Remove Concentration Remove Leadership Remove Practice Management Remove Tax Planning
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Leveraging Structured Notes To Differentiate A Solo Practice

CFO News Room

And so, that’s been my form of leadership and how I’ve taken to running my business. Now, everybody, at the end of the day, still needs the same same type of planning in the sense of estate planning, tax planning, financial planning. Or how do we work around a concentrated stock position, right?

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