May '23 • General discussion
GM........Estate Guru & Tax Reduction Update
Well its the bottom of the ninth with 2 outs, and runners on first & second and my line drive hitter is @ bat!
I have 7 EG first appointments scheduled today, and 2 CPA call backs to submit a case for their clients, I believe one is a Cash Balance Plan for a doctor, and the other business owner with a significant tax liability. Cash flow is great, but remember we are chasing whales!
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GM........Estate Guru & Tax Reduction Update