New York CPA and Estate Planner Needed - New York, NY Wealth Management client lives in NY and needs an Estate Planner for a simple Estate. High Income earners with significant wealth expected from extended family, so complexity will significantly increase over time. Oct 29, 2021
New York CPA and Estate Planner Needed - New York, NY Wealth Management client lives in NY and needs an Estate Planner for a simple Estate. High Income earners with significant wealth expected from extended family, so complexity will significantly increase over time. Oct 29, 2021