Guide to Financial and Estate Planning - Vol. 2 - 11th Ed.
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Guide to Financial and Estate Planning - Vol. 2 - 11th Ed.

8 months ago · 2.6 MB Download



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

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

File name: fepg-volume-2.pdf

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