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Results > personal-financial-planning: (2)

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Wednesday, July 3, 2024 Intuit for Retirement

Your Business Needs an Exit Strategy. Here are 4 Things to Consider

Creating a succession plan can be confusing, complex, and emotional as you consider leaving behind the business you’ve worked hard to create. Nonetheless, creating a succession plan or exit strategy is vital for you, your team, and your clients.

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Friday, June 23, 2023 CAF America

The CAF American Donor Fund: A Brief Overview

The CAF American Donor Fund is a dual registered donor advised fund that allows clients to make donations to charities worldwide and receive tax relief in the US and UK. Download this free guide to learn more.

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