AICPATV

    Top Tips to Protect Client Assets


    In this video, Bob Keebler discusses the top strategies for CPAs to protect client assets, including IRAs and qualified plans, domestic asset protection trusts, third-party trusts, and more.


    • Jun 16, 2015 |7 views
    Be the first to leave a comment.

    Please sign in to leave a comment.

    Sign In

    Financial Planning


    Page  1 2 3
    1 - 15 of 33 videos
    Copyright © 2006-2015 American Institute of CPAs.