CPAs discuss hot topics in financial planning, tax, and technology

June 24, 2019

Published: Journal of Accountancy

Featuring Mike Landsberg, CPA/PFS; Sarah Lane, CPA/PFS; David Oransky, CPA/PFS; Brooke Salvini, CPA/PFS; and David Stolz, CPA/PFS

The three estate planning documents everyone should have.

https://www.journalofaccountancy.com/videos/pfp-tax-practice-management-2018-engage.html

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