Effective and practical estate planning services are not being provided to the SME market and COVID-19 has raised client awareness of the need for advice. Accountants and advisers play a critical role in educating and assisting their clients to put an effective estate plan in place. Be on the front foot with your clients. This is not the domain of just the wealthy. Clients who may need an estate plan include:
Knowledge Shop members, login for the discounted rates
FPA accreditation:
Session 1: 23078 1.5 hours
Client Care and Practice = 0.50 Technical Competence = 1.00
Session 2: 23079 2 hours
Client Care and Practice = 0.25 Regulatory compliance and consumer protection = 0.25 Technical Competence = 1.50
Session 3: 23080 1.5 hours
Client Care and Practice = 0.75 Technical Competence = 0.75
With an ageing population and the baby boomer generation moving through the small business system, intergenerational wealth transfer is estimated to be $2.4 trillion.
Who will deliver estate planning services if you don't?
With Greg Hayes
Director, Hayes Knight
With Michael Carruthers
Tax Director, Knowledge Shop
With Greg Hayes
Director, Hayes Knight
CCH Australia describe Greg as a “serial entrepreneur.” An apt title for the founder of the Hayes Knight group, Knowledge Shop, and Merit Wealth. He is a practice management specialist, innovator, and published author who mentors and assists other firms to grow and develop their potential. An accountant for over 30 years, Greg has built a successful Australasian accounting group from modest beginnings in the outer suburbs of Sydney. A popular presenter, Greg has ‘been there and done that.’ There are no untested theories or marketing hype – just practical, realistic principles that are at the core of top quartile firms across Australia.
Beyond his practice management knowledge, Greg is a business valuation specialist. These two skills sets are a powerful combination when applied to the business of accounting. He regularly values accounting practices and has developed valuation models for the profession that look through to the core of how a successful accounting firm functions and what it should deliver.
Greg is a familiar face in the Australian media as an expert commentator on business and taxation issues. He is a former member of the Advisory Review Panel for the Board of Taxation.
Michael oversees the development of the tax team for Knowledge Shop and Hayes Knight in Sydney and is head of the Easton group’s national tax committee.
Michael has a knack for seeing through the complexity and helping practitioners work through highly technical issues with certainty and accuracy. Michael is a member of the advisory panel for the Board of Taxation and was a member of the reference group for the Board’s review of small business concessions.
He was also an expert panel member for the Board’s review of tax impediments facing small business.
Need group rates? Call (or email) Lee Marshall on 0434 067 133.
Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.