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Estate Planning Under Uncertainty

‐ Jul 28, 2010 7:50am

Credits: None available.

CPAs are uniquely positioned to help clients identify and address estate planning risks because of their in-depth client knowledge and analytical skills. Scheduling annual check ups and working closely with each client's attorney and other advisors can add value to any CPA's practice by:
- Identifying key risks
- Quantifying risk, where appropriate
- Developing and implementing solutions with the estate planning team
- Monitoring the plan to keep it current



Credits: None available.

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