Documents CERTIFIED FINANCIAL PLANNER CERTIFICATION PROFESSIONAL EDUCATION PROGRAM Estate Planning

Learning Objectives 5â1 Identify the purpose and basic features of the federal generation-skipping transfer tax (GSTT).  5â2 Analyze a situation to identify types and…

Documents Welcome AAIP Members

Sheraton Airport Tempe, AZ March 16, 2013 Agenda 11:00 â 12:00 - Current Federal Estate Tax Law and Estate Planning post ATRA 12:00 â 12:15 - Questions 12:15 â 12:30 -…