SlideShare une entreprise Scribd logo

Natural Fiduciaries

•
•
CalCPA Protect Plus (The Group Insurance Trust)
CalCPA Protect Plus (The Group Insurance Trust)

NOVEMBER 2001 Michael provides a summary of CPA skills and expertise that make CPAs a natural choice for fiduciary roles such as executor or trustee.

Business
1  sur  2
Télécharger pour lire hors ligne
Natural Fiduciaries
Natural Fiduciaries

Recommandé

The CPAs Role in Estate Planning and Administration: A Practical 'How To' Guide
The CPAs Role in Estate Planning and Administration: A Practical 'How To' GuideThe CPAs Role in Estate Planning and Administration: A Practical 'How To' Guide
The CPAs Role in Estate Planning and Administration: A Practical 'How To' GuideCalCPA Protect Plus (The Group Insurance Trust)
 
Estate planning 2016
Estate planning 2016Estate planning 2016
Estate planning 2016CalCPA Protect Plus (The Group Insurance Trust)
 
Estate planning 2016
Estate planning 2016Estate planning 2016
Estate planning 2016CalCPA Protect Plus (The Group Insurance Trust)
 
Making the Grade
Making the GradeMaking the Grade
Making the GradeCalCPA Protect Plus (The Group Insurance Trust)
 
Financing the Future: Retirement Planning Analysis: The Ultimate Financial Pl...
Financing the Future: Retirement Planning Analysis: The Ultimate Financial Pl...Financing the Future: Retirement Planning Analysis: The Ultimate Financial Pl...
Financing the Future: Retirement Planning Analysis: The Ultimate Financial Pl...CalCPA Protect Plus (The Group Insurance Trust)
 
MBA Press Release 2012 best of the beach
MBA Press Release 2012 best of the beachMBA Press Release 2012 best of the beach
MBA Press Release 2012 best of the beachCalCPA Protect Plus (The Group Insurance Trust)
 
Statement of the Future: Statement on Standards for Accounting and Review Ser...
Statement of the Future: Statement on Standards for Accounting and Review Ser...Statement of the Future: Statement on Standards for Accounting and Review Ser...
Statement of the Future: Statement on Standards for Accounting and Review Ser...CalCPA Protect Plus (The Group Insurance Trust)
 
Estate planning 2015
Estate planning 2015Estate planning 2015
Estate planning 2015CalCPA Protect Plus (The Group Insurance Trust)
 

Recommandé

The CPAs Role in Estate Planning and Administration: A Practical 'How To' Guide
The CPAs Role in Estate Planning and Administration: A Practical 'How To' GuideThe CPAs Role in Estate Planning and Administration: A Practical 'How To' Guide
The CPAs Role in Estate Planning and Administration: A Practical 'How To' GuideCalCPA Protect Plus (The Group Insurance Trust)
 
Estate planning 2016
Estate planning 2016Estate planning 2016
Estate planning 2016CalCPA Protect Plus (The Group Insurance Trust)
 
Estate planning 2016
Estate planning 2016Estate planning 2016
Estate planning 2016CalCPA Protect Plus (The Group Insurance Trust)
 
Making the Grade
Making the GradeMaking the Grade
Making the GradeCalCPA Protect Plus (The Group Insurance Trust)
 
Financing the Future: Retirement Planning Analysis: The Ultimate Financial Pl...
Financing the Future: Retirement Planning Analysis: The Ultimate Financial Pl...Financing the Future: Retirement Planning Analysis: The Ultimate Financial Pl...
Financing the Future: Retirement Planning Analysis: The Ultimate Financial Pl...CalCPA Protect Plus (The Group Insurance Trust)
 
MBA Press Release 2012 best of the beach
MBA Press Release 2012 best of the beachMBA Press Release 2012 best of the beach
MBA Press Release 2012 best of the beachCalCPA Protect Plus (The Group Insurance Trust)
 
