{"id":49935,"date":"2016-10-15t05:00:29","date_gmt":"2016-10-15t09:00:29","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=49935"},"modified":"2016-10-20t20:30:02","modified_gmt":"2016-10-21t00:30:02","slug":"guiding-heirs","status":"publish","type":"post","link":"\/\/www.g005e.com\/2016\/10\/15\/guiding-heirs\/","title":{"rendered":"guiding heirs"},"content":{"rendered":"
<\/a>they may not see the possible tax ramifications, but you can.<\/strong><\/p>\n by ed mendlowitz<\/i> inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.<\/p>\n more on marketing: <\/b>how and why to offer estate planning<\/a> | what you need to start a financial planning discussion<\/a> | tax projections: how and why<\/a> | how to raise client awareness of services<\/a> | marketing vs. selling: both must serve the client first<\/a> | adopt a marketing mindset<\/a> 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 \u201crecord\u201d 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. <\/a>they may not see the possible tax ramifications, but you can.<\/strong><\/p>\n by ed mendlowitz<\/i> inheritance advice and guidance is a valuable service for clients who have lost a loved one and are remembered in the will.<\/p>\n more on marketing: <\/b>how and why to offer estate planning<\/a> | what you need to start a financial planning discussion<\/a> | tax projections: how and why<\/a> | how to raise client awareness of services<\/a> | marketing vs. selling: both must serve the client first<\/a> | adopt a marketing mindset<\/a> 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 \u201crecord\u201d 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.
\nthe 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n
\n read more →<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"
\nthe 卡塔尔世界杯常规比赛时间 practice doctor<\/i><\/a><\/p>\n\n
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n
\n read more →<\/a><\/p>\n","protected":false},"author":1341,"featured_media":42262,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"134948,133757,130418,128200,130091,131485","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2271,3120],"tags":[27],"class_list":["post-49935","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marketing","category-pro-member-exclusive","tag-tax","membership-content","access-restricted"],"acf":[],"yoast_head":"\n