Financial Planning
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EPI LA April 9 – Planning Across the Valley
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EPI OC – June 11 – Innovative Tax Planning for Business Owners
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EPI OC – May 14 – Nevada Trusts for Business Owners
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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 2022 – May 12 – Case Study: 3 Partners, 3 Designs
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EPI OC 2022 – November 10 – Collaboration at Its Best Part 4: Financial, Legal, and Tax – 2 Partners, 2 Designs
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EPI SD – Sep 16 – Third Party Sales and The M&A Process
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EPI SD 2022 – June 15 – BUSINESS EXIT TRANSACTION STRATEGY: PLANNING, OPTIONS AND EXECUTION
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EPI SD 2022 – May 18 – Case Study: 3 Partners, 3 Designs
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EPI SD 2022 – November 16 – Collaboration at Its Best Part 4: Financial, Legal, and Tax – 2 Partners, 2 Designs
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