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V4 – The Adviser’s Guide to Financial & Estate Planning – 14th Ed

Nov 01, 2023 · 2.4 MB Download

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Use Volume 4 as a reference guide to facilitate planning for your clients in the following areas.

  • A tribute to Sid Kess on page 2

  • Asset protection

  • Portability

  • The affordable Care Act

  • Tax, financial, and estate planning for the 99%

  • AICPA’s Statement on Standards in Personal Financial Planning Services

  • The ABLE Act

  • The SECURE Act of 2022

  • The Inflation Reduction Act of 2022

  • And much more

The 14th edition includes annual updates as well as checklists, planning pointers, and questionnaires

Download the Adviser's Guide to Financial and Estate Planning – Vol 4, 14th Edition

File name: fepg-volume-4.pdf

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Topics

Personal Financial Planning
Tax

Subtopics

Estate Planning
Individual Income Taxation
Risk Management & Insurance Planning
Tax Planning
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