Estate planning is complicated enough, particularly if a taxable estate is equal to or less than the federal exemption. It's important to also avoid double taxation.

Social media does not replace referrals or networking. It supports them by keeping your voice in front of prospects, demon­strating expertise and opening the door to conversations.

Beyond signaling expertise and credibility, earning a CPA license opens the door to a wide array of career opportunities across public accounting, corporate finance, government and beyond.