Increases in regulatory burdens (such as the U.S. Foreign Account Tax Compliance Act) and highly-publicized lawsuits against
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banks have bred mistrust of lawyers and financial advisors among international high net worth clients. How can law firms and financial institutions obey the rules with a minimum of disruption to clients and to their own businesses? This program will address what the professional advisor and client need to know about the rules before entering into a client relationship.
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