Free AICPA Adviser’s Guide to Financial and Estate Planning – Volume 1

The AICPA has made available for download Volume 1 of its treatise, Sidney Kess & Steven Siegel, The AICPA Adviser’s Guide to Financial and Estate Planning (9th ed.), which is 321 pages.

This volume discusses the following topics:

  • Chapter 1: the art of financial planning
  • Chapter 2: estate and client analysis
  • Chapter 3: the co-ownership of property
  • Chapter 4: lifetime gifts to indivdiuals
  • Chapter 5: charitable giving
  • Chapter 6: the use of trusts
  • Chapter 7: life insurance

To download this treatise, click AICPA Adviser’s Guide to Financial and Estate Planning – Volume 1.

Posted by Lewis J. Saret, Co-General Editor, Wealth Strategies Journal..

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