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The Insanity of Inheritance: How to Keep Your Clients Civil and Practical Logo aicpa

  Mark Accettura |   Free |   AICPA |   23 Mar 2016 |   AICPA Insights

Inheritance issues brings with it a wide range of emotions that CPA financial planners may need to help clients work through. This articles describes that factors that may come into play and how you can help.

Topics covered:
  • Personal financial planning: Technical: Estate planning, Foundational