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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.
Take advantage of the valuable professional publications available through CPAstore to enhance your professional competencies in tax, accounting, assurance, business, finance, practice management and other business areas.
December 6, 2016
Update your knowledge and strengthen your network at this must-attend conference covering the most important issues and trends affecting audit committee members.
November 1, 2016
It’s probable that someone you know is deep in debt. If you are observant, you might see one of these seven signs.