Fiduciary Liabilities
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EPI SD 2025 – May 21 – An Excerpt from the CEPA Program – Integrated Tax, Estate, and Charitable Planning for Business Owners
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EPI SD 2026 – May 13 – The Real Meaning Behind a Valuation – Advice Through Knowledge
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EPI SD July 15 – Small Business Loans – Where are we now? What did we learn? What’s next?
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EPI SD June 18 – Why Nevada? – Nevada Trusts for Business Owners
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Evaluating Liquidity Option
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Family & Business Dynamics – Discovering Unexpected Alternatives
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Fearless Transitions: Equipping Entrepreneurs to Slay their Inner Dragons and Embrace Change
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Funding: The Critical Role of Advisors
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Helping Business Owners Make a Regretless Choice
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How to Become the Trusted Advisor to Business Owners (Specific to the Sale of their Business)
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LA Exit Planning Institute (EPI) – Business Owner’s Forum 2018
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Learn What’s Behind “Pulling the Trigger” and Engage Your Succession Planning Clients 80% of the Time
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