CPAs seeking to deepen relationships with business owners and support clients will want to read Volume 2 of 4 of the Adviser's Guide to Financial and Estate Planning. This volume covers:
Annuities
Employee benefits
Transfers includible in the estate at death
Wills
The marital deduction
Powers of appointment
Selection and appointment of fiduciaries
Postmortem planning
Planning for the executive
Planning for the professional
Closely held businesses-choice of business form
Planning for the owner of the closely held corporation
Sharpen your