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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
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$149.00 - Member
$169.00 - Nonmember
Note: Online pre-registration will close on February 3 at 1:00 PM.
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