Business
Business Videos
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Preparing for Exit Planning
July 04th 2023
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Estate Planning and Family Business Succession Planning
September 04th 2022
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Succession and Estate Planning - What is it?
September 04th 2022
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Special Purpose Acquisition Corporation Valuation Considerations
May 09th 2022
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How to Structure and Value an Earnout
February 21th 2022
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Creative Strategies for Passing Wealth to your Heirs
November 09th 2021
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Crypto Currency and the IRS Part 3 of 3
February 26th 2020
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Crypto Currency and the IRS Part 2 of 3
February 26th 2020
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Crypto Currency and the IRS Part 1 of 3
February 26th 2020
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What is Crypto Currency and Bitcoin?
February 26th 2020
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Enhancing Valuations for Exit Plan of Closely Held Business
February 14th 2020
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Valuations of Closely Held Business
February 14th 2020
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Integration of Personal and Business Financial Planning
February 14th 2020
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Expatriation
December 19th 2019
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Reporting Foreign Assets
December 19th 2019
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Closely Held Business Owners Long Term (exit strategy) Goals
December 19th 2019
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Closely Held Business Owners (Current Operation) Goals and Type of Entity and Things They Should Consider Achieving
December 19th 2019
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Should You Sell Your Business Now or Wait?
July 25th 2019
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How to Prepare Your Clients for a Business Sale
July 25th 2019
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What to do When Approached by a Buyer for Your Company
July 25th 2019
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Drafting Tips
July 23th 2019
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Defensive Practice
July 22th 2019
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Exiting the Family Business
March 19th 2019
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Termination of Employees
March 12th 2019
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Reviewing Business Contracts with Customers
March 12th 2019
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Employee vs. Independent Contractor
March 12th 2019
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Why you Should Have Your Art and Collectibles Appraised
February 15th 2019
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What is Considered Art?
February 15th 2019
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What Wealth Managers Stand to Gain From Referencing an Appraiser/Art Specialist?
February 15th 2019
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What is Art Inventory?
February 15th 2019
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How to Determine a Realistic Value for Your Business
February 15th 2019
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When is the Right Time to Sell my Business?
February 15th 2019
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How to Identify the Right Buyer for Your Business
February 15th 2019
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Retainers: Video 2 of 2
February 13th 2019
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Retainers: Video 1 of 2
February 13th 2019
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How to Help Professionals Collaborate
February 13th 2019
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Entity Documentation and Estate Planning
December 19th 2018
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Defined Value Mechanisms
November 29th 2018
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Entities Holding Trustee Positions
November 19th 2018
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199A 20% Deductions
February 14th 2018
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Succession Planning and Buy Sell Agreements
February 14th 2018
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LLC Default Statues
December 13th 2017
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