Summary: Advisors are working in an environment that is subject to ever-increasing complexity. Along with complexity comes the possibility that advisors might overlook certain tax, estate and financial planning pitfalls. In this webcast, Tim Cestnick will provide insight into foreign income issues, U.S. estate tax, and other tax and estate issues that can cost clients thousands if not handled properly. These are issues that can be easily overlooked if an advisor is not careful. Tim will provide practical advice on how to avoid these pitfalls and red flags, and he will share ideas that can add significant value for clients.
