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Webinar: Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 2 of 2
Part 2 will complete the discussions in Part 1. Doctors and their practices are…
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Webinar: Asset Protection for Physicians and their Practices: The Doctor is In—But Where is the Tax and Estate Planning? Part 1 of 2
Doctors and their practices are common targets for terrible and aggressive lawsuits which are…
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Enhancing Valuations for Exit Plan of Closely Held Business
Valuation Enhancements. How to enhance value. People, processes, planning, sales, marketing, legal and operations. …
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Valuations of Closely Held Business
Valuation. How do you value a business? Talk about different methods to get to…
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Integration of Personal and Business Financial Planning
If an adviser provides advice for a pre-retirement client who has only wages, it…
