Travel & Venue
Tuesday, October 30, 2012
57 WAYS A CPA CAN ASSIST A CLIENT IN ESTATE PLANNING (T)
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.