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Use a Flowchart to Illustrate Client Wealth Transfer Goals Logo aicpa

  Robert A. Westley, CPA/PFS |   Free |   AICPA |   20 May 2016 |   AICPA Insights

CPA financial planners are uniquely positioned to ensure a client’s wealth transfer goals are continually being met. This article discusses how use of a simple flowchart can be an effective tool.

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