Abstract yellow image
Resources

Vol. 1 - The Adviser’s Guide to Financial & Estate Planning – 16th Ed

Steve Siegel JD, LLM Sidney Kess CPA, JD, LLM, CGMA
Sep 23, 2025 · 2.5 MB Download

AICPA MEMBER

ACCESS

Resource

available

Use Volume 1 as a reference guide to facilitate planning for clients in the following areas:

  • The art of financial planning

  • Estate and client analysis

  • The co-ownership of property

  • Lifetime gifts to individuals

  • Charitable giving

  • The use of trusts

  • Life insurance

The 16th edition includes annual updates as well as checklists, planning pointers, and questionnaires to simplify the planning process. It also references changes under the new H.R. 1 (OBBBA) tax bill. Rest assured that you are guiding clients with

Download the Adviser’s Guide to Financial & Estate Planning: Volume 1-16th Edition

File name: FEPG-Volume-1-16th Edition.pdf

Reserved for AICPA® & CIMA® Members

Already a member of the AICPA or CIMA?

Log in with your account
 
Forgotten email
Forgotten password

Not a member of the AICPA or CIMA?

To gain access to exclusive content, your first step is to join the AICPA or CIMA.

Mentioned in this article

Topics

Personal Financial Planning

Subtopics

Charitable Planning
Estate Planning
Risk Management & Insurance Planning
Manage preferences

Related content

    This site is brought to you by the Association of International Certified Professional Accountants, the global voice of the accounting and finance profession, founded by the American Institute of CPAs and The Chartered Institute of Management Accountants.

    About|Terms & Conditions|Accessibility|Privacy Policy|Contact|Help|Site Map

    CA Do Not Sell or Share My Personal Information

    }