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Estate planning
Estate planning
Aug 15th 2019
How to Help Clients with Charitable Planning
Jul 16th 2019
2
Blog
What are the Best Ways to Pass Assets to Kids?
By
Craig W. Smalley, EA
Founder/CEO
Jul 15th 2019
Blog
Why I Say a "Wealth Tax" is Redundant
By
Craig W. Smalley, EA
Founder/CEO
May 1st 2019
What's the Best State to Die In?
May 1st 2019
Why Estate Planning May be Right for Tax Pros
Mar 6th 2019
When Should You Consider Business Valuation?
Talking Taxes with Clients
Feb 22nd 2019
What Does the IRS Say About "Vanity" Payments?
Nov 27th 2018
Blog
How a CPA Helped the Family of a Late Millionaire
By
Liz Farr
CPA
Advertisement
Nov 20th 2018
Blog
Why It’s Good to Have a CPA in the Family
By
Liz Farr
CPA
Nov 15th 2018
How to Position Yourself as a Fiduciary
Real Accounting Horror Stories
Oct 23rd 2018
Why Death-Bed Estate Planning is a Bad Idea
Sep 24th 2018
Be Careful When Picking an Executor
Sep 19th 2018
Picking an Executor Carefully — Part One
Aug 28th 2018
What Aretha Franklin’s Estate Planning Tells Us
Show more
