DMA™ Family Business Services Specialist Designation

With your in-depth knowledge and high-level skills, you’ll assist clients with accurate data processing and compliance procedures. You’ll offer trusted advice on financial transactions and statements.

Highly-qualified specialists in tax compliance and planning with corporate owner-managers and incorporated professionals are in high demand. Take a bold step to a new career or business venture.

Understand family-owned enterprises throughout the lifecycle of the business – from startup to successful transition. That insight requires a firm understanding of the latest tax changes for incorporated family businesses.

What You’ll Learn

• Corporate Tax Filing Fundamentals
• Tax Planning for Corporate Owner-Managers
• Tax Planning for Incorporated Professionals
• Cross Border Taxation
• Understanding Business Valuation
• Use of Trusts in Tax and Estate Planning