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Tax Planning for the Sale of Your Business
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Tax Planning for the Sale of Your Business – May
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Tax Planning No-Brainers for Business Owners
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Taxation of 3rd Party Special Needs Trusts
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The Anatomy, Math and Process of Business Succession Planning
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The Defense Contractor’s Dilemma
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The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition
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The Gathering 2018 – Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know
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The Gathering 2018 – How an Entrepreneur Invests After the Liquidation Event – Pitfalls, Options, and Keeping the Client
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The Gathering 2018 – Taxes, Control, and Cash Flow: Personal Planning Before, During, and After the Sale of a Business
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The Gathering 2018 – The Complete Package
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The Gathering 2018 – Understanding Elder Financial Abuse – Helping Families
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