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EPI OC 2021 – June 10 – SHOOT OUT: NINGs, WINGs

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How to Acquire Doctor Clients – What works in 2021?

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The Wealth Gap Redefined

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Virtual Business Owners’ Series – May 26 –

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Rock Your Role in the Exit Planning Process

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EPI SD 2021 – May – Poised for Exit – A Woman En

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EPI OC 2021 – May 13 – AN EXCERPT FROM THE CEPA

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EPI NJ 2021 – May 5 – Our own Joe Strazzeri was

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Tax Planning No-Brainers for Business Owners

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Hot Topics – The WY Advantage for Business Owners and

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Ways to Make the Most of Business Valuations

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EPI SD 2021 – April 21 – Learn What’s Behind “pu

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EPI OC – Apr 8 – Balancing Financial Success and

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VA and Medi-Cal Benefits – Why They Matter to Your Client an

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PPP Loan Forgiveness Q&A and Unforeseen Challenges One

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Hot Topics – Advanced Income & Wealth Planning fo

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Virtual Business Owners’ Series – Mar 24 –

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Decanting – Useful for Both Taxes and Wine

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EPI SD – Mar 17 – Tools to Add Exit Planning to

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EPI OC – Mar 11 – The Legal Side of Deal Flow &#

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