Statement of the Future: Statement on Standards for Accounting and Review Ser...
Statement of the Future: Statement on Standards for Accounting and Review Ser...Statement of the Future: Statement on Standards for Accounting and Review Ser...
Statement of the Future: Statement on Standards for Accounting and Review Ser...CalCPA Protect Plus (The Group Insurance Trust)
 
Estate planning 2015
Estate planning 2015Estate planning 2015
Estate planning 2015CalCPA Protect Plus (The Group Insurance Trust)
 
Retirement Planning Analysis
Retirement Planning AnalysisRetirement Planning Analysis
Retirement Planning AnalysisCalCPA Protect Plus (The Group Insurance Trust)
 
Digital assets
Digital assetsDigital assets
Digital assetsCalCPA Protect Plus (The Group Insurance Trust)
 
Estate planning 2014
Estate planning 2014Estate planning 2014
Estate planning 2014CalCPA Protect Plus (The Group Insurance Trust)
 
20 Common Estate Planning Mistakes to Avoid
20 Common Estate Planning Mistakes to Avoid20 Common Estate Planning Mistakes to Avoid
20 Common Estate Planning Mistakes to AvoidCalCPA Protect Plus (The Group Insurance Trust)
 
20 Common Estate Planning Mistakes to Avoid
20 Common Estate Planning Mistakes to Avoid20 Common Estate Planning Mistakes to Avoid
20 Common Estate Planning Mistakes to AvoidCalCPA Protect Plus (The Group Insurance Trust)
 
Estate planning 2014
Estate planning 2014Estate planning 2014
Estate planning 2014CalCPA Protect Plus (The Group Insurance Trust)
 
Estate planning 2014
Estate planning 2014Estate planning 2014
Estate planning 2014CalCPA Protect Plus (The Group Insurance Trust)
 
Stressed tax preparers find relief in mardi gras, massages
Stressed tax preparers find relief in mardi gras, massagesStressed tax preparers find relief in mardi gras, massages
Stressed tax preparers find relief in mardi gras, massagesCalCPA Protect Plus (The Group Insurance Trust)
 
2013 tax on net investment income tips
2013 tax on net investment income tips2013 tax on net investment income tips
2013 tax on net investment income tipsCalCPA Protect Plus (The Group Insurance Trust)
 
Taxing Thoughts
Taxing Thoughts Taxing Thoughts
Taxing Thoughts CalCPA Protect Plus (The Group Insurance Trust)
 
La magazine 5 star award
La magazine 5 star awardLa magazine 5 star award
La magazine 5 star awardCalCPA Protect Plus (The Group Insurance Trust)
 
Interact - Social Media Guide for CPAs
Interact - Social Media Guide for CPAsInteract - Social Media Guide for CPAs
Interact - Social Media Guide for CPAsCalCPA Protect Plus (The Group Insurance Trust)
 
Time for a tuneup
Time for a tuneupTime for a tuneup
Time for a tuneupCalCPA Protect Plus (The Group Insurance Trust)
 
Legislation tra 2010 12 21_10_md_final
Legislation tra 2010 12 21_10_md_finalLegislation tra 2010 12 21_10_md_final
Legislation tra 2010 12 21_10_md_finalCalCPA Protect Plus (The Group Insurance Trust)
 
New Wealth Taxes
New Wealth TaxesNew Wealth Taxes
New Wealth TaxesCalCPA Protect Plus (The Group Insurance Trust)
 
Breathe!
Breathe!Breathe!
Breathe!CalCPA Protect Plus (The Group Insurance Trust)
 
Articles on Amazon
Articles on AmazonArticles on Amazon
Articles on AmazonCalCPA Protect Plus (The Group Insurance Trust)
 
Beach Business Bank Advertisement
Beach Business Bank AdvertisementBeach Business Bank Advertisement
Beach Business Bank AdvertisementCalCPA Protect Plus (The Group Insurance Trust)
 
Planning for the Suddenly Wealthy
Planning for the Suddenly WealthyPlanning for the Suddenly Wealthy
Planning for the Suddenly WealthyCalCPA Protect Plus (The Group Insurance Trust)
 
