Tuesday, October 30, 2012

11:00 a.m. - 11:50 a.m.
Track: Tax View Track

57 WAYS A CPA CAN ASSIST A CLIENT IN ESTATE PLANNING (T)

Edward Mendlowitz, CPA, ABV, CFF, PFS Partner, WITHUMSMITH+BROWN PC

 

This session will describe 57 specific things a CPA can do to assist clients in estate planning.  It will include long form and short form engagement letters and document request; eight ways to help a business client in their estate planning; illustrations of gift tax compared to estate tax, portability vs. credit shelter trusts, valuation discounts and installment sales to grantor trusts; and the unintended consequences of George Washington's estate plan.

 

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