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Estate Planning for the 99 Percent Logo aicpa

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

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