On Demand - Audio
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.
CPAs who advise clients on estate planning
Basic
None
$79.00 - Member
$99.00 - Nonmember
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