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.
Join speaker Jack Oujo, CPA/Certified Senior Advisor, and moderator Stuart Kahan, executive editor of Accountants Media Group, for an insightful presentation, free at the WebCPA Virtual Trade Show.
The webcast will debut Wednesday, June 11, at 2:00 PM ET. Click here to register.
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