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Technical

Use a Flowchart to Illustrate Client Wealth Transfer Goals

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

Process, taxation & strategies
Intermediate
Article

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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

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Technical

Use a Flowchart to Illustrate Client Wealth Transfer Goals

Comments/Reflections

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