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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 CPAs who work with middle-income clients and are looking for ways to provide additional quality services. Updated for post-election developments relative to potential estate tax repeal.
CPAs who advise clients on estate planning
237 Lancaster Ave, Devon, PA 19333
Phone: (800) 778-7436 | FAX: (610) 688-3977