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Technical

Estate Planning for the 99 Percent

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Steven G. Siegel, JD, LLM | Free | AICPA | 08 Feb 2016 | AICPA Insights

Estate planning
Intermediate
Article

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With estate tax savings almost a non-issue, CPA financial planners must adjust their approach to motivating the client. This article discusses some of the factors.

Topics covered:

Personal financial planning: Technical: Estate planning, Intermediate

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Technical

Estate Planning for the 99 Percent

Comments/Reflections

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