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To register for a live seminar, visit the sponsoring state society’s website.
Many clients overlook planning that takes into account not only their own issues but also the needs of other generations – above and below – of the extended family unit. Advisors can help achieve tax and financial planning objectives for multiple ties within the family. This course will explore various techniques for different net worth/income levels of generations.
CPAs who provide tax and financial advice to clients within multiple-generation family structures
Prior experience in advising clients on individual and financial planning issues
237 Lancaster Ave, Devon, PA 19333
Phone: (800) 778-7436 | FAX: (610) 688-3977