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JofA-branded podcast: Critical conversations about business transition planning
In this Journal of Accountancy-branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.
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By AICPA & CIMA
4
7171 ratings
In this Journal of Accountancy-branded podcast, a senior wealth strategist and managing partner share advice on how to initiate conversations with business clients about transition and succession planning.
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