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Top Tips to Protect Client Assets Logo aicpa

  Robert Keebler |   Free |   AICPA |   16 Jun 2015 |   AICPA.org
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In this video, Bob Keebler discusses the top strategies for CPAs to protect client assets, including IRAs and qualified plans, domestic asset protection trusts, third-party trusts, and more.

Topics covered:
  • Personal financial planning: Technical: Estate planning: Process, taxation & strategies, Foundational
  • Personal financial planning: Technical: Estate planning: Trusts, Foundational

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