<\/a> | three steps to thought leadership<\/a> | six ways to offer financial products<\/a> | where to find wealthy clients<\/a> | take time to tune your practice goals<\/a> | here\u2019s where your next $5 million is coming from<\/a> | help clients avoid fallout from personal complications<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

a super-rich individual (net worth = $500 million or more) asked us to examine a tax mitigation strategy he was using. he was quite proud of how ingenious it was and how well it worked. the complication was that some of his business dealings were under scrutiny, and he wanted to make sure his wealth planning would not cause any problems. as part of this tax strategy, he had done several things:
\n read more →<\/a><\/p>\n