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Topic 7 – Private Wealth Management
Reading 21 – Topics in Private Wealth Management – Part I
- LOS : Compare taxation of income, wealth, and wealth transfers.
- LOS : Describe global considerations of jurisdiction that are relevant to taxation.
- LOS : Discuss and analyze the tax efficiency of investments.
- LOS : Analyze the impact of taxes on capital accumulation and decumulation in taxable, tax-exempt, and tax-deferred accounts.
- LOS : Explain portfolio tax management strategies and their application.
