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CPAs' growing role in trust-owned life insurance planning

Authors :
Reyes, Chad L.
Adler, Robert J.
Source :
The CPA Journal. September 1, 2016, p28, 6 p.
Publication Year :
2016

Abstract

In Brief CPAs have a tremendous responsibility to provide individuals with timely and accurate information, especially in the realm of life insurance and estate planning. The authors examine issues related [...]

Subjects

Subjects :
Life insurance -- Management
Accountants -- Practice
Fiduciary duties -- Laws, regulations and rules
Estate planning -- Management
Duty of care (Law) -- Laws, regulations and rules
Government regulation
Company business management
Banking, finance and accounting industries
Business
Uniform Prudent Investor Act

Details

Language :
English
ISSN :
07328435
Database :
Gale General OneFile
Journal :
The CPA Journal
Publication Type :
Periodical
Accession number :
edsgcl.464449821

Tools

Authors Abstract Subjects Details