|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.
- Upcoming Webcasts (PFP/PFS members receive 4 complimentary CPE accredited PFP Section-sponsored webcasts on an annual basis and discounts on all other CPE-accredited PFP Section-sponsored webcasts available for purchase)
- Estate Planning Webcast Library (free to PFP/PFS members without CPE)