No matter how much money your client has, it's crucial to have a basic estate plan simply because such a plan will then ensure that the financial goals of the client are met after the client dies.
But while the CPA is often uniquely qualified to do estate planning, not all CPAs understand what is really involved and how to do it. This Webcast looks at expanding a practice to include estate planning - including even when a firm should not make the leap - and discusses the key competencies a CPA must have, how to integrate estate planning into the firms offerings, the principal elements in estate planning and what clients really demand.
Register or login for access to this item and much more
All Accounting Today content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access