The CPA aid provides you with a diverse range of knowledge and strategies that you can offer to your clients. These strategies are designed to address various financial needs and goals. Some of the strategies include:
Waterfall Method-RockefellersSplit Dollar Agreement-Jim HarboughBuy/Sell PlanningExecutive Bonus PlanReverse Mortgage StrategyDeferred Sales TrustILIT Irrevocable Life Insurance TrustComprehensive Estate PlanningWhy the wealthy store their wealth in life insuranceInfinite Banking and Section 179529 College PlanningReal Estate vs IULStructured SettlementDefined PlansAsset Protection
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