Question: Your new clients, Mr. and Mrs. Smith, have requested a meeting to discuss the US Estate Tax and related tax and financial planning. Prepare a

Your new clients, Mr. and Mrs. Smith, have requested a meeting to discuss the US Estate Tax and related tax and financial planning. Prepare a high level outline of discussion points for your meeting.

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Meeting Agenda US Estate Tax and Financial Planning for Mr and Mrs Smith 1 Introduction Welcome and introduction of attendees Overview of the meeting ... View full answer

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