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Introduce your clients to an important vehicle that can help them achieve their financial goals in both tax and estate planning.
Prices may change without notice.
The Family Trust Guide provides over 70 pages of discussion in straightforward language that can help your clients more knowledgeably consider the tax and estate planning benefits of creating a family trust and be better prepared to discuss their plans with you, their tax advisor.
In addition to its easy-to-understand examples, the guide includes an instruction checklist for the preparation of a family trust which will help your clients organize their thoughts and documents before meeting with you to discuss their plans.
Available in packages of five, 10 or 25 booklets for cost-effective distribution to clients, The Family Trust Guide has a distinctive “Compliments of” space on the back cover, so you can attach your business card or personalized label as a reminder of your value-added services.
December 8, 2017
Sustainability and corporate reporting; the pursuit of knowledge development, advancement, and sharing has existed from the early establishment of the accounting profession — and continues to grow as CPAs champion research and innovation.
Join our financial literacy volunteer program for CPA members.
February 28, 2018
Sustainability is an increasingly important issue for business, communities and the world. Learn how embracing sustainability can help organizations not only contribute to society but also become more profitable and successful in the long term.