they may not see the possible tax ramifications, but you can.
by ed mendlowitz
the 卡塔尔世界杯常规比赛时间 practice doctor
inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.
more on marketing: seven questions to suggest estate planning | 28 data points for a financial planning discussion | every client can use financial planning | four reasons to perform tax projections | four additional services to suggest
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most times accountants are not the first ones clients call. usually the attorney is the first person and then a financial planner. we get involved after the fact to “record” the results of what was done on the tax return, or via a phone call asking about the taxation of what they either received or think they will receive.
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