昆士兰州一家税务公司正在转向为区域客户进行战略规划,重点是房地产和继承需求,同时对积极主动的财富转移咨询的需求不断增长。
A Queensland tax firm is shifting to strategic planning for regional clients, focusing on estate and succession needs amid growing demand for proactive wealth transfer advice.
设在昆士兰的一家公司Canning Tax & 咨询公司正在将区域税务服务从合规转向战略规划,解决客户对专注于文书工作而非长期目标的顾问的不满。
Canning Tax & Advisory, a Queensland-based firm, is shifting regional tax services from compliance to strategic planning, addressing client frustration with advisors focused on paperwork over long-term goals.
局长Joel Canning利用其农业背景,帮助农户和地区企业规划,以管理地产、继承和商业结构。
Director Joel Canning, drawing on his farming background, helps farming families and regional businesses plan for estate management, succession, and business structure.
他指出,客户对在代际财富转移之前进行积极主动的规划越来越感兴趣,目的是为子孙后代建设可持续和多样化的企业。
He notes rising client interest in proactive planning ahead of generational wealth transfers, aiming to build sustainable, diversified enterprises for future generations.