1. Charitable PlanningBy Ward J. Wilsey, JD, LLMThe Wilsey Law Firm3655 Nobel Dr. Suite 345San Diego, CA 92122www.wilseylaw.com 2. Charitable Planning QuestionsWhat are client’s…
Slide 1How To Exit Your Business In Style Donald S. Feldman CExP™, CPA, CVA, ABV, MBA Keystone Business Transitions, LLC Presented by: [email protected] www.keystonebt.com…
With the wealth created over the past 25 years, a generation of recently minted millionaires is now able to contemplate the phil- anthropic options that come with success.…