Vendor Platform
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.
CPAs who advise clients on estate planning
Basic
None
Read bio
$149.00 - Member
$169.00 - Nonmember
Note: Online pre-registration will close on October 28 at 1:00 PM.
Remind me to register
Print a registration form