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Meg recently started her own financial planning practice. She is not a licensed attorney. Which of the following activities would be considered an unauthorized practice
Meg recently started her own financial planning practice. She is not a licensed attorney. Which of the following activities would be considered an unauthorized practice of law?
APreparing financial statements for prospective clients.
BHelping clients to identify their financial planning goals.
CPreparing a last will and testament for her client.
DReferring clients to her brother, Ted, who is a licensed attorney.
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