your job? protect your client and your client’s future.
quick tax tip
with art werner
cpe today
by definition, estate planning isn’t just estate planning. it also involves asset protection and tax planning.
estate planning should be an integrated approach. it’s more than just handing a client a will or a trust. as a cpa, you’re going to be giving great advice on how to reduce taxes and how to build and protect someone’s wealth. the real trick to estate planning is to make sure that it doesn’t conflict with all the other areas that the client has, and, at the same time, protects the client and his children and grandchildren, as well as any other family member that they need to protect.
