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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 developments relative to estate tax changes.
CPAs who advise clients on estate planning
201 N. King of Prussia Road, Suite 370, Radnor PA 19087
Phone: (800) 778-7436