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10 Ways Out of Highly Appreciated Property and Getting off the 1031 Train
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20-Minute Practice Booster – Raise the Gaze™: Exercises 3 & 4
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Biden Bias
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Building Blocks to Eliminate Estate Tax
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EPI LA April 9 – Planning Across the Valley
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EPI OC – Apr 8 – Balancing Financial Success and Purpose – Communicating with Your Business Owners: Life Quotient
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EPI OC – July 9 – Business Operations and Tax Considerations in the New World
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EPI OC – Mar 11 – The Legal Side of Deal Flow – Where are We Now?
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EPI OC – Sep 10 – 21 Ways to Reduce, Defer, or Eliminate Capital Gains
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EPI SD – Mar 17 – Tools to Add Exit Planning to Your Practice
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EPI SD – Sep 16 – Third Party Sales and The M&A Process
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EPI SoCal Chapters’ Virtual Business Owners’ Series – November 17th
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