Christian G Koch, president and CIO at KAM South, has earned the certified private wealth advisor designation.
The CPWA designation, delivered by Investment Management Consultants Association (IMCA), is the only advanced designation designed for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth.
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Koch said: "KAM South is helping more high-net-worth clients focus in on the increasingly complex planning environment with objective wealth management advice.
"From my perspective, the main wealth planning strategies that are relevant in today’s complicated environment are: 1) concentrated stock position strategies; 2) tax-aware and after-tax investing; 3) the 338 (h) (10) tax election; 4) the net unrealized appreciation tax election; 5) alternative minimum tax planning strategies; 6) domestic asset protection strategies. These six elements put together with solid investment judgment is a powerful combination to have in your tool box, "added Koch.
The CPWA marks identify those individuals who have met the experience requirements, have successfully completed coursework in advanced wealth management strategies.
CPWA also marks individuals, who applied concepts at The University of Chicago Booth School of Business, and have passed a comprehensive examination covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning.
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