Joseph J. Strazzeri
Showing 37–48 of 163 results
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EPI OC 2022 – August 11 – Collaboration at its Best Part 1: Partnering and Tools for Increased Engagement
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EPI OC 2022 – June 9 – Business Exit Transaction Strategy: Planning, Options and Execution
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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 OC 2023 – Aug 10 – Speed Dating Part 3: Always Know Who to Call!
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EPI OC 2023 – January 12 – Kick off the New Year with a Plan to Predispose Your Clients to Yes Using Pre-Engagement Tools
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EPI OC 2023 – Oct 12 – Case Study: When Family Business Conflict Stalls Business Succession Planning
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EPI OC 2023 – Sep 14 – Fiduciaries: Individuals, Companies, Trust Companies, and Banks
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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 – Jan 11 – The Business Conundrum: Advanced Planning for 2024/25
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EPI OC 2025 – May 15 – An Excerpt from the CEPA Program – Integrated Tax, Estate, and Charitable Planning for Business Owners
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EPI OC 2025 – September 11 – Counseling to Commitment in 3 Parts
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