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. Continually updated with the latest guidance.
Accounting and Financial Professionals who advise clients on estate tax planning
Basic
None
$159.00 - Member
$179.00 - Nonmember
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