Thursday, November 6, 2014

The CPA?s Guide to Financial and Estate Planning

Steve Siegel ties in the latest PFP Section benefit, The CPA?s Guide to Financial & Estate Planning, with essential estate planning considerations to discuss with your clients during 2014.

Source: http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/PlanningAfterATRA-2014.aspx

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