Sep 17, 2025Ever had a CRS or FATCA discussion drift into advice or defensiveness? This lesson gives you SME‑vetted, client‑ready scripts to frame the conversation, explain each regime in plain English, and hold firm boundaries—without losing rapport. You’ll find precise explanations, real‑world dialogue, and compact phrases you can use verbatim, plus quick exercises to pressure‑test your approach. Finish with a repeatable sequence that protects the institution, reassures the client, and keeps you squarely within a non‑advisory scope.

Sep 17, 2025Ever been asked to explain “step-up in basis” in a cross-border meeting without drifting into tax advice? This lesson equips you to deliver a precise, compliant explanation, spot when a question becomes advisory, and pivot with safe, ready-to-use disclaimers and coordination language. You’ll find a clear core concept, SME-vetted boundary rules, plug‑and‑play phrasing, mini dialogues, and quick exercises to test mastery. Expect boardroom-ready clarity with regulatory-safe guardrails, designed for UHNW client conversations across jurisdictions.