Ana Cláudia Utumi of Utumi Advogados in Brazil discusses the global tax environment, transitioning from a large firm to her own boutique practice and how low interest rates have paved the way for innovative companies in Latin America.

You'll Learn

• Ana Claudia's professional journey and her involvement in bringing CFP certification to Brazil in the early 2000's
• Why private banks committed to have 75% of their client-facing bankers hold CFP certification
• About the largest Fintech startup in Latin America that's changing the way Brazilians bank
• How Brazil's largest brokerage, inspired by Charles Schwab, is leveraging technology and independent advisers
• The value that CFP certification brings to being a tax advisor
• When it's time to make the leap from a big firm to your own boutique practice
• The work being done to create global consistencies in tax matters and the current level of global collaboration among tax authorities
• How to build a global network of tax advisors for collaborating on cross-border clients

Guest Bio Ana Cláudia Utumi, PhD, CFP®, TEP® has 28 years of experience in tax advisory, is a member of the NYU International Tax Program Practice Council and is a Professor of International Tax in different post-graduate courses. She was part of the group that brought CFP certification to Brazil back in 2003 and is a member of the board of Financial Planning Standards Board Ltd. She holds a Ph.D in Financial and Economic Law (University of Sao Paulo), Master in Tax Law (Catholic University of Sao Paulo) and MBA in Finance (Insper University Sao Paulo).

Resources

• Ana Cláudia's LinkedIn
• Ana Cláudia's Twitter
• Utumi Advogados (Utumi Law) website
• Planejar - the organization for CFP certification in Brazil
• Nubank
• XP Investments
• OECD: The Organization for Economic Co-operation and Development
• International Fiscal Association
• International Bar Association
• Tax Executives Institute

Full show notes and transcript at: innovatingadvice.com/002