CPAs must take a holistic approach to family tax practice

03/11/2013 | Tax Adviser, The

Family tax practice is not an area that many CPAs have been able to properly address, in part because of the additional training often required to handle retirement, estate, insurance and investment planning. That must change, as this space is becoming more complex and competitive. CPAs must learn to provide a holistic approach to these issues to remain their clients' primary and most trusted personal advisers.

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Tax Adviser, The

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