The CPA's Guide to Financial and Estate Planning
This comprehensive, 1000-page, 4-volume, downloadable (PDF) publication provides guidance to planners who advise clients in estate, tax, retirement, investment and risk management matters. The Guide explains all of the important planning concepts, and examines the techniques used to set and meet the financial goals of clients and their families.
ATRA makes permanent the largest exemption amounts for estate, gift and GST tax in the history of the Federal transfer tax system. The current estate planning environment, together with the increased exemption amounts, present significant wealth transfer opportunities for your clients. Estate planners now have an unprecedented opportunity to demonstrate their value to clients through the estate planning strategies presented in the Guide. The Guide presents essential estate planning considerations you can discuss with your clients right now.
The Guide is complemented by a webcast series, Planning after ATRA, presented by one of the authors, Steven Siegel. The downloadable PDF file includes four individual volumes of the Guide. Each file contains one volume of the Guide, as well as instructions on how to access the webcasts. For complete contents, click here.
The Guide is free to members of the PFP Section. Click here to access your copy. Click here for information on the Personal Financial Planning (PFP) Section and the Personal Financial Specialist (PFS) Credential.