Detail When The Client Wants to Leave It to The CAT   Oleh:  Hayes, Michael Jenis: Article from Bulletin/Magazine Dalam koleksi: Journal of Accountancy vol. 192 no. 1 (Jul. 2001), page 29-34. Topik: CLIENT; client; CAT Ketersediaan Perpustakaan Pusat (Semanggi) Nomor Panggil: JJ85.13 Non-tandon: 1 (dapat dipinjam: 0) Tandon: tidak ada     Lihat Detail Induk Isi artikel CPA s and lawyers who specialize in estate planning provide help with the most serious undertaking of life : dying. How to disperse resources that soon will be left behind is a sensitive and private decision. In planning what to do with their wealth, clients acknowledge their mortality and consider what goals they posthumously want to fulfill. They may wish to do good, give pleasure and provide for loved ones - and even ensure that companion animals will be properly cared for. The practitioner who is asked to help has to have sensitivity to the client’s feelings as well as know where to steer him or her. In educating people about the possibilities, the CPA’s involvement may extend from analyzing the client’s overall finances to consulting with the lawyer who prepares the will to acting as executor of the estate. The role will depend on the client’s wishes and family dynamics. To safely and legally guide someone in making an unusual bequest, a CPA may need to think creatively and develop techniques to comply with a client’s priorities - whether it’s to leave money to a live - in companion, a nature preserve or a pet. Because estate consulting requires counseling skills and empathy as well as technical knowledge, “it takes a while to get good at it,” says Robert Keebler, CPA and tax specialist at Virchow, Krause & Co., Platteville, Wisconsin. He breaks the process down into seven steps : - Gather complete information about the client’s finances and family. - Do the financial projections for different ways of leaving the estate. - Educate your client about the tax pros and cons of each scenario. - Have your client define his or her goals. - Make proposals on how to implement those goals. - Lay all the information out in a comprehensive plan. - Implement the plan ; have a lawyer prepare the documents and make them air tight. Opini Anda Klik untuk menuliskan opini Anda tentang koleksi ini! Kembali

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