27
/ October
2009
How Deloitte tried to build its wealth management practice
Deloitte has just published its annual wealth planning guide: The Essential Tax and Wealth Planning Guide for 2010 - A Year-round Resource. It's a great marketing example for any BV firm interesting in expanding into exit planning or wealth management consultancy.
The 22nd version of the guide discusses:
· The current tax environment: What has changed, what might lie ahead, and how to help clients keep their planning perspectives and stay focused on long-term investment goals.
· Income tax: What affects family and business owners.
· Investments: What your clients can do to in today's economic climate.
· Wealth transfer tax: How to tackle estate and gift planning given potential legislative changes.
New for 2010, the guide includes special sections highlighting planning issues for private businesses and investors in real estate, private equity and hedge funds, and incentives for individual taxpayers to go "green." To download, click here.