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018: Preparing Your Business For Sale

How often have you thought about selling your business? There are specific strategies you need to know to set your business up to get the maximum value.

Posted 06/21/2019 05:00 AM

011: Optimizing Cost Saving Opportunities with The Affordable Care Act

Patti and her Chief Planning Officer discuss how assets have no impact on eligibility to get a premium tax credit under the ACA – a little known fact!

Posted 04/12/2019 05:00 AM