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Home Business Insights Competencies and Capabilities

The role of accountants in estate planning

Arra Czarina Igno by Arra Czarina Igno
November 23, 2023
Photo by Content Pixie: https://www.pexels.com/photo/mug-watch-and-planner-book-on-brown-wooden-surface-2736499/

Photo by Content Pixie: https://www.pexels.com/photo/mug-watch-and-planner-book-on-brown-wooden-surface-2736499/

Accountants play a role in helping out people who lack the foresight of what happens in the future of their properties, holding a crucial and very important position in the process of estate planning.

This comes into play when properties are left behind by an incapacitated or deceased person, which often leads to tax and legal cases, and in many situations, family disputes. 

Estate planning CPAs specialise in the field and are up-to-date on the changing laws and taxation of estate planning. They are responsible in:

  • Performing audits and making an inventory of assets
  • Developing plans to legally minimise taxes
  • Helping make succession plan in case of death or incapacity
  • Setting expectations on the future value of assets

Related:  Empower the virtual accounting function
Tags: accounting & taxestate planningfinance and accounting
Arra Czarina Igno

Arra Czarina Igno

Arra Czarina Igno is an experienced News Writer with a demonstrated history of working in the financial services industry. She is a media and communication professional with a Bachelor’s Degree focused in Broadcast Communication from Polytechnic University of the Philippines.

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