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Strategic Use of Leverage in CPA Portfolios

Imagine moving a massive ship singlehandedly. Sounds far-fetched, but ancient accounts say the Greek mathematician…

Blended Families and CPA Practices: Navigating Estate Planning

Imagine spending thirty years building a thriving CPA practice, carefully nurturing client relationships, and gradually…

How to Monetize Illiquid Assets as a CPA Practice Owner

As a CPA practice owner, you’ve devoted years to building your business. But have you…

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My experience with [CPA Retirement Solutions]...
...can be summarized as extremely professional and yet down to earth and somewhat folksy. I never felt I was being sold an investment product but more in line with being educated to the various investment opportunities. They definitely took their time to understand my specific situation and suggest various wealth planning and investment scenarios. As a CPA, I am very much engrossed in the details and they were especially able to provide schedules to depict various strategies.
- Joe O.

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