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Excerpt Vol. 4 - The Adviser’s Guide to Financial & Estate Planning – 15th Ed

Dec 20, 2024 · 993.1 KB Download

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If you provide financial planning services to individuals in the areas of tax, retirement, estate, investment, and risk management planning, access these authoritative standards to guide you as you work with your clients. These standards provide minimum guidelines required for AICPA members who provide personal financial planning services. State boards of accountancy will likely look to these standards in their enforcement processes. Learn more about this principles-based approach for the CPA profession in this excerpt from our popular Adviser’s Guide

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File name: Adviser’s Guide to Financial and Estate Planning – V4 Excerpt.pdf

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