Accountants: Corporate financial health check- Planning for death

Written By Richard Sergeant

When family business owners often talk about planning for ‘family succession’, there is a role for accountants to ‘steward’ their client and manage the outcome of the law of unintended consequences.

In the latest article for AccountingWEB, Richard Bertin explores the benefit and importance of offering clients cradle-to-the-grave planning to safeguard the interests of their families and business.

Read the full article Corporate financial healthcheck: Planning for death here

Richard Sergeant
Previous

Hook up corporate and personal financial planning
Next

Accountants: talking insurance to your clients matters