This paper covers:
- estate planning as part of your firm
- what value can an accountant can add to the estate planning process?
- what is legal advice
- how to approach estate planning
- the need to review the client's estate plan.
Estate planning
Succession
2015
Staying relevant and making money how accountants can build an estate planning practice
Source: QLD
Published Date: 21 May 2015
Individual Session
Staying relevant and making money how accountants can build an estate planning practice
Author(s):
Ian Tindale FTI
Materials from this
session:
Details
- Published By: Ian Tindale FTI
- Published On:21 May 2015
- Took place at:Tattersall's Club, Brisbane
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Tags
Estate planning
Succession
2015
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