Global CPA provide a financial planning service to enable people to determine their expected level of income and the related tax liability in retirement. We develop financial models based upon expected rates of return and can advice, in general terms, on investment strategies as well as on the use of life insurance.
For high net worth individuals, Global CPA may also consider certain non-resident strategies and retirement arrangements, which may include trust arrangements. We frequently advise on the tax consequences of retiring in Hong Kong and other countries.
In carrying out this work, we typically consult with investment advisers and insurance representatives to assist us in numerical modeling.
This work is done on a fee-for-service basis.