Fidelis Financial Services

Being a CPA doesn't make you a Planner

Why CPAs should become CFPs before calling themselves ‘planners’ "Simply calling yourself a financial planner does not make you one," argues CFP Board CEO Kevin Keller.

While proper planning can eliminate or reduce a good portion of estate taxes, many states still impose their own estate and/or inheritance tax on top of federal estate tax.

States Dumping Estate Taxes but Beware Those That Haven’t A new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.

Insightful!

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