Where There's A Will, There Are Mistakes
Where There's A Will, There Are MistakesWhere There's A Will, There Are Mistakes
Where There's A Will, There Are MistakesCalCPA Protect Plus (The Group Insurance Trust)
 
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756dollysharma2066
 
Regression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear RegressionRegression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear RegressionRavindra Nath Shukla
 

Contenu connexe

Plus de CalCPA Protect Plus (The Group Insurance Trust)

Plus de CalCPA Protect Plus (The Group Insurance Trust) (20)

Retirement Planning Analysis
Retirement Planning AnalysisRetirement Planning Analysis
Retirement Planning Analysis
 
Digital assets
Digital assetsDigital assets
Digital assets
 
Estate planning 2014
Estate planning 2014Estate planning 2014
Estate planning 2014
 
20 Common Estate Planning Mistakes to Avoid
20 Common Estate Planning Mistakes to Avoid20 Common Estate Planning Mistakes to Avoid
20 Common Estate Planning Mistakes to Avoid
 
20 Common Estate Planning Mistakes to Avoid
20 Common Estate Planning Mistakes to Avoid20 Common Estate Planning Mistakes to Avoid
20 Common Estate Planning Mistakes to Avoid
 
Estate planning 2014
Estate planning 2014Estate planning 2014
Estate planning 2014
 
Estate planning 2014
Estate planning 2014Estate planning 2014
Estate planning 2014
 
Stressed tax preparers find relief in mardi gras, massages
Stressed tax preparers find relief in mardi gras, massagesStressed tax preparers find relief in mardi gras, massages
Stressed tax preparers find relief in mardi gras, massages
 
2013 tax on net investment income tips
2013 tax on net investment income tips2013 tax on net investment income tips
2013 tax on net investment income tips
 
Taxing Thoughts
Taxing Thoughts Taxing Thoughts
Taxing Thoughts
 
La magazine 5 star award
La magazine 5 star awardLa magazine 5 star award
La magazine 5 star award
 
Interact - Social Media Guide for CPAs
Interact - Social Media Guide for CPAsInteract - Social Media Guide for CPAs
Interact - Social Media Guide for CPAs
 
Time for a tuneup
Time for a tuneupTime for a tuneup
Time for a tuneup
 
Legislation tra 2010 12 21_10_md_final
Legislation tra 2010 12 21_10_md_finalLegislation tra 2010 12 21_10_md_final
Legislation tra 2010 12 21_10_md_final
 
New Wealth Taxes
New Wealth TaxesNew Wealth Taxes
New Wealth Taxes
 
Breathe!
Breathe!Breathe!
Breathe!
 
Articles on Amazon
Articles on AmazonArticles on Amazon
Articles on Amazon
 
Beach Business Bank Advertisement
Beach Business Bank AdvertisementBeach Business Bank Advertisement
Beach Business Bank Advertisement
 
Planning for the Suddenly Wealthy
Planning for the Suddenly WealthyPlanning for the Suddenly Wealthy
Planning for the Suddenly Wealthy
 
Where There's A Will, There Are Mistakes
Where There's A Will, There Are MistakesWhere There's A Will, There Are Mistakes
Where There's A Will, There Are Mistakes
 

Dernier

FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756dollysharma2066
 
Regression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear RegressionRegression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear RegressionRavindra Nath Shukla
 
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesMysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesDipal Arora
 
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...Aggregage
 
Lucknow 💋 Escorts in Lucknow - 450+ Call Girl Cash Payment 8923113531 Neha Th...
Lucknow 💋 Escorts in Lucknow - 450+ Call Girl Cash Payment 8923113531 Neha Th...Lucknow 💋 Escorts in Lucknow - 450+ Call Girl Cash Payment 8923113531 Neha Th...
Lucknow 💋 Escorts in Lucknow - 450+ Call Girl Cash Payment 8923113531 Neha Th...anilsa9823
 
Call Girls in Gomti Nagar - 7388211116 - With room Service
Call Girls in Gomti Nagar - 7388211116 - With room ServiceCall Girls in Gomti Nagar - 7388211116 - With room Service
Call Girls in Gomti Nagar - 7388211116 - With room Servicediscovermytutordmt
 
