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- catalog abstract "Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice.".
- catalog contributor b10977156.
- catalog created "c1998.".
- catalog date "1998".
- catalog date "c1998.".
- catalog dateCopyrighted "c1998.".
- catalog description "Includes bibliographical references (p. 447-451) and index.".
- catalog description "Once the exclusive domain of specialist attorneys, estate planning is now a highly lucrative part of many accountants' and tax professionals' practices nationwide. If you are an accountant who would like to take advantage of this national trend as a way to diversify your services and significantly increase your profit base, this book is for you. Based on author Doug H. Moy's more than twenty-five years as a successful estate planning professional, it tells you everything you need to know about planning, building, managing, and marketing a thriving estate planning practice.".
- catalog description "pt. I. Developing an Estate Planning Service. Ch. 1. The Practice of Estate Planning. Ch. 2. Avoiding the Unauthorized Practice of Law. Ch. 3. Accountant's Role in Estate Planning. Ch. 4. Prospecting and Developing Business Among Established Clients. Ch. 5. Techniques for Generating New Clients. Ch. 6. Qualifying Prospective Clients -- pt. II. Operating Your Estate Planning Service. Ch. 7. Fees, Billing Procedures, and Consulting Agreements. Ch. 8. A System for Keeping Current -- pt. III. The Fact-Finding Interview. Ch. 9. Conducting the Fact-Finding Interview. Ch. 10. Obtaining Personal Information. Ch. 11. Identifying Assets and Capital Needs -- pt. IV. Creating the Estate Plan. Ch. 12. Preparing to Develop the Estate Plan.".
- catalog extent "xvi, 464 p. ;".
- catalog identifier "0471122599 (alk. paper)".
- catalog issued "1998".
- catalog issued "c1998.".
- catalog language "eng".
- catalog publisher "New York : J. Wiley,".
- catalog subject "657/.068/1 21".
- catalog subject "Accountants.".
- catalog subject "Estate planning.".
- catalog subject "Financial planners.".
- catalog subject "HG179.5 .M69 1998".
- catalog tableOfContents "pt. I. Developing an Estate Planning Service. Ch. 1. The Practice of Estate Planning. Ch. 2. Avoiding the Unauthorized Practice of Law. Ch. 3. Accountant's Role in Estate Planning. Ch. 4. Prospecting and Developing Business Among Established Clients. Ch. 5. Techniques for Generating New Clients. Ch. 6. Qualifying Prospective Clients -- pt. II. Operating Your Estate Planning Service. Ch. 7. Fees, Billing Procedures, and Consulting Agreements. Ch. 8. A System for Keeping Current -- pt. III. The Fact-Finding Interview. Ch. 9. Conducting the Fact-Finding Interview. Ch. 10. Obtaining Personal Information. Ch. 11. Identifying Assets and Capital Needs -- pt. IV. Creating the Estate Plan. Ch. 12. Preparing to Develop the Estate Plan.".
- catalog title "Wealth preservation : how to start and develop an estate planning practice / Doug H. Moy.".
- catalog type "text".