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.
maintenance
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
Materials from this
session:
Details
- Published By: Ian Tindale
- Published On:21 May 2015
- Took place at:Tattersall's Club, Brisbane
The material is copyright. Apart any fair dealing for the purpose of private study,
research critisism or review, as permitted under the copyright Act, no part may be rerpoduced by any process without written permission from The Tax Institute.
Unless expressly stated, opinions are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
This material is copyright. Apart from any fair dealing for the purpose of private study., research, critisism or review, as permitted under teh copyright Act, no part may be reproduced by any process without written permission from The Tax Institute.
Unless expressly stated, opininons are not that of The Tax Institute, which accepts no responsibility for the accuracy of any of the information contained within it.
Tags
Estate planning
Succession
2015
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