Use these guides to learn how to start, run and eventually sell a successful business.
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How to Afford a Long, Happy Retirement
As a Certified Public Accountant (CPA) who is also a Certified Financial Planner (CFP®), I possess the credentials, experience, and competencies to help guide you to those prosperous golden years. To do this, I can be your independent, trusted advocate …
Read MoreSelecting the right structure for your business
When I talk to my clients who are new business owners or clients who are considering starting a business, a major question I get is: How should I operate and structure my business? Simply put, how you set up your …
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