
sr20230516_Interview
Divine Intelligence, etc
00:00
What Is a Family Office?
I had my, I had a wonderful CPA for many years who just retired. But she could do our taxes last year, final year, but I was nervous. She'd sold her firm to a new company. So I got the new one hired and I said to them, you're both going to do my taxes. And this way, I'm sure that the,. the knowledge will transition right before the filing a series of things happen. We couldn't have her firm do it. And so he was there. And I had paid double, but it was the smart move.
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