David Montani · Accountants Daily Podcast Network · Under the Hood: The restrictive family control test
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When onboarding a new client, conduct a series of investigations to map all trusts, companies, elections, and test individuals, then present this picture to the client as the basis for all future advice
“We two times a week for 15 to 20 minutes have an all company meeting ... we cover every idea and opportunity we're presenting to our current clients, as well as prospective new clients”
“The typical next step would be... we'll make a family trust election in that trust, and we'll nominate the same person as test individual”
“Right now I'm waiving the $99 onboarding fee for new clients”
“When you put together the code of conduct, if you run it through AI and to check for the perspective of a neurodivergent individual, it gives you feedback as to how does your code of conduct align to that”
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