Present a proposal to optimise the tax aspects of the wealth management of an entity US

This unit standard is intended for learners who give financial advice such as Intermediaries, Financial Planners, Retirement Fund Consultants, Product Developers, Trust Officers, Tax Planners, Financial Managers, Company Secretaries, Auditors, Bankers and Attorneys.

The qualifying learner is capable of:
Demonstrating knowledge and insight into how different assets and instruments are taxed.
Analysing the current tax position of an entity.
Identifying possible tax solutions.
Presenting a possible solution to optimise tax aspects of a wealth management portfolio.