AICPA RESOURCES.
| Date | 01 January 2023 |
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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