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Make sure you and your clients understand why everyone still needs to plan for their estate—not just the ultra-wealthy.
The Tax Relief and Job Creation Act of 2010 enacted some of the most unexpected and significant changes in the estate tax system’s history. Get up to speed on the practical effects of this legislation so you can be the first to offer your clients estate planning advice. Estate Planning After the 2010 Tax Act: Tools, Tips, and Tactics provides practitioners with a detailed analysis of the law—and a wealth of practical information and tools that you can immediately put to use to help your clients.
In this robust CD-ROM product you’ll find
The book examines critical issues, including
Practice tools include 10 sample client letters and 9 checklists.
Includes a forward by Sidney Kess, CPA, JD.
Author Royalties Donated to Charities
The authors have generously agreed to donate 100% of the royalties from the sale of this publication to the Michael J. Fox Foundation for Parkinson’s Research, the National Multiple Sclerosis Society, and The Association of Hole in the Wall Camps.
Free White Paper and Practice Tool for Year-end Estate Planning