Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income c...
10/15/2024 12:30pm - 4:00pm | Online | Surgent
$159.00
CPE Categories: Taxation (4 CPE)
Clients think that estate planning only applies to the very rich. In truth, there are many issues of critical concern for which the middle-income client needs to plan. This course is a must-attend for all Accounting and Financial Professionals who work with middle-income clients and are looking for ways to provide additional quality services. Updated for developments relative to estate tax changes.
Accounting and Financial Professionals who advise clients on estate planning
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