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Documents and Mechanics of an Estate Planning Consultation
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Due Diligence Pre-Planning: Making Sure the Sale Does Not Derail
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EPI OC 2021 – May 13 – AN EXCERPT FROM THE CEPA PROGRAM– INTEGRATED TAX, ESTATE, AND CHARITABLE PLANNING FOR BUSINESS OWNERS
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EPI SD – Mar 17 – Tools to Add Exit Planning to Your Practice
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EPI SD – Oct 22 – Hope is a Great Conversation
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The Realities of Keeping and Growing versus Transitioning Out – Various Shareholder Perspectives
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Trustee Training: Rights and Responsibilities – Feb 2021
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Virtual Business Owners’ Series – Jan 27 – Interview with a Recently Exited Business Owner
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Virtual Business Owners’ Series – Mar 24 – Interview with Three 3G Daughters Running a Business
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