The CPA's Guide to Financial and Estate Planning
This comprehensive, 1000-page, 4-volume, downloadable (PDF) publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters. The Guide explains all of the important planning concepts, and examines the techniques used to set and meet the financial goals of clients and their families.
The Guide is complemented by a webcast series, Planning after ATRA, presented by one of the authors, Steven Siegel. The downloadable PDF file includes four individual volumes of the Guide. Each file contains one volume of the Guide, as well as instructions on how to access the webcasts.