0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdf0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdfRenandantas16
 
John Halpern sued for sexual assault.pdf
John Halpern sued for sexual assault.pdfJohn Halpern sued for sexual assault.pdf
John Halpern sued for sexual assault.pdfAmzadHosen3
 
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...Dave Litwiller
 
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...Any kyc Account
 
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...lizamodels9
 
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case studyThe Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case studyEthan lee
 
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptxB.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptxpriyanshujha201
 
Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Roland Driesen
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Centuryrwgiffor
 
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...lizamodels9
 
Organizational Transformation Lead with Culture
Organizational Transformation Lead with CultureOrganizational Transformation Lead with Culture
Organizational Transformation Lead with CultureSeta Wicaksana
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Serviceritikaroy0888
 

Dernier (20)

FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
FULL ENJOY Call Girls In Mahipalpur Delhi Contact Us 8377877756
 
Regression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear RegressionRegression analysis: Simple Linear Regression Multiple Linear Regression
Regression analysis: Simple Linear Regression Multiple Linear Regression
 
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best ServicesMysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
Mysore Call Girls 8617370543 WhatsApp Number 24x7 Best Services
 
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabiunwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
unwanted pregnancy Kit [+918133066128] Abortion Pills IN Dubai UAE Abudhabi
 
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
The Path to Product Excellence: Avoiding Common Pitfalls and Enhancing Commun...
 
Lucknow 💋 Escorts in Lucknow - 450+ Call Girl Cash Payment 8923113531 Neha Th...
Lucknow 💋 Escorts in Lucknow - 450+ Call Girl Cash Payment 8923113531 Neha Th...Lucknow 💋 Escorts in Lucknow - 450+ Call Girl Cash Payment 8923113531 Neha Th...
Lucknow 💋 Escorts in Lucknow - 450+ Call Girl Cash Payment 8923113531 Neha Th...
 
Call Girls in Gomti Nagar - 7388211116 - With room Service
Call Girls in Gomti Nagar - 7388211116 - With room ServiceCall Girls in Gomti Nagar - 7388211116 - With room Service
Call Girls in Gomti Nagar - 7388211116 - With room Service
 
0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdf0183760ssssssssssssssssssssssssssss00101011 (27).pdf
0183760ssssssssssssssssssssssssssss00101011 (27).pdf
 
John Halpern sued for sexual assault.pdf
John Halpern sued for sexual assault.pdfJohn Halpern sued for sexual assault.pdf
John Halpern sued for sexual assault.pdf
 
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
Enhancing and Restoring Safety & Quality Cultures - Dave Litwiller - May 2024...
 
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
KYC-Verified Accounts: Helping Companies Handle Challenging Regulatory Enviro...
 
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
Russian Call Girls In Gurgaon ❤️8448577510 ⊹Best Escorts Service In 24/7 Delh...
 
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case studyThe Coffee Bean & Tea Leaf(CBTL), Business strategy case study
The Coffee Bean & Tea Leaf(CBTL), Business strategy case study
 
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptxB.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
B.COM Unit – 4 ( CORPORATE SOCIAL RESPONSIBILITY ( CSR ).pptx
 
Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...Boost the utilization of your HCL environment by reevaluating use cases and f...
Boost the utilization of your HCL environment by reevaluating use cases and f...
 
Famous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st CenturyFamous Olympic Siblings from the 21st Century
Famous Olympic Siblings from the 21st Century
 
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
Call Girls In DLf Gurgaon ➥99902@11544 ( Best price)100% Genuine Escort In 24...
 
Organizational Transformation Lead with Culture
Organizational Transformation Lead with CultureOrganizational Transformation Lead with Culture
Organizational Transformation Lead with Culture
 
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
VVVIP Call Girls In Greater Kailash ➡️ Delhi ➡️ 9999965857 🚀 No Advance 24HRS...
 
Call Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine ServiceCall Girls In Panjim North Goa 9971646499 Genuine Service
Call Girls In Panjim North Goa 9971646499 Genuine Service