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3 Keys for COI’s to Introduce the Right Wealth Manager
Clients rely on centers of influence (COI’s) for a multitude of services. COI’s can be attorneys, business managers, CPA’s…
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3 Keys to Better Financial Advice
First, addition by subtraction. Put down the Wall Street Journal. For crying out loud, shut off CNBC. Avoid financial…
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Proposed Regulation to Eliminate Estate Planning Discounts
On August 4, 2016, the Treasury Department released Proposed Regulations that seek to eliminate valuation discounts for interests in…