Ep 281: Leveraging Tax Planning To Create Unique Value For Small Business Owners with Duncan Kelm
Financial Advisor Success
The Fire Victims Trust
The book was written to help people who were getting large windfalls from a fire victim trust. The problem is, the folks that we would want to be working with tend to arty either have a tax adviser or financial adviser and they're lready covered. "It just kind of irks me a little bit that, you know, another professional is just kind of grabbing information and leveraging it to charge their clients sothe"
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