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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.
Accounting and Financial Professionals who advise clients on estate planning Prerequisite
None Advance Preparation
None IRS Approved
Yes CFP Approved
Yes
No
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