Fiduciaries
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Adding Exit Planning to Your Practice – Choose, Develop, Implement, and Maintain
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Buy/Sell Agreement Disasters
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Community Insights 2019 – April – The Decision – Understanding Your 10 Business Succession Options – If, When, How How Much, and to Whom
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Community Insights 2020 – August – From “The Five Transition Goals:” The Difference Between Increasing Profitability and Net Cash Flow versus Increasing Enterprise Value
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Dissecting A Financial Statement
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EPI OC – Aug 13 – The Entole Enabled – Private Family Trust Company
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EPI OC – Jan 20 – What to Look for in your Client’s Financial Statements that will Make the Biggest Difference
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EPI OC – Nov 12 – Unlock the Hidden Value of IP Assets
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EPI OC – Oct 8 – ESOPs – A Tax Advantaged Liquidity Option for Business Owners
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EPI OC – Sep 10 – 21 Ways to Reduce, Defer, or Eliminate Capital Gains
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EPI OC 2024 – August 8 – Mastering Counseling & Then Collaborate or Partner to Engage Your Perfect Client
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EPI OC 2024 – January 9 – Building the Future: Succession Planning Through Leadership Development
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