Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
00:00
What Changed From Lake the Partnership to the Entity Two Years Ago?
"We left a wire house. So we joint when i joined my partner, bruce," he says. Bruce was an entripener prior to becoming a financial adviser. He started one of the first brew pubs in northern california. "It scratched his real side that hadn't been around since the eighties or nineties."
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