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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
Speaker(s):
Michael
Jones,
VP, Mobile Technologies,
Results Direct | RD Mobile
Credits
Credits: None available.
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