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Estate planning
Estate planning
Nov 27th 2018
Blog
How a CPA Helped the Family of a Late Millionaire
By
Liz Farr
CPA
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
Pick an Executor Carefully — Part Two
Sep 19th 2018
Picking an Executor Carefully — Part One
Aug 28th 2018
What Aretha Franklin’s Estate Planning Tells Us
Jul 12th 2018
3 comments
Demystifying Trusts for Tax Professionals
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Apr 17th 2018
Now’s the Time to Write Those Final Instructions
Apr 10th 2018
Claiming Deductions on Legal Fees for Proxy Fights
Mar 22nd 2018
Blog
What Accountants Don’t Get With Estate Planning
By
RossForrester
Partner
Mar 13th 2018
Tax Breaks for Sellers of Inherited Assets: Part 2
Mar 8th 2018
Retirement Savings a Key Focus for Rich Americans
Mar 1st 2018
Blog
How Tax Reform Will Affect the Wealthiest
By
anthonym
Accounting Manager
