AICPA RESOURCES.

Podcast episode

Five Questions to Get Clients to Act on Their Estate Planning

Publication

The Adviser's Guide to Financial and Estate Planning, Vol. 1

PFP Section resource (members only)

2022 Individual, Estate, and Gift Tax Cheat Sheet

CPE self-study

Estate & Trust Primer--Tax Staff Essentials

Estate Planning Certificate Program (Exam + Course)

For more information or to make a purchase, visit aicpa.org/cpe-learning...

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