Guide to Financial and Estate Planning - Vol. 2 - 12th Edition
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Guide to Financial and Estate Planning - Vol. 2 - 12th Edition

1 month ago · 2.9 MB Download

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CPAs seeking to deepen relationships with business owners and support clients will want to read Volume 2 of 4 of the Guide to Financial and Estate Planning.

2022 updates include:

  • Annual updates

  • Law changes in 2021-2022

  • New IRS rules under Notice 2022-06 allowing enhanced early retirement opportunities

  • The SECURE Act proposed regulations from February 2022

  • The SECURE Act 2.0 passed by the house in March 2022

  • The HSA guidelines for 2023 released in April 2022

  • The Estate of Levine

Download the CPA's Guide to Financial and Estate Planning – Volume 2

File name: fepg-volume-2.pdf

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