Estate Planning 

    The CPA's Guide to Financial and Estate Planning

    The CPA's Guide to Financial and Estate Planning is a comprehensive, 1000-page, 4-volume, downloadable publication, which provides guidance to CPAs advising clients in estate, tax, retirement, investment and risk management matters, as well as reflects the new law and planning implications of the American Taxpayer Relief Act of 2012 and the Medicare surtax. The 2013 edition is accompanied by a webcast series, Planning After ATRA, with one of the authors of the guide, Steve Siegel.

    Tools & Resources




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