Use Volume 4 as a reference guide to facilitate planning for your clients in the following areas.
A tribute to Sid Kess on page 2
Asset protection
Portability
The affordable Care Act
Tax, financial, and estate planning for the 99%
AICPA’s Statement on Standards in Personal Financial Planning Services
The ABLE Act
The SECURE Act of 2022
The Inflation Reduction Act of 2022
And much more
The 14th edition includes annual updates as well as checklists, planning pointers, and questionnaires